德国政府希望与中国脱钩,但德国公司负担不起离开
The German government wants to decouple from China. But German companies can't afford to leave.
译文简介
国大型公司正在加速在中国的资本投资和扩张。
德国政策制定者坚持认为,企业应该投资欧洲,因为欧洲的制造业正受到高能源和劳动成本、监管以及消费者需求萎缩的困扰。
正文翻译

Major German companies are accelerating their capital investments and expansions in China.
German policymakers insist that firms instead invest in Europe, where manufacturing industries are being hollowed out by high energy and labor costs, regulation, and collapsing consumer demand.
But German firms cannot afford to leave China. The depth of Chinese supply chains would take years to replace, and at far higher costs.
What's more, Asia is where almost all the consumer market growth is, with double-digit booms in consumer class populations with disposable incomes.
德国大型公司正在加速在中国的资本投资和扩张。
德国政策制定者坚持认为,企业应该投资欧洲,因为欧洲的制造业正受到高能源和劳动成本、监管以及消费者需求萎缩的困扰。
但德国公司负担不起离开中国。中国供应链的深度需要数年才能替代,而且成本会高得多。
更重要的是,亚洲是几乎所有消费市场增长的来源,消费阶层人口和可支配收入都在呈现双位数增长。
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德国公司更可能想要与德国脱钩。
@SupremeCannon1965 The scale of the decline is just mind-bending now.
现在衰退的规模简直让人难以置信。
@marcgatto9675 If the Germans leave, no one will even notice that they are gone. OUCH!
如果德国人离开,没人会注意到他们不见了。哎呀!
@barryshaw5660 Educated population, electrical infrastructure things China has, and Germany doesn’t.
受过教育的人民、电子基础设施,这些是中国拥有的,而德国没有的。
@TAL142 German has sided with the wrong people every time.
德国每次都站错队。
@pedinomefaux Germany in self-destruct mode.
德国正在处于自我毁灭模式。
@ghgggbhbhb3979 Germany, on par with old Europe is run by elitist lunatics that have no regard to the people they are supposed to represent.
德国,和古老的欧洲一样,由一群精英疯狂分子掌控,他们根本不顾及他们应该代表的人。
@GranFinale China is the ONLY game in town when it comes to supply, cost and efficiency.
在供应、成本和效率方面,中国是唯一的选择。
@2cartalkers Just like the good old U.S. of A., everyone is making money except the workers.
就像老美一样,大家都在赚钱,除了工人。
@MSH_FL_ABN-70 The German government has already decoupled from reality.
德国政府已经脱离现实了。
@absolventenservice Germany wants to decouple from China. It couldn't be more ridiculous. Germany is financing 5 million asylum seekers. Germany has sunk 800 billion euros into Ukraine. Germany now wants to invest another 300 billion in the Bundeswehr (German Armed Forces). People in Germany dream of work-life balance and a 30-hour week with full wage compensation. Germany is no longer a leader in any single technology sector. And roughly 90% of everything Germans consume comes from China. God send some brains down from heaven for our politicians. But I really can't get any more idiotic than this.
德国想要与中国脱钩,简直太荒谬了。德国正在资助500万寻求庇护者,已经向乌克兰投入了8000亿欧元。现在,德国还想再投资3000亿欧元给联邦国防军(德国武装部队)。德国人梦想着工作与生活平衡,享受30小时的工作周和全额工资补偿。德国现在在任何技术领域都不再是领导者了。而且大约90%的德国消费品都来自中国。上天给我们的政治家们送点智慧吧。但我真的觉得再没有比这更愚蠢的了。
@armchairwarrior963 Germany and rest of Western EU leaders are insane. US literally destroy their cheap gas and oil. They still thank the US for it. They do everything to hurt them like chips etc... Yet they still thank them.
德国和西欧其他领导人简直疯狂。美国实际上摧毁了他们的廉价天然气和石油,但他们仍然感谢美国。美国做了所有事来伤害他们,比如芯片等……但他们还是感谢美国。
@zeissiez - The US blew up Nord Stream pipelines in the Baltic Sea. German firm Energie Baden-Wuerttemberg signed up gas from America Venture Global LNG for 20 years at a cost 4x of Russian gas. - After Nord Stream pipelines were blown, Scholz led a huge contingent of CEOs from big companies like BASF and Siemens to discuss with China on setting up factories in China, as energy cost in Germany soared, that’s the only way these companies could survive. Now the new chancellor is looking to decouple from China. > Germany will go down and out for one fatal mistake: failing to see who is the friend and who is the enemy.
