BYD’s Brutal Warning to China’s EV Industry | Vantage With Palki Sharma

比亚迪向中国电动汽车行业发出严厉警告

BYD, the world’s top EV maker, has issued a stark warning: over 100 electric vehicle brands in China must be “pushed out” of the market. Speaking at a major auto show, BYD’s VP Stella Li said China’s overcrowded EV sector is unsustainable. With just 10% of the 129 EV brands expected to survive by 2030, price wars and shrinking margins have gripped the industry. State subsidies fueled the boom—but also built a bubble. As Chinese EVs face foreign tariffs, BYD plans to build in Europe. But will global expansion save China’s struggling EV sector?

全球顶级电动汽车制造商比亚迪发出严厉警告：中国逾 100 个电动汽车品牌必须被 “淘汰” 出市场。

比亚迪副总裁李柯在某大型车展上表示，中国电动汽车行业目前的过度拥挤状态难以为继。在现有的 129 个电动汽车品牌中，预计到 2030 年仅有 10% 能存活下来。当前，价格战愈演愈烈，行业利润空间不断萎缩，整个行业已深陷其中。

此前，国家补贴推动了电动汽车行业的蓬勃发展，但同时也催生了行业泡沫。如今，中国电动汽车面临国外关税壁垒，比亚迪已计划在欧洲建厂。然而，全球化扩张能否拯救正陷入困境的中国电动汽车行业？

以下是印度网友的评论：

tcchhan53
That is how intense competition is in China. Survival of the fittest.

中国的竞争就是这么激烈，优胜劣汰。

manusharma5059
That's going to be a monopoly challenge. 129 brands are a lot. Check, how many came public during covid in US as well. They are all 99% down or almost bankrupt.

这恐怕会引发垄断问题。129个品牌实在太多了。你们可以去查查，美国在新冠疫情期间也有不少车企上市，现在这些企业要么股价跌了99%，要么就快破产了。

manusharma5059
We are sitting on a bigger bubble than 200809, or 19992000.

我们现在身处的泡沫，比2008年和2009年金融危机时、1999年和2000年互联网泡沫时的泡沫还要大。

YangLeeZhao251
"China's property bubble is going to collapse the Chinese economy.." Palki 2021; "China's EV bubble is going to collapse the Chinese economy.." Palki 2025

“中国房地产泡沫会搞垮中国经济……”——帕尔基·夏尔马，2021年；

“中国电动汽车泡沫会搞垮中国经济……”——帕尔基·夏尔马，2025年

qingshanyipian1936
This ev problem sounds like a dream for India to have

中国电动汽车行业的这个“问题”，在印度看来简直是求之不得的好事。

Wwmmgg95554
In China, ordinary people can easily afford to buy a decent EV so that EV adoption rate almost reaches 50% for new car selling. That electrified transportation greatly reduces air pollution in China city.

在中国，普通人轻松就能买得起一辆不错的电动汽车，新车销量中电动汽车的占比快到50%了。这种电动化交通，大大减少了中国城市的空气污染。

bluegg2159
Ooo sir then from where you charge your ev and does ev came out without mining

哦，那我问下，你们的电动汽车在哪儿充电？还有，造电动汽车不用采矿吗？

shixj7895
@bluegg2159 Electric vehicles in China typically charge at night, when electricity costs 0.3 CNY per kilowatthour. Electric vehicle owners enjoy lower electricity prices, and China's power system utilizes surplus electricity at night. As for electricity sources, China currently relies primarily on thermal power generation, but is also develo largescale renewable energy projects. China leads the world in new hydropower, wind power, photovoltaic power, and nuclear power capacity additions. In the first seven months of 2021, China's electricity investment in clean energy, including hydropower, nuclear power, and wind power, accounted for 91.7% of total power generation investment.

中国的电动汽车一般晚上充电，这时电费是每千瓦时0.3元人民币。电动车车主能享受到低价电费，中国的电力系统也能消化夜间的剩余电力。至于电力来源，中国目前主要靠火力发电，但也在发展大型可再生能源项目。中国的新增水电、风电、光伏发电、核电装机容量都位居世界第一。2021年17月，中国在水电、核电、风电等清洁能源的电力投资，占全部发电投资的91.7%。

ashishkothapalli6709
Quantity is not equal to Quality

数量不等于质量。

seymorefact4333
USA HAD OVER 600 CAR BRANDS 100 yrs ago...NOW its the BIG 2! WOULD BE A BIG ZERO...IF NOT FOR BAILOUTS FROM AMERICAN TAXPAYERS!

