BYD overtakes Tesla on Revenue in Q3 - but Tesla still makes more profit

比亚迪第三季度营收超过特斯拉，但特斯拉的利润仍高于比亚迪

Chinese electric vehicle maker BYD reported third-quarter revenue that topped that of behemoth rival Tesla for the first time. On Wednesday, BYD reported revenue for the three months ended Sept. 30 of 201.12 billion yuan ($28.24 billion), up 24% from a year ago.

中国电动汽车制造商比亚迪公布的第三季度收入首次超过竞争对手特斯拉。周三，比亚迪公布了截至2024年9月30日的三个月收入为人民币2011.2亿元（282.4亿美元），同比增长24%。

 以下是外国网友的评论：

stephendonaghey1261

good on them, I just ordered myself a Shark today.

都不错。刚下单了一辆比亚迪“鲨鱼”皮卡

Geewee-cv4ur

Comparing the two, considering one has no access to the second largest car market in the world, is not comparing apples to apples.

考虑到比亚迪无法进入世界第二大汽车市场，将两者进行比较并不公平。

nagi-springfield93

The reason byd still making less profit than tesla even tho with much higher gross margin is due to they are expanding crazy in term of RnD and much much more factory to increase their productivity. They are now owning more than 100k engineer/scientist which is the highest compare to any of the company in every industry

虽然比亚迪的营收比特斯拉高得多，但它的利润仍然比特斯拉低，原因是他们在研发方面疯狂投资，为了提高产能而建了很多工厂。他们现在拥有超过10万名工程师/科学家，与任何一个行业的公司相比，这都是最高的

ZweiZwolf

BYD is in growth mode, building factories, develo new tech, adding new models, and expanding into new markets.  BYD's growth has higher costs than Tesla milking exsting markets.

比亚迪处于增长模式，建厂、开发新技术、增加新车型、开拓新市场。比亚迪的增长成本高于特斯拉，后者利用现有市场。

christopherj2231

Growing their brand name is the strategy.

他们的策略是扩大品牌知名度。

hankkingsley9183

Tesla really, really needs design refreshes across their entire lineup. #1 complaint I hear from people is that the cars are boring and look mundane

特斯拉真的需要更新整个产品线的设计。我听到人们抱怨他们的车平平无奇。

northernouthouse

 Elon's too busy trying to subvert de ocracy than trying to improve Tesla.

马斯克忙着颠覆民 主，而不是提升特斯拉。

LisaLehman-i5u

Great job Sam! BYD is already more profitable than Tesla. Tesla's 2.6B profit included 800M carbon credit from other automakers!  So Tesla lost both rev and net, therefore BYD's margin is higher than Tesla.

比亚迪的盈利能力已经超过了特斯拉。特斯拉26亿美元的利润中包括来自其他汽车制造商的8亿美元碳信用额度！因此特斯拉的营收和利润都是亏损的，比亚迪的利润率高于特斯拉。

ATCustoms87

TBH there are lots of people that dot believe in full BEV yet, So BYD make both Plugin and BEV to capture both market. PluginHybrid cars could be a gateway drug to EV.

老实说，还有很多人不相信纯电动汽车，所以比亚迪同时生产插混和纯电动汽车来占领这两个市场。插电式混动力汽车可能是电动汽车的入门级。

chris27gea58

I hope that BYD unlike Tesla doesn't rest on its laurels. It should make all of the necessary investments to fortify its business for the long haul now. And, BYD should stay focused on bringing fundamental technical advances to its EVs at the earliest possible time. The Blade 2 battery, certainly, is a very encouraging development.

我希望比亚迪不会像特斯拉那样满足于现状。它现在应该进行投资，巩固其业务的长期发展。此外，比亚迪应该尽早为其电动汽车带来根本性的技术进步。二代刀片电池是非常鼓舞人心的

John-p7i5g

No surprise. Tesla are more expensive than BYD.

这并不奇怪。特斯拉比比亚迪贵。

diogotxx

I don't see the stock price of Tesla as a consequence of what the company is, but much more following the mythology that surrounds muskism and everything that concerns to it. Musk, like a few,  built this image of the visionary genius and helped establishing the foundations of some kind of church around his image. Not to mention the US state always and forever backing him. I'm not saying the man does not have his several merits, because he does, but this is highly amplified by a lot of intangibles that could vanish in the air

我不认为特斯拉的股价与公司本身有关，而是与围绕着马斯克主义的神话以及与之相关的一切有关。马斯克和其他一些人一样，建立了一个有远见的天才形象。更不用说美国政府永远支持他了。我并不是说这个人没有优点，他有，但被放大了，这些东西可能会转瞬消逝。

mikafiltenborg7572

Tesla's competition is coming All over them self

特斯拉的竞争对手正在向他们袭来

spadeysay6846

"BYD overtakes Tesla on Revenue in Q3 - but Tesla still makes more profit"

That simply means that Tesla cars are over priced.

“比亚迪第三季度营收超过特斯拉，但特斯拉的盈利更高”

这说明特斯拉汽车定价过高。

John-p7i5g

PHEVs are not all the same. BYD use them mainly as a REx. That makes them highly efficient PHEVs. The only issue will be getting PHEVs to hit 200km range and accept fast charging over 150kW.

