美媒：中国汽车崛起，比亚迪和特斯拉的电动汽车霸主之战

China’s Auto Takeover: BYD Vs. Tesla And The Battle For EV Supremacy | CNBC Marathon

中国汽车接管：比亚迪vs特斯拉，电动汽车霸主之战

CNBC examines China’s rapidly growing automotive industry, focusing on its technological advancements, increasing exports, and a lack of interest in American car brands.

BYD, backed by Warren Buffett and recognized as China’s leading car brand, overtook Tesla in Q4 2023 as the world’s top electric vehicle (EV) manufacturer, selling more battery-powered vehicles than its U.S. rival. The company is aggressively expanding globally, exporting over 240,000 cars to 70 countries last year. During Tesla's Q4 earnings call, Elon Musk warned that Chinese automakers could "demolish most other car companies in the world" unless regulators intervene.

Detroit automakers like General Motors reaped huge profits selling cars to Chinese consumers after China opened its auto market to foreign firms in the 1980s. However, those lucrative days appear to be over. Chinese firms have caught up with, and in some cases surpassed, the foreign companies that once taught them the automotive trade. Jeep’s joint venture has already gone bankrupt, and one industry analyst predicts that Ford, GM, and others—such as Hyundai, Kia, and Nissan—could withdraw from the Chinese market within the next five years.

Today, China has the manufacturing capacity to supply half the world’s cars and is setting its sights on the U.S. market. While Chinese-owned brands like Volvo, Polestar, and Lotus are already present in the U.S., no purely Chinese brands have entered the market yet. In May 2024, President Biden imposed steep tariffs on Chinese automakers, doubling the price of imported EVs. However, some insiders believe tariffs might be ineffective in the long term and could cause more harm than good.

CNBC调查了中国快速增长的汽车工业，关注其技术进步、不断增加的出口，以及对美国汽车品牌缺乏兴趣。

比亚迪在沃伦·巴菲特的加持下，被公认为中国领先的汽车品牌，于2023年第四季度超越特斯拉，成为全球最大的电动汽车制造商，电池驱动汽车的销量超过了美国竞争对手特斯拉。该公司正在积极向全球扩张，去年向70个国家出口了超过24万辆汽车。在特斯拉第四季度财报电话会议上，埃隆·马斯克警告称，除非监管机构介入，否则中国汽车制造商可能“摧毁世界上大多数汽车公司”。

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向中国消费者销售汽车，获得了巨额利润。然而，那些有利可图的日子似乎已经结束了。中国公司已经赶上了，在某些情况下甚至超过了那些曾经教他们造车的外国公司。吉普的合资企业已经破产，一位行业分析师预测，福特、通用和其他汽车公司，如现代、起亚和日产，可能在未来五年内退出中国市场。

如今，中国拥有供应全球一半汽车的制造能力，并将目光投向了美国市场。虽然沃尔沃（Volvo）、北极星（Polestar）和路特斯（Lotus）等中国自有品牌已经进入美国市场，但目前还没有纯中国品牌进入美国市场。2024年5月，拜登总统对中国汽车制造商征收高额关税，进口电动汽车的价格翻了一番。然而，一些内部人士认为，从长远来看，关税可能不会起到作用，弊大于利。

以下是外国网友的评论：

flowertowerrr

When a chinese company does well, it'sa threat. When a usa company does well its a global success. Thx bloomberg

当一家中国公司做得好时，它是一种威胁。当一家美国公司做得很好时，它就是特别成功。

Melohalo

"Instead of producing better cars and providing the American consumer with higher value for their dollar let's just spend that money on lobbying lawmakers into preventing competition from entering our market". Free market my ass.

“与其生产更好的汽车，为美国消费者提供物有所值的产品，不如把钱花在游说立法者上，阻止竞争者进入我们的市场。”自由市场呢。

ocean694

Putting a 100% on Chinese EVs implies US lost the EV battle.

向中国电动汽车征收100%的关税，意味着我们输掉了电动汽车之战。

ALROD

I'm from Brazil and BYD is a pretty common brand I see. I can say the same is happening in Uruguay the last time I visited the country last December.

我来自巴西，比亚迪是一个很常见的品牌。去年12月我去了乌拉圭，也看到很多比亚迪。

rkgsd

When you're a big country like America which was known for being a world leader in industry and technology and the only way you feel you can compete with Chinese companies is to double their prices with tariffs, you are essentially saying you're afraid and can't compete...essentially waiving the white flag. How the mighty have fallen!

