为什么中国在电动汽车战争中获胜?
Why China is winning the EV war
译文简介
网友:丰田、本田和整个日本都失败了,因为十多年前没有效仿日产和卡洛斯·戈恩在纯电动汽车领域的领先地位。如今,中国在纯电动汽车的各项指标上都超过了日本。现在已为时已晚。傲慢自大有其弊端。
正文翻译
丰田、本田和整个日本都失败了,因为十多年前没有效仿日产和卡洛斯·戈恩在纯电动汽车领域的领先地位。如今,中国在纯电动汽车的各项指标上都超过了日本。现在已为时已晚。傲慢自大有其弊端。
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@tigading2177
US and Canadian regimes should have re labelled their cars as "freedom cars", that could work
美国和加拿大政权应该给他们的汽车重新贴上“自由汽车”的标签,这可能会奏效。
@timeodaneosetdona
We’ve had our Atto3 for just over two months. I wigged when I realised we had already saved more than $500AUD on U92 petrol.
我们的Atto3刚买两个多月。当我意识到我们已经在U92汽油上省下了500多澳元时,我吓了一跳。
@LW78321
We charge our EV for free since September with our solar panels, compared to paying $100/week in petrol. Massive savings
从九月份开始,我们用太阳能电池板为电动汽车免费充电,相比之下,我们每周要支付100澳元的汽油费。这大大节省了开支。
@Richard-s1d5q
Toyota, Honda and Japan as a whole have failed miserably for not adopting Nissan & Carlos Ghosn's lead in BEVs well over a decade ago. Today, China has surpassed Japan in every BEV metric. Too little, too late. Arrogance has its pitfalls.
丰田、本田和整个日本都失败了,因为十多年前没有效仿日产和卡洛斯·戈恩在纯电动汽车领域的领先地位。如今,中国在纯电动汽车的各项指标上都超过了日本。现在已为时已晚。傲慢自大有其弊端。
@eish3291
Nissan with its leaf and Toyota with its Prius were expected to be the forerunners of what ev,s would look like in future but they preferred to continue raking in the profits with their ice cars and thought that the Chinese would never be able to get ev engineering right.
日产聆风和丰田的普锐斯本有望成为未来电动汽车的先行者,但他们宁愿继续用燃油车赚取利润,并认为中国人永远无法把电动汽车工程做好。
@oliverdickens4641
Nissan are in big trouble in the UK. They initially had a lead with the leaf, but as of today you can pick up a brand new Nissan Leaf from dealers discounted to £17995 from 29K . I’ve never seen discounts like this and they are still not shifting cars.
日产汽车在英国遇到了大麻烦,他们最初在聆风上取得了领先优势,但从现在开始,你可以从经销商那里买到一辆全新的日产聆风汽车,售价从2.9万英镑降至17995英镑。我从未见过这样的折扣,而且他们的车还没有被抢购一空。
@ZweiZwolf
@oliverdickens4641 Nissan Leaf is at least a full step behind what China currently offers, so they're simply not competitive. Nissan Ariya is a little better, quite handsome, but it's nowhere near as good as the latest Chinese cars with Huawei automation. Thus, Nissan is forced to sell on price with big discounts.
日产聆风至少落后中国目前提供的产品一步,所以他们根本没有竞争力。日产Ariya稍微好一点,相当漂亮,但它远不及配备了华为自动驾驶的最新的中国汽车。因此,日产被迫以大幅折扣出售。
@ongsengkee2530
Chinese manufacturers are simple lowkey folks who saw a need becoming a want. So they just work hard and smart to meet the demands. They are just being humble good guys of the world, just like their forebears 5000 years ago.
中国制造商都很朴实低调,它们看到需求变成了需要。因此,它们只是努力工作,聪明地满足需求。就像五千年前的祖先一样,它们很谦逊。
@billinsf88
You are so correct, if I lived in a highly polluted city I would want to do everything possible to reduce it to improve my living environment. Switching from gas to EV is a simple logical step and given that it’s much more affordable and well built, a no brainer.
你说得太对了,如果我生活在一个污染严重的城市,我一定会想尽一切办法减少污染,改善我的生活环境。从汽油车换成电动汽车是一个简单的合乎逻辑的步骤,而且考虑到电动汽车更便宜、更耐用,这是一个明智的选择。
@igors6593
Exactly. The cost of EVs will continue to fall due to advancing technologies and economies of scale.
At the same time, the cost of ICE vehicles will rise as their market share declines.
This marks the end of the ICE age.
