关于中国电动汽车的真相

@ashleyschaefferkia2734
If you look at western countries, the biggest chunk of change is hanging on derivatives, real estate and investment papers (bonds, stocks). Tell me how productive for society is that? What is the value added of just sitting on a pile of money or property and just living off interest (and not just making a living, but growing assets faster than the economy)?. This is why the Chinese population's purchasing power is so great inside its territory. China being #1 economy on PPP already highlights this.
Betting and speculating are okay but shouldn't expect to get more compensated than real engineers or people actually making progress. That's what I think

如果你看看西方国家，你会发现最大的变化是依赖于衍生品、房地产和投资文件（债券、股票）。告诉我这对社会有多大的生产力？仅仅坐在一堆钱或财产上，靠利息生活（不仅仅是谋生，而是让资产增长快于经济）的价值是什么？这就是为什么中国人的购买力在其领土内如此强大。中国在购买力平价上已经是第一经济体，这已经凸显了这一点。
赌博和投机是可以的，但不应该期望比真正的工程师或真正取得进步的人获得更多的回报。这就是我的想法。

@mountkailash6127
I'm not hyping up Chinese EVs here. But seriously once you take a Chinese ev for a spin, you'll be blown away by how smart it is. Tesla's over there like they're missing out on all the fun. I mean, why aren't they doing this?
You roll up to the parking lot, and you can just jump out of the car. Then, your car is like a super - cool valet, zipping itself right into a parking spot all on its own. And you can just start yapping at it, and it'll do all sorts of functions. It's like having a super - obedient robot butler in your car.

我在这里并不是在吹捧中国的电动车。但说真的，一旦你试驾一辆中国电动车，你就会被它的智能所震撼。特斯拉那边好像错过了所有的乐趣，我的意思是他们为什么不这样做呢？
你开到停车场，然后你可以直接跳下车。然后，你的车就像一个超级酷的停车服务员，自己开进停车位。你可以开始对它说话，它会执行各种功能，就像在你的车里有一个超级听话的机器人管家一样。

@lifeofmichaely3556
So true, also customers' satisfaction, driving experience, after sales service are as important as profit for the Chinese EV brands.I have driven those EVs few months ago in Shenzhen ( xiaomi SU7, Avatr12 which i am considering buying in China when i move back next yr from Canada ) they were just OMG , the tech , comforts, parking system, Lidar system and almost everything they have thought of. Also I have noticed that all f the brands tried to include most of the comfort and tech in an reasonable price package unlike sorry to say German cars. My current Porsche Taycan and BMWi4 while great cars, but it was disturbing to have to spent so much in options in order to have a decent exp. Both had to have to added at least 20% of the full price of the car in order to have a decent spec. Most innovative driving tech, comfort, unique options were never part of the car.

确实如此，客户的满意度、驾驶体验、售后服务对中国电动车品牌来说和利润一样重要。几个月前我在深圳试驾了这些电动车（小米SU7，阿维塔12，我考虑明年从加拿大搬回中国时购买），它们简直让人惊叹，包括技术、舒适性、停车系统、激光雷达系统以及几乎所有你能想到的东西。我还注意到不像德国车那样，所有的中国品牌都试图在合理的价格包中包含大部分的舒适性和技术。我现在的保时捷Taycan和宝马i4虽然是好车，但为了获得一个像样的体验，我不得不花很多钱在选配上，这让人感到不安。为了获得一个像样的配置，这两辆车都不得不额外支付至少20%的全车价格，因为大多数创新的驾驶技术、舒适性和独特选项从来都不是车的标配。

@GaryStephens-d3x
This has been coming for 2 years. £50k Vauxhall - Do me a favour. I remember Elon Musk laughing at a BYD car. BYD now sell twice as many cars as Tesla.

这已经酝酿了两年了。5万英镑的Vauxhall——别开玩笑了。我记得埃隆·马斯克嘲笑过比亚迪的车，但比亚迪现在的销量是特斯拉的两倍。

@TheElectricOracleChannel
Absolutely, Gary! It's crazy how fast things have shifted. While Tesla still leads in pure EV sales, BYD's mix of EVs and hybrids has definitely pushed their overall numbers ahead. Do you think brands like Vauxhall can stay competitive with price tags like that, or is it just a matter of time before they get left behind?