一个像美国这样的大国，以在工业和技术的方面引领全球而闻名，你能与中国公司竞争的唯一方法就是通过关税将价格提高一倍，那基本上等于是在说你害怕，你竞争不过，基本上是举白旗了。强者怎么倒下了！

clorox1972

I am in Mexco here. What battle ? Tesla is nowhere near as good as BYD.

Tesla is done, there is no reason to buy an expensive subpar car anymore, unless you are an American

霸主之战？特斯拉远不如比亚迪好。

特斯拉完蛋了，没有理由再买一辆昂贵的次等车了，除非你是美国人

Mrnovanova

Tesla promised us a sub 30k electric vehicle years ago. What did we get instead? The Cybertruck!

特斯拉几年前就承诺给我们造一款价格低于3万美元的电动汽车。我们得到了什么？

russbarrows6689

My wife and I were really impressed with the BYD cars used as taxs in Bangkok. Quality of build was evident.

我和我的妻子在曼谷坐了比亚迪出租车，印象深刻。质量显然不错。

stelp7617

I own a BYD Seal. fantastic car, good value even with the inflated price we pay here in Australia. Legacy auto got caught slee, and now they're crap their pants, tugging at governments aprons, hence the tariffs, and accusations of "government subsidies" of Chinese auto, while they themselves gobble up taxpayer money.

我有一辆比亚迪海鸥。很棒，物有所值，即使在澳大利亚售价过高。传统汽车拽着政府加关税，指责中国汽车的“政府补贴”，而他们自己却在吞噬纳税人的钱。

eddiehumphreys2486

I checked out the BYD Seal in Mexco and it is very underrated. I can see why people are scared of China

我在墨西哥，试驾了比亚迪海鸥，它被严重低估了。我明白为什么人们害怕中国了

enzhus

China auto production is 30.16 million and auto sales is 30.09 million, it looks a little over capacity.

On contract, Korea auto production number is over 4.2 million but sales is only 1.89 millions, Japan auto production number is over 9.9 millions and sales is only 4.78 millions. Don't you see Korea and Japan are so much over capacity than China? Why don't US penalize them for their over capacity? If China should get 100% import tax, shouldn't Korea and Japan get 1000%?

中国汽车产量是3016万辆，销量是3009万辆，看起来有点产能过剩。

韩国的汽车产量超过420万辆，但销量只有189万辆；日本的汽车产量超过990万辆，但销量只有478万辆。没看到韩国和日本的产能过剩比中国严重吗？为什么美国不惩罚他们产能过剩？如果对中国征收100%的进口税，对韩国和日本不应该征收1000%吗？

bigmantrue1

I dislike that American politicians don't allow affordable, quality Chinese electric vehicles in the US.

美国政客不允许物美价廉的中国电动汽车进入美国，这点我不喜欢。

Chris-tr8jd

If I was in the market for an EV I would choose a BYD over a Tesla and I’m American

如果我要买电动汽车，我会选择比亚迪而不是特斯拉，我是美国人

firstcall7796

Tesla can’t compete with BYD, the vast array of models, low costs

特斯拉无法与比亚迪竞争，后者车型多，成本低廉。

wesleypulkka7447

US government subsidies to oil companies is 100 billion dollars every five years! Subsidies for EVs and solar is close to one billion per year! How about tariffs on corporate political donations to congress, judicial and the executive branch?

美国政府每五年补贴石油公司1000亿美元！对电动汽车和太阳能的补贴每年接近10亿美元！不然对企业向国会、司法和行政部门的政治捐款征收关税吧，怎么样？

yaoypl

China is capitalism on steroids. The cut-throat competition of China seems to make the capitalist USA look like the Soviet Union.

中国是打了兴奋剂的资本主义。中国的残酷竞争似乎让资本主义的美国看起来像苏联。

nicholasl5247

They did not tell audience that BYD's success root in pure technology investment and they bet all their resources in new technology and finally paid off . their Plug in Hydrid EV made a major break in technology and turn around all situation .

比亚迪的成功根源于纯粹的技术投资，他们把所有的资源都押在了新技术上，最终得到了回报。他们的插电式混动力电动汽车在技术上取得了重大突破，彻底扭转了局面。

abelincoln3261

$ 9,000 are you crazy you can't touch a US made USV for less then 50K average.. a truck for 65K average and a mid size crap car for $ 30,000 US cars are way to expensive.. If BYD cones to America it will out sell everyone period hands down.., first day out the box.

9000美元，你疯了吗？美国制造的USV平均售价不会低于6.5万美元。卡车平均6.5万美元，中型车3万美元，美国汽车太贵了…如果比亚迪进入美国，它将轻而易举地超越所有品牌。

fainahc4995

Chinese has not only cheaper, but better Car companies.

