华尔街分析师拆解比亚迪新海豹,声称特斯拉该小心了!网友:我现在知道了,原来比亚迪和其他中国电动汽车在欧洲的定价过高,是为了避免欧洲的保护主义!
2024-04-15 用功 11058
正文翻译


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评论翻译
@brianpaskowski8943
It's not Tesla that needs to be worried, it's every other car maker in the world that needs to be worried. Now there's a second affordable, well-made, efficient EV sedan that can be mass-produced to demand.

需要担心的不是特斯拉,而是世界上其他所有汽车制造商。现在有了第二款价格实惠、做工精良、效率高的电动轿车,可以根据需求大规模生产。
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@chrisaron3036
No need to worry, no Chinese cars will be allowed in US market

不用担心,中国汽车不会被允许进入美国市场

@FlipBoxStudio
Tesla doesn’t care if they are second or near last place as long as they actually get the whole industry to take EVs seriously. Tesla isn’t just banking on making cars to survive long term.

特斯拉不在乎他们是第二名还是排名垫底,只要他们能让整个行业认真对待电动汽车就行了。特斯拉不仅仅依靠制造汽车来维持长期生存。

@skataskatata9236
hey, soooo coool, it's such a long time we did not have a juicy "Tesla Killer". We like those.

嘿,太酷了,我们已经很久没有有趣的“特斯拉杀手”了。我们喜欢那些车(比亚迪海豹)。

@sparkysho-ze7nm
Th big boys are comin yehehe

大男孩们(比亚迪海豹)来了

@laurencejenner1127
Yeah exactly - how about Toyota? Mazda? Honda? BMW? Hyundai?

没错,那丰田呢?马自达吗?本田?宝马?现代?

@ZweiZwolf
In China, the world's most competitive EV market, BYD sells 2x as many BEVs and 2x as many PHEVs as Tesla, total 4x the volume. Focusing on BYD Seal model sales ignores the fact that BYD has more, newer, better NEVs than Tesla, and BYD isn't the only NEV competitor to Tesla.

在中国这个全球竞争最激烈的电动汽车市场,比亚迪的纯电动汽车销量是特斯拉的2倍,插电式混合动力车销量是特斯拉的2倍,总销量是特斯拉的4倍。关注比亚迪Seal车型的销量忽略了一个事实,即比亚迪拥有比特斯拉更多、更新、更好的新能源汽车,而且比亚迪并不是特斯拉唯一的新能源汽车竞争对手。

@snax19
40,567 starting for seal in Ireland
42,990 starting for model3 Ireland

爱尔兰的比亚迪海豹起价40,567
爱尔兰的特斯拉model 3起价42,990

@t8polestarcyan22
That's probably dangerously close. For that we need to look into build quality, equipment levels as well as driving experience to see if it's worth spending the xtra $3K.

已经很接近了。为此,我们需要从制造质量、配件标准以及驾驶体验等方面,来考虑是否值得多花那 3000 美元。

@antegcabo
I do hope Seal is a great car. It will only help grow the EV market as a whole, and Tesla with it.

我希望海豹是一辆好车。这只会有助于整个电动汽车市场的发展,特斯拉也会随之发展。

@peterliu8145
I think I now know why BYD and other Chinese electric cars are over-priced in Europe. It is to avoid protectionism in Europe, but this approach seems still not enough!

我想我现在知道了,为什么比亚迪和其他中国电动汽车在欧洲的定价过高了。这是为了避免欧洲的保护主义,但这种做法似乎还不够!

@vlhc4642
Its not to avoid protectionism, it's to pre-empt it. I mean, if you know anything about western nations, you know it's inevitable.

这不是为了避免保护主义,而是为了先发制人。我的意思是,如果你了解西方国家,你就会知道这是不可避免的。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@yohannessulistyo4025
Not enough because the BEV supply chain is not there in Europe.
And Europe's flagging car industry is going to go under. Europe being protectionist is alright, since they need to ensure their own survival, otherwise there will be no European market. German economy is like 5% car industry and its surrounding environments.
The US meanwhile... they shouldn't just rest in their laurels. A country that keeps pointing out at other markets should not be afforded excuses like the Europe.

