中国电动汽车正在席卷全球?西方电动汽车能否跟上?
China’s EV Takeover? Can Western Electric Cars Keep Up?
译文简介
网友:在阳光明媚的泰国,家用太阳能系统蓬勃发展,不仅为房屋供电,还为电动汽车充电。大约5000美元就能安装一套太阳能设备,与比亚迪、网约车或欧拉好猫等中国电动汽车搭配使用,成本与日本汽车相同或更低,而且实际上您可以使用免费的燃料。
正文翻译
在阳光明媚的泰国,家用太阳能系统蓬勃发展,不仅为房屋供电,还为电动汽车充电。大约5000美元就能安装一套太阳能设备,与比亚迪、网约车或欧拉好猫等中国电动汽车搭配使用,成本与日本汽车相同或更低,而且实际上您可以使用免费的燃料。
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@BangkokZed
Here, in sunny Thailand, home solar systems are booming, not just for powering houses but also for charging EVs. For around $5,000, you can install a solar setup, and when paired with a Chinese EV like BYD, Neta, or Ora Good Cat, it costs the same or less than a Japanese car, and practically you’ll be running on free fuel.
在阳光明媚的泰国,家用太阳能系统蓬勃发展,不仅为房屋供电,还为电动汽车充电。大约5000美元就能安装一套太阳能设备,与比亚迪、网约车或欧拉好猫等中国电动汽车搭配使用,成本与日本汽车相同或更低,而且实际上您可以使用免费的燃料。
@LW78321
That's what I love about owning Web EV in Australia! Since September (Spring), we've been running our car for free since our solar panels charge our car, love it!
这就是我喜欢在澳大利亚拥有Web电动车的原因!从九月(春季)开始,我们的汽车就可以免费行驶了,因为我们的太阳能电池板可以为我们的汽车充电!
@HockSengNg-i7n
Your reporting is spot on. Yes! This is happening in south east Asia. From Malaysia.
您的报告非常准确。是的!这发生在东南亚。我来自马来西亚。
@itisyouthatiadore
Lol ev is less than 5% of total sales in Malaysia. Top 3 best selling are all Japanese jv company
哈哈,在马来西亚,电动汽车的销量还不到总销量的5%,最畅销的汽车前三名都来自日本汽车公司。
@Supsup8566
@itisyouthatiadore Aiyo, big segments of the market come from below 100k. When miti removes the requirement or Proton brings in CKD EV, it will quickly eat the pie of the Japanese car manufacturers. If you look at the total sales, you may miss out the details. On similar segments and specs, the Chinese EVs are gaining market share
很大一部分市场来自10万以下。一旦贸发局取消这一要求,或者宝腾推组装的电动车,日本汽车制造商的蛋糕就会被迅速蚕食。如果只看总销量,你可能会忽略一些细节。在相似的细分市场和规格上,中国电动汽车的市场份额正在不断扩大。
@saranjs3365
More EV sales will mean more load on the electrical grid, of which the national electrical utility company is not able to sustain nor provide unless they increase the load, supply and increasing grid connectivity and redundancy. More load requires more generation of power which currently uses carbon fuels to generate. Currently there is very limited use of solar or other means of power generation. There will come a time when the cost of fuel and cost of generation vs the supply becomes too wide and costs will increase. Tiered costs and time schedule of charging will impact costs in future. Expect doubling of tariffs as more and more EVs coming in to use. Currently, the cost of charging an EV is a tad bit lower than cost of refueling a normal car though cost of refueling EVs vs carbon emitting vehicles will normalize over time.
更多的电动汽车销售将意味着电网负荷的增加,而国家电力公司除非增加负荷、增加供应、提高电网连接性和冗余性,否则无法承受或提供更多的电力。更多的负荷需要更多的发电量,而目前发电需要使用碳燃料。目前,太阳能或其他发电手段的使用非常有限。总有一天,燃料成本和发电成本与供电成本之间的差距会越来越大,成本也会越来越高。分级成本和充电时间表将影响未来的成本。随着越来越多的电动汽车投入使用,预计电费将翻番。目前,电动汽车的充电成本略低于普通汽车的充电成本,但随着时间的推移,电动汽车与碳排放汽车的充电成本将趋于稳定。
@itisyouthatiadore
@Supsup8566 false assumption, unless the govt decided to double up petrol price like other asian nations, ev gonna still play 2nd fiddle to ice in msian market
错误的假设,除非政府决定像其他亚洲国家一样将汽油价格提高一倍,否则电动汽车在马来西亚市场上仍将扮演次要角色。
@thevindictive6145
Malaysia is an oil exporting nation. Don't expect EV will do well in Malaysia due to tariffs. You wanna go green, remove the tariffs and help taxis and busses change to EV first. But I don't see any change coming, because EV means the end of our oil exports.
