为什么中国能造出售价1万美元的电动汽车，而美国却不能？
正文翻译
BYD has now overtaken Tesla to become the world''s largest EV vehicle powerhouse. In today''s video we look at how BYD''s Seagull car is disrupting the ENTIRE auto industry and why China has such a dominant lead over in the electric car segment. This is a fascinating story about BYD, let''s break it down.
比亚迪现已超越特斯拉，成为全球最大的电动汽车制造商。在今天的视频中，我们将了解比亚迪的海鸥汽车如何颠覆整个汽车行业，以及中国为何在电动汽车领域占据如此绝对的领先地位。这是一个关于比亚迪的引人入胜的故事，让我们来分析一下。
BYD has now overtaken Tesla to become the world''s largest EV vehicle powerhouse. In today''s video we look at how BYD''s Seagull car is disrupting the ENTIRE auto industry and why China has such a dominant lead over in the electric car segment. This is a fascinating story about BYD, let''s break it down.
比亚迪现已超越特斯拉，成为全球最大的电动汽车制造商。在今天的视频中，我们将了解比亚迪的海鸥汽车如何颠覆整个汽车行业，以及中国为何在电动汽车领域占据如此绝对的领先地位。这是一个关于比亚迪的引人入胜的故事，让我们来分析一下。
评论翻译
@orionwolf530
I don't care who produce it..I just want an affordable EV.
我不在乎是谁生产的，我只想要一辆买得起的电动车。
@PerceivedREALITY999
US wanted to make a fool out of China. But instead, the US made a fool of itself. Let that be a lesson.
美国想愚弄中国，但相反美国却出了自己的洋相。美国应以此为鉴。
@eugenec7130
1830 British and American ships appeared at Canton, China. The crews forced their way into China, bringing a cargo with them. Cargo on ship: opium.
2024 Chinese ships appear off the shores of the United States and Europe, causing panic among the politicians and car makers. Cargo on ship: EVs.
Similar scenes. The Americans and Europeans should reflect on what they did. They reap what they sowed. Don't blame China. China is not doing anything wrong now, but just to sell EVs with good quality and low cost.
1830年，英美军舰出现在中国广州，船员们带着货物强行进入中国。船上货物：鸦片。
2024年，中国的船只出现在美国和欧洲的海岸并引起政客和汽车制造商的恐慌。船上货物：电动汽车。
这是类似的场景，美国人和欧洲人应该反思自己的所作所为。种瓜得瓜，种豆得豆，不要责怪中国。中国现在并没有做错什么，它只是在销售质优价廉的电动汽车而已。
@alanc457
It’s a different mindset. Maybe if the cars were also accompanied by warships that threatened to blow all coastal cuisines up if they don’t buy, they might understand.
这是一种不同的心态。也许，如果这些汽车还伴随着军舰并威胁说如果他们不买，就炸掉他们所有的沿海美食，他们也许就能理解了。
@johngithinji6191
I think everyone by now knows which country is currently propping up and building the world versus the shocked, irrelevant jealous jeering spectator.
我想现在每个人都知道现在是哪个国家在支撑和建设这个世界，而不是那个震惊的、无关紧要的、嫉妒嘲笑的旁观者。
@adarshrai3726
Chinese government gave promoted BYD whereas "Biden didn't even invite Musk in his EV submit" that's makes a lot of difference
中国政府对比亚迪进行了大力推荐，而“拜登甚至没有邀请马斯克参与他的电动汽车提案”，这就是很大的不同。
@RandomUser25122
Musk backed the wrong horse. Again. As a CEO he should’ve backed both horses in the game instead of courting trump fans until he realised how crazy Trump actually is.
马斯克又一次押错了宝。作为一名首席执行官，他应该在游戏中两边下注而不是去讨好特朗普的粉丝，直到他意识到特朗普实际上有多疯狂。
@bungkusi2432
The problem with America is bad infrastructure
Bad infrastructure creates high cost, high labor cost.
High housing price create high food/groceries price, thus make the labor need higher salary
美国的问题在于糟糕的基础设施。
糟糕的基础设施造成了高成本、高劳动力成本。
而高房价又造成了高食品/日用品价格，从而使劳动力需要更高的工资。
@taylorshin
Actually, bad infrastructure resulted from bad economic structure where investment makes more money than working hard to manufacture or grow something. Since investment is more profitable, no one needs to manufacture or farm which requires the infrastructure to maintain the supply chain. Thus, no one need to build a new infrastructure nor maintain previous one anymore.
Also, due to the investment heavy economy, the price jumps up for no reason: adds up bubbles and bloats price of everything. Thus, as you mentioned, higher living fee, higher salary to maintain the workforce.
事实上，糟糕的基础设施源于糟糕的经济结构，即投资比努力生产或种植东西更赚钱。由于投资更有利可图，因此没有人需要生产或种植，而生产或种植需要基础设施来维持供应链。因此，美国不再需要建设新的基础设施，也不再需要维护以前的基础设施。
此外，由于经济重投资，物价会无缘无故地飙升：这增加了泡沫，并使得一个的价格膨胀。因此，正如你提到的，生活成本提高了，维持劳动力的工资也提高了。
@rajbhandari9605
the overlords shipped the factory and your job to China and when you complained they said 'you are a racist'. And how it is 'better for the economy' to get cheap cars built by cheaper labour overseas. Now the Chinese overlords can produce better cars and the local overlords suddenly have a problem - Global warming be damned.