-美国在波罗的海炸毁了北溪管道。德国能源公司巴登-符腾堡签署了从美国Venture Global LNG进口天然气的协议,价格是俄罗斯天然气的四倍。 -在北溪管道被炸后,舒尔茨带领了一大批来自像巴斯夫和西门子等大公司的CEO,与中国讨论在中国建立工厂的事宜,因为德国的能源成本飙升,这些公司只有这样才能生存。 现在新的总理希望与中国脱钩。> 德国将因一个致命错误而倒下:未能看清谁是朋友,谁是敌人。
@matthewfusaro2590 The German government thinks they can make up for all these loses by investing in their military industrial complex. They didn't learn a thing from WW2.
德国政府认为他们可以通过投资军事工业复合体来弥补所有这些损失。他们从二战中什么也没学到。
@keatingyuan830 The German government is extremely incompetent for the past few years, they are destroying Germany’s industrial base instead of building it.
德国政府这几年极其无能,他们正在摧毁德国的工业基础,而不是建设它。
@remakeit2628 Kevin's regular upxes on key issues involving China and its international business partners are incisive and supported by facts in a way unmatched by any other commentator. Essential viewing.
凯文关于中国及其国际商业伙伴的定期更新,分析深入且事实支持,其他评论员无法比拟。 必看内容。
@SSL_SSL The collective West, including that island nation east of Korea, strongly believe in the concept of "misery loves company." This is 2025, China is not interested in playing this silly pity game !!!
包括朝鲜东部的那个岛国在内的整个西方集体,都坚信“苦难喜欢陪伴”这个概念。这是2025年,中国根本不想参与这种愚蠢的同情游戏!!!
@f1aziz Germany needs cheap energy from Russia but is fighting a war against Russia. Germany makes a ton of money from China, but wants to decouple from China. What twisted brain rotted politicians they have.
德国需要俄罗斯的廉价能源,却在与俄罗斯作战。德国从中国赚了很多钱,但却想与中国脱钩。他们的政治家脑袋被扭曲到什么程度。
@sktang7145 Human greed knows no bounds. But the worst are the western political leaders and media, lowest class hypocrites.
人类的贪婪是无止境的。但最糟糕的是西方的政治领导人和媒体,最低级的伪君子。
@Alexey-e5b EU wants to decouple from reality it seems. No surprise considering political class are all stooges and traitors.
欧盟似乎想要与现实脱钩。考虑到政治阶层全是傀儡和叛徒,这也不奇怪。
@ThisHell_ThisParadise_IsOurs The European Commission is exploring ways to force EU member states to phase out Huawei and ZTE from their networks. Germany has also introduced a new law allowing its Ministry of the Interior to restrict the use of components from "high-risk suppliers" in critical infrastructure, including telecommunications. Under this frxwork, the government has announced that Chinese-made equipment will not be allowed in future 6G networks.
欧盟委员会正在探索强迫欧盟成员国逐步淘汰华为和中兴在其网络中的使用。德国还出台了一项新法律,允许其内政部限制在关键基础设施中使用“高风险供应商”的组件,包括电信。在这个框架下,政府宣布未来6G网络将不允许使用中国制造的设备。
@dwwd-i4r German politicians' self-destruction is out of control. They support the United States bombing their own gas pipelines to destroy their energy supply coming in from other countries. Now they are cutting their investment from inside. Are they out of their mind?
德国政治家的自我毁灭已经失控。他们支持美国炸毁自己的天然气管道,摧毁来自其他国家的能源供应。现在他们又从内部削减投资。他们疯了吗?
@RoyVickers-s8d Germany is suffering from the Ukraine war and the blowing up of Nord Stream Pipeline, Sanctioning Russia and canelling Russia's Oil and Gas! The government caused all these problems themselves, making the country uncompetitive! So let the government pay for the return of these companies and make them competitive again with taxpayers money! Never gunna happen!