绝对正确，Gary！事情变化的速度真是疯狂。虽然特斯拉在纯电动车销售上仍然领先，但比亚迪的电动车和混合动力车的组合无疑推动了他们的整体销量。你认为像Vauxhall这样的品牌还能保持竞争力吗，还是他们被淘汰只是时间问题？

@GaryStephens-d3x
I think there will be a lot of "Mergers" - Nissan were looking at a deal with Honda - Both have been left behind. As your video said - The BYD supply chain is the main strength of the business - this was planned years ago. The UK is starting to realise that the heritage brands are way too expensive. The MG4 64Kwh car is the perfect example. The first of many IMO
Great video BTW

我认为会有很多“合并”——日产曾考虑与本田达成协议——两者都已经被甩在后面了。正如你的视频所说，比亚迪的供应链是其主要优势——这是多年前就计划好的。英国开始意识到传统品牌太贵了，MG4 64Kwh的车就是一个完美的例子，我认为这只是众多例子中的第一个。
顺便说一句，视频很棒。

@homan2329
I swapped my Toyota for a BYD Atto3 earlier this year on the recommendation of my son who works in the motor parts industry. Not only do I love my son I loved his recommendation and can’t wait for more BYD models coming onto the UK market .
Only one criticism the taxes are too high and dealerships too greedy . My Atto3 costs 15k in China but I had to pay 35k over here which is just not right . Even though the Toyota equivalent is 48k the tech inferior and less pleasing on the eye interior and exterior I just feel I shouldn’t be charged that much more than a Chinese consumer as to the UK .

今年早些时候，我在我儿子的推荐下把我的丰田换成了比亚迪 Atto3，他在汽车零部件行业工作。我不仅爱我的儿子，我也喜欢他的推荐，迫不及待地等待更多比亚迪车型进入英国市场。
唯一的批评是税收太高，经销商太贪婪。我的Atto3在中国售价15k，但在这里我不得不支付35k，这显然不合理。尽管丰田的同等车型售价48k，但技术落后，内外饰也不如人意，我只是觉得我不应该比中国消费者支付这么多。

@marks-0-0
I've always been a private owner of vans for their practicality and mainly like EV's for their relaxed drive from
using them at work. I'd like one of the new BEV Transits but don't fancy spending £60-70k on one.
After being aware of the BYD T3 van for years its finally available in the UK!
I managed to get one recently from a pre Registered almost mystical batch, 74 plate, delivery miles £12,995!!
I don't know if BYD were testing the UK market but they are now officially available to order new but for more money.

我一直是私人货车车主，因为它们实用，而且我主要喜欢电动车在工作中的轻松驾驶。我想要一辆新的BEV Transit，但不想花6-7万英镑买一辆。
在关注比亚迪T3货车多年后，它终于在英国上市了！
我最近从一批几乎神秘的预注册车辆中买了一辆，74号车牌，12995英镑！！
我不知道比亚迪是否在测试英国市场，但他们现在正式可以订购新车，但价格更高。

@sleepyjoe4529
China is 10 years ahead of America/Europe. 20 years ahead of most developing countries and 50 years ahead of India.

中国比美国/欧洲领先10年，比大多数发展中国家领先20年，比印度领先50年。

@KarlBro
This is shocking, I can't believe how many of these cars are on UK roads now

这令人震惊，我简直不敢相信现在英国道路上有这么多这样的车。

@frankojudoka
And Canada is going to charge 50% duty on Chinese EV. Speaking of cost of living crisis, Canada and US are in one, too. Gas prices rising, food prices rising.

