彭博社：“闪充五分钟”助比亚迪完胜特斯拉
正文翻译
The Chinese EV-maker shocked the world with a fast charger, while the US is still figuring out if EVs are too woke.
这家中国电动车制造商以闪电充电技术震撼全球，而美国仍在为"电动车是否过于政治正确"而争论不休。
Sometimes a chart is just a chart. Sometimes, when you’re looking at Tesla Inc. and BYD Co. Ltd. in early 2025, it’s a striking squiggly metaphor.
图表本无深意。但当我们审视2025年初特斯拉与比亚迪的走势对比时，那些蜿蜒曲线俨然成为时代隐喻。
China’s BYD Cemented Its Lead on Tesla in Five Minutes
中国比亚迪以“（闪充）五分钟”巩固对特斯拉的领先优势
中国比亚迪以“（闪充）五分钟”巩固对特斯拉的领先优势
The Chinese EV-maker shocked the world with a fast charger, while the US is still figuring out if EVs are too woke.
这家中国电动车制造商以闪电充电技术震撼全球，而美国仍在为"电动车是否过于政治正确"而争论不休。
Sometimes a chart is just a chart. Sometimes, when you’re looking at Tesla Inc. and BYD Co. Ltd. in early 2025, it’s a striking squiggly metaphor.
图表本无深意。但当我们审视2025年初特斯拉与比亚迪的走势对比时，那些蜿蜒曲线俨然成为时代隐喻。
Tesla, the biggest US electric vehicle maker, has shocked the world this year with its overt politicization and slumping sales and stock price. BYD, its great Chinese rival, just shocked the world by announcing its newest model can recharge in five minutes.
特斯拉，这家美国最大的电动车制造商，今年因政治化运营、销量股价双杀震惊世界。而其强大的中国竞争对手比亚迪刚刚通过宣布其最新车型能实现五分钟极速充电，再次改写行业认知。
特斯拉，这家美国最大的电动车制造商，今年因政治化运营、销量股价双杀震惊世界。而其强大的中国竞争对手比亚迪刚刚通过宣布其最新车型能实现五分钟极速充电，再次改写行业认知。
The symbolism, capturing the lead that China has taken in EVs compared with a US still fighting with itself about the relative wokeness of EVs, could hardly be clearer.
此中深意再明显不过：当中国已经在电动汽车领域拔得头筹时，而美国仍在为意识形态争论裹足不前。
此中深意再明显不过：当中国已经在电动汽车领域拔得头筹时，而美国仍在为意识形态争论裹足不前。
BYD’s boast of adding 400 kilometers (248 miles) of range to new vehicles sporting its Super-e Platform in as little as five minutes should be treated with the same caution advisable with any auto announcement.
对比亚迪宣称搭载其超级e平台的新车仅需五分钟即可补能400公里（248英里）的说法，我们需与其他任何汽车发布一样保持审慎态度（译者注：超级e平台是比亚迪2025年3月17日发布的汽车平台，推出了闪充电池、3万转电机和全新一代车规级碳化硅功率芯片，核心三电全维升级，刷新多项全球之最）。
对比亚迪宣称搭载其超级e平台的新车仅需五分钟即可补能400公里（248英里）的说法，我们需与其他任何汽车发布一样保持审慎态度（译者注：超级e平台是比亚迪2025年3月17日发布的汽车平台，推出了闪充电池、3万转电机和全新一代车规级碳化硅功率芯片，核心三电全维升级，刷新多项全球之最）。
Delivering peak power of 1 megawatt would be unprecedented for passenger EVs and raises questions about the longevity of the battery and the cost of building that level of charger, including associated upgrades to the grid.
实现1兆瓦峰值功率对乘用电动车而言前所未见，这引发对电池耐久性、充电桩建设成本及电网改造的多重质疑。
实现1兆瓦峰值功率对乘用电动车而言前所未见，这引发对电池耐久性、充电桩建设成本及电网改造的多重质疑。
On the other hand, this is no start-up scouting for funding but rather the biggest EV maker in the world, including plug-in hybrids.
但值得注意的是，此次技术宣言并非来自初创企业的融资噱头，而是全球最大新能源车企（含插混车型）的郑重承诺。
但值得注意的是，此次技术宣言并非来自初创企业的融资噱头，而是全球最大新能源车企（含插混车型）的郑重承诺。
Incredibly, first deliveries of BYD’s new vehicles capable of this “flash” charging are reportedly due as soon as April, which would count as flAsh Deployment.
