China's BYD Set to Overtake Tesla's Electric Car Sales

比亚迪电动汽车销量将超过特斯拉

Chinese carmaker BYD is set to overtake Tesla's sales in the current quarter and topple the Elon Musk-owned firm as the king of EVs. BYD's rise is linked to China's ambition to dominate the electric vehicle industry in the coming decades. Palki Sharma tells you how BYD toppled Tesla, and what lies next for China's EV story.

中国汽车制造商比亚迪，本季度的销量超过特斯拉，取代埃隆·马斯克的特斯拉，成为电动汽车之王。比亚迪的崛起与中国在未来几十年主导电动汽车行业的雄心有关。

以下是各国网友的评论：

PlayShorts3

I've been seeing BYD here in Australia, and I'm sure it will become more popular overtime

我在澳大利亚看到了比亚迪，我相信随着时间的推移，它会越来越受欢迎

Mrmaert

I have seen BYD, drove a few different model, used as cab as well. They are extremely good they are extremely innovative. I haven't seen one of best available option than BYD

我见过比亚迪，开过几款不同的车型，也当出租车用过，非常优秀，非常有创意。我还没见过比比亚迪更好的选择。

markwilling9019

BYD is competing in a different market, primarily Asia.  Chinese-made Teslas are primarily exported.  Both are competitors.  This is good for the consumer.  This needs to happen.  This is how quality and price improve over time.  We won't see BYD in the US.  Nor will China see the Cybertruck.  Different markets.

比亚迪在一个不同的市场竞争，主要是亚洲。在中国生产的特斯拉主要用于出口。两者是竞争对手。这对消费者来说是好事。随着时间的推移，质量越来越好，价格越来越实惠。我们在美国不会看到比亚迪。在中国也不会看到赛博卡车。不同的市场。

TedrosAdhanom.

Most western companies are now losing ground to their Chinese rivals, especially in the newer industries of the future. The reason being their unwise decision to cut cost by hiring indian CEOs

大多数西方公司现在正在输给中国竞争对手，尤其是在未来的新兴行业。原因是他们雇佣印度CEO来削减成本，这是不明智的决定。

mini-BBC.

I guess this is what China meant by "quality is more important than quantity.." when it comes to the population size of China and India

我猜这就是中国所说的“质量比数量更重要”，考虑到中国和印度的人口规模。

skanthaadsigns

Sad though, this means more and more open pit mines to mine for Copper, Lithium and other Rare Earths to drive the EV scam which further increases emissions…

可悲的是，这意味着越来越多的露天矿山开采铜、锂和其他稀土，推动电动汽车，进一步增加排放…

Salute_to_bravehearts.

In India Ambani can start electric vehicles.We have many genious from IITs but we need someone who can fund in this sector.

在印度，安巴尼可以开启电动汽车行业。我们有很多来自印度理工学院的天才，不过我们需要有人能在这个领域提供资金。

rohitd23

Challenge for India's budding EV makers?! Who are they? Why don't you share a story, love to hear about their rise!

印度新兴电动汽车制造商面临的挑战？这些制造商是谁?

为什么你不分享他们崛起的故事，喜欢听他们的崛起故事！

parkershane1815

BYD combines Ev numbers with their hybrid cars.

Look at Ev sales for each company.

BYD and Tesla also work together and no animosity among them.

比亚迪将电动汽车数量与混动力汽车相结合。

看看每家公司的电动汽车销量。比亚迪和特斯拉也在合作，他们之间没有敌意。

berikanarzyhary7641

Tesla is using BYD made blade battery in model Y.

特斯拉Model Y型使用比亚迪制造的刀片电池。

swainp2012

Nevertheless, BYD no doubt is going to be leading EV producer; Just that they have not established themselves as global player as Tesla yet. So, mostly selling in China. What is not mentioned here is the margin level of Tesla vehicle compared to BYD. I think BYD is still producing at a much lower margin. There's plenty of market for both of them to grow rapidly over the years and continue to take market share from ICE vehicles.

比亚迪无疑将成为领先的电动汽车生产商。只是他们还没有像特斯拉那样成为全球玩家。目前，主他们要是在中国销售。这里没有提到的是特斯拉汽车与比亚迪的利润率水平。我认为比亚迪的利润率仍然要低得多。未来几年，这两款车都有很大的市场空间，可以快速增长，并继续从内燃机车那里夺取市场份额。

kl-ig7oj

BYD is in Australia market and picking up fast.