插电式混动力车并不都是一样的。比亚迪主要将它们用作REx，成为高效的插电式混动力车。唯一的问题是让插电式混动力车达到200公里的续航里程，超过150kW的快充。

fayazali9005

Wow, this guy manages to turn any positive news about BYD in a negative narrative

哇，这家伙居然能把比亚迪的正面新闻说成负面新闻

NighthunterNyx

Dude when it comes to self driving Tesla is number #10 after all Chinese car after BMW and even VW.

Checkout P3 ADAS ranking ….. BYD is way ahead of Tesla in self driving. Huawei  is miles ahead…..reality is there are self driving taxs in China and they are not Teslas…..

说到自动驾驶，特斯拉排名第十，排在所有中国汽车后面，次于宝马，甚至是大众。

查看P3 ADAS排名，比亚迪在自动驾驶领域遥遥领先于特斯拉。华为遥遥领先.....中国已经有自动驾驶出租车

alfalee2798

The power of propaganda. A. is number one in the world, the best. the reality doesn't matter. people believe it is good enough . it lures people to buy and show off like fashion. that makes A's product sells at high high price, making  huge profit, like Apple it's profit 10 times higher than its competitors.

宣传的力量。A世界排名第一，人们相信它非常好，实际如何并不重要，它像时尚一样，吸引人们购买和炫耀。这使得A的产品以高价销售，获得了巨大的利润，就像苹果公司，它的利润是竞争对手的10倍。

waynelevett3632

Go BYD, you deserve to be at the top.

加油，比亚迪，你理应位居榜首

oceanwave4502

With the inflation today, I honestly prefer everything Chinese, from smartphone, to laptop, and maybe in near future, EV.

随着今天的通货膨胀越来越严重，老实说，我更喜欢中国的一切，从智能手机到笔记本电脑，也许在不久的将来，还有电动汽车。

xaojiucaidaiwan

tesla can sell in china ,but byd cant sell in america.so byd is more better than tesla,you are so bias

特斯拉可以在中国销售，但比亚迪不能在美国销售。所以比亚迪比特斯拉好，你太有偏见了

petegeoffrey4939

I can see those Tesla shares of yours starting to sink lower and lower Sam, time to bail out?

我看到特斯拉的股票开始跌了，该出手了吗？

Somethingsomethingsomethin-z4g

My next car will be the BYD Seal.

我的下一辆车会是比亚迪“海鸥”。

229andymon

The average American drives around 30 miles per day with an average journey of 12 miles. How many times per year does the average American drive journeys over, say, 300 miles?

The logic behind hybrids escapes me apart from drivers who habitually drive long distances.

美国人平均每天开车约30英里，平均单次路程为12英里。美国人平均每年开车超过300英里的次数是多少？除了那些习惯开长途车的司机，混动力车背后的逻辑让我感到困惑。

ezeJeff

BYD also sell PHEV whereas Tesla only sell BEV

比亚迪也卖插电式混动力汽车，而特斯拉只卖纯电动汽车

mlann2333

Musks recent antics hurting the brand no doubt. I wouldn't touch anything associated with him now.

毫无疑问，马斯克最近的滑稽行为损害了该品牌。我现在不会碰任何和他有关的东西。

todddowney45

CHINESE EV'S WILL  TAKE OVER ALL CAR SALES  IN THE FUTURE ' ITS A NO BRAINER .    PEOPLE WANT A RELIABLE   AFFORDABLE  TRANSPORTATION  WITHOUT  THE INSANE  PRICE TAGS WE ARE SEEING ON LEGACY AUTOS .

中国电动汽车将在未来占领所有市场，这是毫无疑问的。人们想要一种物美价廉的交通工具，而不是我们在传统汽车上看到的高价车

thyristo

v1 Blade will be only outdated if v2 will cost as much or less. I'd still buy a BEV with a v1.

只有当v2的价格与之相当或更低时，v1刀片才会过时。我还是会买带v1的纯电动汽车。

duanebonney

Hybrids…  What a complete waste of money. All they are built for, are people who simply don’t do their research on BEV’s. I know hybrid owners. One already regrets it. The other, ignorant.

混动力车完全是浪费钱。它们是为那些根本不研究纯电动汽车的人造的。我认识混动力车主，有些已经后悔了，无知啊。

stevennelson7518

A 1/2 $Trillion dollar worldwide shift to EVs...all taken from legacy auto sales share.

全球一两万亿美元的市场被电动汽车抢走了，这些本来是传统汽车的市场

rossdunn2317

Surely in time Plug-in hybrids will be more expensive to produce? It’s hard to see them being competitive on price in the future.

将来插电式混动力车的生产成本会更高吗？未来很难看到他们在价格上有竞争力。

777Outrigger

I have to conclude that BYD is losing money on pure BEVs since more than half of their sales are PHEVs where the profits really are for most car companies, and that means that Tesla is the only large car company making money on BEVs since BEVs are the bulk of their revenues.

不得不说，比亚迪在纯电动汽车上是赔钱的，因为他们一半以上的销量都是插电式混动力汽车，而大多数汽车公司的利润都是插电式混动力汽车，也就是说特斯拉是唯一一家在纯电动汽车上赚钱的大型汽车公司，因为他们收入的大部分来自纯电动汽车。

KlKl-k4x

BYD is a messianic corporation that is on a global crusade to decimate ICE manufacturers in short order.

Hence, BYD is focused on growing revenues and is content, at least for the time being, to earn relatively smaller profits.

比亚迪就好像救世主一样，正在全球范围内发动一场十字军东征，要在短时间内摧毁传统车企。目前，比亚迪专注于增加营收，暂时满足于赚取相对较低的利润。