日本汽车制造商能否应对中国的电动汽车威胁？

Can Japan’s Carmakers Survive China’s EV Threat?
  
日本汽车制造商能否应对中国的电动汽车威胁？
 

 
@LordANIK
Ultimately, the company which provides the best car in the cheapest price will Win this Race.
 
最终，能够以最低价格提供最好汽车的公司将赢得这场竞争。
 
 
 
@SomeoneFromBeijing
If they can make better cars, sure. But if they can't, they won't.
I find it very ironic that the people who used to mock China for building "cheap stuff" are now screaming "China is a threat" the moment China starts to outcompete them when it comes to quality.
 
如果他们能造出更好的车，当然可以。但如果不能，他们就不会成功。
我觉得非常讽刺的是那些曾经嘲笑中国制造“廉价产品”的人，现在在中国质量上超越他们时却大喊“中国是威胁”。
 
 
 
@frankiedehockie
The so-called expert say “Nissan was too early” that why they have fallen behind. lol.
No - it wasn’t because they were too early. It’s because they failed to continuously innovating on the Leaf and improving it and building a full supply chain around it and developing new electric cars.
 
所谓的专家说“日产太早了”，这就是他们落后的原因。哈哈。
不，不是因为他们太早，而是因为他们未能持续创新Leaf，改进它，围绕它建立完整的供应链并开发新的电动汽车。
 
 
 
@devilmaycryhard
The market will determine who survives. Consumers look for choice, innovation and affordability, we decide which companies deserve to stay.
 
市场将决定谁生存下来。消费者看重选择、创新和可负担性，我们会决定哪些公司值得留下。
 
 
 
@TanvirAlif
I heard when the Japanese cars started hitting the American roads people thought it was a threat but then look what happened to it. China has the second largest population in the world and their technologies are getting better so there's no way any other country would be able to compete with them.
 
我听说当日本汽车开始进入美国市场时，人们认为这是一个威胁，但看看后来发生了什么。中国有世界第二多的人口，技术也在不断进步，所以没有其他国家能与之竞争。
 
 
 
They fell into the innovator’s dilemma—clinging to past success instead of adapting for the future. Comfortable with the status quo, they ignored the need for innovation until it was too late. German car manufacturers are on the same path, just slightly behind, but their reckoning is inevitable.
 
他们陷入了创新者的困境——固守过去的成功，而不是适应未来。安于现状，他们忽视了创新的需求，直到为时已晚。德国汽车制造商也在同一条路上，只是稍微落后一些，但他们的清算不可避免。
 
 
 
@jslautogallery
2:48 funny how singapore with about 500,000 registered cars is mentioned as a key market for Japanese carmakers when Malaysia has more than 17 million cars.
 
2:48 有趣的是，新加坡只有大约50万辆注册汽车，却被提及为日本汽车制造商的关键市场，而马来西亚有超过1700万辆汽车。
 
 
 
@maiasalica5417
The reason Japan is losing market share is because we don't make electric cars. Europe was promoting electric cars, but they gave up. We Japanese car manufacturers are not going to be confused by your trends.
 
日本失去市场份额的原因是我们不生产电动汽车。欧洲曾推广电动汽车，但他们放弃了。我们日本汽车制造商不会被你们的趋势所迷惑。
 
 
 
@ronlyon4645
japanese car usually is very stingy on technology for the same price points with Chinese car, making the japanese car more expensive.
 
日本汽车在相同价格点上通常对技术非常吝啬，这使得日本汽车更贵。
 
 
 
@Kennon959
Japanese car brands have worked together for decades .......... Sharing platforms or rebadging cars. Tonnes of Suzuki, Subaru & Mazda's have used Toyota/Daihatsu cars and rebadged them or started to use Toyota hybrid tech supplanted into their own platforms.
 