比亚迪进入了澳大利亚市场，而且增长很快。

MightyUSA-vk6je

India to Tesla: Build your Tesla factory here in Gujarat, our TATA or ADANI will take over when the time is riped.

印度致特斯拉：在古吉拉特邦建特斯拉工厂，时机成熟时，我们的塔塔或阿达尼将接管。

jorgej8855

Hence Elon purchased GM recently.  BYD only temporarily spiked over Tesla, but Tesla is gearing up for the ramp up with GM spring board.

埃隆马斯克最近收购了通用汽车。比亚迪只是暂时超过了特斯拉，特斯拉正准备利用通用汽车作为跳板加速市场布局。

jkuang

Companies like iaomi and Vivo which invested in India for over a decade, are the friends and wind of Indian Future.  Yet, Indian governments, at central and local levels, ended up killing them with outrageous tax claims and even arrest for ransom.  At the end, these companies that BELIEVE IN INDIA, have no choice but to leave.  And no, Indians companies won't come in to fill the void.  They just run the same old same mediocre companies with low quality products.  Without the good competition from Chinese companies, Indian companies will just slack off.

Now of course, India should not let iaomi or Vivo run without constraint.  But as long as they run a fair game, India shall let them be, and at the same time, supports Indian companies to compete head on.  The right way to grow is not lock yourself in and pretend nothing is happening, but face the challenge and WELCOME the challenge.

小米和Vivo等公司在印度投资了十多年，是印度的朋友。然而，印度中央和地方政府最终却以令人发指的税收要求，甚至逮捕他们的员工，索要赎金，以此扼杀他们。最终，这些相信印度的公司别无选择，只能离开。印度公司无法填补这一空白。他们经营着平庸的公司，生产低质量的产品。没有来自中国企业的良性竞争，印度企业只会懈怠。

当然，印度不应该让小米或Vivo不受约束地发展。但只要他们进行公平竞争，印度就应该让他们这样做，同时支持印度公司进行正面竞争。成长的正确方式不是故步自封，不是假装什么都没有发生，而是面对挑战，欢迎挑战。

yawbiso

How many cars does India buy a year? I dont believe it is a worth it market for Tesla if Moody is not making concessions?

印度一年买多少辆车？如果莫迪不做出让步，我认为特斯拉不值得进入这个市场。

jkuang

Both Ford and GM invested in India for over two decades.  After losing over $2B, they simply left India.  Do you really think Elon Musk is not taking note?  He is most likely talk about building a gigafactory in India, but settle for a small factory that mainly focus in putting the Make In India stamp on an imported Tesla car.

India market is IMPORTANT to Tesla as it fights hard to get more "markets" but be very clear, Indian EV car market is very small.  The infrastructure is not there.  There is only a VERY small number of EV car chaining stations out there.  In comparison, USA has over 200K and expected the number reach 500K by 2030.  And China, has over 2.2 MILLIONS charging stations.  Almost all Chinese cities have majority of cars running on electricity.  It is very hard to get a gas car license in Chinese cities.  So it will be 100% EV cars in 10 years, as the gas cars are faded out.

福特和通用汽车都在印度投资了20多年。在损失了20多亿美元之后，他们干脆离开了印度。你真的认为埃隆·马斯克没有注意到这一点吗？他很可能会谈论在印度建一个超级工厂，但也会选择一个小工厂，主要专注于在进口特斯拉汽车上打上“印度制造”的标签。

印度市场对特斯拉来说很重要，特斯拉正在努力争取更多的“市场”，但要明确的是，印度电动汽车市场非常小，基础设施缺乏，只有极少数的电动汽车充电站。相比之下，美国有超过20万，预计到2030年将达到50万。中国有超过220万个充电站。几乎所有的中国城市都有很多电动汽车。在中国的城市里，要拿到汽油车牌照是非常困难的。因此，随着燃油车逐渐消失，10年后将会是电动汽车的天下。

imharbinger

More than 90% of BYD sales are in China where they have home ground advantage (all major Chinese companies are de facto owned by the chinese and get preferential treatment).  China will soon become fully electric at which point BYD's growth will stagnate. BYD sales in Europe is pathetic, and sales in North America is non exstent.