100年前，美国有600多个汽车品牌，现在就只剩两大巨头了！要不是美国纳税人出钱救助，这两大巨头恐怕早就没了！

adamsaciid4919
lol china is real economic you ignorant

哈哈，你可真无知，中国的经济才是实实在在的。

SaheydS
Seems who is talking about China but not for own country... What about India's government and it's economy?

怎么总有人说中国，却不提自己国家的事，印度政府和印度经济又怎么样呢？

ninersnation3298
now, less china bashing since modi and india crying running toward the autocratic china after trump gave modi multiple sucker punches the last few weeks.

最近几周特朗普把莫迪坑了好几次，莫迪和印度都哭着去找中国了，现在抹黑中国的声音就少了。）

kochin3y
China doesn't bail out companies like US did with banks in 2008

中国不会像美国2008年救助银行那样去救助企业。

utunsama6502
There's one hundred and sixty car brands in china

中国有160个汽车品牌。

doctryes
There's is no need of course correct they are on Right course ! CUT THROAT COMPETITION IS GOOD FO EVERY NATION!

根本没必要调整方向，他们走的路是对的！这种激烈的竞争，对每个国家都有好处！

g4ur4v88
Ship those cars to India... At least the Indian public will get value for money products.

把这些车运到印度来吧，至少印度民众能买到性价比高的电动汽车。

same.6409
Have we ever complained about those websites or software companies in the Silicon Valley, which most of them didn't survive over 3 years? Market competitions plus government subsidies, making new technologies available to the general public. What not to like here?

硅谷的那些网站和软件公司，大部分活不过3年，我们抱怨过吗？市场竞争加上政府补贴，能让新技术普及到大众手中，这有什么不好的？

gojosatoru6040
Less competition more profit to company and vicecerca

竞争越少，企业利润越高

du5707
The customer is king. The costomers are not complaining.

顾客就是上帝，现在顾客们可没抱怨。

davidwong189
Real competition, good for customers, it is NORMAL in free market

这才是真正的竞争，对顾客有好处，在自由市场里这很正常。

supercadet111
Sell excess factories to India, so India can jumpstart self sufficient EV capacity levels.

把多余的工厂卖给印度吧，这样印度就能快速实现电动汽车产能自给自足了。

walid7885
Please don't worry about EV manufacturers in China. Those who are able to innovate will survive. Those who are just jum in the bandwagon to leech a profit will disappear.

别担心中国的电动汽车厂商了。能创新的企业自然能活下来，那些只是跟风想捞一笔的企业，迟早会消失。

YepNewPhone
Damn I didn't even know they government gave that type freedom. They not lien when the said China had the production market on lock

好家伙，我都不知道中国会给这么大的自由度。他们说中国掌控了生产市场，这话还真没骗人。

MotoVaux
THEY SHOULD MERGE ALL 100 INTO 3 COMPANIES

他们就该把这100家企业合并成3家公司。

DeEmperor1
Subsidy is not why Chinese industry works. US govt gave car industry more subsidy than Chinese govt did.

中国工业能发展，靠的不是补贴。美国政府给汽车行业的补贴，比中国给的还多。

chaitanyabalanagu626
No one were afraid when Tesla or Mercedes were expanding

特斯拉、奔驰扩张的时候，也没见谁害怕啊。

lenOwOo
USSA used to have a lot more car brands too, well. Still Not that many

美国以前的汽车品牌也多着呢，不过现在也没剩多少了。

helenfeng7263
Kinda feels like the best time to buy a car, especially from one of the top ten brands. Before the competitors ext and prices go back to equilibrium.

感觉现在正是买车的好时候，尤其是买前十品牌的车。趁竞争对手还没退出，价格还没回到正常水平。

Zibizzah
Can these companies look to move elsewhere, especially in emerging markets? Can someone enlighten me on this idea?

