In this video, I explain why and how China has been investing more than any other country in EVs and the infrastructure. I elaborate on how 500 Chinese EV car companies are making the EV car of the future by focusing on smart mobility and new battery business models.

在这个视频中，我将解释中国在电动汽车以及相关基础设施方面的投资比其他任何国家都要多的原因，并阐述他们的投资方式。我将详细描述500多家中国电动汽车相关企业是如何通过专注于智能移动以及全新的电池商业模式以打造未来的电动汽车。

More than a hundred years ago Henry Ford started ford motors and the whole automotive
industry just started a revolution which today is still extremely interesting to look at.Later on it went from Detroit to Europe in Germany and France and Italy and UK, in Sweden, lots of places
where the biggest brands were building the cars of the future
then later end of last century it was all about Japan and Honda and Toyota and so on
and the question is could now this century it all be about China. Could China lead the new car
industry and specifically an electrical vehicle. I believe there's a really good chance and I'm going
to talk a little bit about this.

一百多年以前，亨利福特开创了福特汽车公司，整个汽车行业刚刚开始了一场革命，这段历史在如今看来依旧非常有趣。后来，汽车热潮从底特律传到了欧洲的德国、法国、意大利、英国、瑞典等许多地方，在那之后的一段时间里，他们产出了全世界最大的汽车品牌。而在上个世纪末，日本的本田以及丰田等诸多品牌成为了汽车领域中的热门话题。如今的问题则是，这个世纪的汽车领域领头羊是否将会是中国。中国能否引领一个全新的汽车行业，特别是在电动汽车方面。我觉得这个概率很大，我今天会浅谈一下这个问题。

Just about a month ago at the Shanghai autoshow there was 800,000
visitors. Imagine in COVID-19 period still; and all of these visitors they visited more than
a thousand different car suppliers. They all want to buy these new cars and a lot of them
are electrical vehicles. In China one out of ten people own a personal car. In Europe
that's one out of two. In America it's one out of one - it means every American has a car on average.

仅仅在一个月之前，中国的上海汽车展览会吸引了80万观众。想象一下吧，这可是在新冠疫情期间。所有的这些游客参观了超过1千多家不同的汽车供应商。这些观众都想要购买这些新车，而这些新车当中很多都是电动汽车。在中国每十个人当中有1人拥有一辆私家车（播主在评论区将这一数字更改为每6人拥有一台私家车）。在欧洲则是每两人拥有一台，在美国这个数字则为1/1，即平均每个美国人拥有一台私家车。

What that means is that if Chinese would all buy a car like Americans would each have one car then we would have serious traffic jams. The biggest traffic jam ever recorded in history was in China.There's one guy that claims he got stuck for seven days. I don't know if it's true,but it shows that adding 10 times more cars in a country like China would be a disaster;specifically when we think about the ecology, the environment.so imagine this going times 10. It's not bearable. This is not something China can continue.But is it really all about the environment when we think about electrical vehicles?

这就意味着，如果中国人也像美国人那样每个人都有一辆车的话，那么我们便会遭遇严重的交通堵塞问题。有史以来最严重的一场交通堵塞就发生在中国，曾经有个人声称他在那次堵车中被困了7天。我不知道这是不是真的，但它也确实表明，在中国这样的国家增加10倍的汽车数量将会是一场灾难，特别是我们考虑生态和环境方面的因素的话。把如今的车辆数量乘以10，这是不可承受的。所以继续增加道路上的燃油车数量对中国而言是不可持续的。但是，当我们想到电动汽车时，我们关心的真的只有环境问题吗？

There's actually one other aspect and that's oil because a lot of oil gets imported into China these days. If youlook at the history China was self-sufficient many, many years back but today it's really depending on the oil of the world and so this is one of the real motivations for China, the country, in itself to go full electrical because then they are not dependent on the oil from the U.S. and the Middle East and all these countries that might block it at some point so this is the real reason.

实际上还有另外一个方面的考量，那就是石油，因为如今的中国进口了大量的石油。如果你回顾下历史就会发现，很多年前中国在石油的使用上是自给自足的，然而到了今天它已经变得特别依赖来自全世界的石油，所以这也是中国大力投资电动车领域的真正动机之一，这样一来他们就不需要依赖来自美国和中东的石油了，毕竟所有的这些国家都可能在未来的某个时间点对其断供石油，所以这才是真正的原因。

For the past decades China has been investing billions of dollars into building batteries.
It started from the mobile phone industry. Before that was all Japan and then it moved to China.
Big companies like BYD started building the best batteries in the world.Now, today most of the battery industry is actually run by China they've had so much capacity these days we're talking about more than 60 of capacity both on the components, on the cells,the raw materials it's almost 80 percent globally that is produced in China and there's only four countries like America, Poland, South-Korea and China that are really producing the batteries for the world specifically for the cars so they almost got a monopoly and it's just not about the fact that they're building batteries they're building the smartest batteries and a lot of innovation is coming from China. Even tesla is using the CATL batteries in its products. So this is really something that China has invested in. The other thing they've invested in over the past years are charging stations.

在过去的几十年里，中国在电池制造领域投入了数十亿美元的资金，这些投资始于手机电池领域。在这之前日本是全球电池领域的领头羊，随后舞台则转移到了中国。像比亚迪这样的大企业开始制造出全世界最好的电池。如今世界上大部分的电池企业都来自中国，他们在这个产业中占据了大量的份额，我们说的可是从电池组件到生产原材料60%以上的份额。如今全球只有四个国家美国，波兰，韩国和中国在为全球的电动汽车生产电池。然而中国垄断电动车电池制造还并非最关键的因素，更为重要的是他们在制造智能电池，并且该行业的诸多创新都来自中国。甚至是特斯拉也在自己的产品中使用了宁德时代的电池。所以中国确实在这方面有很多的投资，而另一个他们在过去几年大力投资的项目则是充电桩。

I went to China end of 2019 to visit State Grid, one of the biggest energy companies in the world - it's probably the biggest - and they showed me this picture that I took which is about all the charging stations over the whole country. In just two years time they installed more than one million charging stations and when there's all these stations that means electrical vehicles can charge everywhere this is a big advantage of the infrastructure investment that China has done
and that the U.S didn't do. Now Biden might change that but so far a lot of the EV is not taking off
in the U.S. because people can't charge everywhere.

在2019年底，我去中国参观了国家电网，它是世界上最大的能源公司之一（可能还得去掉之一）。他们给我看了这张照片，上面显示了全中国范围内的所有充电桩。在短短的两年时间里，他们安装了100多万个充电桩，这些充电桩意味着电动汽车可以随处充电，这便是中国基础设施投资带来的一大优势。而这是美国没有去做的事情。如今拜登可能会改变这一点，但是就目前来看，电动汽车并没有在美国起飞，因为人们无法随时随地地给电动车充上电。