中国汽车不仅价格更便宜、而且质量更好。

zircon6566

Fun fact: for those who laugh at BYD standing for Build Your Dreams, let me tell you a story. When BYD was founded in 1995, it’s headquarter was located at YaDi (亚迪) Road, Shenzhen, China, so they named their company YaDi. However, the two words were already taken by other company, so they added a Bi (比)in front, and that's how BYD (BiYaDi 比亚迪) came about. So, Build Your Dreams was just an English motivational slogan they launch later.

----quoted from a TV interview to BYD founder Wang Chuanfu in 2019.

有趣的事实：对于那些嘲笑BYD代表“打造你的梦想”的人，让我告诉你一个故事。比亚迪成立于1995年，总部位于中国深圳亚迪路，因此他们将公司命名为亚迪。然而，这个名称已经被其他公司使用了，所以他们在前面加了一个“比”，这就是比亚迪（BYD）的由来。所以，“打造你的梦想”只是他们后来推出的一个英语激励口号。

----摘自2019年对比亚迪创始人王传福的电视采访。

whoami-m6i

Hiding behind tariffs is exactly how the US car companies lose competition against Chinese cars. Not only US, German, and Japan car companies have already lost the Chinese market. And they are pushing to grow the markets in Europe. Eventually, US cars can only find its place in north American. The labour cost for a EV car company is only 10% of the sale price, so you cannot use Chinese cheap labour costs as an excuse. Innovate like they do, or US cars will find themselves nowhere to sell.

躲在关税背后，正是美国汽车公司在与中国汽车的竞争中失利的原因。不仅美国、德国和日本的汽车公司已经失去了中国市场。他们正在努力扩大欧洲市场。最终，美国汽车只能在北美找到自己的位置。电动汽车公司的劳动力成本只占销售价格的10%，所以你不能拿中国廉价的劳动力成本作为借口。像他们一样创新，否则美国汽车将毫无市场。

andrewareva4605

Haven't people been calling for cheaper cars, but GM and Ford have been addicted to high profit trucks and SUVs? Haven't many of them eliminated sedans and they stopped making the Ford Focus? That addiction led to the all EVs being a luxury vehicle craze. Why don't they make a $15k EV Ford Focus? Ford is addicted to $80k F150s.

人们不是一直在呼吁更便宜的汽车吧，但通用和福特却沉迷于高利润的卡车和suv？他们中有很多不是已经淘汰了轿车，不再生产福特福克斯了吗？这种沉迷导致全电动汽车成为一种豪华车热潮。他们为什么不生产1.5万美元的电动福特福克斯？福特沉迷于8万美元的F150。

XRenimages

China: Working on EV for 30 years..

America: Oh No, we never saw that coming!

中国：研究电动汽车30年了…

美国：哦，不，我们从没想到会这样！

8kplumber631

If US automakers want to be competitive better lower prices. It’s ridiculous to be paying 60-80K for a new car these days. Corporate greeds!

如果美国汽车制造商想要保持竞争力，最好降低价格。现在买一辆新车要花6 -8万，真是太荒谬了。企业太贪婪了!

leighcounry9956

Sorry, but China already won the Global EV race. EV's like all consumer electronics are going cheap. EV's above $35,000 sales price is not justified going forward. EV's are going the way of laptops, TV's, computer monitors, smart watches, vacuums, tablet's, streaming devices, etc. Tesla dropped the ball by develo the Cybertruck and failing to deliver on the $30,000 EV. It's too late for Tesla.

抱歉，但中国已经赢得了全球电动汽车竞赛。电动汽车就像所有的消费电子产品一样越来越便宜。电动汽车的售价超过3.5万美元是不合理的。电动汽车正在重蹈笔记本电脑、电视、电脑显示器、智能手表、吸尘器、平板电脑、流媒体设备等的覆辙。特斯拉在开发赛博卡车（Cybertruck）上犯了错误，未能交付3万美元的电动汽车。对特斯拉来说，已经太晚了。

TheDarkAdventure

"The risk is real for the US. Auto makers will have to start making good cars and lowering prices".

“对美国来说，风险是真实存在的。汽车制造商将不得不开始生产物美价廉的汽车。”

wentjen

BYD is wng also in Singapore, Thailand and Indonesia leaving Tesla and other brands in the dust

比亚迪在新加坡、泰国和印度尼西亚也取得了胜利，把特斯拉和其他品牌甩在身后

mohydeh2647

So the money we wasted on wars could’ve used to subsidize and strengthen our economy.

我们浪费在战争上的钱本可以用来补贴行业，加强我们的经济。