Why American Automakers Are Failing In China

美国汽车制造商为何在中国失败了？

Detroit automakers like General Motors made a fortune selling cars to Chinese consumers after the Asian country opened its auto market to foreign firms in the 1980s. But the good times are over as Chinese firms have caught up with the foreign firms who once taught them the automotive trade. Top names like BYD, Geely and Great Wall are now making globally competitive products and many companies with tech backgrounds are entering the industry, too, including Li Auto, XPeng, Nio, iaomi, Huawei, Baidu, Tencent and Alibaba. Jeep’s joint venture already went bankrupt, and one industry analyst said he expects Ford and GM to withdraw from the country in the next five years along with other such as Hyundai, Kia and Nissan.

上世纪80年代中国向外国公司开放汽车市场后，通用汽车等底特律汽车制造商在中国市场发了大财。但是，随着中国公司赶上那些曾经为师的外国公司，他们的好日子已经过去了。

比亚迪、吉利和长城等顶级品牌现在正在生产具有全球竞争力的产品，许多具有科技背景的公司也在进入这个行业，包括理想、小鹏、蔚来、小米、华为、腾讯和阿里巴巴。

吉普的合资企业已经破产，一位行业分析师表示，他预计福特和通用汽车将在未来五年内与现代、起亚和日产等其他汽车公司一起退出中国。

以下是外国网友的评论：

lil----lil

I'm still trying to figure out why a GM/Ford truck is charging $80K for a stupid truck.

我还在想为什么一辆通用/福特卡车要卖8万美元。

dha588

American automakers are failing in America. Why would they do any better in other countries?

美国汽车制造商在自己国内市场也失败了，为什么在其他国家他们会做得更好呢?

kobe24j

We don't even buy American made cars here in the US. Why would the Chinese buy America cars when Chinese cars are cheaper and better these days.

在美国，我们甚至不买美国车，为什么中国人要买美国车，现在中国车物美价廉。

ngg9544

Nobody complain when European American Japanese cars flooded the Chinese market during the past 30 years . Now European American Japanese started blaming China of overcapacity of cars

过去30年，欧洲、美国、日本汽车涌入中国市场，没人抱怨。现在，欧洲人、美国人、日本人却开始把汽车产能过剩归咎于中国

godzillamothra5983

if americans themselves have enough with american cars, why expect foreigners to love american cars?

如果美国人自己都厌烦美国车，为什么还要指望外国人喜欢美国车呢?

hbkmog2766

If not for the high tariff and protectionism, American automakers would fail in the US as well lol.

如果不是因为高关税和保护主义，美国汽车制造商在美国也会崩溃，哈哈。

@jbcom2416

China invested in its own development only a fraction of what US did on sparking wars in Middle East. And that brought outsized results to China.

Imagine what the US would look like if it spent on its own people instead of creating human devastation.

中国在自身发展上的投入，只相当于美国在中东挑起战争所 投入的一小部分。但这给中国带来了巨大的成果。

想象一下，如果美国把钱花在自己的人民身上，而不是拿去制造灾难，美国会变成什么样子？

kirovfactory

In year 2000, Japan exported 4.82 million cars globally while China exported 17 thousand.

In 2010, it's 4.93 million vs 540,000.

In 2022, it's 3.5 million vs 3.11 million.

In 2023, China overtook Japan's 4.42 million exports with 4.91 million and became the largest car exporter by number.

It's not just the US.

2000年，日本向全球出口了482万辆汽车，而中国出口了1.7万辆。

2010年：493万 vs 54万。

2022年：350万 vs 311万。

2023年，中国以491万辆的出口量超过了日本的442万辆，成为汽车出口数量最多的国家。失败的不仅仅是美国。

hifivingstarfish6885

Just 20 years ago, people thought China can only copy and replicate but not innovate.  20 years later, nearly every sector is being challenged or surpassed by China.  Those who doubt the Chinese, don't really understand China.  They have the scale, work ethic, and the brains to take the lead in nearly every industry.  It's just a matter of time.

就在20年前，人们还认为中国只会复制，不会创新。20年后，几乎每个行业都受到中国的挑战或被其超越。那些怀疑中国人的人，并不真正了解中国。他们有规模、有职业道德、有头脑，几乎在每个行业都将处于领先地位，只是时间问题。

stanbimi

The US anti-China policy of "High Fence, Small garden" championed by Sullivan & Blinken will be wildly successful. The high fence will prevent China from importing its EV into the US market directly, but the US market will become the small garden that American car-makers are contained in. The rest of the world will be the playground for Chinese EV companies.

沙利文和布林肯倡导的美国反华政策“小院高墙”将取得巨大成功。“高墙”将阻止中国将电动汽车直接出口到美国市场，但美国市场将成为美国汽车制造商的“小院”。世界其他地区将成为中国电动汽车公司的“游乐场”。

alastairclarke

I gave up on American automakers 20 years ago....

20年前我就对美国汽车制造商不抱希望了....

BangkokZed

Chinese automakers received $27 billion in subsidies to produce better vehicles, while General Motors and Chrysler received a $80 billion US bailout under the Troubled Asset Relief Program (TARP) to avoid bankruptcy.