令人难以置信的是，据报道，比亚迪首批支持这种“闪充”技术的新车型将在4月交付，堪称“闪电部署”。
令人难以置信的是，据报道，比亚迪首批支持这种“闪充”技术的新车型将在4月交付，堪称“闪电部署”。
Taken together, this would be game-changing — and not in a good way for Tesla or the rest of the US automakers.
综合来看，这将是颠覆性的技术突破——对特斯拉及其他美国车企而言绝非佳音。
综合来看，这将是颠覆性的技术突破——对特斯拉及其他美国车企而言绝非佳音。
Charging an EV in a time comparable with that of visiting a gas-station would kick away an important obstacle to drivers making the switch from internal combustion engines.
实现“油电同速”的充电体验，将彻底扫除燃油车主转向电动车的重要障碍。
实现“油电同速”的充电体验，将彻底扫除燃油车主转向电动车的重要障碍。
Not only does fast-charging dispense with having to think about how you will occupy yourself while the battery refills, it addresses range anxiety, too.
“闪充”不仅解决充电等待的"时间焦虑"，更直接化解"里程焦虑"。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
“闪充”不仅解决充电等待的"时间焦虑"，更直接化解"里程焦虑"。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
If charging is as convenient as filling up, there’s even less reason to worry about getting stranded and, therefore, pay up for an oversized battery — which also has implications for critical minerals demand.
如果充电像加油一样方便，就更没有理由担心（因电量不足）被困路上，因此也不需要为过大的电池支付额外费用，这对关键矿产资源需求也将产生深远影响。
如果充电像加油一样方便，就更没有理由担心（因电量不足）被困路上，因此也不需要为过大的电池支付额外费用，这对关键矿产资源需求也将产生深远影响。
BYD says it will build 4,000 megawatt-capable chargers across China.
比亚迪还表示，未来将规划在全国各地建设4000多座“兆瓦闪充站”。
比亚迪还表示，未来将规划在全国各地建设4000多座“兆瓦闪充站”。
Delivering this, and quickly, would cement China’s lead in an EV industry that had its breakout moment in the Bay Area when Tesla launched the Model S sedan a little over a decade ago.
如果能快速兑现承诺，中国将巩固其在电动车领域的领导地位。正如十多年前特斯拉发布首款Model S轿车，曾为电动汽车行业带来了突破时刻。
如果能快速兑现承诺，中国将巩固其在电动车领域的领导地位。正如十多年前特斯拉发布首款Model S轿车，曾为电动汽车行业带来了突破时刻。
That Musk felt compelled to stage a bizarre event at the White House last week with President Donald Trump, who is no fan of EVs, apparently buying a Model S to show support says a lot about where innovation can be found these days.
马斯克上周不得不与反对电动车的特朗普总统在白宫合演"支持秀"（为支持马斯克，特朗普买了辆红色特斯拉Model S），恰是创新格局变迁的最佳注脚。
马斯克上周不得不与反对电动车的特朗普总统在白宫合演"支持秀"（为支持马斯克，特朗普买了辆红色特斯拉Model S），恰是创新格局变迁的最佳注脚。
Musk’s politicking damages Tesla’s brand, but the underlying problem is its relatively old line-up of models even as competitors release new ones.
虽然马斯克的政治作秀损害了特斯拉品牌形象，但根本症结在于其车型矩阵老化。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
虽然马斯克的政治作秀损害了特斯拉品牌形象，但根本症结在于其车型矩阵老化。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
While Tesla abandoned plans for a cheap EV, instead launching the Cybertruck priced at six figures, BYD and its competitors churned out an array of models going for less than $30,000.
当特斯拉放弃廉价车型计划，转产售价六位数的Cybertruck时（译者注：Cybertruck基础版美国售价约6万美元），而比亚迪及其竞争对手则推出了多款售价不到3万美元的车型。
当特斯拉放弃廉价车型计划，转产售价六位数的Cybertruck时（译者注：Cybertruck基础版美国售价约6万美元），而比亚迪及其竞争对手则推出了多款售价不到3万美元的车型。
As much as Tesla’s stock has fallen, it remains expensive at 84 times forward earnings, four times higher than BYD’s multiple.
尽管特斯拉股价暴跌，但其高达84倍的远期市盈率仍是比亚迪的四倍。
尽管特斯拉股价暴跌，但其高达84倍的远期市盈率仍是比亚迪的四倍。
Tesla’s premium is now justified less by promises of growing EV sales and more by expansive, but elusive, visions of robotaxis and robots.