德国正遭受乌克兰战争和北溪管道爆炸的影响,制裁俄罗斯并取消俄罗斯的石油和天然气!政府自己造成了这些问题,使国家失去了竞争力!那就让政府用纳税人的钱为这些公司复兴,重新让它们具有竞争力吧!但这永远不可能发生!
@angryranger4552 Government officials are not businessmen. They don't see eye to eye in business.
政府官员不是商人,他们在商业上根本不懂。
@rebreaville9332 EU governments seem to be unable to understand global supply chain realities, one of which is that established supply chains are highly refined, useful, hard to replace, and expensive. Good video. EU elites are killing their economies while trying to fight a way and ignore climate change.
欧盟政府似乎无法理解全球供应链的现实,其中之一是已建立的供应链高度精炼、有效、难以替代且昂贵。很好的视频。欧盟精英们在试图打一场战争并忽视气候变化的同时,正在摧毁他们的经济。
@fdjw88 I thought in Western Democracies, the government represent the interests from business communities and the interests of the people. So, why is the German government doing the opposite of what the business communities need?
我以为在西方民主国家,政府代表商业社区和人民的利益。那么,为什么德国政府做的恰恰是商业社区所不需要的事情?
@LoneWolf-qk9pl When Germany goes down, the E.U. goes down with it.
当德国倒下时,整个欧盟也会倒下。
@baljiangusa These people are making a mountain out of a molehill.
这些人把小事搞得不可收拾。
@midlander8186 Germany has for decades largely owned the European auto market. The Japanese and Koreans have encroached on that market, and I suspect the Chinese have, too, though I in the US am not familiar with that possibility. Germany has limited capacity to ignore non-European auto markets.
德国几十年来基本上主导了欧洲汽车市场。日本和韩国已经开始侵占这个市场,我怀疑中国也有份,尽管我在美国不太了解这个可能性。德国很难忽视非欧洲的汽车市场。
@felixsu375 The problem with our stupid politicians is that they don't seem to understand that manufacturing in the US will raise prices of those goods by 5 times or more. No on in the West can afford those prices. The politicians seem to think that if they write laws (because they're stupid lawyers) that reality will change for them. No need to fix any problems, just write laws. Which makes the Chinese laugh their ass off. They know exactly how harsh reality can be. 150 years of being at the bottom from the world's top economy. They know what is in store for the US. Just the US citizens don't know and don't care.
我们这些愚蠢的政治家的问题在于,他们似乎不明白在美国制造将使这些商品的价格提高五倍甚至更多。 西方没有人能承担这些价格。政治家们似乎认为,只要他们制定法律(因为他们是愚蠢的律师),现实就会为他们改变。根本不需要解决任何问题,只要制定法律就行。 这让中国人笑掉大牙。他们知道现实会有多严酷。150年从世界顶端跌到最底层,他们知道美国将会面临什么。只是美国的公民不知道也不在乎。
@marvinfok65 China seriously don't giveva damn about what German politicians think. Germany can try to decouple and see what is going to happen!
中国根本不在乎德国政治家们怎么想。德国可以试着脱钩,看看会发生什么!
@gerryh6385 The politicians running europe seem to be completely demented. They seem determined to be americas lackey at the cost of crippling their own economies.
管理欧洲的政治家们似乎完全精神错乱。他们似乎决心成为美国的走狗,代价是摧毁自己的经济。
@shamsolfaisaly9359 First the Netherlands, then the Germans. European leaders are geniuses
先是荷兰,现在是德国。欧洲领导人真是天才。
@0Mind-_-Bomb0 The 2030 consumer growth numbers for India looks abit optimistic.
印度2030年的消费增长数字看起来有点过于乐观。
@bobjack2381 Germany make ton of money in China they are funding Ukraine war that money they earned from China that's why they can't leave China
德国在中国赚了很多钱,他们在资助乌克兰战争,而这些钱正是他们从中国赚来的,这就是他们无法离开中国的原因。
@DarkSunBlackStar This has always been the process of attrition.
这一直是消耗战的过程。
@AretiSpyropoulos Are those your homes? They look wonderful. TY so much for your vids your "be good" and a peak at your homes. And your endings aren't too shabby either.