Also Malaysia has tons of sunlight, a lot of homeowners can charge their EV just from solar, but again we don't see any government incentives pushing Malaysians towards EV. It will be a big loss to a lot of major players in Malaysia if this happens.
马来西亚是一个石油出口国,不要指望电动汽车会因为关税而在马来西亚大行其道。你想绿色出行,就先取消关税,帮助出租车和公交车改用电动车,但我看不到任何改变,因为电动汽车意味着我们石油出口的终结。
此外,马来西亚拥有大量的阳光,很多业主只需使用太阳能就能为电动汽车充电,但我们同样看不到政府有任何激励措施来推动马来西亚人改用电动汽车。如果发生这种情况,马来西亚的许多主要企业都将蒙受巨大的损失。
@ZweiZwolf
@saranjs3365 Chinese solar power and Chinese solar batteries are very affordable, so the cost of charging EVs will get even cheaper as Chinese green tech advances
中国的太阳能电池板和中国的太阳能电池非常实惠,因此随着中国绿色科技的发展,电动汽车的充电成本将更加低廉。
@ZweiZwolf
@thevindictive6145 The more EVs Malaysia has at home, the more oil Malaysia can export. It's like you miss the first rule of export, not to consume your own supply because there's ZERO profit in doing so. If Malaysia is well run, they will use oil revenues to buy as much green tech as possible from China while oil sales are still high, before prices fall due to lowered demand.
马来西亚国内的电动汽车越多,马来西亚就能出口越多的石油。这就像你错过了出口的第一条规则,即不要消耗自己的供应,因为这样做没有任何利润。如果马来西亚经营得好,他们会利用石油收入,在石油销售量还很高的时候,在需求减少导致价格下跌之前,尽可能多地从中国购买绿色科技产品。
@thevindictive6145
@ZweiZwolf If Malaysia is well run?? Let's leave it at that. Also oil sales have been falling, due to increase EV usage globally. If the price is high its probably due to reduction of supply, artificially to keep prices high. But we don't know what goes on behind closed doors. One thing I am sure off is that oil producing countries do not have an incentive to see alternatives when they are the loser. That's why ICE vehicles has been in use for so long when the first electric car was invented back in the 1830s. Its the reason why we have a climate catastrophy as well, all for the sake of profit. If you believe otherwise, then I am sorry.
如果马来西亚管理得好?我们就到此为止吧。另外,由于全球电动汽车使用量的增加,石油销量也在下降。如果价格居高不下,很可能是由于供应减少,人为地使价格居高不下。但我们不知道背后发生了什么。我可以肯定的一点是如果石油生产国是输家,他们就没有动力去寻找替代品。这就是为什么早在 19 世纪 30 年代就发明了第一辆电动汽车,而内燃机汽车却使用了如此之久的原因。这也是我们面临气候灾难的原因,一切都是为了利润。如果你不这么认为,那我很抱歉。
@sunrisejak2709
With recent price reductions in Thailand the BYD Seal now starts at equivalent $30,000 USD.
最近,比亚迪海豹在泰国降价了,现在起价相当于3万美元。
@rogerfaint499
WTF!!!!!!!!!! We, in Singapore, bought the BYD Seal for S$200,000.
我草!!!!!!!!!!我们在新加坡买比亚迪海豹要花20万新币。
@laurencejenner1127
Military cooperation with the US and Japan’s economic complacency are 2 separate issues here. No one forced Japan to fall behind with EVs or spend billions on the foolish hydrogen dream.
Remember it was Japan that was the big economic threat to Detroit in the 80s and 90s. They then chose to stick their head in the sand for the next 30 years, just like Germany and the US are doing now too.
与美国的军事合作和日本的经济自满是两个不同的问题。没有人强迫日本在电动汽车方面落后,也没有人强迫日本在愚蠢的氢能梦想上花费数十亿美元。
请记住,在上世纪八九十年代,日本曾是底特律的主要经济威胁。在接下来的 30 年里,他们选择把头埋在沙子里,就像德国和美国现在做的一样。
@hardlife0110
In Indonesia, Seal Premium is around USD 39,300, performance awd is 44,900. And here all full EVs are paying zero PKB (annual tax).
Hope there is more price reduction like in Thailand here.