霸主们把工厂和你的工作都运到了中国，当你抱怨时，他们说'你是种族主义者'以及由海外廉价劳动力制造廉价汽车“对经济更有利”。现在，中国霸主可以生产出更好的汽车，而本地霸主却突然遇到了问题--该死的全球变暖。
@DanBurgaud
6:35 Elon laughed first. 12 years later, he wasnt laughing anymore. And Wang is laughing all the way to the bank.
6:35 埃隆先笑了。12年后，他笑不出来了，而王传福则笑得合不拢嘴。
@supahsmashbro
I don't blame Elon for not respecting BYD at the time. He knew better than anyone where the technology was at. What he didn't understand, like most people , is just how OP Chinese people are. Like...we all sleep on how insane as a civilization they are, once they're awake it's hard to compete >:)
我不怪埃隆当时不尊重比亚迪，因为他比任何人都清楚当时的技术水平。和大多数人一样，他不明白的是中国人有多厉害。就像......我们都沉睡在中国文明的疯狂中，一旦他们清醒过来，我们就很难与之抗衡 >:)
@RichardBrett899
Boy, did we get ripped off big time by the car manufacturers of Japan and the U.S., Germany...in the past
天啊，我们过去被日本、美国、德国......的汽车制造商狠狠地宰了一刀。
@michael511128
Chinese got ripped off by US cars. In Japan and Europe few people buy ugly low tech US cars but for 2 decades China was full of first time buyers who didn’t know Japanese and European were that much better. But now they know.
中国人被美国车骗了。在日本和欧洲，很少有人购买丑陋的低技术含量的美国汽车，但二十年来，中国有很多首次购车者，他们不知道日本和欧洲的汽车有多好，但现在他们知道了。
@T1me-wb4us
BYD is amazing. In Germany there already (but very few) people who use BYD. But the US will try to push Germany away from China and possibly try to destroy BYD (like TikTok or Huawei)
比亚迪太棒了。在德国，已经有（但很少）人使用比亚迪，但美国会试图让德国远离中国并可能试图摧毁比亚迪（就像对TikTok或华为一样）。
@isaraindra7114
Elon promise an affordable EV for more than a decade ago, never got around to deliver one. He was busy playing the system for carbon credit and make an expensive EV. Without BYD or China for that matters the world will never see sub 20K EV.
埃隆早在十多年前就承诺推出经济实惠的电动汽车，但从未付诸实施。他忙于玩弄碳信用体系，制造昂贵的电动车。如果没有比亚迪或中国，世界上将永远不会出现2万以下的电动车。
@ronaldtorrents3166
A few years ago I want to buy a new car and my daughter suggested to consider an EV. But price of an EV was more than double that of a petrol vehicle. I figured even using electricity was cheaper than using gas, but it won't make up the difference of $30000 in the life of a vehicle.
几年前，我想买一辆新车，我的女儿建议我考虑电动车，但电动车的价格是汽油车的两倍多。我想，即使用电比用汽油便宜，但也无法弥补车辆寿命中3万美元的差价。
@2005jes2005
I just came back to Europe from Russia and I saw what will inevitably happen in Europe too. Roads full of Chinese cars, mostly ICE.
It's funny how Europe wants to impose tariffs on Chinese EV's. Aren't we still trying to save the planet?
European car industry is dying. EV or ICE. Doesn't matter.
我刚从俄罗斯回到欧洲，我看到了欧洲也将不可避免地发生的情况。那里的路上满是中国汽车，大部分是内燃机汽车。
有趣的是欧洲竟然想对中国电动汽车征收关税，我们不是还在努力拯救地球吗？
欧洲的汽车工业正在消亡，无论是电动车还是内燃机车。但无所谓。
@ALIEN_857
China is no longer the old China; it is a rising dragon that should lead the world.
中国不再是过去的中国了，它是一条崛起的巨龙，它应该引领世界。
@mohmeegaik6686
China will always be cheaper, more innovative, & more competitive than any other products from other countries. Its in the Chinese genes. Have you seen the latest home products coming online. Jia you China.
中国的产品永远比其他国家的产品更便宜、更具创新性和竞争力，这是中国人的基因。你看到网上最新的家居产品了吗？加油，中国。
@stefanm.1214
Elon‘s arrogant laugh annoys me, who’s laughing now?
埃隆傲慢的笑声惹恼了我，现在是谁笑到了最后？
@monipenny408
he's human after all.
There are so many such characters in the west that often underestimate others.
They can't help it, it's brought on by centuries of colonialism and imperialism, so powerful, and so mighty, they really do think they are god chosen.