这些是你们的家吗?看起来真棒。非常感谢你的影片,你的“做好”以及你家的一瞥。还有,你的结尾也不差。
@Caribbean6738 Defeated nations in WW2 starting the show. Next maybe Italy?
二战战败国家又开始表现了。下一个可能是意大利?
@neilerickson3158 Maybe the Chinese business model will over time simply assimilate all the markets and the profits drawn will retire the arms race?
也许中国的商业模式随着时间的推移将完全吞并所有市场,所获得的利润将使军备竞赛逐渐退场?
@maxdc988 The new German government is the most racist to date. They are hoping to decouple from China so that China will weaken but I'm afraid their calculation was wrong and it may proved to be disastrous for their companies. These bunch of people is so ungrateful after all the money their companies made in China over the past few decades.
新一届德国政府是有史以来最具种族歧视的。他们希望与中国脱钩,以此让中国变弱,但我担心他们的计算是错的,这可能会对他们的公司造成灾难性的后果。那些人真是不知感恩,毕竟他们的公司在过去几十年里从中国赚了那么多钱。
@MrGeneralFarts I work in automation globally. German companies are screwed. They are about to get wrecked so bad unless europe limits imports.
我在全球范围内从事自动化工作。德国公司完蛋了,除非欧洲限制进口,否则它们将遭遇巨大的破坏。
@namelesswarrior4760 Businesses are a real thing in the real world but the politicians are fantastical creatures living in the fantasy realms.
企业在现实世界中是真实存在的,但政治家们是生活在幻想领域的虚构生物。
@ongsengfook Their master instructed two WW2 losers, Japan and Germany to irritate China.
他们的主子指示两个二战战败国——日本和德国——去惹怒中国。
@johnosullivan296 The brutal truth, you can never be a politician in North America or Europe where they still believe the world revolves around them. Keep up the great work.
残酷的事实是:在北美或欧洲,你永远不可能成为一个真正的政治家,因为他们仍然认为世界围着他们转。继续保持你的好作品。
@tomayerst Europe as a whole needs to sell to China, buy from China and start running joint ventures in Europe with Chinese companies, or just get Chinese companies to set up shop. To do that they need to annoy a few Nimbies and get the power grids buiilt quickly. Once they start getting modern factories built the skills will grow and entrepeneurs can start setting up the supply chains. Its going to take a decade but they need to start now.
整个欧洲需要向中国出售产品、从中国购买产品,并开始与中国企业在欧洲开展合资项目,或者干脆让中国企业来设厂。要做到这些,他们需要惹恼一些邻避族(NIMBY),并迅速建设电网。一旦开始建设现代化工厂,技能就会提升,企业家也能开始建立供应链。这需要十年时间,但他们必须现在就开始。
@douginorlando6260 Face it, German government & media are now controlled by organized criminals tied to the intelligence agencies. They are deliberately creating bankruptcies so their network can buy it all up at firesale prices. Same thing is happening in 5he US. For example the soybean tariffs are welcomed by hedge fund guy Secretary of Treasury Bessent. He owns square miles of soybean farmland and will greatly expand his holdings when soybean farmers go bankrupt. After the deed is done concessions will likely be made to restore some soybean exports and prices to China.
面对现实吧,德国政府和媒体现在被与情报机构有联系的有组织犯罪集团控制。他们正在故意制造破产,以便他们的网络能以甩卖价格收购所有资产。美国也在发生同样的事情。例如,大豆关税对对冲基金出身的财政部长 Bessent 来说是求之不得的。他拥有大片大豆农田,当大豆农民破产时,他将大幅扩大自己的土地。事情完成后,他们可能会做出一些让步,恢复部分对中国的大豆出口和价格。
@Ray-ov4jl It all comes down to energy prices - no can beat China when it comes to cheap energy. The dragon is awake - 3000 year old history and 95% of that time they have always been on top. We are just going back to the status quo.