这种估值溢价不再源于电动车销售增长预期，而更多寄托于自动驾驶出租车和机器人等缥缈愿景。
这种估值溢价不再源于电动车销售增长预期，而更多寄托于自动驾驶出租车和机器人等缥缈愿景。
BYD has also clouded that by releasing an advanced driver assistance system across most of its range as standard.
另外，比亚迪通过在全系标配高级驾驶辅助系统，使这一局面变得更加复杂。
另外，比亚迪通过在全系标配高级驾驶辅助系统，使这一局面变得更加复杂。
Tesla’s, albeit more sophisticated technology, costs thousands of dollars extra for customers.
而特斯拉的辅助驾驶系统虽然技术尖端，却需要客户额外支付数千美元。
而特斯拉的辅助驾驶系统虽然技术尖端，却需要客户额外支付数千美元。
The challenge extends beyond Tesla, though. I wrote here that Big Auto as a whole faces a “made in China crisis,” and BYD’s announcement is a flashing warning of that.
危机不仅笼罩特斯拉。正如笔者此前所言，全球传统车企都正面临"中国制造危机"，比亚迪的此次发布可以被视为一个正在“闪烁”的警告。
危机不仅笼罩特斯拉。正如笔者此前所言，全球传统车企都正面临"中国制造危机"，比亚迪的此次发布可以被视为一个正在“闪烁”的警告。
Perfecting flash-charging could not only accelerate EV sales in BYD’s domestic market — where two out of every three EVs are sold already — but also provide another powerful vector for Chinese auto companies to compete in or dominate markets overseas.
闪电充电技术的不断完善，不仅将加速中国本土市场电动化进程（全球约三分之二的电动汽车在中国售出），更将为中国车企海外扩张或占据主导地位提供新利器。
闪电充电技术的不断完善，不仅将加速中国本土市场电动化进程（全球约三分之二的电动汽车在中国售出），更将为中国车企海外扩张或占据主导地位提供新利器。
The US has its tariffs to keep Chinese technology out, of course. Yet, these leave US drivers underserved with EVs now accounting for all the growth in global auto sales, benefiting from falling battery prices and offering unquestionable advantages in efficiency and emissions.
当然，美国虽筑起关税壁垒阻挡中国技术，但这也使得美国驾驶者在电动汽车领域无法得到充分服务。由于电池价格下降以及能效和排放方面的显著优势，电动汽车现在已经引领了全球汽车销量增长。
当然，美国虽筑起关税壁垒阻挡中国技术，但这也使得美国驾驶者在电动汽车领域无法得到充分服务。由于电池价格下降以及能效和排放方面的显著优势，电动汽车现在已经引领了全球汽车销量增长。
It is hard to see how better, more innovative EVs can be kept out forever.
很难想象美国怎么才能把更好、更具创新性的电动汽车永远拒之门外。
很难想象美国怎么才能把更好、更具创新性的电动汽车永远拒之门外。
Moreover, Trump’s taste for tariffs is expansive and his threats against Canada and Mexico promise severe disruption for the likes of General Motors Co. and Ford Motor Co.
更严峻的是，特朗普的关税政策范围相当广泛，他对加墨征收关税将重创通用、福特等车企。
更严峻的是，特朗普的关税政策范围相当广泛，他对加墨征收关税将重创通用、福特等车企。
Protectionism for Detroit encourages its reliance on high-priced trucks in its home market and stifles the competitive dynamic required to innovate, all while potentially ripping up its carefully constructed North American supply chain.
底特律的保护主义鼓励了其在本土市场依赖本土高价皮卡，又抑制创新所需的竞争活力，同时也可能破坏其精心构建的北美供应链体系。
底特律的保护主义鼓励了其在本土市场依赖本土高价皮卡，又抑制创新所需的竞争活力，同时也可能破坏其精心构建的北美供应链体系。
The US industry that defined mobility for much of the 20th century sees its chance of doing the same in the 21st slipping away — and fast.
曾定义20世纪出行方式的美国汽车业，正眼睁睁看着21世纪的领导权加速流逝——且这种流逝速度，可能比任何人预想的都要快。
曾定义20世纪出行方式的美国汽车业，正眼睁睁看着21世纪的领导权加速流逝——且这种流逝速度，可能比任何人预想的都要快。
评论翻译
Liam Denning
Energy Columnist, Bloomberg Opinion
Tesla has begun 2025 by leaning into the US culture war. BYD, meanwhile, has developed a charging system that can get EVs to almost 250 miles of range in five minutes.
That Tesla’s stock is down about 50% so far this year while BYD is up by the same amount tells you which of these is the better strategy.