他毕竟只是个人。
西方有很多这样的人，他们经常低估别人。
没办法，这是几百年的殖民主义和帝国主义给他们带来的，他们太强大了，太厉害了，他们真的以为自己是上帝选中的人。
@estchu
It is not just BYD, it is just the entire Chinese EV industry. Tesla is just not competitive in the rain of Chinese car making which is just as innovative but cheaper.
不只是比亚迪，整个中国电动车行业都是如此。特斯拉在中国汽车制造领域没有竞争力，因为中国制造的汽车不仅具有创新性，而且价格更便宜。
@michael511128
Chinese bought 1 million EV in 2021, 4 in 2022, 8 in 2023. 30 million EV on the roads by end of 2024, 10 times the US. Besides BYD, China has a dozen more popular EV brands.
中国人在2021年购买了100万辆电动汽车，2022年购买了400万辆，2023年购买了800万辆。到2024年底，中国将有3000万辆电动汽车上路，是美国的10倍。除了比亚迪，中国还有十几个受欢迎的电动车品牌。
@samsyvoravong4825
I can see China making its way into Laos by building the first inland smart highway with Huawei AI technology, satellite and land radar signal along the highway connecting to all major cities in mainland ASEAN. With BYD and perhaps Tesla running along this smart highway systems connections. Laos could be a future smart highway hub since Laos has energy powers!
我可以看到中国正在进军老挝，它正在利用华为的人工智能技术、卫星和陆地雷达信号，在连接东盟大陆所有主要城市的高速公路沿线建设第一条内陆智能高速公路，随后比亚迪和特斯拉可能会沿着这条智能高速公路系统连接运行。由于老挝拥有能源，老挝可以成为未来的智能高速公路枢纽。
@Shenzhou.
BYD's success is drawing the attention (and jealousy) of rival companies, and I'm afraid it's only a matter of time that what's happening to TikTok now is going to happen to BYD.
比亚迪的成功引起了竞争对手的关注（和嫉妒），TikTok现在的遭遇恐怕迟早也会发生在比亚迪身上。
@peanut0brain
There are no byd cars in US . There is a byd bus factory in California . I wouldn't be surprised if it got shut down for "national security concern"
美国并没有比亚迪汽车，只有加州有一家比亚迪的巴士工厂，如果它因为“国家安全问题”而被关闭，我也不会感到惊讶。
@richardwhitehouse8762
Another nice vid, Cyrus.
The thing is, the Chinese are brilliant at waiting. If they can't get access to North America then they'll go to South America. And India. And Africa. As well as the whole of Asia. BYD has a much more versatile line up than Tesla, so it will have much better market penetration. And, of course, as it continues to build more cars economies of scale continue to accrue. Eventually, the US tariffs will be completely irrelevant.
又一个精彩的视频，Cyrus。
问题是中国人善于等待，如果他们无法进入北美，那么他们就会去南美，还有印度，还有非洲以及整个亚洲。比亚迪的产品线比特斯拉丰富得多，因此市场渗透力也会更强。随着比亚迪不断生产更多汽车，规模经济效应也会不断累积。最终，美国的关税将完全失去意义。
@berilorettorejr4955
BYD has more than 90,000 research and development engineers, applied for more than 48,000 patents globally and has been granted more than 30,000 patents. It's impossible to stop them.
比亚迪拥有超过9万名研发工程师，它在全球申请了超过4.8万项专利并已获得超过3万项专利，想阻止他们是不可能的。
@1hjehje
It's understandable that the US car makers would run away crying. I went to China last year and I was extremely impressed with the vehicles that I saw. I was driven around in a Tesla in Hong Kong , and shortly after that I was driven around in several BYD cars while in mainland China. The BYD vehicles had nicer interiors, superior ride quality, and were great looking outside. I would really like to have a small car like the BYD seagull, or something even smaller from one of its competitors, to use as a second vehicle for city driving.
美国汽车制造商哭着逃跑是可以理解的。去年我去了趟中国，我看到的汽车给我留下了非常深刻的印象。在香港（特区），有人开着特斯拉汽车带我兜风，不久之后，我在中国大陆又开过几辆比亚迪汽车兜风。比亚迪汽车的内饰更漂亮，行驶质量更好，外观也非常漂亮。我非常希望能有一辆像比亚迪海鸥这样的小车或者其竞争对手生产的更小的车作为城市驾驶的第二辆车。
@michael511128
It’s not only car and batteries, Chinese government built the most massive and advanced power grid, brand new; Chinese highways, bridges and tunnels are brand new, Chinese companies has installed over 4 million chargers all over, and Huawei some 3 million 5G emission towers to enable Internet of Things capabilities and autonomous driving. Imagine soon you can tell your car to go pick up your mother or your kids as if it came with a chauffeur.
不仅是汽车和电池，中国政府还建造了最庞大、最先进的全新的电网；中国的高速公路、桥梁和隧道都是全新的；中国公司在全国各地安装了400多万个充电桩，华为建造了约300万个5G发射塔以实现物联网功能和自动驾驶。想象一下，很快你就可以让你的汽车去接你的母亲或孩子，就像它是你自带的司机一样。
@jessicasmith5728
Tesla just announced they were laying off thousands of workers a their Austin and San Francisco plants. Chinese cars in general aren't really available for sale in the US. The only available cars from Asia come from both South Korea and Japan. The average American consumer is really missing out on great cars from China including their new BYD vehicle.