加拿大将对中国的电动车征收50%的关税。说到生活成本危机，加拿大和美国也处于其中，这里的汽油价格上涨，食品价格也在上涨。

@FAFORednickincell
Yes 100% not 50%
Just like the USA is levying a 100% tax on Chinese EVs
This is why Tesla does so well in North American markets there are almost no Chinese EV cars

是的，关税是100%而不是50%。
就像美国对中国电动车征收100%的税一样。
这就是为什么特斯拉在北美市场表现如此出色，因为那里几乎没有中国电动车。

@stevenbarrett7648
Shocked ? who exactly, you would have to be living under a rock for the past 5 years if you had not noticed the range of Chinese cars on the road, Volvo, Tesla, MG, BYD, Polestar, SAIC plus a raft of others and buses no doubt trains too.
The Japanese swept through the UK when our incumbent manufacturers were busy striking, now the Japanese are out and the Chinese are in. Cheaper, smarter, longer ranges, who on earth is going to buy an overpriced VW ID car with cr*p software and poor support when you can buy one of these well made motors from China.

震惊？如果你在过去5年里没有注意到道路上的中国汽车，那你一定是生活在石头下，沃尔沃、特斯拉、MG、比亚迪、极星、上汽以及其他许多品牌，甚至公交车和火车也不例外。
当我们的现有制造商忙于罢工时，日本人横扫了英国，现在日本人出局了，中国人进来了。他们的汽车更便宜、更智能、续航更长，谁会去买一辆价格过高，软件糟糕，支持差劲的大众ID？你可以买一辆这些中国制造的优质车。

@TheElectricOracleChannel
Thanks for your comment, Steven! You’d be surprised—some folks in the comments are genuinely shocked at how quickly Chinese brands have taken over the roads. It’s like history repeating itself with the Japanese market surge, but this time, it feels like the shift is happening even faster. Do you think legacy brands like VW can turn things around, or is it too little too late?

谢谢你的评论，Steven！你会惊讶的——评论中的一些人对中国品牌如此迅速地占领道路感到震惊。这就像日本市场的崛起的历史重演，但这一次，感觉变化发生得更快。你认为像大众这样的传统品牌能扭转局面吗，还是为时已晚？

@stevenbarrett7648
I can see VW doing a British Leyland, selling their marque's to the Chinese like MG, Volvo etc, it's only a matter of time now, financially they are stuffed.

我可以看到大众像英国Leyland一样，把他们的品牌（比如MG、沃尔沃等）卖给中国人，这只是时间问题，因为他们已经在财务上陷入困境。

@CasperChicago
Well I'll be! I know Tesla is manufactured in China, but I did not think of it as a Chinese car. I really like your perspective. At first it was the Americans, then the Japanese and now it is China,...a new reality.

好吧，我会的！我知道特斯拉是在中国制造的，但我没有把它当作中国车。我真的很喜欢你的观点。首先是美国人，然后是日本人，现在是中国，……一个新的现实。

@randunufdo1
Another British driver here this is long overdue European brands are ripping the british consumers off for no good reason. It’s not normal for a bmw 3 series to cost 60k

另一位英国司机在此，欧洲品牌长期以来毫无理由地宰割英国消费者，宝马3系售价60k是不正常的。

@teemagict1175
Yo brother Des, I've said this to you before, IT'S over for the European auto maker's, The Chinese are completely different, The mindset isn't one of Greed, what they give you for the same price or better, is focused on satisfaction for the customer, Not just the pockets of the shareholders, All legacy auto maker's have one choice and one choice only, if they want ANY chance of survival they better think again, The day's of ripping us all OFF for decades with unreliable, poorly built, overpriced, & boring car's ARE Over...Des...

嘿，兄弟，我以前跟你说过，欧洲汽车制造商的日子结束了，中国人完全不同，他们的心态不是贪婪，他们以同样的价格或更好的价格提供给你的东西，他们专注于客户的满意度而不仅仅是股东的口袋。所有传统汽车制造商只有一个选择，如果他们想有任何生存的机会，他们最好重新考虑，几十年来用不可靠、制造粗糙、价格过高和无聊的车宰割我们的日子结束了……

@derekr1113
What is not explained is how traditional manufacturers are in significant financial difficulty. Major brands (Nissan, Fiat, Alfa, Peugeot, Vauxhall) are about to go bust. The Chinese brands will likely buy the makers names to help the 'older' buyer feel more comfortable.