在印尼,海豹Premium的售价约为39300美元,performance awd的售价为44900美元。在印尼,所有纯电动汽车的年税为零。
希望能像泰国一样有更多降价。
@amandagrant4331
In July 2024, BYD grandly opened its factory in Rayong Province, Thailand, covering an area of about 240 acres. The factory is designed with an annual production capacity of up to 150,000 vehicles, mainly producing three models: Dolphin, Atto 3 and Sealion 6.
2024年7月,比亚迪在泰国罗勇府的工厂盛大开业,占地约240英亩。该工厂设计年产能达15万辆,主要生产三种车型:Dolphin、Atto 3和Sealion 6三款车型。
@ZweiZwolf
@macmcleod1188 That sounds about right. Singapore is a small island, and they simply don't have the space for millions of cars, so personal cars are VERY heavily taxed.
听起来差不多。新加坡是个小岛,根本没有足够的空间容纳数百万辆汽车,所以对个人汽车征收非常重的税。
@shawnkuo001
BYD Seal only costs about 11000 USD in China. Why it costs much more in Thailand? I thought they have local factories which can help them to reduce taxes.
比亚迪海豹在中国的售价仅为11000美元,为什么在泰国要贵很多?我以为他们有本地工厂,可以帮他们减税呢。
@sunrisejak2709
@shawnkuo001 I think you're mistaking the BYD Dolphin for the Seal. Indeed the Dolphin in China is around equivalent $12,000 dollars while the Seal is about $26,000 dollars in China. The entry level Seal in Thailand is 999,900 baht which at today's foreign exchange rate (34.55) is 28,940 USD equivalent. (The Thai baht has weakened a bit in the last few days). The prices in China are a bit more attractive but not by much. Plus the Seal is not yet fully assembled in Thailand. It is fully imported at a tax rate that is favorable provided local manufacturing takes place within a certain agreed time frx. Then the government incentive agreements define how many imports are allowed vs how many locally assembled. That ratio changes in favor of local production over time.
我想你把比亚迪海豚当成海豹了。事实上,海豚在中国的售价约为1.2万美元,而海豹在中国的售价约为2.6万美元。海豹在泰国的入门级售价为999900泰铢,按今天的汇率(34.55)折合28940美元(最近几天泰铢略有贬值)。中国的价格稍有吸引力,但幅度不大。另外,海豹还没有在泰国组装,它是全进口的,虽然有税率优惠,但前提是必须在约定的时间内实现本地生产。然后,政府激励协议规定了允许进口的数量和本地组装的数量。随着时间的推移,这一比例会发生有利于本地生产的变化。
@ZweiZwolf
@shawnkuo001 Thailand has different taxes and incentives. New worker productivity may not be as high. BYD may be taking somewhat more per unit margin to cover lower economy of scale within country.
泰国有不同的税收和激励机制。新工人的生产率可能没有那么高。比亚迪可能会在一定程度上提高单位利润率以弥补较低的规模经济。
@killaquansta4045
I live in Ontario Canada, and the day they announced the 100% tariffs in Chinese EVs I can't describe how idiotic it sounded to me. If you don't want people buying Chinese products innovate! Don't hide behind tariffs that don't help anyone but the wealthy
我生活在加拿大的安大略省,在他们宣布对中国电动汽车征收 100% 关税的那天,我无法形容这在我看来有多么愚蠢。如果你不想让人们购买中国产品,那就创新吧!不要躲在关税的背后,因为除了富人,关税帮不了谁。
@林振华-t4v
��Their 100% tariff thing along with the follow up shhutting Mexico out from USMC thing are so stupid that I failed to feel any anger but kind of amusment out from such a rediculous situation. I am not sure if sad is a proper expression when the level goverment putting out this kind of comedy that makes 3 stoogies looks blend
他们100%征收关税的做法以及随后将墨西哥从北美自由贸易协定中排除出去的做法都太愚蠢了,以至于我在这种荒谬的情况下没有感到任何愤怒,反而有种好笑的感觉。当政府推出这种让三个臭皮匠看起来混在一起的喜剧时,我不确定悲伤是否是一种合适的表达方式。
@Jamessansome
Introducing high tariffs is simply dumb as the implementation of tariffs is reciprocated.
All that it does is increase costs for consumers leading to less money being spent on other local items and businesses...
征收高额关税简直是愚蠢之举,因为关税的实施是对等的。
这样做只会增加消费者的成本,导致花在其他本地商品和企业上的钱减少......