日本汽车品牌已经合作了几十年……共享平台或重新贴牌汽车。许多铃木、斯巴鲁和马自达汽车使用了丰田/大发汽车，并重新贴牌或开始将丰田混合动力技术融入自己的平台。
 
 
 
@CamTooling
Japanese domestic market build quality and generous feature sets at reasonable prices. The current trend of nickel-and-diming buyers; overcharging for even small things like decent exhaust muffler tip when it should've come stock is off-putting. It's 2025 already. Hopefully China is the wake up call for Japan to be competitive again
 
日本国内市场以合理的价格提供高质量的制造和丰富的功能集。当前的趋势是对买家斤斤计较；甚至对像排气管装饰件这样本应标配的小东西也过度收费，这令人反感。已经是2025年了，希望中国能成为日本重新竞争的警钟。
 
 
 
@fsarabchi
It's great to finally see a report featuring Nio in their videos. It's frustrating that many EV news reports tend to focus only on other brands, often overlooking Nio. Hopefully, this marks the beginning of more recognition for Nio in the future.
 
终于看到一份在他们的视频中提及蔚来的报道，真是太好了。令人沮丧的是许多电动汽车新闻报道往往只关注其他品牌，常常忽视蔚来。希望这标志着蔚来未来获得更多认可的开始。
 
 
 
@paeanthotse6778
No, I would say that they are not going to. xiaomi is coming out with the Su7 Ultra at the end of the month, with the Yu7 coming out later. Imagine they make the ultra variant of Yu7... It will just be like the intro of that Migos song with 2chainz
 
不，我认为他们不会成功。小米将在本月底推出Su7 Ultra，随后推出Yu7。想象一下他们推出Yu7的Ultra版本会如何……那将像Migos与2chainz合作的那首歌的开头一样。
 
 
 
@jonjongrii1892
Japanese product rise according to market demand while china’s according to ambition and disrupt market by dumping cheap product
 
日本产品根据市场需求崛起，而中国则根据雄心并通过倾销廉价产品来扰乱市场。
 
 
 
@AB_123_AB
Japanese auto quality have fallen off a cliff. They use cheap plastics everywhere while the Chinese use far superior materials at half the cost.
 
日本汽车质量已经大幅下降。他们到处使用廉价塑料，而中国则以一半的成本使用更优质的材料。
 
 
 
@rs646dd
The real threat to Japanese manufacturers is not BYD's electric vehicles, but the fact that BYD is selling a large number of hybrid vehicles, which are a strong point for Japanese manufacturers. In fact, BYD produces more plug-in hybrid vehicles than electric vehicles each year.
Well, we'll manage somehow. Just as Japanese manufacturers used American and German cars as models to improve the quality of their own vehicles in the past, they will do the same this time, using Chinese cars as models. From now on, Chinese manufacturers will be in the position of being chased.
 
对日本制造商的真正威胁不是比亚迪的电动汽车，而是比亚迪正在销售大量的混合动力汽车，而这正是日本制造商的强项。事实上，比亚迪每年生产的插电式混合动力汽车比电动汽车还多。
好吧，我们总会有办法的。就像日本制造商过去以美国和德国汽车为榜样来提高自己车辆的质量一样，这次他们也会以中国汽车为榜样。从现在开始，中国制造商将处于被追赶的位置。
 
 
 
@baasheep4188
Japanese car price out of people pocket , a Toyota RAV4 cost AuD 33000 before COVID, now selling whooping $55000, that out of reach for many buyer will just turning away from Toyotas .
 
日本汽车价格超出了人们的承受范围，丰田RAV4在疫情前售价为33000澳元，现在售价高达55000澳元，这让许多买家望而却步，转而放弃丰田。
 
 
 
@user-zy9nd2ei2j
Well blame the japanese for having such a small home market leading to surplus of 4 million per year. Worse still. China makes 5 times the amount of car as japan does
 
好吧，责怪日本国内市场太小，导致每年有400万辆的过剩。更糟糕的是中国的汽车产量是日本的五倍。
 
 
 
@zeitgeistx5239
Factually incorrect video. Nissan didn’t pioneer EVs. EVs were around before the Model T. Thousands of electric cars were around the world in the early 1900s. NYC had a fleet of several hundred EV taxi’s in the early 1900s. Nissan merely introduced the leaf after Toyota’s hybrid paved the way.
 