没错。由于技术进步和规模经济,电动汽车的成本将继续下降。
与此同时,燃油车的成本将随着其市场份额的下降而上升。
这标志着燃油车时代的终结。
@SunnySGG
EVs definitly will dominate the market like quartz watches, but only those fuel-efficient Japanese cars will be wiped out, while cool racing car will survive like those luxury Swiss watch.
电动汽车肯定会像石英表一样主导市场,但只有那些省油的日本汽车会被淘汰,而那些酷炫的赛车会像那些奢华的瑞士手表一样存活下来。
@ysgoh1981
The arrogance of Toyota's chairman said it all.
丰田董事长的傲慢说明了一切。
@sneakymove
Actually, its arrogance of the whole automaker, and mindset of japanese in general. No japanese car maker made much investment in EV, lack of investment from government. And general trust and high confidence of japanese people in their own culture, legacy, and own way of life. They just pretend they dont know anything outside of Japan. You see their position of not apologizing for past war history, and still worshipping the war criminals today, even among politician, says it all.
事实上,这是整个汽车制造商的傲慢,也是日本人的普遍心态。没有一家日本汽车制造商对电动汽车进行大量投资,政府也没有提供投资。日本人普遍对自己的文化、传统和生活方式充满信心,他们只是假装对日本以外的世界一无所知。你看,他们不为过去的战争历史道歉,至今仍在崇拜战犯,甚至在政客中也是如此,这就说明了一切。
@user-hy7hr4me7k
I dont think it is the issue of arrogance, it is ignorance.
我认为这不是傲慢的问题,而是无知的问题。
@andrewlim7751
The Japanese CEO was amazingly stubborn.
日本首席执行官的固执令人吃惊。
@lucky889s9
There's oil and sparepart mafias in Japan. There's a lot of money involved with sparepart suppliers for ICE and hybrids. Some high ranking execs are also sparepart suppliers. That's where they're making big profit.
The only brand making EV was Nissan because Carlos Ghosn forced them to make Leaf. Along the way, cutting of suppliers and middlemen, pissing them off as enemy. We all know what happened, they criminalize that Gaijin after
日本有石油和零配件黑手党。燃油车和混合动力车的零部件供应商涉及大量资金,一些高级管理人员也是零部件供应商,这就是他们赚大钱的地方。
唯一生产电动汽车的品牌是日产,因为卡洛斯-戈恩强迫他们生产聆风。一路上,他们不断削减供应商和中间商,将他们视为敌人。我们都知道发生了什么,他们把那个老外定罪了。
@jamesloming
Denial, if you don't see it, you don't feel and hope it will go away. Meanwhile happily talking about hybrid and hydrogen which are going nowhere. Maybe they think Uncle Sam will protect their market.
否认,如果你没有看到它,你就不会感觉到它并希望它消失。与此同时,他们却在兴高采烈地谈论着混合动力和氢燃料,而这两种技术根本无从谈起。也许他们认为山姆大叔会保护他们的市场。
@amandagrant4331
Toyoto has been unable to catch up with other EV manufacturers.
The only thing they can do is to keep telling lies about hydrogen energy.
丰田一直无法赶上其他电动汽车制造商。
他们唯一能做的就是继续编造氢能源的谎言。
@sunrisejak2709
@user-hy7hr4me7k It is intelligence. Toyota is the world's biggest automaker by volume. Just under 10 million cars sold annually .Strong revenue and huge profit. Toyota knows it's customers. In USA only 10% buy EVs. 90% buy ICE. Big demand for hybrids lead by Toyota with the best product offerings. Toyota will provide it's customers with the products they demand and will do so with EVs when and if their customers are good and ready. Mr. Toyoda the smartest CEO in the industry.
@user-hy7hr4me7k 这是智慧。丰田是世界上销量最大的汽车制造商,每年销售近 1000 万辆汽车。收入丰厚,利润丰厚。丰田了解它的客户。在美国,只有10%的人购买电动汽车,90%的人会购买燃油车。对混合动力汽车的需求很大,而丰田公司拥有最好的产品。丰田将为客户提供他们需要的产品,如果客户准备好了,丰田也将提供电动汽车。丰田先生是业内最聪明的首席执行官。
@sunrisejak2709
@andrewlim7751 And incredibly insightful. Smart not to jump on the EV bandwagon and watch the legacy automakers spend billions on EV creation falling on their face and having to retreat. Toyota in 2024 with near record revenue and profits. Great job by Mr. Toyoda.