特斯拉刚刚宣布将在奥斯汀和旧金山工厂裁员数千人。一般来说，中国的汽车并不能在美国销售，在美国唯一能买到的亚洲汽车来自韩国和日本。普通的美国消费者确实错过了中国的好车，包括比亚迪的新车。
@hewittzhong
BYD just released its 2024q1 results , their gross profit margin grows to 21%. Yes that’s even more profitable than Tesla despite they strategically sells their cars at USD 10-15k per car.
比亚迪刚刚发布了2024年第一季度财报，其毛利率增长至21%。是的，它比特斯拉的利润还要高，尽管他们的战略是以每辆1万至1.5万美元的价格销售汽车。
@yakuza01
BYD being more competitive aside, I really think Tesla being so focused on the Cybertruck hurt them too. Yeah, it might be unique (not inherently a good thing though) and yes, it created a lot of publicity with it's controversial design. However, although regular people might talk about it, when push comes to shove and the time comes to actually vote with their wallets, they just want something more affordable and that can picture themselves owning for many years. The Cypertruck is more akin to riding a rollercoaster. Yes, I would like to ride one but I don't want to own one. They should have also focused on promoting their other more regular looking cars because now, a lot of people relate the brand to outrageous designs.
撇开比亚迪更有竞争力不说，我确实认为特斯拉如此专注于Cybertruck也伤害了他们。是的，它可能很独特（但本质上并不是一件好事）；是的，它有争议的设计引发了大量的关注。 然而，尽管普通人可能会谈论它，但到了迫不得已的时候，到了真正用钱包投票的时候，他们只是想要一些更实惠的、可以想象自己拥有多年的东西。Cypertruck更像是在坐过山车，是的，虽然我想坐一坐，但我并不想拥有它。他们还应该重点推广其他外观更普通的汽车，因为现在很多人都把这个品牌与离谱的设计联系在一起。
@larryevans6739
If you look at BYD's 1st Quarter results, overall Gross Margin actually increased to the highest on record. In other words, their cost of goods sold has dropped more than prices have dropped. However, BYD showed slower than anticipated net profit growth due to a 70% increase in R&D spend. If their R&D spend had stayed flat YoY, net profits would have more than doubled. They are accellerating R&D and are anticipated to reach over 100k engineers in R&D this year. The combination of low cost and rapidly advancing technology makes it hard for other companies to compete.
如果你看一下比亚迪第一季度的业绩，你会发现他们的整体毛利率实际上已经上升到了历史最高水平。换句话说，他们的销售成本的降幅超过了价格的降幅。然而，由于研发支出增加了70%，比亚迪的净利润增长速度低于预期。如果他们的研发支出与去年持平，净利润将增长一倍多。他们正在加速研发，预计今年研发工程师的人数将超过10万。低成本与快速发展的技术相结合让其他公司难以望其项背。
@iyellalot
If China could meet the quality of a US manufactured product, it’s nearly the end of US manufacturing.
如果中国制造能达到美国制造的产品的质量，那么美国制造业几乎就要完蛋了。
@richardkong4387
Its already the end of the US EV manufacturing. Did you not listen to the Big 3 comments? Is there any US ev car to compare the quality issues? Please name one.
美国电动车制造业已经走到尽头了。你没听到三大巨头的评论吗？有任何美国电动汽车在质量方面可以与比亚迪相比吗？请说出一个。
@MrEL28
It's not just BYD, there's NIO, Geely, Zeekr, Changan and even xiaomi. Chinese EVs have very complete supply chains - from parts to assembly line - all in the same country to drive cost down. The next step in car/EV development is incorporating AI into navigation and self-drive ability. European carmakers Daimler and VW are teaming up with Chinese EV makers to incorporate Chinese navigation (Beidou is more accurate than GPS), self-driving/electronic controls and entertainment systems into German cars. Japanese carmakers will likely follow suit to survive. Musk is asking the Chinese gov to let him collect data from self-driving Teslas on Chinese roads (but China may reject this request on national security grounds). With 55% of Americans not interested in buying EVs, the Big Three will likely avoid any Chinese collaboration to make their EVs more competitive. If Trump returns to the WH, he'll slow or even stop American EV development, and in 10-15 years' time, America may be the only country mainly driving out-of-date gas engine cars which can't compete with the EVs that the rest of the world will be driving.