视频在事实上是错误的。日产并不是电动汽车的先驱，电动汽车在福特T型车之前就已经存在。20世纪初，全球有数千辆电动汽车。20世纪初，纽约市就有数百辆电动出租车。日产只是在丰田混合动力铺平道路后推出了Leaf。
 
 
 
@jayceh
I predict by the time Japan makes their smoke and mirror solid state batteries at least 2 major automakers will be bankrupt, china will have had semi-solid and full solid state batteries for years
And the japanese car will be twice the price but half the margin
And this will all be because of the hubris of literally one old man: the chairman of Toyota.
 
我预测，等到日本制造出他们的“烟雾和镜子”固态电池时，至少两家主要汽车制造商将破产，而中国将已经拥有半固态和全固态电池多年。
日本汽车的价格将是中国汽车的两倍，但利润率只有一半。
这一切都将归咎于一个老人（丰田的董事长）的傲慢。
 
 
 
@godzillamothra5983
I used to replace my cars every 4-5 years. But over the years, the price of new cars keep getting higher and higher, it is hard to replace my car without getting financial strain. I have no sympathy for greedy ICE car manufacturers.
 
我过去每4-5年换一次车，但多年来，新车的价格越来越高，换车而不感到经济压力变得困难。我对贪婪的内燃机汽车制造商毫无同情。
 
 
 
@CT37BN
For peace of mind and wallet I'd still prefer a reliable and well priced Japanese N.A. or hybrid-type vehicle.
Not totally against EV's but presently they still have a lot of negatives than positives in terms of ownership.. leasing an EV I think is the best way to try out this tech.
 
为了安心和钱包，我仍然更喜欢可靠且价格合理的日本自然吸气或混合动力汽车。
我并不完全反对电动汽车，但目前它们在拥有方面仍然有很多缺点而不是优点……我认为租赁电动汽车是尝试这项技术的最佳方式。
 
 
 
@dAnaione
They will. The problem is with Korea. Can such a small country survive without a minimum required domestic market size? Japan is big enough to survive. Perhaps this is why Taiwan doesn't push itself in the motor industry.
 
他们会生存下来，问题在于韩国，这么小的国家没有最低要求的国内市场能生存吗？日本足够大，可以生存。也许这就是台湾（地区）不推动自己进入汽车行业的原因。
 
 
 
@not_important
I have always owned Toyotas, I stay away from made in USA and China because of poor quality products. I have 15 year old Japanese car and haven't spent much on repairs. BYD is a fire hazard.
 
我一直拥有丰田汽车，我远离美国和中国的产品，因为它们的质量差。我有一辆15年的日本车，几乎没有花多少钱修理。比亚迪是火灾隐患。
 
 
 
@vikvc
I'll keep buying Mazda as long as they keep their design with physical controls and less touch screens and great driving experience. Subaru for the more outdoorsy style and AWD. and well Toyota, Nissan and Honda are there as options too. I'll buy them as long as their models are manufactured in Canada, Japan and Mexico. Heck! Even in Brasil.
 
只要马自达保持他们的物理控制设计和较少的触摸屏以及出色的驾驶体验，我就会继续购买。斯巴鲁则更适合户外风格和全轮驱动。当然，丰田、日产和本田也是选择。只要他们的车型在加拿大、日本和墨西哥生产，我就会购买。甚至巴西也行！
 
 
 
@Shambles7698
Today people still drive Japanese car doesn't matter old or new because they are reliable and durability it's really show their products just work very well
 
今天人们仍然驾驶日本车，无论是旧的还是新的，因为它们可靠且耐用，这真的表明他们的产品非常出色。
 
 
 
@johndinsdale1707
EVs are only growing due to a combination of government dictate and subsidy. When this goes away they will maybe have 20% of the new car market for home charged city cars. China will build these.
 
电动汽车的增长只是因为政府的指令和补贴。当这些消失时，它们可能只占家用充电城市汽车市场的20%。中国将生产这些汽车。
 
 
 
@dbxlbruh
EV can never be a threat to ICE cars. Slow charging, battery capacity deterioration, temperature sensitivity, battery overhaul cost, battery fire risk, etc. EVs can’t even sell without subsidies. So not a threat at any level.
 