你没有解释的是传统制造商如何陷入严重的财务困境。主要品牌（日产、菲亚特、阿尔法、标致、沃克斯豪尔）即将破产，中国品牌可能会购买这些制造商的品牌以帮助“年长”的买家感到更舒心。

@steveong4738
Great video. I recently visited a Chinese EV showroom and close the door of one of the SUV, Geely Boyue. It reminded of the 1980 BMW E21 sound. Rock solid. That same day, I went to a BMW showroom and close the door of the new BMW iX1. I attempted a number of times to get the feel of the 1980 BMW E21 feel. Unfortunately, the sound resonate with the 1980 Toyota Corrolla! I believe buyers will be attracted to quality and value for money cars unless you are a wealthy buyer.

很棒的视频。我最近参观了一个中国电动车（吉利博越）展厅，关上了一辆SUV的门。它让我想起了1980年宝马E21的声音。车辆非常坚固。同一天，我去了宝马展厅，关上了新宝马iX1的门。我尝试了几次，想要感受1980年宝马E21的感觉。不幸的是声音与1980年丰田卡罗拉一样！我相信买家会被质量和性价比高的车吸引，除非你是一个富有的买家。

@marvinfok65
It is not an UK thing, it is a global thing now. People are queuing up to buy BYD's Shark 6 in Mexico & Brazil. BYD had been the best selling EV in ASEAN. Even in Japan, BYD had now climbed to the best selling EV! Yes in Japan. EV population in Japan is still very small, but it will grow and it will elbow out the Japanese EVs which were far behind the Chinese EVs unless the Japanese government is going to imposed a 100% tariffs. But don't forget the Chinese can also impose high tariffs on Japanese imports too. It is not going to help Japan as Japanese car sales globally will be hit very hard to Chinese cars.

这不是英国的事情，现在是全球的事情。人们在墨西哥和巴西排队购买比亚迪的鲨鱼6，比亚迪一直是东盟最畅销的电动车品牌。即使在日本，比亚迪现在也已经攀升到最畅销的电动车排行！是的，在日本。虽然日本的电动车使用者仍然很少，但它会增长并将排挤远远落后于中国电动车的日本电动车，除非日本政府征收100%的关税。但别忘了，中国也可以对日本进口商品征收高关税。这对日本没有帮助，因为日本汽车的全球销售将受到中国汽车的严重打击。

@cchu319
There are only dozens to around a hundred human workers on the assembly line. The rest are assembled together by thousands of robots, robotic arms, monitored by those hundred to few dozens of human workers on the floor in their sections. Competitive edge because of “low labour costs” doesn’t exist in China anymore. China isn’t producing low quality goods anymore. They have moved away from that due to tech evolution, innovation and vertical integration. Now they are producing high quality goods at low cost.

在装配线上只有几十到大约一百名工人，其余的部分由数千个机器人、机械臂组装在一起，由那些几十到几百名工人在地板上监控。由于“低劳动力成本”带来的竞争优势在中国已经不存在了，中国不再生产低质量商品。由于技术发展、创新和垂直整合，他们已经远离了这一点，现在他们正在以低成本生产高质量的商品。

@martinfarrelly5196
I lived in south east Asia, these Chinese cars are brilliant and very cheap. They are much better than European, British and American cars. The EVs are millions miles ahead

我生活在东南亚，这些中国车非常出色且便宜，它们比欧洲、英国和美国的车好得多。中国的电动车领先数百万英里。

@jameshind6644
It's not just the prices in China that are really good, here in Australia Byd cars are much cheaper than the UK. The seal excellence here is $67000 aud on the road which equates to around 35000 pounds. I believe the UK price is 45000 pounds.