归根结底,这一切都与能源价格有关——在能源廉价方面,没有人能打败中国。巨龙已经觉醒——拥有3000年的历史,其中95%的时间都是在顶端。我们只是在回到原本的状态。
@MechFrankaTLieu Germany got a DID ( Dissociative Identity Disorder ) , on one hand it keep saying to decouple from Chinese supply chain but demand China to sell them the rare earth , the chips ( think Nexperia ) , the Battery , and loads more - and asking German firm to move away from the market but yet wanting to sell to the market I mean this is not Victorian or even Edwardian era , well , even back then , people had to respect basic economic market force , and yet Germany are in this split personality that demand this and demand that but yet will not accept the price and cost of the demanded
德国得了分离性身份障碍(DID),一方面他们一直在说要与中国供应链脱钩,但又要求中国卖给他们稀土、芯片(比如Nexperia)、电池,还有更多的东西——并要求德国公司撤离这个市场,但同时又想要卖给这个市场。 我的意思是,这不是维多利亚时代或爱德华时代,甚至那个时候人们也必须尊重基本的经济市场规律,而德国现在就像有了分裂人格,既要求这样又要求那样,却又不愿接受这些要求带来的价格和成本。
@phils4634 Not just Germany. A lot of the EU has very profitable investments in China, and if they disappear, the entire EU is in for a very hard time indeed.
不仅仅是德国,很多欧盟国家在中国有非常有利可图的投资,如果这些投资消失,整个欧盟将面临非常艰难的局面。
@Mossad901 Without the cheap Russian inputs that Germany was getting before the Ukrainian war, it will never be able to compete with China or anybody else.
没有了乌克兰战争前从俄罗斯得到的廉价资源,德国将永远无法与中国或其他国家竞争。
@cristitanase6130 And who would they sell to? America Tariffed them. They boycotted Russia. And now they're antagonizing the fastest growing middle class market on the planet... Do they even realize that they won't be able to compete with Japan and France either?
那他们要卖给谁呢?美国给他们加了关税。他们抵制了俄罗斯。现在又在激怒地球上增长最快的中产阶级市场…… 他们是否意识到自己也无法与日本和法国竞争?
@boonsomkajonklinmala1236 Germany telecom just announce to decouple from Huawei 5G ...any company come back home will face to new problem.
德国电信刚刚宣布将与华为5G脱钩……任何回归的公司都会面临新问题。
@enchantedrockview The things is that a decoupling logically means a drastic reduction in the quality of life for the general citizenry. Because both the government and company shareholders will not sacrifice themselves but let the citizens do that. So, I hope they’re ready for what’s coming… That or colonies are coming back to “the third/undeveloped world” and we know what that means…
问题是,脱钩意味着普通公民的生活质量将大幅下降。因为政府和公司股东不会自我牺牲,而是让公民来承担。所以,我希望他们为即将到来的局面做好准备…… 否则,殖民地将重新回到“第三世界/欠发达国家”,而我们知道这意味着什么……
@Noshow151 Another fantastic video. And money doesn’t talk…IT SCREAMS! Looks impossible for Germany to decouple. But to switch gears, what are those vehicles behind you?are these for sale in US? Looks kinda interesting.
又是一个精彩的视频。钱并不只是说话,它在尖叫!看起来德国很难脱钩。但是换个话题,您后面那些车辆是什么?这些车在美国有卖吗?看起来挺有趣的。
@michaelloong964 TACO not only ruined global supply chain,, he also turned geopolitics into a tailspin Germany and several others have suffered from this new world order. It is a result of being tied to a country for so called national security
TACO不仅毁了全球供应链,他还把地缘政治弄得一团糟,德国和其他几个国家都在这种新世界秩序下遭受苦难。这是因为所谓的国家安全将他们与一个国家绑在了一起。
@samyelkholy3871 In the past when globalization worked for the west everyone in the west called for globalization let China make toys we will control supply chains finance and technology. The same group controls the world move wealth from place to another but I think this is the end of the road China out smarted everyone.
过去当全球化对西方有利时,西方所有人都呼吁全球化,让中国做玩具,我们控制供应链、金融和技术。那个控制世界的集团将财富从一个地方转移到另一个地方,但我认为这条路已经走到尽头,中国智胜了所有人。
@AdrianMarchionniBogus Decoupling would be a long term fail, all in should go on but better managed
脱钩将是长期的失败,应该继续推进,但需要更好的管理。
@maximilianmander2471 Germany still can become a tourist attraction for Chinese tourists. In 2050 they can come to Germany and see how the world looked in the 1950-2020th, we even have a lot of castles and a lot of medival houses which are nice to look at. But don't expect anything futuristic or innovative comming out of Germany any time soon.