不仅仅是比亚迪，还有蔚来、吉利、奇瑞、长安甚至小米。中国的电动汽车拥有非常完整的供应链--从零部件到组装线--都在同一个国家，从而降低了成本。汽车/电动汽车发展的下一步是将人工智能融入导航和自动驾驶能力。欧洲汽车制造商戴姆勒和大众正在与中国电动汽车制造商合作，将中国的导航（北斗比GPS更精确）、自动驾驶/电子控制和娱乐系统纳入德国汽车。为了生存，日本汽车制造商可能也会效仿。马斯克正在请求中国政府允许他收集特斯拉自动驾驶汽车在中国道路上行驶的数据（但中国可能会以国家安全为由拒绝这一请求）。由于55%的美国人对购买电动汽车不感兴趣，三大汽车制造商可能会避免与中国合作以提高其电动汽车的竞争力。如果特朗普重返华盛顿，他将放慢甚至停止美国电动汽车的发展，10-15年后，美国可能会成为唯一一个主要驾驶过时的汽油发动机汽车的国家，因为这些汽车无法与世界其他国家驾驶的电动汽车竞争。
I don't care who produce it..I just want an affordable EV.
我不在乎是谁生产的，我只想要一辆买得起的电动车。
@PerceivedREALITY999
US wanted to make a fool out of China. But instead, the US made a fool of itself. Let that be a lesson.
美国想愚弄中国，但相反美国却出了自己的洋相。美国应以此为鉴。
@eugenec7130
1830 British and American ships appeared at Canton, China. The crews forced their way into China, bringing a cargo with them. Cargo on ship: opium.
2024 Chinese ships appear off the shores of the United States and Europe, causing panic among the politicians and car makers. Cargo on ship: EVs.
Similar scenes. The Americans and Europeans should reflect on what they did. They reap what they sowed. Don't blame China. China is not doing anything wrong now, but just to sell EVs with good quality and low cost.
1830年，英美军舰出现在中国广州，船员们带着货物强行进入中国。船上货物：鸦片。
2024年，中国的船只出现在美国和欧洲的海岸并引起政客和汽车制造商的恐慌。船上货物：电动汽车。
这是类似的场景，美国人和欧洲人应该反思自己的所作所为。种瓜得瓜，种豆得豆，不要责怪中国。中国现在并没有做错什么，它只是在销售质优价廉的电动汽车而已。
@alanc457
It’s a different mindset. Maybe if the cars were also accompanied by warships that threatened to blow all coastal cuisines up if they don’t buy, they might understand.
这是一种不同的心态。也许，如果这些汽车还伴随着军舰并威胁说如果他们不买，就炸掉他们所有的沿海美食，他们也许就能理解了。
@johngithinji6191
I think everyone by now knows which country is currently propping up and building the world versus the shocked, irrelevant jealous jeering spectator.
我想现在每个人都知道现在是哪个国家在支撑和建设这个世界，而不是那个震惊的、无关紧要的、嫉妒嘲笑的旁观者。
@adarshrai3726
Chinese government gave promoted BYD whereas "Biden didn't even invite Musk in his EV submit" that's makes a lot of difference
中国政府对比亚迪进行了大力推荐，而“拜登甚至没有邀请马斯克参与他的电动汽车提案”，这就是很大的不同。
@RandomUser25122
Musk backed the wrong horse. Again. As a CEO he should’ve backed both horses in the game instead of courting trump fans until he realised how crazy Trump actually is.
马斯克又一次押错了宝。作为一名首席执行官，他应该在游戏中两边下注而不是去讨好特朗普的粉丝，直到他意识到特朗普实际上有多疯狂。
@bungkusi2432
The problem with America is bad infrastructure
Bad infrastructure creates high cost, high labor cost.
High housing price create high food/groceries price, thus make the labor need higher salary
美国的问题在于糟糕的基础设施。
糟糕的基础设施造成了高成本、高劳动力成本。
而高房价又造成了高食品/日用品价格，从而使劳动力需要更高的工资。
@taylorshin
Actually, bad infrastructure resulted from bad economic structure where investment makes more money than working hard to manufacture or grow something. Since investment is more profitable, no one needs to manufacture or farm which requires the infrastructure to maintain the supply chain. Thus, no one need to build a new infrastructure nor maintain previous one anymore.
Also, due to the investment heavy economy, the price jumps up for no reason: adds up bubbles and bloats price of everything. Thus, as you mentioned, higher living fee, higher salary to maintain the workforce.
事实上，糟糕的基础设施源于糟糕的经济结构，即投资比努力生产或种植东西更赚钱。由于投资更有利可图，因此没有人需要生产或种植，而生产或种植需要基础设施来维持供应链。因此，美国不再需要建设新的基础设施，也不再需要维护以前的基础设施。
此外，由于经济重投资，物价会无缘无故地飙升：这增加了泡沫，并使得一个的价格膨胀。因此，正如你提到的，生活成本提高了，维持劳动力的工资也提高了。
@rajbhandari9605
the overlords shipped the factory and your job to China and when you complained they said 'you are a racist'. And how it is 'better for the economy' to get cheap cars built by cheaper labour overseas. Now the Chinese overlords can produce better cars and the local overlords suddenly have a problem - Global warming be damned.
霸主们把工厂和你的工作都运到了中国，当你抱怨时，他们说'你是种族主义者'以及由海外廉价劳动力制造廉价汽车“对经济更有利”。现在，中国霸主可以生产出更好的汽车，而本地霸主却突然遇到了问题--该死的全球变暖。
@DanBurgaud
6:35 Elon laughed first. 12 years later, he wasnt laughing anymore. And Wang is laughing all the way to the bank.
