中国的比亚迪超越了特斯拉，成为世界上销售电动车最多的汽车企业（二）
China's BYD outsells Tesla - and why it will stay that way | DW News
译文简介
2023年，全球纯电动汽车销量第一的汽车企业易主，比亚迪超过了特斯拉，成为世界上销售电动车最多的汽车企业。
正文翻译
Chinese carmaker BYD sold more fully electric cars worldwide than Tesla during the final months of 2024.
中国汽车制造商比亚迪，在2023年的最后几个月里，全球的纯电动汽车销量超过了特斯拉。
中国汽车制造商比亚迪，在2023年的最后几个月里，全球的纯电动汽车销量超过了特斯拉。
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I'm not sure about other Asian countries, but China has one of the best charging networks in the world, both in absolute numbers and in the number of chargers and fast chargers per EV. It's easier to find a fast charger available in most parts of China than in California. It's not really a coincidence that more EVs are sold in China than in the rest of the world combined, in most places in China range anxiety is a thing of the past.
Also, China has brand new, small but modern and street EVs for as low as $5K. And cheap Chinese EVs don't really catch fire because they use the cheaper LFP batteries, which are much less prone to fire than regular Lithium batteries (and are likely to quickly switch to the even cheaper Sodium batteries, whose contents are so fire-proof they could literally be used to put out fires).
其他亚洲国家如何我不是很确定，但是中国有世界上最好的充电网络，不管是在绝对数量，还是在每辆电动车平均拥有的充电和快速充电装置数量上，（中国都是世界上最好的）。相比在加利福尼亚，在中国会更容易找到一个能用的快速充电装置。中国卖出的电动汽车比世界其他地方加起来还多，这并不是一个巧合，在中国大多数地区，里程焦虑都是过去式了。
此外，中国有全新品牌的、小型但现代化的街头电动汽车，价格低至5000美元。便宜的中国电动汽车，并不会起火，因为它们使用便宜的磷酸铁锂电池，这种电池比普通锂电池更不容易着火（而且可能很快就会改用更便宜的钠电池，钠电池的成分非常防火，严格说来甚至可以用来灭火）。
SE Asian, are not poor countries, with over 600m population, with some the fastest growing economy, Singapore, Malaysia, Indonesia, Thailand, Indonesia, Philippines....
That is where you need to go ...
东南亚，并不是贫穷的国家，超过6亿的人口，其中一些国家是增长最快的经济体，（比如）新加坡、马来西亚、印度尼西亚、泰国、菲律宾....
那是你应该去的地方...
@mewt100
It's interesting that you failed to mention Burma and Laos amongst your list. As together with Thailand's 65 million, approximately 65% of the young left school after year 8. Thailand's economy is not a "fastest growing economy." It grows, but slowly as it is totally dependent upon agriculture and tourism, both having taken a hit for various reasons in the last three years.
Thanks, but one doesn't "need to go" there, as that's where one lives and works!
有趣的是，你没有在你的名单中提到缅甸和老挝，（这两国家的人），以及泰国的6500万人，都有大概65%的年轻人在8岁以后就离开了学校。泰国并不是一个“快速增长的经济体”，它在发展，但是很慢很慢，完全依赖农业和旅游，而这两个（经济支柱）都在过去三年中由于各种原因被沉重打击。
谢谢，但没有谁“需要去那里”，那里只是某些人生活和工作的地方而已！
Hi from Thailand. BYD is selling like crazy here. Charging facilities have been installed in petrol stations…problem solved. Tesla opened in Thailand but doesn’t sell many cars. Too expensive.
嗨我来自泰国，比亚迪在这里就像卖疯了一样。充电设备被安装在加油站....问题解决了。特斯拉也在泰国卖，但是卖出的数量不是很多，太贵了。
Sadly, most European car makers were not serious about EV until Chinese EV took off.
It'll take quite some time for them to catch up... now it's depends how well the Chinese EV makers will use these advantages.
遗憾的是，在中国电动汽车起飞之前，大多数欧洲汽车制造商并没有认真对待电动汽车。
他们需要相当长的时间才能赶上.....现在，这取决于中国电动汽车制造商将在多大程度上利用这些优势。
@stressedbyamountainofworks2047 They are a bit late, but in reality the market was tiny even a few years ago - I have no doubt that in two or three generations the established manufacturers will exceed the performance and cost position of the wast majority of start-ups - most of which, as a result, will seize to exist or at the very least merge into existing automotive manufacturers.
他们有点晚了，但事实上，即使在几年前，市场也很小——我毫不怀疑，在两三代的时间里，老牌制造商的性能和成本将超过大多数初创企业——因此，大多数初创企业要么抓住机会生存，或者融入合并到现有的汽车制造商里面去...