德国仍然可以成为中国游客的旅游景点。到2050年,他们可以来德国看看1950-2020年代的世界,我们甚至有很多城堡和中世纪的房屋,挺好看的。但不要指望德国会有任何未来感或者创新的东西。
@littlestar5737 Chinese products these days have top notch quality. Be it electronics or daily consumer goods. I will not pay premium for same quality just because it's made in germany.
现在中国的产品质量一流。不论是电子产品还是日常消费品。我不会因为同样的质量是德国制造的就支付额外费用。
@non9886 another thing is that german companies in China can reach cheap russian gas and oil and they can also trade with russia (and probably with iran and venezuela as well) through Chinese channels. they can also trade in rmb or ruble, so they are out of us radar and probably out of reach even for german authorities. japanese companies do this around the world...
另一个问题是,德国公司在中国可以获得廉价的俄罗斯天然气和石油,他们还可以通过中国渠道与俄罗斯(可能还有伊朗和委内瑞拉)进行贸易。他们还可以用人民币或卢布进行交易,这样就不会被美国盯上,甚至可能不在德国当局的监控范围内。日本公司在全球范围内也这么做……
@colinlee9678 To choose a country to build factories in,, best to go for a country with no supply chain problens! China has no supply chain problems wheteas every other country has!
选择一个国家建厂,最好选择一个没有供应链问题的国家!中国没有供应链问题,而其他国家都有!
@puggleski6097 Seems like its not just the cost of getting out. There's a cost of loans repayment to Chinese banks upon exit, the inventory that will be surrendered, the distributor network that will migrate, the supplier network that will freeze any and all transactions. The pain might run into trillions if we include the implosion in the stock mkts.
看来脱离并不仅仅是成本问题。还有还款给中国银行的贷款成本,必须放弃的库存,分销网络的迁移,供应商网络会冻结所有交易。如果我们把股市崩盘考虑在内,这笔痛苦的成本可能达到万亿级别。
@magicsmurfy I think there is a disconnect between German Business community and German Government. Have they been talking to each other or the govt was just doing their own thing and completely disconnect with the reality?
我觉得德国商界和德国政府之间有脱节。他们是否有沟通过?还是政府只是自己做事,完全脱离现实?
@Knoxt-Maitreya Why German government wants to decouple from China?? Whose idea is it really?
为什么德国政府想要脱钩中国??这到底是谁的主意?
@roijaxen5674 The United States is in perpetual psyop city. The pod houses behind Kevin will look like McMansions after living in tents and RVs for a few years. Only they will only be rentable or the land they are placed will be rented in the States. When your job is outsourced, you will be shipped to an identical life at your next assignment.
美国一直处于持久的心理战状态。凯文背后的“集装箱房”几年后会像豪宅一样,只不过它们只会是可以租赁的,或者放置这些房子的土地在美国会被租赁。当你的工作被外包时,你会被送到下一个任务地,过上几乎相同的生活。
@allenchen7254 US thought Asia countries were his vegetable farms, but now US think EU is his vegetable farms.
美国曾认为亚洲国家是他的蔬菜农场,但现在美国认为欧盟是他的蔬菜农场。
@timothychung4811 What choices do the German's corporations have? Germany and all major western nations are about to collapse economically. They obliterated their cheap resources with Russia, and it is not coming back. None of the Western nations have prepped up any form of renewable resources like the Chinese to offset dependencies. Now, add on to the delima of rare earth resources availability, we can't even progress with renewables. Learning to refine rare earths will take minimum 15 years while realisticly 25 years. By that time, China will make regular visits to Mars while we forge for the first time to the moon collectively. It will be the 'Flinstones' and 'Jetsons' living harmoniously on earth.
德国的公司有什么选择呢?德国和所有主要的西方国家即将经济崩溃。他们摧毁了与俄罗斯的廉价资源合作,这些资源是回不来的。西方国家没有像中国一样准备任何形式的可再生资源来替代依赖。现在,再加上稀土资源的困境,我们连可再生能源都无法推进。学习如何精炼稀土资源至少需要15年,现实中可能要25年。到那时,中国可能已经常规访问火星,而我们还在第一次共同踏上月球。这将是“石器时代”和“未来世纪”在地球上和谐共存的时代。