中国电动汽车出口飙升，在墨西哥和欧洲市场取得显著增长

Overall7159
In Mexico City right now. 
All the Uber drivers are switching to BYD. 
Asked one how he liked the car, loves it. Marvelous. 
 No surprise since VW, until recently, was still peddling their gen 3 cars originally designed in 1996 on Mexicans.  Nissan has been no better.  
Same as in China, destroyed all their good will.  Sad really.  

我现在就在墨西哥城。
所有的 Uber 司机都在改用比亚迪。
我问了其中一位他觉得车怎么样，他说非常喜欢，简直太棒了。
这也不奇怪，毕竟大众直到不久前还在向墨西哥人兜售最早于1996年设计的第三代车型。日产也好不到哪去。
和在中国市场一样，他们把原本积累的好感全都毁掉了。说实话，挺让人难过的。

Proof5332
Just had a similar experience! 

我刚刚也有过非常类似的经历！

Nebula
The OG beetle was sold until 2003. It’s totally unavoidable from VW.

最初版的甲壳虫一直卖到2003年。这完全是大众的问题，无可回避。

645909493
This will happen to the big manufactureres. Brand new Classic cars.
That is just sad.

这种事也会发生在大型制造商身上。
全新的“经典车”。
真的挺悲哀的。

jankenpoo
This is basically what a Harley is. I’ve always thought Detroit would do well to sell a bunch of modernized classic cars like the Bel Air, finned Caddys, etc

这基本上就是哈雷的模式。我一直觉得底特律如果能把像带尾鳍的凯迪拉克之类的经典车型现代化再卖一波，可能会很成功。

jakebeans
I'd be shocked if they were able to get good enough gas mileage in those to meet regulations. I think they'd be cool, but they'd almost have to be electric. And I don't know if those would be popular if they weren't loud as fuck.

如果这些车还能达到法规要求的油耗水平，我会非常震惊。我觉得它们会很酷，但几乎只能做成电动车。而且如果不够吵、不够炸，我也不知道会不会受欢迎。

jankenpoo
I meant electric! Slam it, make it sound like a spaceship and I think homies would gravitate toward them lol

我指的就是电动车！把车身压低一点，再弄成宇宙飞船那样的声音，我觉得兄弟们肯定会被吸引过去，哈哈。

llama
as a passenger i like the byds, very specious seats and comfortable ride

作为乘客，我挺喜欢比亚迪的，座位很宽敞，行驶也很舒适。

Optimist
Mexico City had a lot of smog when I came in 2018 or so. I bet it's improving from that alone.

我大概2018年去过一次墨西哥城，当时雾霾挺严重的。我敢打赌，光是这一点现在应该就在改善。

stillyoinkgasp
The amount of Chinese EVs in MX continues to surprise me every time I go there. I was recently in Tepic and saw many... way more than you'd expect. The Mexican middle class is growing, and they clearly have preferences!

每次去墨西哥，看到那么多中国电动车都会让我感到惊讶。
我最近去了特皮克，看到了很多……比你想象中多得多。墨西哥中产阶级正在壮大，而且他们显然已经有了自己的偏好！

Problem7372
I work in the car industry and we had a trip to Puebla this year, the number of Chinese EVs absolutely floored me. Our industry is seriously in trouble.

我在汽车行业工作，今年去了一趟普埃布拉，中国电动车的数量多到让我震惊。我们这个行业真的麻烦大了。

FingerGungHo
China is subsidizing their domestic industry, which to be honest is a good thing since it pushes forward the electrification. The Chinese are now really trying to build good cars, and looking at the new Japanese, German and American models, they seem to be just as good. And they are a bit less expensive.

中国在补贴本国工业，说实话这是件好事，因为这推动了电动化进程。中国现在确实在认真造好车了，看看新的日系、德系和美系车型，它们看起来已经不相上下。而且价格还便宜一些。

sweetredleaf
will be interesting to see what happens to the Chinese EV sales when the tariff increases go into effect in Mexico from 20% to the planned 50%

等墨西哥把关税从20%提高到计划中的50%之后，中国电动车的销量会怎么变化，应该会很有意思。

Systral
Honestly this concept is so ridiculous to me

老实说，这个概念在我看来实在太荒谬了。

Tupcek
not that much, as BYD is already planning factory in Mexico, which won’t be subject to these tariffs

其实影响没那么大，因为比亚迪已经在计划在墨西哥建厂了，而在当地生产就不会受到这些关税的影响。

edition_5
So BYD's will be selling out even faster soon. Nice!