而且他拥有惊人的洞察力。明智的做法是不加入电动汽车的行列,眼睁睁地看着传统汽车制造商斥资数十亿美元打造电动汽车,结果却一败涂地,不得不撤退。丰田在2024年的收入和利润接近历史最高水平。丰田先生干得漂亮。
@sunrisejak2709
@jogana6909 Toyota is selling what the customer wants. 90% ICE in USA. When Toyota customers demand EVs Toyota will readily produce them. But thus far Toyota has been the smartest actor in the EV debacle in USA. I'm not a Toyota fanboy and in fact I have 2 EVs. Tesla model 3 dual motor and MG Cyberster. But the Toyota bashing is just nonsense. Please have a look at Toyotas performance levels. If Toyota today produced half their cars as EVs they would have near 5 million unsold cars with no buyers.
丰田在卖客户想要的东西,而90%的美国客户想要燃油车。当丰田的客户需要电动车时,丰田会很乐意生产电动车。但迄今为止,丰田是美国电动汽车失败中最聪明的角色。我不是丰田迷,事实上我有两辆电动车,特斯拉 Model 3 双电机版和名爵 Cyberster。但对丰田的抨击纯属无稽之谈。请看看丰田汽车的性能水平。如果丰田今天生产一半的电动汽车,那么他们将有近 500 万辆未售出的没有买家的汽车。
@sunrisejak2709
@sneakymove I live in Asia. Outside China, the overall market is not very big. The US market is the world's 2nd largest behind China. ALL foreign manufacturers involved in China are seeing declining sales due to the Chinese now preferring their own home grown brands. Toyota still has 5 models in the top 10 global car list. The misinformation on this channel is disappointing.
我生活在亚洲。在中国以外,整体市场并不大。美国市场是仅次于中国的世界第二大汽车市场。由于中国人现在更喜欢自己的本土品牌,所有进入中国市场的外国制造商的销量都在下降。丰田仍有 5 款车型跻身全球汽车前十名,本频道的错误信息令人失望。
@mlxdc88
lol this channel tells the truth and it hurts! car sales in asia outside China in 2023 was 16.6 mio cars sold, while in US in 2023 15.6 mio cars sold, so asia's car market is defiitely BIG��
这个频道说的是事实,而且很伤人!2023年中国以外的亚洲的汽车销量为 1660 万辆,而美国 2023 年的汽车销量为 1560 万辆,所以亚洲的汽车市场绝对很大。
@xjamdoidst5167
@mlxdc88 this channel tells the truth?���� he’s an ev propagandist so of course he’s gonna bash other car makers that aren’t making evs Toyota sells 10 million cars per year I don’t think Toyota is bothered about byd buddy let’s see if mr electric Viking posts the videos of byd catching fires on the drive because of corner cutting no didn’t think so
这个频道说的是实话吗?他是一个电动汽车的宣传员,所以他当然会抨击其他不生产电动汽车的制造商。丰田每年卖出1000万辆汽车,我不认为丰田会在意比亚迪,让我们看看电动维京先生是否会发布比亚迪因为偷工减料而在行驶过程中起火的视频。
@井吹ときと
Fujifilm was once the biggest camera brands, the CEO underestimated digital camera, and allegedly said that digital camera is just a temporary fad that will go away soon, nothing can beat film-based photo-camera.
Well.....
富士胶片曾是最大的相机品牌,其首席执行官低估了数码相机,据称数码相机只是一时的流行,很快就会消失,没有什么能打败胶片照相机。
好吧.....
@wengelder9256
@ so did Agfa and Kodak . Nobody saw it coming . Nothing to do with Toyota who , rightfully so , don’t believe that by 2035 all cars will be EV . They just posted record sales and have ambitious programs for every power train .
柯达也是如此,没有人预见到这一点。丰田不相信到2035年所有汽车都将是电动车,这是理所当然的,因为他们刚刚公布了创纪录的销售业绩并为每个动力传动系统制定了雄心勃勃的计划。
@Jamessansome
@wengelder9256 Smaller EV's have started to reach price parity. This is due to battery materials costs, which are only going to carry on getting cheaper. Which means medium and larger vehicles will start to reach price parity within the next couple of years.
Toyota's MO is to intentionally slow down EV adoption. Their USP was making reliable ICE vehicles which are on their way out.
In 5 years time very few people will actually want to own an ICE vehicle as EV offerings offer lower monthly PCP & running costs - its a primary reason to buy any vehicle and one that ICE vehicles can't compete with as they will always rely on burning an expensive fuel.