中国汽车制造商获得了270亿美元的补贴，以生产更好的汽车，而通用汽车和克莱斯勒则根据问题资产救助计划(TARP)获得了800亿美元的救助，以避免破产。

usmankhalid9438

We Americans are done with American Automotive industry. Thats the reality of 50% of population of American Society. I cant afford 50000$ Hybrid Cars. And 60000$ EV Cars. I don't want to be in debt for my whole Freaking Life. Thats the Reality.

我们美国人都受够了美国的汽车工业，一半的美国人受够了。我买不起5万美元的混合动力车，6万美元的电动汽车。我可不想一辈子都欠着债。这就是现实。

ingle1840

The trade war initiated by Trump in 2018 changed Chinese people's attitude towards American brands.

2018年特朗普发起的贸易战改变了中国人对美国品牌的态度。

JCSY1

US cars are not preferred by most people outside of the US. For ICE cars, most prefer Japanese, Koreans, Germans, Europeans and Chinese.

美国汽车不受美国以外大多数人的青睐。至于ICE汽车，大多数人更喜欢日本、韩国、德国、欧洲和中国的。

PhilipMurray251

Will this have any effect on Tesla stocks? Is it advisable for somebody who wants to start investing in stocks for not so long term gains to start with it now?

这是否会对特斯拉的股票产生影响?

对于那些想要开始投资股票，但不是为了长期收益的人来说，现在开始投资是明智的吗?

digglerdudeuk

Once the $10k BYD Seagull is international it's game over.

一旦价值1万美元的比亚迪“海鸥”国际化，游戏就结束了。

markmccormack1796

The chickens have come home to roost for the short term focused American management.

对于着眼于短期利益的美国管理层来说，这是咎取自取。

issamoshi

As a moroccan who's done with crappy european cars they export to Africa, I'd buy a chinese car in a heart beat

作为一个受够了出口到非洲的劣质欧洲车的摩洛哥人，我会毫不犹豫地买一辆中国车

merovingian688

Instead of $600 billion being invested in infrastructure, over $1 trillion went into the pockets of 600 of the wealthiest families in the US.

超过1万亿美元流入了美国600个最富有家庭的口袋，而不是将6000亿美元投在基础设施建设上。

jimschachtschneider7741

The US car manufacturing industry is suffering the same problem as Boeing. The "greed is good" mentality of the 1980's led to bean counters from the MBA programs dominating management and insisting on short term gain over quality, safety and the long-term viability of the firms.

美国汽车制造业正面临与波音公司同样的问题。20世纪80年代的“贪婪是好的”心态导致MBA项目中的精打细算者主导了管理，坚持短期收益优先于质量、安全和公司的长期生存能力。

LucianoMMatias

American automakers care more about shareholders than about the consumer.

I think that’s the biggest mistake.

Worldwide automakers try to offer a good product while the american automakers whant to make it cheap and charge as much as possible.

Cheers from Portugal.

美国汽车制造商更关心股东，而不是消费者。我认为这是最大的错误。

世界各地的汽车制造商都试图提供好的产品，而美国的汽车制造商则想让成本低价格高。

来自葡萄牙的欢呼。

Aod

The problem for these companies is that it's becoming ever more apparent that in order to compete globally, the product needs to be built in China, like Tesla is doing.  So any tariffs put in place affect not only Chinese companies but also western companies that produce in China, hence the reason that VW and Mercedes-Benz are pushing back against EU tariffs.

这些公司面临的问题是，为了在全球竞争，产品需要在中国生产，就像特斯拉所做的那样。因此，征收的关税不仅会影响中国企业，还会影响在中国生产的西方企业，这就是大众和梅赛德斯-奔驰抵制欧盟关税的原因。

ASD-DAD

Let's be honest, Detroit build subpar cars, it's just facts.

说实话，底特律制造的汽车质量很差，这是事实。

liqingyuan4940

Obviously, American companies prefer to use their funds to buy back shares rather than invest them in innovation.

Greed is not always good.

显然，美国公司更喜欢用资金回购股票，而不是投资于创新。贪婪并不总是好的。

justinhan286

Fair report. Unlike American politicians' rhetoric saying "oh Chinese you have over capacity"... buried your heads in the sand.

报道公正。不像美国政客夸夸其谈地说“中国人，你们产能过剩了”…像鸵鸟一样把头埋在沙子里。

hamzakhalid3712

One country dominating now in every field, if you don't respect them - you are blinded by hate.

一个国家现在在所有领域都占据统治地位，如果你不尊重他们，你就是被仇恨蒙蔽了双眼。

duncankowable

Not just China.  Whole of Asia. Hard to find anyone driving GM or Ford cars here

不仅仅是在中国，在整个亚洲都败了，在这里很难找到开通用或福特汽车的人

rebym

When one considers that mid to premium cars in China have wireless phone charging, heated/cooled cup holders and/or a fridge, heated/cooling/massaging chairs, screens in the back for children, huge screens with various entertainment/driving features, heads up displays and self-driving/parking features, priced at say $30k-$70K is it any wonder that foreign companies can't compete?

中国的中高档汽车有无线手机充电、加热/冷却杯架和/或冰箱、加热/冷却/按摩椅、后排儿童屏幕、带有各种娱乐/驾驶功能的大屏幕、平视显示器和自动驾驶/停车功能，价格在3万美元到7万美元之间，难怪外国公司无法竞争。