这还不够,因为欧洲没有纯电动汽车的供应链。
欧洲萎靡不振的汽车工业也将破产。欧洲保护主义是可以理解的,因为他们需要确保自己的生存,否则就会丧失欧洲汽车市场。德国经济大约5%是汽车工业及其周边配套。
同时,美国......他们不应该沾沾自喜。一个不断对其他市场指指点点的国家,不应该像欧洲那样找借口。

原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@rozonoemi9374
Since when Wall Street know anything about EV?

华尔街什么时候懂电动汽车了?

@snookmeister55
Remember that not only are they ignorant, they lie.

记住,他们不仅无知,而且会撒谎。

@hakonpettersen4140
The analyst probably loaded up on BYD stocks

这位分析师可能增持了比亚迪的股票

@whowhy9023
@hakonpettersen4140
Shorting Tesla more likely.

做空特斯拉的可能性更大。

@SimonFranck100
They do know a good stock from a dud one, though

不过,他们(华尔街)确实能分辨出好股票和烂股票

@dee-vee
They may know about EV as much as a youtuber who only reads articles and watches videos and then makes a video about it.
When the same Wall Street pumps Tesla stocks to outrageous prices, not a single fanboy questions Wall Street "expertise".

他们(华尔街)对电动汽车的了解程度,可能和那些只会阅读文章和观看视频,然后再制作视频的油管博主差不多。
当同样是华尔街将特斯拉(Tesla)的股价推至离谱的价位时,没有一个粉丝质疑华尔街的“专业知识”。

@alexandrevieira84
Here in Brazil, BYD Seal came for $60.000 US dollar, we don´t have Tesla official sell here. Others cars like for this price here is Bolt EUV, BMW X1 (gas), Audi A4 (gás), Volvo EX30 ( lanch today).
Here BYD make a lot of noise and selling great numbers, maybe they will be strong in markets like ours.

在巴西,比亚迪海豹售价6万美元,我们这里没有特斯拉的官方销售。这个价位的其他车型有Bolt EUV,宝马X1(汽油),奥迪A4 (汽油),沃尔沃EX30(今天上市)。
在巴西这里,比亚迪的声音很大,销量也很好,也许他们在我们这种市场前景良好。

原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@protagonist9716
BYD already know colonial west and it's mind. BYD will become bestseller in other large markets of ASEAN, Brazil, South Africa Gulf Countries, Russia etc

比亚迪已经知道殖民西方和它的思想。比亚迪将在东盟、巴西、南非海湾国家、俄罗斯等其他大型市场成为最畅销车型

@eclecticcyclist
MG are not selling cars purely on the fact that some people still think it's a Btitish company, they're selling cars because they are good value for money.

名爵售出汽车,并不纯粹是因为有些人仍然认为它是一家英国公司,他们能销售汽车,是因为那些汽车物有所值。

@octapc
Not to say you are totally wrong, but I struggle with that full view. Sentiments tend to influence, plus MG would not have been bought by the Chinese if they weren't relying on brand name.

不是说,你完全错了,但我很难完全理解你的观点。情绪往往会产生影响,此外,如果中国人不是看中了这个品牌,他们也不会去收购名爵。

@davidbeppler3032
MG4 is not a good car. It is a cheap car. Tesla puts a $2500 computer and sensors in every car for free.

名爵4不是一款好车。它是一款便宜的汽车。特斯拉在每辆车上免费安装了价值2500美元的电脑和传感器。

@myfreespirit58
Comparing MG to BYD is like comparing xiaomi to Huawei-ish. But don't get me wrong Huawei can devour BYD anytime looking at Avatar 11 self driving which is a Huawei system.

将名爵与比亚迪相提并论,就好比将小米与华为相提并论一样。但别误会,华为随时都能碾压比亚迪,看看阿维塔11的自动驾驶系统,就是华为的系统。

@eclecticcyclist
@myfreespirit58
Who's comparing MG to BYD?

谁在拿名爵和比亚迪做比较?

@jontallon73
Very very few people in the UK think MG are British

在英国,很少有人认为名爵是英国的

@hclau218
​@davidbeppler3032
for "free". Wow.. no wonder your govts can tell you any crap and you would swallow it. Rolls Royce give you $20,000 worth of Stitched Leather for free. - Think about that Go buy a RR.

免费?(指上文的“特斯拉在每辆车上免费安装了价值2500美元的电脑和传感器”)哇. .难怪你们的政府会灌输你们很多废话,而你们还会相信。劳斯莱斯还免费送你价值2万美元的缝制皮革呢。——心动了吧,去买辆劳斯莱斯吧。

@jackcc429
all the Chinese ev car models that oversea analysts currently reviewing are second tier in Chinese market, wait until the newest models entering oversea market, those are real mind blowing.