那比亚迪很快就会卖得更快了。不错！

sweetredleaf
factory has been on and off again several times and may never happen

建厂这件事已经反复搁置了好几次，最终可能根本不会发生。

thrownjunk
As have tariffs.

关税也是一样，一直反反复复。

igluluigi
Brazil had many benefits and now is increasing the import tax on EVs. BYD and GWM got into the market and are building cars locally. The demand was created with lower taxes and now people just want more hybrids and evs.
VW will only import the PHEV version of the Tiguan because in that segment people are FLYING to Chinese cars due to electrification.
Stellantis and Renault woke up and made deals with Leapmotor and Geely to sell these brands there.
CAOA (Brazilian car manufacturer) had a HUGE deal with Hyundai and then Chery and now Changan.
BYD sells more than Honda and Nissan in Brazil.
And now they’re bringing the luxury brands for 2026, BYD’s Denza, Zeekr, Lynk & Co, Avatr…

巴西此前给了很多优惠政策，现在正在提高电动车的进口税。比亚迪和长城进入市场，并开始在当地生产汽车。需求正是在低税率的刺激下被培育出来的，而现在消费者只会想要更多的混动和电动车。
大众只会进口途观的插混版本，因为在这个细分市场里，由于电动化的优势，消费者正迅速转向中国品牌。
Stellantis 和雷诺也醒悟过来，与零跑和吉利达成合作，在当地销售这些品牌。
CAOA（巴西汽车制造商）此前与现代有过一笔非常大的合作，后来又转向奇瑞，现在则是长安。
在巴西，比亚迪的销量已经超过了本田和日产。
而且到2026年，他们还会把高端品牌带进来，比如比亚迪的腾势、极氪、领克、阿维塔……

Nebula
People used to tell me outside of the most developed nations in the world, nobody will buy EVs. Obviously they didn’t consider China dropping the barrier to entry so low.

以前总有人跟我说，除了世界上最发达的国家，没人会买电动车。显然他们没有考虑到中国把入门门槛压得这么低。

Fudge489
Everyone in the world has electricity (spotty in some areas of course) but not everyone has access to quality gas or gas at all. So it stands to reason that electric cars are more attractive to low budget electric cars. Cuba of all places are getting very inexpensive bearbones electric cars because they have lots of issues getting gas. Same in Africa. Same as they bypassed the wired telephones because lines were too expensive to built, now most have cellphones.

世界上几乎所有地方都有电（当然有些地区不太稳定），但并不是所有人都能买到质量可靠的汽油，甚至根本买不到汽油。所以从逻辑上讲，电动车对低预算人群更有吸引力。
就连古巴这样的地方，都在引进非常便宜、配置极其基础的电动车，因为他们在获得汽油方面问题很多。非洲也是一样。
就像当年因为铺设有线电话线路太贵，直接跳过固定电话、普及手机一样。

najibb
Yeah, small/medium sized country with expensive gas. Perfect for EV. also in tropical climate, even better because winter range is sucks

没错，小到中等规模的国家，油价又贵，非常适合电动车。而且是热带气候就更合适了，因为冬季续航本来就很糟。

Gildardo1583
In the US we have cheap gas because of all the government subsidies. Most other countries that import their oil/gas might not have that option.

在美国，汽油之所以便宜，是因为政府提供了大量补贴。大多数需要进口石油和天然气的国家，根本没有这种条件。

thrownjunk
Its even worse for most countries. They need to import oil in dollars. Which is horrific for their national accounts.

对大多数国家来说情况甚至更糟。他们必须用美元进口石油，这对国家账目来说是灾难性的。

Loquat264
You are right. Not to mention most developing countries are also strategically disadvantaged due to how gas is monopolized by the countries producing it (opec) and the powerful countries that have the economic leverage to control where it goes (like western europe). This is a great chance for developing countries to reduce dependence and spend more of the money on building a sustainable and eco friendly electric grid using sources like solar, again pumped by cheap exports.

你说得对。更不用说，大多数发展中国家在战略上也处于劣势，因为石油被产油国（欧佩克）垄断，而真正有经济杠杆、能决定石油流向的，是一些强国（比如西欧）。
这正是发展中国家减少依赖的绝佳机会，把更多资金投入到建设可持续、环保的电力系统中，比如太阳能，而这一切又能借助廉价出口来推动。

Gildardo1583
China is cracking the battery cost hurdle. That along with economies of scale and EVs will just get cheaper.