@AK-ej5ml I agree that eventually most of the start up will not survive and eventually the market will only left with a few brands. But let see which one will survive.
At the moment, I can see Japanese car makers start to lost quite a chunk of market in SEA to Chinese brands.(European cars are not as common in this region as it's too expensive and American cars are just... we don't know any except tesla. Lol)
I think the same will eventually happen in EU as well that Chinese cars will gradually take EU cars market share.
我同意，最终大多数初创企业将无法生存，最终市场将只剩下少数品牌。但让我们看看哪一个会幸存下来。
目前，我可以看到日本汽车制造商开始在东南亚失去相当大的市场份额，让给了中国品牌（欧洲汽车在这个地区并不常见，因为它太贵了，而美国汽车……除了特斯拉，我们不知道任何其他美国汽车，哈哈..）
我认为同样的情况最终也会发生在欧盟，中国汽车将逐渐占据欧盟汽车市场的份额。
Exactly how is the Chinese government "unfairly" subsidizing EV makers? I haven't heard anything specific from the politicians.
中国政府到底是怎么“不公平地”补贴电动汽车企业了？我还没有从政治家那里听到任何特别的东西。
Lol, not going to happen. There is no way Tesla nor BYD could ever realistically imapct that. German cars for instance are renowned for quality. The complete opposite of BYD and Tesla.
呵，不会发生的。特斯拉和比亚迪都不可能真正地影响到它们。打个比方，德国汽车以质量著称，这与比亚迪和特斯拉完全相反。
@crunchyfrog555 Living in the past...
还活在过去呢？
As an owner of three German cars, I can say, nowadays, the quality of German cars sucks !!! Will replace them by EVs soon. ���
作为三辆德国汽车的车主，我可以说，今天，德国汽车的质量很垃圾！！它们很快会被电动汽车替代！
The only time im buying an electric car is if there are no more gasoline cars around, im not gonna wait for hours just to recharge.
除非没有油车买了，我才会去买电动车，我可不准备等几个小时就为了充电。
Unless you live in China. There the charging infrastructure is among the best in the world, much better than that of the US and most European countries, and a Dolphin (whose internal space is roughly equivalent to a Corolla's) starts at $15K.
In fact, EV prices in China seem to be just 20% higher than those of ICE cars, for cars with roughly the same specs. Given the lower operating costs of EVs you can recover that difference very quickly.
And this is going to be a big problem for traditional car makers in global markets. In a few years Chinese car makers should be able to export EVs for roughly the same price that the traditional car makers export ICE cars, thus risking having not just traditional carmaker's EVs, but also their ICE cars displaced by cheap Chinese EVs.
除非你住在中国。那里的充电基础设施是世界上最好的，比美国和大多数欧洲国家要好得多，一辆海豚(其内部空间大致相当于一辆卡罗拉)的起价为1.5万美元。
事实上，在中国，电动汽车的价格似乎只比燃油车高20%，而这些汽车的规格大致相同。考虑到电动汽车的用车成本较低，你可以很快赚回差价。
对于在全球市场上的传统汽车制造商来说，这将是一个大问题。几年后，中国汽车制造商应该能够以（与传统汽车制造商出口燃油车大致相同的价格）出口电动汽车，因此，风险不仅在于传统汽车制造商的电动汽车，而且它们的油车也有可能被便宜的中国电动汽车取代。
Western & US cars manufacturers are also subsidized by their government.
西方和美国的汽车制造商，同样被他们的政府补贴。
When the Chinese government invests in the future of their country it's called a subsidy. I really don't understand western thinking. The US Inflation Reduction Act is either, investment or subsidisation, of the US EV industry - but it is only ever referred to investment by western media. Same thing for Europe - EU subsidies are only ever called investments. Hypocrisy seems to have become a Hallmark of the West.
当中国政府对国家的未来进行投资时，这被称为补贴。我真的搞不懂西方的想法。《美国通胀削减法案》，也是对美国电动汽车行业的投资或补贴，但被西方媒体提及时只被称为是投资。欧洲也是如此——欧盟的补贴只被称为投资。虚伪似乎已经成为西方的一个标志。
Let's be real. If Elon Musk never opened many patents and crucial info, that would happen at least that fast. Musk predicted that outcome and welcomed it because it benefited for all the planet. For China having EV cars is essential and vital.