这些企业能不能考虑搬到其他地方去，尤其是新兴市场？有人能跟我说说这个想法可行吗？

charmaine8512
More cars and less babies for mother earth How about each one having their own helicopter as we literally are swarming India with tech and vehicles.

地球“母亲”的汽车越来越多，新生儿越来越少。既然我们都在用科技和汽车“挤满”印度了，那干脆每个人都配个直升机怎么样？

DeEmperor1
She is not wrong. It has happened so many times in history in different industries. If the supply becomes too much, many will lose and there will be an insurance industry crash which will affect everyone. What the smaller brands in China need to do is to merge. Merge and become bigger car companies. Nigerian banks did that many times which made them stronger than they were before 2009.

她说得没错。历史上很多行业都发生过这种事：供给一旦过剩，很多企业就会亏损，还可能引发关联行业崩盘，最后影响到所有人。中国的小品牌车企该做的就是合并，通过合并成为更大的汽车公司。尼日利亚的银行就这么做过好几次，比2009年之前强多了。

rama8897
BYD may be the largest car manufacturer, do they make EVs with same quality as Tesla? We all know Chinese products are cheap with poor quality

比亚迪或许是最大的车企，但他们造的电动汽车质量能和特斯拉比吗？谁都知道中国产品就是便宜没好货。

geodevassy
This warning is also due to the new hybrid/ hydrogen cars discovery by BYD. Which is more economical for customers, manufacturers and climate. It's high time governments should change their EV policy. Anyway those who don't evolve out of EV, will be naturally pushed out of car markets globally.

比亚迪发这个警告，也因为他们研发出了新的混合动力/氢能源汽车。这种车对消费者、厂商和气候都更有利。各国政府也该改改电动汽车政策了。反正那些不能从纯电领域转型的企业，早晚会被全球汽车市场淘汰。

akankshagupta8016
World has enough conflicts as it is.Lets not add more. Whether it be india or china,lets just concentrate on our own growth story.Also this is an indian news channel,so obviously it will support india's side same as any other country's news channel do. I fail to understand why some people are spreading hate in the comments section. As readers/listeners we need to be mature enough to grasp what we want to and leave news which is not as per our views.I guess china does the same for their people as Indian news does for indian people

世界上的冲突已经够多了，别再添乱了。不管是印度还是中国，都该专心搞自己的发展。而且这是印度的新闻频道，肯定会偏向印度，其他国家的新闻频道也都这样。我真搞不懂为什么有人要在评论区传播仇恨。作为观众，我们该成熟一点，只吸收自己需要的信息，对不符合自己观点的新闻忽略就好。我觉得中国的新闻对中国民众，也和印度新闻对印度民众一样，都是这样的。

speterj1331
Too many EVOEMs doesn’t mean something wrong happened in China EV market it’s time to think what’s wrong with Global Market. It’s a clear sign that China is prepared to cover future global needs!

电动汽车整车厂商太多，不代表中国电动汽车市场出了问题，反而该想想全球市场有什么问题。这很明显，中国是在为满足未来全球需求做准备！

electromega3077
Meanwhile, the weakest Chinese EV manufacturers are still making better EVs than any Indian ev manufacturers.

与此同时，就算是中国最差的电动汽车厂商，造的车也比印度所有电动汽车厂商造的都好。

Desilokk001
Now people can understand why they shaking hand to Modi Ji so they can send all shit to India and other brics countries. That’s why Trump want tariffs on China so they don’t send this to America. America needs Indian quality products.

现在大家该明白他们为什么和莫迪握手了吧？就是为了把那些破玩意儿卖到印度和其他金砖国家。特朗普之所以要对中国加关税，就是不想让这些车卖到美国。美国需要的是印度质量的产品。

cnmd1636
Chinese car market competition is brutal. However, whoever can survive in Chinese car market, it can also survive in the world car market. For those countries that use tariff to block Chinesemade EV cars import, it only shows one thing, that is, they acknowledge that their car manufacturers are fall behind in terms of technology and they just cannot compete with Chinese cars.

中国汽车市场的竞争很残酷，能在中国市场活下来的企业，在全球市场也能活下来。那些用关税阻挡中国电动汽车进入市场的国家，只能说明一点：他们承认自己的车企技术落后，根本没法和中国汽车竞争。

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