电动汽车永远无法对内燃机汽车构成威胁。充电慢、电池容量衰减、温度敏感、电池大修成本、电池火灾风险等。没有补贴，电动汽车甚至卖不出去。所以在任何层面上都不是威胁。
 
 
 
@ChrisHandisHere
Solid state batteries will not save Japanese automakers. They are already too late with their time to market. Chinese automakers such as Chery and SAIC will have cars with solid state batteries in production by 2026, a full 2 years before Japanese will even start producing the batteries.
 
固态电池不会拯救日本汽车制造商，他们的上市时间已经太晚了。中国的汽车制造商如奇瑞和上汽将在2026年生产配备固态电池的汽车，比日本甚至开始生产这些电池早了整整两年。
 
 
 
@lee-o7s9u
China accounts for two-thirds of global BEV sales, while in markets outside China, BEV share has stagnated or even declined. When will BEVs actually become widespread? A few years ago, they said Toyota would go bankrupt soon, but in reality, the company is experiencing the greatest prosperity in its history.
 
中国占全球纯电动车（BEV）销量的三分之二，而在中国以外的市场，纯电动车（BEV）的份额却停滞不前甚至下降。纯电动车何时才能真正普及？几年前，有人说丰田很快就会破产，但实际上，该公司正经历其历史上最繁荣的时期。
 
 
 
@anranxu8879
I don't think Chinese and Japanese car companies are providing the same type of product.
If you don't want to change and want a stable but old-fashioned structure, buy a Japanese one.
If you want to try something new functions and are willing to take some risks as these companies haven't existed for decades, buy a Chinese one.
 
我认为中国和日本汽车公司提供的产品类型不同。
如果你不想改变，想要一个稳定但老式的结构，那就买日本车。
如果你想尝试新功能并且愿意承担一些风险，因为这些公司还没有存在几十年，那就买中国车。
 
 
 
@OneManOnFire
Let me explain my point of view. I was a former GM car salesman who also worked at GM at the same time. Yeah two jobs at once. We had Honda of Japan come visit us as we have a joint project together at the time. Honda executives and engineers were very excited and wanted to use our GM technology in their cars too help solve their issues in Japan. They repeated it to us multiple times they want it and need it. Why? Cause they didn't have the diversified talent that they needed vs closed minded engineering that was stuck in a hole refusing to change. You can factor money into it but no one in Japan was serious about the technology GM was doing. To be clear this isn't related to EV's.
 
让我解释一下我的观点。我曾是通用汽车（GM）的销售员，同时也在通用汽车工作。是的，我同时做两份工作。当时我们与日本本田有一个合作项目，本田的高管和工程师来拜访我们。他们对我们的技术非常兴奋，并希望将通用汽车的技术应用到他们的汽车中以帮助解决他们在日本的问题。他们多次向我们重复他们想要并需要这些技术。为什么？因为他们缺乏所需的多样化人才，而他们的工程团队则固步自封，拒绝改变。你可以把资金因素考虑进去，但日本没有人对通用汽车正在开发的技术认真对待。需要明确的是这与电动车无关。
 
 
 
@qtdcanada
Japanese carmakers, along with those from Germany and South Korea, for more than 20 years have relied on the Chinese market (second biggest in the world). Within the last 4-5 years, the Chinese government has started a campaign to promote EV (via heavy subsidies) produced by Chinese carmakers, as well as incentives for battery producers. The Chinese government also financed the construction of networks of charging stations throughout major cities in China. These policies, coupled with lower-cost Chinese EVs (lower labor cost, components cost, etc.) have resulted in lower sales for ICE cars by Japanese, German, South Korean carmakers. American carmakers were never profitable in China and have effectively withdrawn from this market. It is mostly the loss of the Chinese market that have caused problems to companies like VW, M-B, Audi, BMW, Nissan, Honda, and Toyota (to a lesser extent). Of these, Toyota and Honda have successfully developed Hybrid vehicles which have become more popular in non-China markets, at the same time as Chinese EVs sales in Europe start to plateau.
 