海外分析师目前评价的所有中国电动汽车车型在中国市场都是二线的,等到最新车型进入海外市场,那些才是真正令人兴奋的。

@dano9532
Saying that TopGear giving it a 6/10 is their worst review in years shows how biased you are, they've given 5/10 to the Lexus RZ, ORA Funky Cat and Merc GLC Coupe in the last 6 months, and that's just from a quick search on their website. Also, here in Ireland the Seal is €46k RWD long range and €52K AWD(Both are on the road prices inc. Delivery charge), whereas a Model 3 is €50k for the long range and €54k performance and if you want a colour other than white it's an extra €1,300. For me, that makes the Seal good value compared to a Model 3.

如果说TopGear给出的6/10分是他们多年来最差的评价,那就说明你有多偏颇了,在过去6个月里,他们给雷克萨斯RZ、ORA Funky Cat和梅赛德斯GLC Coupe的评价都是5/10分,这还只是在他们网站上快速搜索的结果。此外,在爱尔兰,Seal 的后轮驱动长续航版售价为 4.6 万欧元,四轮驱动版售价为 5.2 万欧元(均为含运费的价格),而 Model 3 的长续航版售价为 5 万欧元,高性能版售价为 5.4 万欧元,如果您想要白色以外的颜色,还需额外支付 1300 欧元。对我来说,Seal 比 Model 3 更物有所值。

@protagonist9716
Sam holds Tesla stock and he is king defender of Tesla world

山姆(该视频博主)持有特斯拉的股票,他是特斯拉的捍卫者
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@jimmychoi5219
As a Tesla owner in China, you failed to mention the overall built quality ( interior/exterior) of the seal is superior compared to Tesla but the infotainment in the Tesla is better

作为中国的特斯拉车主,你没有提到比亚迪海豹的整体制造质量(内部/外部)都比特斯拉好,但特斯拉的信息娱乐系统更好

@rozonoemi9374
Tesla has better software to!

特斯拉有更好的软件!

@t8polestarcyan22
I can agree with BYD's build quality especially with closing door sound. I not too sure interior fitting, sturdiness and more but I can say they're far from satisfactory, at least way better than any early cheap Japanese and Korean cars.

我同意比亚迪的制造质量,尤其是关门的声音。我不太确定内饰,坚固性等等,但我可以说它们远不能令人满意,但比任何早期的廉价日本和韩国汽车要好得多。

@lwty
BYD has been learning from Toyota for a long time. Finally BYD could deliver its own design with all the goodies about EV.

比亚迪向丰田学习了很长时间。终于,比亚迪推出了自己的设计,将电动车的所有优点都发挥了出来。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@marcospinto4786
Here in Brazil it's selling 50% under tesla3 price.

在巴西,它的售价比特斯拉低50%。

@maxflight777
Interesting

有趣

@diogolobo1391
Tesla does not guarantee anything in Brazil, so this one is a no-brainer

特斯拉在巴西没有保修,所以这是一个显而易见的选择

@marcelomscp
Hey Viking, congratulations for the amazing channel!!! Here in Brazil a Tesla with similar specs of the Seal just released in the country costs no less than 500.000 BRL against 300.000 for the BYD Seal. Dolphin swallowed the compact electric cars market before the arrival of the Seal and its n.1 electric car sold in the country. BYD is making a factory in northeast of the country and probably they will swallow the rest of the market too. I agree the ACC software from Tesla is way ahead but, mate... consider paying almost 70% more for a Tesla and you would stick with the BYD and wouldnt even need to think twice.

嘿,维京人,祝贺你有这么棒的频道!!在巴西,一辆类似规格的特斯拉刚刚在我国发布,价格不低于50万巴西雷亚尔,而比亚迪的Seal价格为30万巴西雷亚尔。在Seal到来之前,比亚迪海豚已经占领了紧凑型电动汽车市场,是巴西最畅销的电动汽车。比亚迪正在巴西东北部建厂,可能他们也会占领其他市场。我同意特斯拉的ACC软件(自适应巡航控制)遥遥领先,但是,伙计……考虑到买特斯拉要多花近70%的钱,你会毫不犹豫选比亚迪的。

@lawrenceasero2207
Since I live in the US, a comparison between the two cars is meaningless. It will be a long time before we see a BYD EV in the US. Since Tesla is buying batteries from BYD and not the other way around and China is the largest EV market, I would say BYD is poised to become the dominant EV manufacturer in the world.