6:35 埃隆先笑了。12年后，他笑不出来了，而王传福则笑得合不拢嘴。
@supahsmashbro
I don't blame Elon for not respecting BYD at the time. He knew better than anyone where the technology was at. What he didn't understand, like most people , is just how OP Chinese people are. Like...we all sleep on how insane as a civilization they are, once they're awake it's hard to compete >:)
我不怪埃隆当时不尊重比亚迪，因为他比任何人都清楚当时的技术水平。和大多数人一样，他不明白的是中国人有多厉害。就像......我们都沉睡在中国文明的疯狂中，一旦他们清醒过来，我们就很难与之抗衡 >:)
@RichardBrett899
Boy, did we get ripped off big time by the car manufacturers of Japan and the U.S., Germany...in the past
天啊，我们过去被日本、美国、德国......的汽车制造商狠狠地宰了一刀。
@michael511128
Chinese got ripped off by US cars. In Japan and Europe few people buy ugly low tech US cars but for 2 decades China was full of first time buyers who didn’t know Japanese and European were that much better. But now they know.
中国人被美国车骗了。在日本和欧洲，很少有人购买丑陋的低技术含量的美国汽车，但二十年来，中国有很多首次购车者，他们不知道日本和欧洲的汽车有多好，但现在他们知道了。
@T1me-wb4us
BYD is amazing. In Germany there already (but very few) people who use BYD. But the US will try to push Germany away from China and possibly try to destroy BYD (like TikTok or Huawei)
比亚迪太棒了。在德国，已经有（但很少）人使用比亚迪，但美国会试图让德国远离中国并可能试图摧毁比亚迪（就像对TikTok或华为一样）。
@isaraindra7114
Elon promise an affordable EV for more than a decade ago, never got around to deliver one. He was busy playing the system for carbon credit and make an expensive EV. Without BYD or China for that matters the world will never see sub 20K EV.
埃隆早在十多年前就承诺推出经济实惠的电动汽车，但从未付诸实施。他忙于玩弄碳信用体系，制造昂贵的电动车。如果没有比亚迪或中国，世界上将永远不会出现2万以下的电动车。
@ronaldtorrents3166
A few years ago I want to buy a new car and my daughter suggested to consider an EV. But price of an EV was more than double that of a petrol vehicle. I figured even using electricity was cheaper than using gas, but it won't make up the difference of $30000 in the life of a vehicle.
几年前，我想买一辆新车，我的女儿建议我考虑电动车，但电动车的价格是汽油车的两倍多。我想，即使用电比用汽油便宜，但也无法弥补车辆寿命中3万美元的差价。
@2005jes2005
I just came back to Europe from Russia and I saw what will inevitably happen in Europe too. Roads full of Chinese cars, mostly ICE.
It's funny how Europe wants to impose tariffs on Chinese EV's. Aren't we still trying to save the planet?
European car industry is dying. EV or ICE. Doesn't matter.
我刚从俄罗斯回到欧洲，我看到了欧洲也将不可避免地发生的情况。那里的路上满是中国汽车，大部分是内燃机汽车。
有趣的是欧洲竟然想对中国电动汽车征收关税，我们不是还在努力拯救地球吗？
欧洲的汽车工业正在消亡，无论是电动车还是内燃机车。但无所谓。
@ALIEN_857
China is no longer the old China; it is a rising dragon that should lead the world.
中国不再是过去的中国了，它是一条崛起的巨龙，它应该引领世界。
@mohmeegaik6686
China will always be cheaper, more innovative, & more competitive than any other products from other countries. Its in the Chinese genes. Have you seen the latest home products coming online. Jia you China.
中国的产品永远比其他国家的产品更便宜、更具创新性和竞争力，这是中国人的基因。你看到网上最新的家居产品了吗？加油，中国。
@stefanm.1214
Elon‘s arrogant laugh annoys me, who’s laughing now?
埃隆傲慢的笑声惹恼了我，现在是谁笑到了最后？
@monipenny408
he's human after all.
There are so many such characters in the west that often underestimate others.
They can't help it, it's brought on by centuries of colonialism and imperialism, so powerful, and so mighty, they really do think they are god chosen.
他毕竟只是个人。
西方有很多这样的人，他们经常低估别人。
没办法，这是几百年的殖民主义和帝国主义给他们带来的，他们太强大了，太厉害了，他们真的以为自己是上帝选中的人。
@estchu
It is not just BYD, it is just the entire Chinese EV industry. Tesla is just not competitive in the rain of Chinese car making which is just as innovative but cheaper.
不只是比亚迪，整个中国电动车行业都是如此。特斯拉在中国汽车制造领域没有竞争力，因为中国制造的汽车不仅具有创新性，而且价格更便宜。
@michael511128
Chinese bought 1 million EV in 2021, 4 in 2022, 8 in 2023. 30 million EV on the roads by end of 2024, 10 times the US. Besides BYD, China has a dozen more popular EV brands.