@mikeshafer
I was in Bangkok 18 months ago and I could barely breathe, the pollution was so bad. I'm so happy to see EVs coming to Thailand!
18个月前我在曼谷,我几乎无法呼吸,污染太严重了。我很高兴看到电动汽车来到泰国!
@ouethojlkjn
I was in London at London Bridge in August a couple of years ago and it was terrible! People who are against EVs clearly do not have to deal with large cities
几年前的八月,我在伦敦的伦敦桥上,感觉非常糟糕!反对电动车的人显然没有在大城市生活过。
@Lost_Johnny
Pollution is not that bad all the time in Bangkok, but yest they do need EVs - electric buses too!!
在曼谷,污染并不是一直都那么严重,但现在他们确实需要电动车--电动公交车!
@mikeshafer
@ I just remember smelling exhaust from those thousands of shitty two strokes. They could really benefit from electric mopeds.
我只记得闻到那些数千辆破烂的二冲程发动机排出的废气,电动轻便摩托车确实能给他们带来好处。
@jj9749
I have a Toyota in Indonesia, and now am looking to buy a BYD M6
我在印尼有一辆丰田车,现在想买一辆比亚迪M6。
@vincenttan6303
you better ask those China Chinese about owning ev first, especially byd.
你最好先问问那些中国人是否拥有电动汽车,尤其是比亚迪。
@Chinesecrested9528
I live in Thailand. Chinese EVs are everywhere. Nissan is on life support here, Chevrolet is done, Ford Ranger and everest are the only 2 fords i have seen here, and now they are heavily discounted. BYD is growing in popularity, and i will likely purchase a seal in mid 2025 when the new battery is released. Japanese cars here are mostly toyota and isuzu trucks. Charging stations are popping up everywhere. The bulk of americans purchase hilux or ford rangers. I am waiting to see how well the BYD shark sakes will do upon arrival here.
我生活在泰国,这里中国电动汽车随处可见,日产汽车在这里苟延残喘,雪佛兰已经停产,福特Ranger和everest是我在这里看到的仅有的两款福特汽车,现在它们都打了很大的折扣。比亚迪越来越受欢迎,我可能会在2025年年中新电池发布时购买一辆海鸥。这里的日本车主要是丰田和五十铃卡车。这里的充电站随处可见。大部分美国人购买的是Hilux或福特牧马人。我正等着看比亚迪“鲨鱼”到达这里后的表现如何。
@Gort2525
If you buy an electric car from China it will go down in value in the first year.
如果你从中国买一辆电动汽车,第一年它就会贬值。
@randomname931
@Gort2525 wait, you mean electric cars from other countries don't go down in value in the first year? sign me up!
等等,你是说其他国家的电动汽车第一年不会贬值?报个名字先。
@gregp.7148
It’s abundantly clear that people want energy efficient electric cars that are actually affordable. And the Chinese manufacturers (BYD, Xpeng, MG, etc) are making it happen.
很明显,人们需要价格合理的节能的电动汽车,而中国制造商(比亚迪、小鹏、名爵等)正在实现这一目标。
@johnday6392
If i had a magic wand and i waved it, and every car on earth changed to all electric, guess what would happen?---Nothing,
nobody would be going anywhere. Why? The world doesn't generate enough power to charge them all.
如果我有一根魔杖,我挥动它,地球上的所有汽车都改成纯电动汽车,你猜会发生什么?
没有人能去任何地方。为什么?这个世界产生的电量不够给所有汽车充电。
@freeheeler09
John, we generate more than enough electricity from our rooftop to power a home, my wood shop, heat and cool a greenhouse, and power a Chevy Bolt EV. We have enough panels to power a second EV, and charge even more batteries and we will do so as we can.
John,我们的屋顶发电绰绰有余,可以为一个家庭、我的木工房、温室供热制冷以及雪佛兰Bolt电动汽车供电。我们有足够的电池板为第二辆电动汽车供电并为更多的电池充电,我们将尽我们所能这样做。
@johnday6392
@freeheeler09 Does this apply in the depths of a hard winter? Also, that means that every roof has to have solar panels,
and i mean every roof, who's going to pay for this, the government??
这适用于严冬吗?另外,这意味着每个屋顶都必须安装太阳能电池板。
我是说每个屋顶,谁来买单,政府吗?
@kennethoneill4176
@johnday6392 the majority of the world lives in tropical subtropical climate with enough Sun to do it.where installing and buying solar is much less expensive.