But it is also a metaphor for the way in which China has established dominance in EVs and is now leading innovation in the sector. Meanwhile, Tesla is hawking EVs on the White House lawn and Detroit risks seeing its North American supply chain torn apart by tariffs.
Liam Denning（彭博社能源专栏作家）
特斯拉在2025年开始时积极投入美国的文化内斗。而比亚迪同期研发出五分钟补能400公里的充电系统。
特斯拉股价年内腰斩，比亚迪却实现等量涨幅，孰优孰劣不言自明。
这更是中国确立电动车统治地位并引领行业创新的隐喻。当特斯拉在白宫草坪兜售电动车时，底特律则面临着由于关税而可能导致北美供应链被拆解的风险。
Energy Columnist, Bloomberg Opinion
Tesla has begun 2025 by leaning into the US culture war. BYD, meanwhile, has developed a charging system that can get EVs to almost 250 miles of range in five minutes.
That Tesla’s stock is down about 50% so far this year while BYD is up by the same amount tells you which of these is the better strategy.
But it is also a metaphor for the way in which China has established dominance in EVs and is now leading innovation in the sector. Meanwhile, Tesla is hawking EVs on the White House lawn and Detroit risks seeing its North American supply chain torn apart by tariffs.
Liam Denning（彭博社能源专栏作家）
特斯拉在2025年开始时积极投入美国的文化内斗。而比亚迪同期研发出五分钟补能400公里的充电系统。
特斯拉股价年内腰斩，比亚迪却实现等量涨幅，孰优孰劣不言自明。
这更是中国确立电动车统治地位并引领行业创新的隐喻。当特斯拉在白宫草坪兜售电动车时，底特律则面临着由于关税而可能导致北美供应链被拆解的风险。
Cary Gluf
Getting Your Projects Out of the Ground!
If BYD has no intention of selling their cars in the US, why is everybody comparing them to Telsa, like we (the people the world revolves around) even have a choice to buy one or the other. Tesla can just pull a 'china' and reverse engineer THEIR tech so we can have fast charging too.
How about some news on cars that we CAN buy? :)
Cary Gluf（项目落地专家）
既然比亚迪没打算在美国卖车，为何总拿它和特斯拉比？好像我们（这个世界的中心）真能有选择可以买这两者中的任何一款似的。特斯拉大可以"效仿中国企业"搞逆向工程，这样咱们不就也有快充技术了？
能不能多报道点我们真能买到的车？ :)
Getting Your Projects Out of the Ground!
If BYD has no intention of selling their cars in the US, why is everybody comparing them to Telsa, like we (the people the world revolves around) even have a choice to buy one or the other. Tesla can just pull a 'china' and reverse engineer THEIR tech so we can have fast charging too.
How about some news on cars that we CAN buy? :)
Cary Gluf（项目落地专家）
既然比亚迪没打算在美国卖车，为何总拿它和特斯拉比？好像我们（这个世界的中心）真能有选择可以买这两者中的任何一款似的。特斯拉大可以"效仿中国企业"搞逆向工程，这样咱们不就也有快充技术了？
能不能多报道点我们真能买到的车？ :)
Sanjay Girme
Equity Options Trader
We are more focused on lies, alternate facts, and on while China is moving ahead with innovation….. our answer to this- they are cheating, we need more tariffs on china. Of course not to mention who pays- China of course, right?
Sanjay Girme（股票期权交易员）
我们沉迷于谎言与扭曲事实时，却对中国创新视而不见......我们的应对之策就是指责"他们作弊"，然后加征关税。至于代价由谁承担——当然是中国啦，对吧？
Equity Options Trader
We are more focused on lies, alternate facts, and on while China is moving ahead with innovation….. our answer to this- they are cheating, we need more tariffs on china. Of course not to mention who pays- China of course, right?
Sanjay Girme（股票期权交易员）
我们沉迷于谎言与扭曲事实时，却对中国创新视而不见......我们的应对之策就是指责"他们作弊"，然后加征关税。至于代价由谁承担——当然是中国啦，对吧？
Leyton Collins
Blogger, Handyman, Vegetable Gardener, Kahu, Golfer, Mentor
The missing detail appears to be whether they've advanced battery technology in some monumental way or they're just doing fast charges. If the latter, those very expensive batteries will wear out faster ... but by then they've already got your and if you want to keep your EV you'll need to pony up a lot of cash for a new battery.