让我们真实一点。如果埃隆·马斯克没有开放那么多专利和关键信息，那（电动汽车时代）至少不会发生得那么快。马斯克预测到了这一结果，并对此表示欢迎，因为这对整个地球都有利。对于中国来说，拥有电动汽车是至关重要的。
What a joke, Tesla has a total of 3,404 patents worldwide, 2,397 of which are still in existence, and only 361 truly open patents. After excluding duplicate and similar patents, there are still 222 patents left. Of these 222 patents Appearance patents account for 9, and there are only 213 technical invention patents. These are batteries, motors, electronic controls, vehicle manufacturing, human-computer interaction, and charging piles. These patents have been avoided by mainstream Chinese manufact. . When Tesla opened its patents, the Chinese suppliers of motor and electronic control technology were no worse than Tesla, but they were not as famous as Tesla. Tesla The impact of open patents on the technical roadmap of electric vehicles is negligible
真是个笑话，特斯拉在全球共有3404项专利，其中2397项仍然有效，真正开放的专利只有361项。在排除重复和类似专利后，还有222项专利。在这222项专利中，外观专利占9项，只有213项是技术发明专利，这些专利包括电池、电机、电子控制、车辆制造、人机交互和充电桩（技术）。这些专利一直被中国主流制造商所“回避”。特斯拉开放专利时，（那时候）中国的电机和电子控制技术供应商并不比特斯拉差，但他们的知名度不如特斯拉。特斯拉开放专利对电动汽车技术路线图的影响微乎其微。
@user-xq2kb5lk2j ok. Relax. China created EV better and earlier than Tesla. And off course, China never used "back engineering" and other stuff.
Ok，放轻松点！中国创造的电动车比特斯拉更好也更早，当然了，中国从没有“逆向工程”或其他什么的....
@freemusicforyou2011 First of all, I'm not nervous. Secondly, the first electric car was not made by China or Tesla. It was made by a Frenchman in the 18th century. Thirdly, there is no free lunch in the world. You have to pay for using someone else's patent, If the patent is infringed, why not sue? You will get a large amount of compensation.
首先，我不紧张，第二，第一辆电动汽车不是由中国或者特斯拉制造的，是18世纪由一个法国人制造的，第三，世界上没有免费的午餐，你用了其他人的专利，就需要付出代价，如果专利被侵犯了，为什么不去起诉？你可以得到大量的赔偿。
There are no cheap Chinese electric cars in Europe. The cheapest one is Tesla, wich is made in china too
在欧洲没有便宜的中国电动汽车，最便宜的是特斯拉，它也是中国制造的。
Model Y made in Germany, Model 3 in China, Model S and X US
Model Y在德国制造，Model 3在中国制造，Model S和Model X在美国制造。
Tesla has factory in Germany
特斯拉在德国有一个工厂。
My next car will be a BYD for sure
我的下一俩车肯定会是一辆比亚迪。
I support the 'diverse Asian' market. It's a good time for West Asia to produce competitive products, while they have all the trillions of wealth. They should invest in academic institutions, research and development and then in manufacturing, marketing, etc.
我支持“多元亚洲”市场。现在是西亚生产有竞争力产品的好时机，因为他们拥有数万亿美元的财富。他们应该投资于学术机构、研究和开发，然后投资于制造、营销等。
Tesla and China cars are eating the lunch of Japanese and German cars.
特斯拉和中国汽车正在吃掉日本和德国汽车的午餐。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
I do not believe that. The three major german manufacturers are ahead of japan and the u s outside of Tesla. And tesla's innovation seems to have slowed down.
这点我不信。德国三大汽车制造商领先于日本，也领先于特斯拉之外的美国（其他公司）。而且特斯拉的创新似乎已经放缓。
Toyota sold 3 Million hybrids in 2023. Toyota is still king.
丰田2023年卖出了300万辆混合动力车，丰田仍然是王者。
@walden6272 hybrids have an ICE. How many pure BEVs has Toyota sold?
混动车还要用油，丰田卖出了多少纯电动车？
@JAM_2024 That's like saying McDonalds isn't doing too well, since they haven't sold much pizzas. l
你这话说的，就像说“麦当劳表现不好，因为它们没有卖出多少披萨”一样。
@gregkramer5588 actually Chinese r at the top . Germans close third. Japan in 2nd
实际上中国人在最顶端，德国接近第三，日本在第二。
This doesn't say much. Maybe BYD overproduced and had to sell with loss.
（销量超过特斯拉）这说明不了多少东西。也许比亚迪过度生产了，不得不亏本卖呢？
This is a little misleading. Russia is a big market and China has that market captive because Tesla and other won't sell there. I am not sure if the hybrid cars are included in BYD sales.
这个报道有点误导了。俄罗斯是一个巨大的市场，因为特斯拉和其他公司不会在那里销售，（所以）中国已经占领了那个市场。还有我不确定混合动力汽车是否包括在比亚迪的销售中。
Vw is in trouble imo but “luxury” brands like bmw, Mercedes and sport cars porsche,masarati ect will be ok although I think bmw should change those big grills in their ev’s
在我看来大众遇到了麻烦，但是豪华汽车品牌，比如宝马、奔驰以及运动跑车保时捷，玛莎拉蒂等不会有问题，尽管我认为宝马应该在它们的电动车上换掉那些大“通气栅“。
German cars have been selling well in China. Look at the electric cars from Germany. No one buys them at a 50% discount. Do you know what it means?