Even much of the USA where people have been moving to in the last few years has plenty of sunny days and almost no snow days
世界上大多数人都生活在热带亚热带气候中,那里有足够的阳光。
即使是过去几年人们搬迁到的美国大部分地区,也有充足的晴天,几乎没有下雪天。
@patton3338
@johnday6392 Except that burning fuel in your car is a form of power generation.
So you are wrong by the very definition John. We are already generating those levels of power, it will just be in a newer and cleaner form.
汽车燃烧燃料也是一种发电形式。
所以从定义上来说你就错了,约翰。我们已经在产生这些能量了,只不过是以更新、更清洁的形式而已。
@1KentKent
@johnday6392 Wrong. A huge amount of effort and energy goes into the gasoline/petrol industry. If all this effort turned to renewables/batteries, we can easily power these cars. On an individual level, I have solar power on my house, which can offset my home and car electricity needs. Research the dropping price of solar and batteries. The switch is inevitable, because its just cheaper.
你错了。汽油/石油工业耗费了大量的精力和能量。如果将所有这些努力转向可再生能源/电池,我们就可以轻松地为这些汽车提供动力。就个人而言,我在家里安装了太阳能,可以抵消家庭和汽车的用电需求。研究一下太阳能和电池的价格下降,你会发现转换是不可避免的,因为它更便宜。
@TerryHickey-xt4mf
@johnday6392 I think he is in the US, however in Ausi, there is enough sunlight falling on Australia's outback to power the whole world 1000x over and much more each day! Add the batteries that has been described in other videos in Ausi, plus there is an incentive to go roof top solar at the moment. So as the price for renewables is falling rapidly, it will no brainer in a few years time to go this rout for the average consumer, and the new ability to do V to G, is a breakthrough in my opinion.
我想他是在美国,但在澳大利亚内陆,每天洒下的阳光足以为全世界提供1000倍于需求的电力!再加上Ausi其他视频中描述的电池,再加上目前有鼓励使用屋顶太阳能的措施。因此,随着可再生能源价格的快速下降,普通消费者在几年内采用这种方式将不费吹灰之力。
@FritzKikes2200
It's clear that people wanted hi tech cars but affordable
很明显,人们想要高科技但又要买得起的汽车。
@backpackpepelon3867
@johnday6392 don't worry, we have the same problems when moving away from horse driven cart back then. Time and tech will solve it, as always. Nobody can stop the mighty hand of science in the first place.
别担心,我们当年在摆脱马车时也遇到过同样的问题。时间和科技会一如既往地解决这些问题,没有人能阻止科学之手的威力。
@seawater1322
@johnday6392 Dumb point, the infrastructure to power electric cars will build as the market grows.
愚蠢的观点,随着市场的发展,电动汽车的基础设施将不断完善。
@Joe44944
@johnday6392 that’s a mooth point, respectfully. It’s happening gradually, so everything should be ok.
这是个错误的观点,恕我直言。它是逐渐发生的,所以一切都会好起来。
@FabioCapela
@DynesLair-kb6qs I live in South America. If I wanted (and had the cash on hand), I could have a BYD Seagull delivered to my front porch next week for less than $20K, or a BYD Dolphin for about $25K. BYD already sells more than Ford here.
我生活在南美洲。如果我愿意(手头有现金),比亚迪海鸥下周就能送到我家门前,价格不到2万美元,比亚迪海豚也只需2.5万美元左右。比亚迪在这里的销量已经超过了福特。
@LILEE376
I have never seen an affordable Chinese EV in Europe. The cheapest BYD models are more than 35.000 Euros in the EU.
我从未在欧洲见过价格合理的中国电动车。在欧盟,最便宜的比亚迪车型也要35000欧元以上。
@DileepaRanawake
100% agree. Can’t wait for more affordable quality Chinese evs to get to the UK.
100%同意。我迫不及待地想让更多物美价廉的中国电动汽车进入英国。
@JimmyDoyel-by2cp
American car need to be fix every few months, not Chinese car though hehe
美国车每隔几个月就要修一次,中国车就不用了。
@GG-si7fw
What a weak argument about applying tomorrow's energy demand on today's grid. You can apply that to fossil fuels cars too. There wasn't enough gasoline produced in the 1980's for the ICE vehicles in the 2010's. See how that works. Both grows and will grow due to demand. The tech disruption also enables the supply chain to grow too.
把明天的能源需求用在今天的电网上,这种说法太站不住脚了。对于化石燃料汽车也可以这么说。1980年代生产的汽油不足以满足2010年代内燃机汽车的需求。看它是如何运作的。由于需求的增长,两者都会增长,技术颠覆也使供应链得以增长。