Leyton Collins（博主/杂务工/菜农/牧师/高尔夫球手/导师）
关键问题被刻意忽略了：比亚迪究竟是实现了电池技术革命，还是单纯提升充电速度？若是后者，那些非常昂贵的电池会更快磨损…...但届时他们早已赚得盆满钵满，而车主只能自掏腰包更换电池。
Blogger, Handyman, Vegetable Gardener, Kahu, Golfer, Mentor
The missing detail appears to be whether they've advanced battery technology in some monumental way or they're just doing fast charges. If the latter, those very expensive batteries will wear out faster ... but by then they've already got your and if you want to keep your EV you'll need to pony up a lot of cash for a new battery.
Leyton Collins（博主/杂务工/菜农/牧师/高尔夫球手/导师）
关键问题被刻意忽略了：比亚迪究竟是实现了电池技术革命，还是单纯提升充电速度？若是后者，那些非常昂贵的电池会更快磨损…...但届时他们早已赚得盆满钵满，而车主只能自掏腰包更换电池。
Charlie Steve Davis
Flight Hardware Technician at Watring Technologies Inc. With Secret Clearance. Any Views or Comments Expressed Are Solely Mine and Not My Employers.
What a bogus article. To suggest that BYD quality is on par with Tesla’s is misleading. Talk about quality; or lack of, for the real truth. BYD has had many more problems with their EV’s catching fire than Tesla has.
Charlie Steve Davis（Watring科技公司涉密级飞行硬件技术员）
纯属扯淡！说比亚迪质量比肩特斯拉根本是误导。聊聊真实的质量缺陷吧，比亚迪电动车自燃事故比特斯拉多得多。
Flight Hardware Technician at Watring Technologies Inc. With Secret Clearance. Any Views or Comments Expressed Are Solely Mine and Not My Employers.
What a bogus article. To suggest that BYD quality is on par with Tesla’s is misleading. Talk about quality; or lack of, for the real truth. BYD has had many more problems with their EV’s catching fire than Tesla has.
Charlie Steve Davis（Watring科技公司涉密级飞行硬件技术员）
纯属扯淡！说比亚迪质量比肩特斯拉根本是误导。聊聊真实的质量缺陷吧，比亚迪电动车自燃事故比特斯拉多得多。
Nikki Wilson
Retired, Entrepreneur, Master Stylist
No one rips off American tech better than the Chinese. However, they almost always do it better and cheaper. They have become a world leader in solar technology and implementation. Is that why America wants to stick with the finite resource of oil? Is this an inciteful move? Or is it sticking our head in the sand so we can still be first, for now?
Nikki Wilson（退休企业家/造型大师）
没有人比中国人更擅长剽窃美国的技术。然而，他们几乎总是做得更好且更便宜。他们已经成为太阳能技术和应用领域的世界领导者。难怪美国死抱着石油不放。这究竟是远见卓识，还是鸵鸟政策？
Retired, Entrepreneur, Master Stylist
No one rips off American tech better than the Chinese. However, they almost always do it better and cheaper. They have become a world leader in solar technology and implementation. Is that why America wants to stick with the finite resource of oil? Is this an inciteful move? Or is it sticking our head in the sand so we can still be first, for now?
Nikki Wilson（退休企业家/造型大师）
没有人比中国人更擅长剽窃美国的技术。然而，他们几乎总是做得更好且更便宜。他们已经成为太阳能技术和应用领域的世界领导者。难怪美国死抱着石油不放。这究竟是远见卓识，还是鸵鸟政策？
Craig D.
Empowering Electric Innovation since 2008. Pioneering Sustainable Alternatives to Industrial Animal Agriculture since 2019. Continuously discovering, embracing, and implementing climate technology. Let’s engage.
be careful on the charge speed and energy requirement claims (given regulation and access) but it is good to see that the EV space is getting innovation attention from all sides. Now Elon can go to Mars:)
Craig D.
电动创新推动者（2008至今）/工业畜牧可持续替代方案开拓者（2019至今）
虽然要对充电速度与能耗的声明要保持谨慎（考虑到监管与基建问题），但电动车领域迎来全面创新总是好事。这下马斯克可以安心去火星了。
Empowering Electric Innovation since 2008. Pioneering Sustainable Alternatives to Industrial Animal Agriculture since 2019. Continuously discovering, embracing, and implementing climate technology. Let’s engage.
be careful on the charge speed and energy requirement claims (given regulation and access) but it is good to see that the EV space is getting innovation attention from all sides. Now Elon can go to Mars:)
Craig D.
电动创新推动者（2008至今）/工业畜牧可持续替代方案开拓者（2019至今）
虽然要对充电速度与能耗的声明要保持谨慎（考虑到监管与基建问题），但电动车领域迎来全面创新总是好事。这下马斯克可以安心去火星了。
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