中国正在突破电池成本这个关口。再加上规模效应，电动车只会越来越便宜。

Clover-kun
Pretty sure that line of thinking came from Toyota, they were confident that while developed countries "play with EVs" the developing world will continue to rely on their cheap and reliable gas cars for transportation. Of course Toyota is still selling a boatload of cars today, but they got it completely backwards and most of their sales are from "affluent developed counties" whereas developing countries are driving Chinese EVs that are cheaper to buy and run

我很确定，这种思路最早来自丰田。他们坚信，当发达国家“玩电动车”的时候，发展中国家仍会依赖他们便宜又可靠的燃油车出行。
当然，丰田现在依然卖了大量汽车，但他们完全判断反了——他们的大部分销量来自“富裕的发达国家”，而发展中国家开的却是购买和使用成本更低的中国电动车。

Fudge489
And the US sleeping in fossil fuel delusions of gas guzzlers with the head in the tart bucket.

而美国还沉睡在对化石燃料幻想里，把头埋在馅饼桶里不肯出来。

abrandis
Protect that petrodollar... That's what it's really about... If the US went all in on EV in a generation big oil would be toast (as 67% of oil is for transport fuels)

保护石油美元体系……这才是真正的原因……如果美国在一代人的时间里全面转向电动车，大型石油公司基本就完蛋了（因为67%的石油用于交通燃料）。

Tap8117
Had chance to sit in xpeng G9 in Paris, damn thats a nice car better than most Range rovers in interior barring the high end ones.

我在巴黎坐过小鹏 G9，天哪，那车真不错，内饰比大多数路虎揽胜都好，除了那些顶配版本。

Yard-7573
I’m in Denmark. I purchased a G9 in the beginning of this year as a replacement for our beloved diesel guzzler of a BMW X5. No regrets so far.

我在丹麦。今年年初我买了一辆 G9，用来替换我们那台又费油又心爱的宝马 X5。到目前为止一点都不后悔。

LewyDFooly
Indeed! XPeng has truly come a long way. I remember when it first launched the G3, it was pegged as a Tesla copycat with an unsure future. Now, Tesla arguably took a bit of a design cue from them with the new Model Y’s light bar. And the new XPeng P7 looks sleek and unique.
To top it off, you have VW buying into XPeng’s tech and platforms in order to remain competitive. XPeng truly does deserve all of the hat tips in can get.

确实如此！小鹏真的进步巨大。我还记得 G3 刚发布时，被认为只是特斯拉的模仿者，前途未卜。
现在反倒是特斯拉在新款 Model Y 的灯带设计上，多少借鉴了他们的思路。而新的小鹏 P7 看起来既流畅又有个性。
更不用说，大众为了保持竞争力，还在采购小鹏的技术和平台。小鹏确实配得上所有的称赞。

Gildardo1583
Tesla has stagnated when it comes to design. Their cars have barely changed from the original Model S.

特斯拉在设计上已经停滞了。他们的车型几乎从最初的 Model S 开始就没怎么变过。

iPhoneMini13-Pro
Let’s see, a gigantic continent where someone can drive thousands of miles in a straight line it’s easier and quicker to fill up in 3-4 minute intervals, let me know when these mythical, forever “coming soon”, 500-mile, charge in 10 mins batteries actually see the light of day.

想想看吧，在一个可以一口气直线行驶几千英里的巨大大陆上，每隔三四分钟加一次油显然更方便、更快捷。等那些神话般、永远“即将到来”的“500英里续航、10分钟充满”的电池真的出现了再说吧。

LiGuangMing1981
Any time an American brings up the size of the country as an impediment to EV growth, I'll remind them that China is considerably bigger than the Lower 48. You can drive just as far in China as you can in the US.

每次有美国人拿“国家太大”来当电动车发展的障碍时，我都会提醒他们，中国的面积明显比美国本土48州还要大。在中国，你能开的距离和在美国一样远。

iPhoneMini13-Pro
I’m not American
There is more of a ‘road trip’ culture in the US than there is in China where they have much more affordable high-speed rail transport.

我不是美国人。
美国的“公路旅行”文化比中国更浓厚，而中国有更加便宜、发达的高速铁路系统。

LiGuangMing1981
And yet despite this, you can take long road trips in an EV in China because they've prioritized the necessary infrastructure.
So claiming the US is 'too big' for EVs is a lazy cop out, regardless of where you're from.

但即便如此，你在中国依然可以开着电动车进行长途旅行，因为他们已经优先建设了必要的基础设施。
所以不管你来自哪里，把“美国太大了”当作电动车发展的理由，本质上都是一种懒惰的托词。

iPhoneMini13-Pro
Claiming that EV’s are superior in every way to ICE vehicles is a lazy cop out.