Within 10 years there will be time periods of abundant renewable energy and energy companies such as Octopus already have tariffs that let you charge for free or even pay you to charge your vehicle.
Expensive fossil fuels, eFuels & Hydrogen all of which are energy intensive to make can't compete with that.
小型电动汽车已经开始实现与燃油车价格平价。这是电池材料成本造成的,而这种成本只会越来越低,这意味着中型和大型车辆将在未来几年内开始实现价格平价。
丰田的做法是有意放慢电动汽车的普及速度,他们的优势在于制造可靠的燃油车,而燃油车正在走下坡路。
5年后,由于电动汽车的月个人购车计划和运行成本更低,很少有人会真正想要拥有一辆燃油车,这是购买任何汽车的主要原因,也是燃油车无法与之竞争的原因,因为它们始终依赖于燃烧昂贵的燃料。
10年内,可再生能源将进入充裕期,Octopus等能源公司已经推出了免费充电甚至付费充电的服务。
昂贵的化石燃料、电子燃料和氢气都是高能耗能源,无法与之竞争。
@jonfrench7133
to those hailing the toyota strategy as genius…..look at
market share and market growth and transition costs and tell me which companies you’d rather be the CEO of, nokia or apple
And yes revenue is declining ……In first half of fiscal 2025 (ended Sept. 30), Toyota’s consolidated global vehicle sales contracted 4% year over year to 4,556,000 units Net income for the first half of fiscal 2025 tumbled 26.3% year over year, with margins shrinking to 8.2%— down 3.6 percentage points on a yearly basis.
对于那些称赞丰田的战略是天才的人.....看看市场份额、市场增长和转型成本,告诉我你更愿意成为哪家公司的首席执行官,诺基亚还是苹果?
是的,丰田的收入正在下降 ...... 在2025财年上半年(截至9月30日),丰田全球汽车综合销量同比萎缩4%,降至455.6万辆。2025财年上半年净利润同比暴跌26.3%,利润率缩水至8.2%,同比下降3.6个百分点。
@wengelder9256
@ what you fail to say is that decline happened after previous fiscal year , ending March 24 , when Toyota group recorded record revenue for itself and the industry , record number of vehicles sold and record profit . Dumb comment without substance nor proper context .
你没说的是这一下降是在上一财年(截至 3 月 24 日)之后发生的,当时丰田集团创下了集团和行业收入、汽车销量和利润的新纪录。你发表的是没有实质内容也没有适当背景的愚蠢评论。
@ssllsg9439
@wengelder9256
kodak CEO=Print had been with us for over 100 years, no one was complaining about prints, they were very inexpensive, and so why would anyone want to look at their picture on a television set?
toyota CEO= battery-powered vehicles were too complicated and unpopular with consumers.
the resemblance is uncanny.
toyota is going to be the next kodak while others cemented their position on EV.
just make sure you be ready to see when your precious company fails spectacularly, buddy.
LOL!
柯达首席执行官=打印技术已经伴随我们走过了100多年的历程,没有人抱怨打印技术,打印技术也非常便宜,为什么还有人愿意在电视机上看自己的照片呢?
丰田公司首席执行官= 电池驱动的汽车过于复杂,不受消费者欢迎。
相似度高得惊人。
丰田将成为下一个柯达,而其他公司则将巩固其在电动汽车领域的地位。
只要你做好准备,就能看到你的宝贝公司惨败的时候,老兄。
笑死我了!
@Mr_Nobody_CA
True, I took a Grab ride on a BYD and was very impressed by the ride and fit & finish of the car. I forgot the model but it was just an entry level compact EV.
没错,我曾乘坐过比亚迪的一辆车,它的驾乘感受和外观设计给我留下了深刻印象。我忘了车型,但那只是一辆入门级的紧凑型电动车。
@garysmith4660
I live in Thailand and we have been loving at a new car. We took out the BYD Sealion 6 HEV. And it’s amazing to drive. And only B1.1M (AUD$50k)
Now Toyota have brought out a sports SUV. Toyota Crown Sport, similar to the Sealion 6? But it’s cost is B3.3m (AUD$151k)
And in my opinion only. The BYD outclasses the Toyota in every way. Style, fitment, luxury, drivability, spec. And most of all price.