德国汽车曾经在中国卖的很好。（但现在），看看德国电动汽车，打个5折都没人买，你知道这意味着什么吗？
Absolutely incredible vehicles coming from China AVATR 11, 12, Zeekr 009,007, Lotus Eletra, Emeya, Li Mega, Xpeng G9, G6, IM L7, Nio ET9, Geely Galaxy E8, Skywell Skyhome!
来自中国的绝对令人惊叹的汽车：阿维塔 11/12、极氪009/007、路特斯Eletra/Emeya、理想Mega、小鹏G9/G6、智己L7、蔚来ET9、吉利银河E8、开沃Skyhome！
MG4, Dolphin, Seal Seagull, Ora CAT, Wuling Bingo, Changan Shenlan, Volvo EX30 are very competitive value
名爵4、海豚、海鸥、欧拉好猫、五菱缤果、长安深蓝、沃尔沃EX30都非常具有竞争力。
AVATR is incredible. Amazing design! I left China in 2019 when there was virtually no Chinese EV brands. When I went back in 2023, around 50% of the cars on the road were Chinese EV brands, it blew my mind! The rise of Chinese EV is very real and they are coming for the rest of the world.
阿维塔真的让人惊叹！非常赞的设计！我2019年离开中国，那时候还看不到什么中国品牌，当我2023年回来时，路上大约50%的汽车是中国电动车品牌，这让我震惊了！
中国电动车的崛起，是非常真实的，而且他们正在进入世界其他地区。
Good discussion: Remember the existing participants in the market will respond, so current trends will not continue - developing a car (in particular if you are a large, existing manufacturer) takes years, so things move slowly.
The European manufacturers have weathered strong competition before and remained popular around the world - the car having a different fuel will not change this.
很好的讨论：记住，市场上现有的参与者会做出反应，所以目前的趋势不会继续下去——开发一辆汽车（尤其是如果你是一家大型的现有制造商）需要数年时间，所以事情进展缓慢。
欧洲制造商以前经受住了激烈的竞争，在世界各地仍然很受欢迎——使用不同燃料的汽车不会改变这一点。
BYD sells well in China, but not the rest of the world where Tesla dominates. Quality control will determine the winner.
比亚迪在中国卖得很好，但在世界其他地方并不是如此，那些地方由特斯拉占主导。质量控制会决定赢家是谁。
I dont see any german e-cars in my country. They used to be number 1 car but now people laugh if you choose german car over Chineses, thats how things have changed over the last 5 or so years.
我没有在我们国家看到任何德国品牌的电动汽车，它们曾经是排第一的，但现在，如果你选择德国（电动汽车），而不是中国的，人们会嘲笑你，这是过去5年左右时间发生的变化。
The big setback for the EV industry is infrastructure so that low income families could have a place to charge. As for right now, you can get a decent sized ICE vehicle for under 25K - you can't with an EV.
电动汽车行业最大的障碍是基础设施建设，以便让低收入家庭有地方充电。就目前而言，你可以用不到2.5万美元的价格买到一辆尺寸适中的燃油车——但这个价钱是买不到（那样的）电动汽车的。
BYD has several profitable models under $25k that are selling well. Here in Thailand the $24k BYD Dolphin is selling like crazy. More sub $25k models from BYD coming to Asia and S. America later in 2024.
比亚迪有几款售价低于2.5万美元的盈利车型，销量很好。在泰国，售价2.4万美元的比亚迪海豚车卖得很疯狂。2024年晚些时候，比亚迪将在亚洲和南美推出更多售价2.5万美元的车型。
Noticed that "China Speed" term that was used in the video (around the 8:30 mark)? That refers to the fact the best Chinese car makers can develop a brand new model in about half the time it takes for most non-Chinese car makers, and thus react to trends and technological advances in half the time it takes for a German or American car maker to do. This gives the Chinese a huge advantage when technology is improving as fast as it currently is, and that advantage will remain until non-Chinese car makers can greatly optimize their development processes.
注意到视频中使用的“中国速度”一词了吗（大概在8分30秒左右）？ 这指的是一个事实：最好的中国汽车制造商，可以以大约（大多数非中国汽车制造商所需研发时间）的一半，开发出一款全新的车型，从而在德国或美国汽车制造商所用的一半时间内，对（最新的）趋势和技术进步做出反应。当技术以目前的速度进步时，这给了中国巨大的优势，而这种优势将一直存在，直到非中国汽车公司能够极大地优化其开发流程。