宣称电动车在各个方面都优于内燃机汽车，本身就是一种偷懒式的托词。

Fudge489
Anti EVs propagandists always make the same mistake: thinking that the current state of technology for EVs is it. EV technology is improving the same as computer chips were in the 80s. In the near future you will be able to charge an EV in minutes and drive it for 600 miles easy. When that happens ICE is toast. You cannot extract any more energy out of a combustion engine. It has reached it's peak, EVs on the other hand can and will improve.

反电动车的宣传者总是犯同样的错误：他们以为电动车技术的现状就是终点。电动车技术正在进步，就像80年代的计算机芯片一样。
在不久的将来，你可以在几分钟内给电动车充好电，轻松跑600英里。到那时，内燃机就彻底完了。
内燃机已经无法再榨取更多能量，它已经到达巅峰；而电动车则不同，它们还能、也一定会继续进步。

iPhoneMini13-Pro
It’s not the EV that can improve, you’re beholden to battery technology, which in the last decade has barely seen any improvement, there’s only so much energy density you can get out of them, I remember back in 2015-16 being told exactly what you’ve said just there, “newer batteries coming soon will be able to do 500+ miles and charge in minutes”… still waiting.
You can slap bigger and bigger batteries onto cars and slightly improve their drivetrain efficiency but that’s it, you can’t extract anymore power when the chemistry itself has almost reached a plateau.

问题不在于电动车本身能不能进步，你真正受制于的是电池技术，而过去十年里，电池几乎没有什么实质性的突破。
能量密度是有上限的。我记得在2015—2016年时，就有人跟你说的一模一样：“很快就会有新电池，可以跑500多英里，还能几分钟充满。”
到现在我还在等。
你最多只能给车装更大更重的电池包，再稍微提升一点传动系统效率，但也就到此为止了。当电池化学体系本身已经接近平台期时，你不可能再榨出更多能量。

Fudge489
Batter technology is more than chemistry, it's also the alignment of materials and which materials in cells like solid state. There is much more that can be tinkered with that we are just starting to scratch the surface. So you are still thinking current state.

电池技术不只是化学反应，还包括材料排列方式，以及电芯中所使用的材料，比如固态电池。
还有大量可以调整和优化的空间，而我们现在才刚刚触及表面。所以你依然是在用“当前状态”来思考问题。

Boring9134
Doing pretty well in Australia, too.

比亚迪在澳大利亚的表现也相当不错。

hutch7909
Tremendously well. BYDs are everywhere now and they have seven models with five of them EVs and the rest PHEV. I’ve driven the Seal and the Sealion 7 and they both very good, the Seal particularly. As we have no auto industry to protect they’re tariff free and relatively affordable with the new Atto 1 selling for $7000 less than a base model Yaris!

不是不错，是非常好。比亚迪现在到处都是，一共七款车型，其中五款是纯电，其余是插混。
我开过海豹和海狮7，两台都非常好，尤其是海豹。
而且我们这里没有本土汽车产业需要保护，所以没有关税，价格相对亲民。新出的 Atto 1 比最基础款的雅力士还便宜7000澳元！

Boring9134
I loved the look of the Seal, but went with a Sealion because of the more usable space in the back. Had it a month now and use the bog slow power outlet in the garage and it is all going swimmingly. My brother has a Polestar3(awd) and loves it, but at twice the price…

我也很喜欢海豹的外观，但最后还是选了 海狮，因为后排空间更实用。
已经开了一个月了，在车库用慢得要命的普通插座充电，一切都很顺利。
我兄弟有一辆 Polestar 3（四驱），他也很喜欢，但价格是它的两倍……

hutch7909
I liked the Sealion but after the Seal it was a bit meh and I don’t have any kids to cart around anymore so looking at something that’s a bit more fun to drive. Both incredibly well built and quiet and also offer V2L which I really want after watching my neighbours run their house off their Atto 3 every time a storm knocks out our power for another day or three.

我也觉得海狮不错，但在开过海豹之后，就觉得它有点“没那么带感”。而且我已经不用再接送孩子了，所以更想要一辆开起来更有乐趣的车。
两台车的做工都非常扎实，也很安静，而且都支持 V2L。
在看到邻居每次暴风雨停电一两天甚至三天时，直接用他们的 Atto 3 给整栋房子供电之后，我就特别想要这个功能。

hairymoot
Trump and Republicans are causing the US to fall behind the rest of the world. The world is going to the future and we are still beholden to big oil.