因为我住在美国,所以比较这两款车是没有意义的。我们要过很长时间才能在美国看到比亚迪的电动汽车。由于特斯拉从比亚迪购买电池,而不是反过来,而中国是世界上最大的电动汽车市场,所以我认为,比亚迪将成为世界上占主导地位的电动汽车制造商。

@FloydThePink
The biggest known lithium deposit was just discovered in Nevada. Not only lots of lithium, but easily mined. Build a lithium processing plant there and the fact that USA is currently building ev battery factories all over the place, tells me Teslas will just get cheaper and cheaper.

内华达州刚刚发现了已知最大的锂矿床。这里不仅有大量的锂,而且还很容易开采。在那里建一个锂加工厂,而美国现在到处都在建电动汽车电池工厂,所以我认为,特斯拉的价格会越来越便宜的。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@Notme-tq4xs
nope byd will grow but won't be the dominant maker.

不,比亚迪会发展壮大,但不会成为最强的电动汽车制造商。

@ZweiZwolf
Funny thing, prior to Trump, BYD was planning to sell cars in the US. BYD will do just fine selling everywhere except the USA.

有趣的是,在特朗普之前,比亚迪还计划在美国销售汽车。除了美国,比亚迪将在任何其他地方都卖的很好。

@thedualtransition6070
@Notme-tq4xs
Thats what they said about Toyota in the early 1980s

这就是20世纪80年代初人们对丰田的评价

@vlhc4642
​@Notme-tq4xs
Half of Tesla sold globally are made in China with Chinese batteries including from BYD, and China is their biggest market, whereas BYD makes their own batteries, their own chips and all their cars in China with zero sales in the US.
It just takes China to reciprocate American ban on Chinese cars for Tesla to instantly drop out of top 3, if not top 10, the only reason China doesn't do that is because BYD is already dominating.

全球销售的特斯拉有一半是在中国生产的,电池来自中国,包括比亚迪,中国是他们最大的市场,而比亚迪在中国生产自己的电池、芯片和所有的汽车,在美国的销量为零。
只要中国回应美国对中国汽车的禁令,特斯拉就会立即跌出前三名,如果不是前十的话,中国没有这样做的唯一原因就是比亚迪已经占据了主导地位。

@darylfoster7944
Engineering analysts may have torn down the BYD. I doubt if Wall Street analysts tore down anything, as the headline states.

工程分析师可能已经拆解了比亚迪。我怀疑华尔街分析师是否会像标题所说的那样拆毁任何东西。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@pitech4446
those engineers are paid to say this. From a consumer perspective the Chinese is not buying their own made car shows how crappy the car popularity is. Just from looking at it, it looks weird asf. Chinese designers things putting more is better but it's not. Just look at the exterior, it's so busy with all kinds of shit on it....

那些华尔街工程师是拿钱说话的。从消费者的角度来看,中国人不喜欢买自己造的车,这表明汽车受欢迎程度有多糟糕。从表面上看,它看起来很奇怪。中国设计师认为,东西集成的越多越好,但事实并非如此。看看它的外表,上面堆满了各种乱七八糟的东西....

@souliog
Elon Musk himself said BYD is the only oem he worries about

埃隆·马斯克自己说,比亚迪是他唯一担心的制造商。

@FcfservicosBr
In Brazil the BYD seal is cheaper. Tesla is not officially here. BYD seal is selling for R$300.000 while a Tesla model 3 dual motor will be imported independently, have no warranty gear and cost around R$380.000. BYD is build up many dealerships and a factory here and they are offering 5 years or 100.000 km free of cost for the maintenance. R$5,00 = USD1.00

在巴西,比亚迪海豹更便宜。特斯拉尚未正式进入巴西。比亚迪海豹售价为 30 万雷亚尔,而特斯拉 Model 3 双电机将独立进口,没有保修,售价约 38 万雷亚尔。比亚迪在巴西建立了许多经销商,还有一家工厂,并提供 5 年或 10 万公里的免费保养服务。5,00 雷亚尔 = 1.00 美元

@manolexing68
In Thailand, BYD is seen as a fine EV company​ with​ globally recognized quality​ that​ have​ the​ capability​ to challenge​ Tesla for domestic​ market​ sales. However, Tesla commands a higher regard from​ Thai consumers. They see Tesla as being from the number 1 high-tech country​ in the​ world, with unrivaled technology. Does thatmean that Tesla will rule the EV market​ here? I believe​ no. BYD can still sell more cars because they are​ simply​ much more affordable. At the​ end of​ the​ day, reasonable people will use the higher value, BYD. We're​ just not acountry dominated by millionaires, although the huge number of Mercedeses and BMWs on the road may​suggest it.