比亚迪90%以上的销量都在中国，他们在中国拥有本土优势(所有主要的中国公司实际上都是政府所有，并享受优惠待遇)。中国将很快全面实现电动化，届时比亚迪的增长将陷入停滞。比亚迪在欧洲的销量很可怜，在北美没销量。

benjiegalve578

TESLA is the best electric,its QUALITY over quantity.

特斯拉是最好的电动汽车，质量高于数量。

vvk5372

Byd will not overtake tesla this quarter. Tesla production was less last quarter due to factory upgrades, they will more than compensate for it this quarter.

比亚迪的销量本季度不会超过特斯拉。由于工厂升级，特斯拉上季度的产量有所下降，本季度将会弥补。

arselvaa

we have Tata/Mahindra our own manufacturers who are established better in India and if the government supports them with the policies and investments they can make better cars for Indian roads... Chinese are doing it for BYD Europe/US is doing for theirs, why don't our goverment?

我们有自己的制造商塔塔和马恒达，他们在印度做得更好，如果政府给 他们好的政策和投资，他们可以在印度生产出更好的汽车。中国为比亚迪这么做了，欧洲和美国为了他们的汽车制造商也这么做了，为什么我们的政府不这样做？

csm1986

Modi would rather play geopolitics than take care of its own people. How many Indians can afford Tesla EVs and how many can afford BYD EVs? BYD's Seagull EV starts only at $11,400 USD while the cheapest Tesla starts at over $40,000 USD.

莫迪宁愿玩地缘政治，也不愿照顾自己的人民。有多少印度人买得起特斯拉电动汽车，又有多少印度人买得起比亚迪电动汽车？比亚迪的海鸥电动汽车起价仅为11400美元，而最便宜的特斯拉起价超过40000美元。

maoistnaxal

China’s never ending rise is a major source of inspiration in our struggle to free mother India of Ambani and Adani and his agent Modi

中国永无止境的崛起是我们将印度母亲从安巴尼、阿达尼及其代理人莫迪手中解放出来的主要灵感来源

sriharinakerakanti2193

Why only tesla should start their business here ?and why not BYD when BYD can make evs much cheaper then tesla ?

为什么只有特斯拉应该在这里开展业务?

为什么不是比亚迪，毕竟比亚迪的电动汽车比特斯拉便宜得多啊

litestuffllc7249

BYD isn't catching Tesla. First it is losing money. Second China allows "sales" to inculde sales to dealers, or sales that don't get delivered in the same year to be counted. You even have to define what a "car" is  in China they count EVs that can't drive at highway speeds and have no airbags or 5mph bumpers "mini cars" In America we call them golf carts.

比亚迪没有赶上特斯拉。

第二，中国的“销售”额包括压在经销商手中的车，未在同一年交付的车也算入进去。你都清楚哪些算是“汽车”，在中国，他们把不能上高速上行驶、没有安全气囊或5mph保险杠的电动汽车称为“微型车”，在美国，我们称之为高尔夫球车。

ejazalam1880

And meanwhile in US, govt is working hard to humiliate TESLA.

与此同时，美国政府正在使劲羞辱特斯拉。

badang237

“Units sold” does not tell the whole story. You should consider the average price. On average, a single TESLA sales represents multiple BYD’s. Also, BYD makes hybrids, which sales they report as EV sales.

“销量”并不能说明全部情况，应该考虑平均价格。平均而言，卖一辆特斯拉相当于卖数辆比亚迪。此外，比亚迪还生产混合动力汽车，并将其销量计入电动汽车的销量报告。

inmi7832

India is not a good global player in terms of foreign investors. Indians generally have the mindset of wanting to benefit from the global prosperity of others, it does not want others to come and benefit from the Indian market. Investors should be very careful.

就外国投资者而言，印度不是一个好的全球参与者。印度人通常有一种想要从其他国家的市场繁荣中受益的心态，却不希望其他人从印度市场中受益。投资者应该慎之又慎。

HolloMatlala1

The actual war is on the INRA-structure of the Car the battery BYD is a Battery Brand just like Duracell (Pink Bunny) vs Gigafactories...

真正的战争是在汽车电池的inra结构上，比亚迪是一个电池品牌，就像金霸王电池和超级工厂