日本汽车制造商以及德国和韩国的汽车制造商，20多年来一直依赖中国市场（全球第二大市场）。在过去4到5年里，中国政府开始通过大量补贴推动中国汽车制造商生产电动车并为电池生产商提供激励措施，中国政府还资助了在中国主要城市建设充电站网络。这些政策，加上中国电动车的低成本（劳动力成本、零部件成本等），导致日本、德国和韩国汽车制造商的燃油车销量下降。美国汽车制造商在中国从未盈利，实际上已经退出了这个市场。主要是中国市场的流失，给大众、奔驰、奥迪、宝马、日产、本田和丰田（程度较轻）等公司带来了问题。其中，丰田和本田成功开发了混合动力车，这些车在非中国市场越来越受欢迎，而中国电动车在欧洲的销量开始趋于平稳。
 
 
 
@joemartino6976
Names like Panasonic and Sony ruled the television market for years, including the period beginning with flat screens in 2004 when consumer interest was really high. Those brands have since been pushed aside with manufacturers from South Korea and China. Panasonic is just returning to the consumer market. but only at the high end of the market. Choose whatever word you wish to describe the current situation with EV's, but I would suggest the consumer electronics business is a relevant example of what could happen in a low margin/high unit volume market segment.
 
像松下和索尼这样的品牌多年来统治了电视市场，包括从2004年平板电视开始兴起的时期，当时消费者的兴趣非常高，这些品牌后来被来自韩国和中国的制造商挤到了一边。松下刚刚重返消费市场，但仅限于高端市场。无论你用什么词来描述电动车市场的现状，我认为消费电子行业是一个相关的例子，展示了在低利润/高销量的市场细分中可能发生的情况。
 
 
 
@ZYTHIVIDEOS
China's rapid rise in the EV market is indeed a significant threat to Japan's carmakers. Japan has long been a powerhouse in traditional automotive manufacturing, but China's aggressive push in EV technology, supported by government incentives and a vast domestic market, gives it a competitive edge. However, Japan's carmakers have deep - rooted engineering expertise and a reputation for quality. If they can pivot quickly, invest heavily in EV R & D, and adapt to changing consumer demands, they stand a chance. It will be fascinating to see how this automotive battle between the two Asian giants unfolds in the coming years.
 
中国在电动车市场的迅速崛起确实对日本汽车制造商构成了重大威胁。日本长期以来一直是传统汽车制造的强国，但中国在电动车技术上的积极推动，加上政府激励和庞大的国内市场，使其具有竞争优势。然而，日本汽车制造商拥有深厚的工程专业知识和质量声誉，如果他们能够迅速转向，大力投资电动车的研发并适应不断变化的消费者需求，他们仍有机会。未来几年，这两个亚洲巨头之间的汽车大战将如何展开，令人着迷。
 
 
 
@MichaelSmith-px1ev
Solid state batteries ? The same solid state batteries Toyota were talking about in 2018 that were coming in 2023. If they don’t produce more affordable electric options within the next 12 months Japan will fall further behind.
 
固态电池？丰田在2018年就提到的固态电池，说是2023年推出。如果他们在未来12个月内不能推出更实惠的电动车选项，日本将进一步落后。
 
 
 
@KxKxA-d6z
No doubt Japanese car brands were complacent for decades. Just look at the infotainment systems they have in their cars right now. They all share similar tech, the center console screen with 2 circular knobs in Honda Nissan and Toyota cars.
 
毫无疑问，日本汽车品牌几十年来一直很自满，看看他们现在汽车中的信息娱乐系统就知道了。它们都采用类似的技术，本田、日产和丰田汽车的中控台屏幕都带有两个圆形旋钮。
 
 
 
@skyworks1621
The problem is Japan carmakers dont innovate no more. Look at Toyota, they were the first to offer Prius. And they still do but with no real change, it is still a hybrid. That is a shame. China went on and Japan just wont change.
 