中国人在2021年购买了100万辆电动汽车，2022年购买了400万辆，2023年购买了800万辆。到2024年底，中国将有3000万辆电动汽车上路，是美国的10倍。除了比亚迪，中国还有十几个受欢迎的电动车品牌。
@samsyvoravong4825
I can see China making its way into Laos by building the first inland smart highway with Huawei AI technology, satellite and land radar signal along the highway connecting to all major cities in mainland ASEAN. With BYD and perhaps Tesla running along this smart highway systems connections. Laos could be a future smart highway hub since Laos has energy powers!
我可以看到中国正在进军老挝，它正在利用华为的人工智能技术、卫星和陆地雷达信号，在连接东盟大陆所有主要城市的高速公路沿线建设第一条内陆智能高速公路，随后比亚迪和特斯拉可能会沿着这条智能高速公路系统连接运行。由于老挝拥有能源，老挝可以成为未来的智能高速公路枢纽。
@Shenzhou.
BYD's success is drawing the attention (and jealousy) of rival companies, and I'm afraid it's only a matter of time that what's happening to TikTok now is going to happen to BYD.
比亚迪的成功引起了竞争对手的关注（和嫉妒），TikTok现在的遭遇恐怕迟早也会发生在比亚迪身上。
@peanut0brain
There are no byd cars in US . There is a byd bus factory in California . I wouldn't be surprised if it got shut down for "national security concern"
美国并没有比亚迪汽车，只有加州有一家比亚迪的巴士工厂，如果它因为“国家安全问题”而被关闭，我也不会感到惊讶。
@richardwhitehouse8762
Another nice vid, Cyrus.
The thing is, the Chinese are brilliant at waiting. If they can't get access to North America then they'll go to South America. And India. And Africa. As well as the whole of Asia. BYD has a much more versatile line up than Tesla, so it will have much better market penetration. And, of course, as it continues to build more cars economies of scale continue to accrue. Eventually, the US tariffs will be completely irrelevant.
又一个精彩的视频，Cyrus。
问题是中国人善于等待，如果他们无法进入北美，那么他们就会去南美，还有印度，还有非洲以及整个亚洲。比亚迪的产品线比特斯拉丰富得多，因此市场渗透力也会更强。随着比亚迪不断生产更多汽车，规模经济效应也会不断累积。最终，美国的关税将完全失去意义。
@berilorettorejr4955
BYD has more than 90,000 research and development engineers, applied for more than 48,000 patents globally and has been granted more than 30,000 patents. It's impossible to stop them.
比亚迪拥有超过9万名研发工程师，它在全球申请了超过4.8万项专利并已获得超过3万项专利，想阻止他们是不可能的。
@1hjehje
It's understandable that the US car makers would run away crying. I went to China last year and I was extremely impressed with the vehicles that I saw. I was driven around in a Tesla in Hong Kong , and shortly after that I was driven around in several BYD cars while in mainland China. The BYD vehicles had nicer interiors, superior ride quality, and were great looking outside. I would really like to have a small car like the BYD seagull, or something even smaller from one of its competitors, to use as a second vehicle for city driving.
美国汽车制造商哭着逃跑是可以理解的。去年我去了趟中国，我看到的汽车给我留下了非常深刻的印象。在香港（特区），有人开着特斯拉汽车带我兜风，不久之后，我在中国大陆又开过几辆比亚迪汽车兜风。比亚迪汽车的内饰更漂亮，行驶质量更好，外观也非常漂亮。我非常希望能有一辆像比亚迪海鸥这样的小车或者其竞争对手生产的更小的车作为城市驾驶的第二辆车。
@michael511128
It’s not only car and batteries, Chinese government built the most massive and advanced power grid, brand new; Chinese highways, bridges and tunnels are brand new, Chinese companies has installed over 4 million chargers all over, and Huawei some 3 million 5G emission towers to enable Internet of Things capabilities and autonomous driving. Imagine soon you can tell your car to go pick up your mother or your kids as if it came with a chauffeur.
不仅是汽车和电池，中国政府还建造了最庞大、最先进的全新的电网；中国的高速公路、桥梁和隧道都是全新的；中国公司在全国各地安装了400多万个充电桩，华为建造了约300万个5G发射塔以实现物联网功能和自动驾驶。想象一下，很快你就可以让你的汽车去接你的母亲或孩子，就像它是你自带的司机一样。
@jessicasmith5728
Tesla just announced they were laying off thousands of workers a their Austin and San Francisco plants. Chinese cars in general aren't really available for sale in the US. The only available cars from Asia come from both South Korea and Japan. The average American consumer is really missing out on great cars from China including their new BYD vehicle.
特斯拉刚刚宣布将在奥斯汀和旧金山工厂裁员数千人。一般来说，中国的汽车并不能在美国销售，在美国唯一能买到的亚洲汽车来自韩国和日本。普通的美国消费者确实错过了中国的好车，包括比亚迪的新车。
@hewittzhong
BYD just released its 2024q1 results , their gross profit margin grows to 21%. Yes that’s even more profitable than Tesla despite they strategically sells their cars at USD 10-15k per car.