不仅在中国的价格非常低，在澳大利亚，比亚迪的车也比英国便宜得多。这里的海豹Excellence上路价是67000澳元，相当于大约35000英镑，我相信英国的价格是45000英镑。

@markdickson3820
For better or worse we’re not in eu, we should continue to sit out the imposition of tariffs the US and EU are imposing because it’ll only increase the costs of ev’s and it’s not like we have a domestic industry to keep alive (that decision was made decades ago) and Nissan isn’t worth supporting with tax money anymore nor ford etc. We can’t have every industry based in uk, and cars aren’t our thing because of battery availability, no mass market car brands etc so if we get cheaper Chinese cars because they out compete European/American cars then great. We don’t need to fight this trend, it’s not a fight worth having since we’re a service based economy.

无论好坏，我们不在欧盟，我们应该继续不参与美国和欧盟征收的关税，因为这只会增加电动车的成本，而且我们并没有一个需要维持的国内产业（这个决定是几十年前做出的），日产不值得再用税收支持，福特等也不值得。我们无法让每个行业都设在英国，汽车不是我们的强项，因为电池供应、没有大众市场汽车品牌等，所以如果我们因为中国车胜过欧洲/美国车而获得更便宜的中国车，那就太好了。我们不需要对抗这一趋势，这不是一场值得打的战斗，因为我们是一个以服务业为基础的经济体。

@Bowerhill
The UK is also the only place in Europe where we are not talking about tariffs on Chinese EV's. This looks like it may change but the Chinese must be putting most of their effort into selling into the UK.

英国也是欧洲唯一一个没有讨论对中国电动车征收关税的地方。虽然这看起来可能会改变，但中国人必须把大部分精力放在向英国销售上。

@glyngreen538
I’d like to buy a cheap Chinese EV van for my first ever vehicle in the UK. I don’t plan to ever drive ICE. China are the only country taking the energy transition seriously and good on them - I’d far rather support China than the US these days.

我想在英国买一辆便宜的中国电动货车作为我的第一辆车，我不打算再开内燃机车。中国是唯一认真对待能源转型的国家，他们做得很棒——我宁愿支持中国而不是美国。

@tonyh7158
Thats why Toyota CEO said the reason they don't want to make EV and will focus on Hybrid is because they cannot make money on EV maintenance. They forgot they are not the only car company, customer has choice.

这就是为什么丰田的CEO说他们不想制造电动车而将专注于混合动力车的原因，因为他们无法在电动车维护上赚钱。他们忘了他们不是唯一的汽车公司，客户有其他选择。

@kalebdaark100
It turns out that the prioritisation of extracting value for shareholders above everything else followed by western big business eventually filters though an economy until the majority of consumers can't afford or possibly don't want your product. Who knew?

事实证明西方的大企业优先为股东提取价值，最终会渗透到经济中，直到大多数消费者买不起或可能不想要你的产品。谁知道呢？

@martincday007
Unless the UK makes a serious commitment to investing in manufacturing, it makes little difference where it sources its vehicles.
Imports from the EU or the US provide no direct benefit to the UK, so when discussing the need for traditional manufacturers to "wake up" to the threat posed by Chinese EVs, the concern is primarily for European manufacturers.
Had the UK remained in the EU, it would have had to consider the impact on the wider European market. However, outside the EU, the challenges that Chinese imports pose to German, French, and Italian manufacturers are not the UK's concern—unless a significant portion of the components come from the UK, which, to my knowledge, is not the case.
As for what remains of UK vehicle manufacturing, it largely focuses on niche markets, such as luxury and off-road vehicles so although a shot across the bow, less of a threat at the moment.

除非英国认真承诺投资制造业，否则它从哪里采购车辆几乎没有区别。从欧盟或美国的进口对英国没有直接的好处，所以在讨论传统制造商需要“觉醒”以应对中国电动车带来的威胁时，它们主要关注的是欧洲制造商。
如果英国留在欧盟，它将不得不考虑对更广泛的欧洲市场的影响。然而，在欧盟之外，中国进口对德国、法国和意大利制造商的挑战不是英国的问题——除非很大一部分组件来自英国，据我所知，情况并非如此。
至于英国剩余的汽车制造业，它们主要集中在利基市场，如豪华车和越野车，所以虽然是一记警告，但目前威胁较小。