问题是日本汽车制造商不再创新。看看丰田，他们是第一个推出普锐斯的，现在他们仍然在卖，但没有真正的改变，它仍然是一辆混合动力车，这真是可惜。中国在进步，而日本却不愿改变。
 
 
 
@nihonkokusai
The only thing Honda didnt go away its because of the other businesses they have car market is very small percentage of them. And the only thing that volkswagen didnt go its the fanboyism and government holding it standing
 
本田没有消失的唯一原因是他们的其他业务，汽车市场只占他们业务的一小部分。而大众没有倒下的唯一原因是粉丝文化和政府的支持。
 
 
 
@markrobber5252
To be frank, in EV i don't think the Japanese will catch up with the Chinese anytime soon. They are far more advanced in terms of battery, motor, chassis, manufacturing efficiency and software technologies. But on an I.C.E or hybrid cars, at least in Indonesian market, the Japanese still reign supreme
 
坦率地说，在电动车领域，我认为日本不会很快赶上中国。中国在电池、电机、底盘、制造效率和软件技术方面远远领先。但在燃油车或混合动力车方面，至少在印尼市场，日本仍然占据主导地位。
 
 
 
@HappyGM-R
Short conclusion: Domestically, Chinese EVs won’t even stand a chance against Japanese automakers.
And internationally, still Chinese EVs will not be so much of a threat to Japanese automakers since their market shares are absolutely dominating in developing nations, which doesn’t have the infrastructure to support EVs in the first place, or nations with large and hostile geography that may needs to cover insane mileage to even find a regular petrol station for example, certainly something that EVs in general cannot achieve.
 
简短结论：在国内，中国电动车甚至无法与日本汽车制造商竞争。
而在国际上，中国电动车对日本汽车制造商的威胁也不大，因为日本在发展中国家市场占据绝对主导地位，这些国家首先没有支持电动车的基础设施，或者地理环境恶劣，可能需要行驶极长的里程才能找到一个普通的加油站，这是电动车通常无法实现的。
 
 
 
@marcot.8799
They are not competitive anymore (Japanese, German, etc.). They cant compete with Chinese EV's and industry. That's why they blocking them, do all kind of bad things. In canada you have 100% sucharge (tax) on Chinese EV's. So you buy them. That is fair play of western countries.
 
他们（日本、德国等）不再具有竞争力，他们无法与中国电动车和行业竞争，这就是为什么他们阻止中国电动车，做各种坏事的原因。在加拿大，中国电动车被征收100%的附加税。所以你买不到它们，这就是西方国家的公平竞争。
 
 
 
@dwchen1
Prediction 10 years in the future will be US automakers only sold their products inside the protective dome of US policy in home country, while their market share overseas has been decimated by new comers from China.
That will be US made cars in US market are dull, old school, boring, enormous, expensive, unreliable, outdated, and US consumers have to deal with it because they have no choice.
While international market are filled with Chinese futuristic, reliable, and affordable options.
 
预测10年后，美国汽车制造商将只能在本国政策的保护下销售产品，而他们在海外的市场份额将被来自中国的新进入者大幅削减。
届时，美国市场上的美国汽车将变得乏味、老派、无聊、庞大、昂贵、不可靠、过时，而美国消费者将不得不接受，因为他们别无选择。
而国际市场将充满中国制造的未来感、可靠且价格实惠的选项。
 
 
 
@wojiaobill
i wonder when automakers and analysts (mostly analysts) will realize that EVs are NOT a global solution. Why? well, in the majority of the world, people live and work in places where it wouldnt be feasible to charge an EV (think, apartments buildings, and office buildings without indoor and outdoor parking lots. this means they would need to rely on public charging stations. but how can such stations accommodate the millions of drivers in each major city around the world? and even if the solution is swappable batteries, you STILL need to charge millions of batteries each day, which most countries dont have the infrastructure for. EVs will only ever be a niche solution.
 
我想知道汽车制造商和分析师（主要是分析师）何时会意识到电动车并不是全球解决方案。为什么？因为在世界大部分地区，人们生活和工作的场所并不适合为电动车充电（比如没有室内或室外停车场的公寓楼和办公楼），这意味着他们需要依赖公共充电站，但这些充电站如何满足全球每个主要城市数百万驾驶者的需求？即使解决方案是可更换电池，你仍然需要每天为数百万块电池充电，而大多数国家没有这样的基础设施，电动车将永远只是一个利基解决方案。