我生活在泰国,我们一直很喜欢一辆新车,我们买了比亚迪混合动力汽车海狮6。开起来非常棒,而且只需110万泰铢(5万澳元)。
现在,丰田又推出了一款类似于海狮6的运动型SUV-丰田皇冠运动版,但它的售价为330万泰铢(15.1万澳元)。
在我看来 比亚迪在各个方面都胜过丰田,包括风格、配置、豪华、驾驶性能、规格,最重要的是价格。
@darwinstubbie860
I live in Thailand and can see new Service Stations opening up almost every week. They usually have up to 20 pumps and 3 charging stations. On the other hand I can see Mazda Dealerships changing over to BYD.
我生活在泰国,几乎每周都能看到新的服务站开张,它们通常有多达 20个加油泵和 3 个充电桩。另一方面,我看到马自达的经销商也在改用比亚迪汽车。
@danielch6662
Hi, Darwin. Your neighbour to the south. I live 15km from the biggest city. I have not seen a single new petrol station in the last 10 years. One has changed owners 3x. Five have closed, that I have been to.
It's not because of EV though. I've seen a handful of EVs the last few months. But very few. Thailand probably has far more EVs.
The last 5 years, no petrol station has been renovated. This is probably due to EVs though. Everybody is just waiting to see what happens. The pumps, buildings, etc has noticably get more worn, but everybody knows if you invest more money in renovation, if EVs comes in, you would lose everything.
嗨,Darwin,我是你南边的邻居,我生活在距离最大的城市15公里的地方。在过去的10年里,我没有看到一个新的加油站。一个加油站已经换了3次老板。我去过的加油站中,有五家已经关闭。
但这并不是因为电动汽车。过去几个月里,虽然我见过一些电动车,但很少。泰国的电动车可能要多得多。
过去 5 年里,没有一家加油站进行过翻新,这可能是电动汽车的功劳,大家都在静观其变。加油站的油泵、建筑等明显变得更加破旧,但大家都知道如果投入更多资金进行翻新,一旦电动汽车进入,你将一无所有。
@amandagrant4331
At Thailand Motor Expo 2024, which ended on December 10th, BYD received 7042 orders, ranking second. The first place is Toyota, with 8297 vehicles.
But you should know, BYD only entered the Thai market in November 2022, and it was loved by consumers in such a short time.
在 12 月 10 日结束的 2024 年泰国汽车展上,比亚迪共收到 7042 份订单,排名第二。排名第一的是丰田,为 8297 辆。
但要知道,比亚迪 2022 年 11 月才进入泰国市场,它在这么短的时间内就受到了消费者的喜爱。
@jayceh
@amandagrant4331 that's probably a 30%+ drop for Toyota coming in 2025 vs 2023
And for other Japanese brands could be more than that
2025 年与 2023 年相比,丰田的销量可能会下降 30% 以上。
其他日系品牌的降幅可能更大。
@yammybolo222
Japan’s auto mafia decided they didn’t want to make EVs…now they have ruined their auto industry
日本汽车黑手党决定不生产电动汽车......现在他们毁了自己的汽车产业。
@ChickensAndGardening
It was Mr. Toyoda, CEO of Toyota Corp. Finally he was convinced to step down and a more pro-EV guy has taken over. But Toyoda-san is still chairman, so they're proceeding very slowly because in Japan, you don't go against your seniors. In a few years, Toyota (followed by the others) will finally flip to EV's, but by then it looks like the Chinese and Tesla will have taken over the market. The question is whether Japan can work their magic a second time, after they took over the world once in the 1970s-80s. Their time may be past.
丰田公司首席执行官丰田章男最终被说服辞职,一位更支持电动汽车的人接任,但丰田先生仍是董事长,所以他们的进展非常缓慢,因为在日本,你不能违背你的长辈。再过几年,丰田公司(随后是其他公司)将最终转向电动汽车,但到那时,中国和特斯拉似乎已经占领了市场。问题是,日本在 20 世纪 70-80 年代曾一度席卷全球,如今能否再次创造奇迹?他们的时代可能已经过去了。
@ZweiZwolf
Japan bet everything on hybrids, then hydrogen. Unfortunately, hydrogen turned out to have zero future in the West due to terrible economics. Western hydrogen is based on a hydrocarbon separation process, which is expensive and has few refueling stations. No internal battery, so it's not even possible to charge at home like a PHEV or EREV.
日本把一切都押在了混合动力上,然后是氢能。不幸的是由于糟糕的经济性,氢能在西方的发展前景为零。西方的氢能基于碳氢化合物分离工艺,成本高昂,加气站很少。没有内置电池,所以根本无法像插电混动(PHEV)和增程式混动(EREV)汽车那样在家充电。