在泰国,比亚迪被视为一家拥有全球公认品质的优秀电动汽车公司,有能力挑战特斯拉在泰国市场的销量。然而,泰国消费者对特斯拉的评价更高。 在他们眼中,特斯拉是来自世界第一的高科技国家,拥有无与伦比的技术。这是否意味着特斯拉将统治泰国的电动汽车市场? 我认为不会。 比亚迪仍能卖出更多的汽车,因为它们的价格更实惠。 归根结底,理智的人会选择价值更高的比亚迪。 尽管路上奔驰和宝马的数量很庞大,但我们泰国并不是一个大部分人都是百万富翁的国家。

@protagonist9716
And Denza and Yangwang will take the higher value added market for BYD once available abroad. Tesla is too common for wealthy people and too expensive for common people, millionaires and billionaires will look elsewhere as most of us normal people do

而比亚迪一旦进军海外市场,“腾势”和“仰望”将为比亚迪抢占高附加值市场。特斯拉对富人来说太普通了,对普通人来说又太贵了,百万富翁和亿万富翁会像我们大多数普通人一样另有想法。

@hillbillyangle
The proportion of Viking's positiveness towards a certain EV brand is in tandem with the position of his long stock holdings in his investment portfolio... as a long time subscriber, i am a bit disappointed...

维京人(视频作者)对某个电动汽车品牌(指特斯拉)的积极态度,与他在投资组合中持有的长期股票的比例是一致的……作为一个老用户,我有点失望……

@fatdoi003
now i regard this as an opinion channel rather than information....

现在我认为这个频道是一个意见渠道,而不是信息渠道....

@adorolivar1340
Electric Viking is a notorious Tesla fan boy due to his vested interest...don't ever believe in him

维京人(视频作者)是一个臭名昭著的特斯拉粉丝,因为他自己的既得利益…所以永远不要相信他

@diogolobo1391
i`m getting one in brazil and tesla is not there yet, elon said the country was too big and too poor, and now we have a BYD gigafactory there

我在巴西买了一辆(比亚迪),特斯拉还没有(在巴西销售),马斯克说这个国家(巴西)太大太穷了,现在我们巴西那里有了比亚迪超级工厂

@larryevans6739
Top Gear is only one publication. Several other reviewers, particularly in Germany, have said the Seal is better (even though the warning chimes are universally hated).
And Top Gear recently also gave the best selling car of all time (Toyota Corolla) a 6 out of 10, which is a significant improvement over some past ratings they had given the car. Top Gear is an entertainment-first publication and ratings have nothing to do with potential for market success.

《Top Gear》只是一份出版物。其他几位评论员,尤其是德国的评论员,都说“比亚迪海豹”更好(尽管警示铃声遭到了普遍的讨厌)。
最近,《Top Gear》也给有史以来最畅销的汽车(丰田花冠)打出了 6 分的高分(满分 10 分),这比他们过去给这款车的一些评分有了显著的提高。《Top Gear》是一份娱乐至上的刊物,评分与市场成功的潜力毫无关系。

@larryevans6739
BYD Seal at comparable levels is slightly less expensive than the 3 in Europe. Tesla's price increase over China is less than the cost of duties and import VAT (included in European prices). If BYD tried, they would be hit with dumping sanctions.

在欧洲,比亚迪Seal的价格略低于特斯拉Model 3。特斯拉在欧洲的价格比在中国的高,但其提价幅度小于关税与进口增值税成本(包含在欧洲价格中)。如果比亚迪也想这样做,他们将会受到倾销制裁。(译者注:特斯拉在欧洲有特权,比亚迪只能瞪眼)

@qilu2004
analysts are saying byd has better cost control and i don't know how you missed that key point.

分析人士说,比亚迪有更好的成本控制,我不知道你为什么会忽略这一点。

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