比亚迪刚刚发布了2024年第一季度财报，其毛利率增长至21%。是的，它比特斯拉的利润还要高，尽管他们的战略是以每辆1万至1.5万美元的价格销售汽车。
@yakuza01
BYD being more competitive aside, I really think Tesla being so focused on the Cybertruck hurt them too. Yeah, it might be unique (not inherently a good thing though) and yes, it created a lot of publicity with it's controversial design. However, although regular people might talk about it, when push comes to shove and the time comes to actually vote with their wallets, they just want something more affordable and that can picture themselves owning for many years. The Cypertruck is more akin to riding a rollercoaster. Yes, I would like to ride one but I don't want to own one. They should have also focused on promoting their other more regular looking cars because now, a lot of people relate the brand to outrageous designs.
撇开比亚迪更有竞争力不说，我确实认为特斯拉如此专注于Cybertruck也伤害了他们。是的，它可能很独特（但本质上并不是一件好事）；是的，它有争议的设计引发了大量的关注。 然而，尽管普通人可能会谈论它，但到了迫不得已的时候，到了真正用钱包投票的时候，他们只是想要一些更实惠的、可以想象自己拥有多年的东西。Cypertruck更像是在坐过山车，是的，虽然我想坐一坐，但我并不想拥有它。他们还应该重点推广其他外观更普通的汽车，因为现在很多人都把这个品牌与离谱的设计联系在一起。
@larryevans6739
If you look at BYD's 1st Quarter results, overall Gross Margin actually increased to the highest on record. In other words, their cost of goods sold has dropped more than prices have dropped. However, BYD showed slower than anticipated net profit growth due to a 70% increase in R&D spend. If their R&D spend had stayed flat YoY, net profits would have more than doubled. They are accellerating R&D and are anticipated to reach over 100k engineers in R&D this year. The combination of low cost and rapidly advancing technology makes it hard for other companies to compete.
如果你看一下比亚迪第一季度的业绩，你会发现他们的整体毛利率实际上已经上升到了历史最高水平。换句话说，他们的销售成本的降幅超过了价格的降幅。然而，由于研发支出增加了70%，比亚迪的净利润增长速度低于预期。如果他们的研发支出与去年持平，净利润将增长一倍多。他们正在加速研发，预计今年研发工程师的人数将超过10万。低成本与快速发展的技术相结合让其他公司难以望其项背。
@iyellalot
If China could meet the quality of a US manufactured product, it’s nearly the end of US manufacturing.
如果中国制造能达到美国制造的产品的质量，那么美国制造业几乎就要完蛋了。
@richardkong4387
Its already the end of the US EV manufacturing. Did you not listen to the Big 3 comments? Is there any US ev car to compare the quality issues? Please name one.
美国电动车制造业已经走到尽头了。你没听到三大巨头的评论吗？有任何美国电动汽车在质量方面可以与比亚迪相比吗？请说出一个。
@MrEL28
It's not just BYD, there's NIO, Geely, Zeekr, Changan and even xiaomi. Chinese EVs have very complete supply chains - from parts to assembly line - all in the same country to drive cost down. The next step in car/EV development is incorporating AI into navigation and self-drive ability. European carmakers Daimler and VW are teaming up with Chinese EV makers to incorporate Chinese navigation (Beidou is more accurate than GPS), self-driving/electronic controls and entertainment systems into German cars. Japanese carmakers will likely follow suit to survive. Musk is asking the Chinese gov to let him collect data from self-driving Teslas on Chinese roads (but China may reject this request on national security grounds). With 55% of Americans not interested in buying EVs, the Big Three will likely avoid any Chinese collaboration to make their EVs more competitive. If Trump returns to the WH, he'll slow or even stop American EV development, and in 10-15 years' time, America may be the only country mainly driving out-of-date gas engine cars which can't compete with the EVs that the rest of the world will be driving.
不仅仅是比亚迪，还有蔚来、吉利、奇瑞、长安甚至小米。中国的电动汽车拥有非常完整的供应链--从零部件到组装线--都在同一个国家，从而降低了成本。汽车/电动汽车发展的下一步是将人工智能融入导航和自动驾驶能力。欧洲汽车制造商戴姆勒和大众正在与中国电动汽车制造商合作，将中国的导航（北斗比GPS更精确）、自动驾驶/电子控制和娱乐系统纳入德国汽车。为了生存，日本汽车制造商可能也会效仿。马斯克正在请求中国政府允许他收集特斯拉自动驾驶汽车在中国道路上行驶的数据（但中国可能会以国家安全为由拒绝这一请求）。由于55%的美国人对购买电动汽车不感兴趣，三大汽车制造商可能会避免与中国合作以提高其电动汽车的竞争力。如果特朗普重返华盛顿，他将放慢甚至停止美国电动汽车的发展，10-15年后，美国可能会成为唯一一个主要驾驶过时的汽油发动机汽车的国家，因为这些汽车无法与世界其他国家驾驶的电动汽车竞争。