特朗普和共和党正在让美国落后于世界其他国家。全世界都在走向未来，而我们却仍然被大石油资本绑架。

Individual-74
Not just in case, in literally everything.
It's like Republicans are doing everything a Russian operative would do to absolutely fuck our country over.

不仅仅是某一件事，几乎在所有方面都是这样。
共和党的所作所为，简直就像是俄罗斯特工为了彻底毁掉我们国家而精心策划的一样。

ThatOneBr
They're soaring in Brazil too, and it's completely understandable. Up until a few years ago we had ridiculously overpriced, low quality, low technology cars, sometimes facelifted versions of cars not even sold in their home markets anymore. Stellantis trash that they removed safety features available on the european market to increase profits here. Electric cars were "not for Brazil" according to automaker CEOs, and the few sold were ridiculously expensive just because.

比亚迪在巴西也在起飞，这完全可以理解。
直到几年前，我们买到的还是价格离谱、质量低劣、技术落后的汽车，有些甚至只是早就不在原产国销售的车型换个外观。
Stellantis 的垃圾车，为了提高利润，干脆把欧洲版才有的安全配置直接砍掉。
车企高管还说什么“电动车不适合巴西”，而真正卖的那几款电动车，价格又贵得离谱。

Then China came, first it was BYD, offering the Dolphin with a 5-star EuroNCAP rating, cutting edge tech, high quality fit and finish and an electric powertrain for a price comparable to a Fiat whatever with shitty grey plastic interior, 2 airbags and drum brakes. People were initially wary of Chinese cars because we got them a decade ago and they horrible, but this new wave was a whole different story.

然后中国来了。最开始是比亚迪，推出了海豚：五星 EuroNCAP 安全评级、前沿技术、优秀的做工和用料、电动动力系统，价格却和一辆菲亚特“随便什么车”差不多——灰塑料内饰、两个气囊、鼓刹。
一开始人们对中国车是很警惕的，因为十年前我们买过中国车，确实很烂。但这一波完全不一样。

After decades of being treated like second-class humans by european and american automakers, we finally got cars that were the same quality as anything sold in europe that we didn't get before because "it would be too expensive", for the same price as the trash being sold here. Electric cars that were deemed "too expensive for Brazil" are now blowing up in popularity due to how reliable, cheap to fuel and run they are, plus not being subject to expensive, low quality or adulterated gasoline.

在被欧美车企当成二等人对待了几十年之后，我们终于买到了和欧洲市场同等质量的汽车，而这些车以前总被说成“对巴西来说太贵”。
那些曾被认为“巴西买不起”的电动车，如今因为可靠、用能便宜、维护成本低，再加上不用承受昂贵、劣质甚至被掺假的汽油，正在迅速普及。

If the americans can't make cars just as good for just as cheap, they will get eaten alive everywhere where the government isn't protecting them.

如果美国车企做不出同样好、同样便宜的车，那么在所有政府不保护它们的市场里，它们都会被彻底吃掉。

Gildardo1583
I just learned about how the big automakers make their vehicles less safe for other markets that aren't USA or the EU. That is just plain disgusting.

我最近才知道，大型车企会故意把卖给美国和欧盟以外市场的车型做得更不安全。这真的令人作呕。

Wolfo93
Don't worry Chinese will treat you like third class citizens when it will suit them. Don't think of them as some good guys saviours lol

别担心，当对他们有利的时候，中国人也会把你们当成三等公民。别把他们想成什么拯救者。

ThatOneBr
Between the ones that already treat us like third class citizens, and the ones that still don’t, the choice is quite obvious. 
The Chinese are not “good guy saviors”, but so aren’t the US and the Europeans. Much less the US. 
While Trump imposes tariffs based on fuck all and threatens the sovereignty of Latin American nations, the Chinese strengthen commercial relations, imports technology, install factories here generating jobs and revenue. In the end we’re still colonies, but between a US-backed coup installing a puppet government resulting from civil unrest and control by economic power that is mutually beneficial, again, the choice is quite obvious.

在已经把我们当三等公民的那些人，和还没有这么做的人之间，选择其实非常明显。
中国人不是“好人救世主”，但美国和欧洲同样也不是，尤其是美国。
当特朗普毫无根据地加征关税、威胁拉美国家主权的时候，中国在加强商业关系、输出技术、在这里建厂，创造就业和税收。
说到底，我们依然是殖民地。但在“美国支持的政变、傀儡政府、社会动荡”和“通过经济力量进行、对双方都有利的控制”之间，选择同样非常明显。

najibb
Some people from developed nations will never get this take, I swear man.

说真的，一些来自发达国家的人永远理解不了这种观点。