Will European Cars Survive China's Battery Takeover?

欧洲车企能否挺过中国动力电池的市场主导浪潮？

In the tech industry, Germany was once a role model for China. Today, both are learning from each other – for example, in Thuringia, where the Chinese corporation CATL manufactures battery cells.

在科技行业，德国曾是中国的学习典范。如今，两国正相互借鉴——比如在图林根州，中国企业宁德时代就在当地生产动力电池电芯。

以下是各国网友的评论：

cool_things_collection
When Germany exports 70% of their cars, people had no problem with it. But when China exports 15% of theirs cars, people claiming it is overcapacity.

德国70%的汽车都用来出口，没人觉得有任何问题。可中国汽车出口量才占15%，就有人说这是产能过剩。

MrNMiguelCosta
Or when European countries run massive trade surpluses with China and other countries in the Global South, it is framed as Europe being highly advanced and successful, but when China does the same, it suddenly becomes a major problem that China needs to fix.

欧洲国家对中国和其他全球南方国家实现巨额贸易顺差，就被说成是欧洲高度发达、做得成功。可中国要是也这样，这事突然就成了大问题，还得让中国来解决。

oceanwave4502
Anybody here thinking the US has overcapacity problem with their LLM (large language model)?

有人觉得美国的大语言模型也存在产能过剩的问题吗？

marktrinidad7650
China has no problem when VW dominated Chinese market for almost four decades since 1980's until 2020. It goes to show western economies are only after free trade when they are wng.

从80年代到2020年，大众垄断中国市场近40年，中国从来没说过什么。这足以说明，西方经济体只有在自己占上风的时候，才会喊自由贸易的口号。

MrNMiguelCosta
Seems like the western economic model only works when they're either stealing from poorer countries or kee those other countries down to benefit their western economies.

看来西方的经济模式，只有在掠夺穷国、或者压制其他国家来为自己谋利的时候，才能行得通。

oceanwave4502
I think the risk of tech transfer plus local partnership/venture in China is overrated. If not, China would have been on par with German car companies in ICE (Internal Combustion Engine). But in reality, in ICE car, Chinese has been struggling to compete! Of course, through local partnership, the Chinese could learn a few things here and there. But the tech-transfer was intentionally limited. This is going to be similar to Chinese battery factories being opened in Germany: it is a wishful thinking to assume that given the battery tech transfer (from China to Germany), Germany could beat China in battery in the long run!

我觉得所谓的“技术转让+中国本土合作”的风险，被夸大了。不然的话，中国的燃油车技术早就跟德国车企持平了。但实际情况是，中国燃油车一直拼不过人家！当然，通过本土合作，中国确实能学到一些零散的技术，但外方早就刻意限制了核心技术的转让。现在中国在德国建电池工厂，情况也是一样的：想靠着中国向德国的电池技术转让，让德国在电池领域长期赶超中国，这根本就是痴心妄想！

tooltalk
@oceanwave4502 That's why most foreign auto companies maintained two different sets of products in China and the rest of the world, so as not to allow China to steal their ICE tech.

所以大多数外资车企才会在中国和其他地区推出两套完全不同的产品，就是为了防止中国窃取他们的燃油车技术。

nukiolbartes6279
i worked in automotive industry before. full of arrogant people. casual racism is on daily programme.

我以前在汽车行业工作过，里面全是傲慢的人，日常随处可见隐性的种族歧视。

cool_things_collection
Yeah. When Germany exports 70% of their cars, people had no problem with it. But when China exports 15% of theirs cars, people claiming it is overcapacity.

可不是嘛。德国70%的汽车都用来出口，没人觉得有问题。可中国汽车出口量才占15%，就有人说这是产能过剩。

MrNMiguelCosta
When European countries run massive trade surpluses with China and other countries in the Global South, it is framed as Europe being highly advanced and successful, but when China does the same, it suddenly becomes a major problem that China needs to fix.

欧洲国家对中国和其他全球南方国家实现巨额贸易顺差，就被捧成欧洲高度发达、成就斐然。可中国要是也做到了，这事突然就成了大问题，还非得让中国来收拾烂摊子。

yankeewog
Not to mention tariffs. Europe is the KING of tariffs. Yet SCREAMS at the US for doing the same. Classic political strategy of projection and hypocrisy.

更别说关税了，欧洲才是关税之王。结果美国一做同样的事，欧洲就大喊大叫，这就是典型的甩锅和虚伪的政治手段。

zeitgeistx5239
Typical DW propaganda, ignore it when Germany does the same thing as China (Airbus being state owned with full subsidies) and cast it in a negative light even when Germany itself does it. You never hear European media like DW talk about how the A380 was a financial failure with several hundred million Euros in loans being written off by European governments as it was a government controlled business. Fun Fact: The A380 program would have collapsed if it wasn't for a government quid pro quo with Europe trading access to European air travel market to the Gulf state airlines in exchange for A380 sales. That's the European state capitalism that German media pretends to abhor.

这就是德国之声典型的宣传套路：德国做和中国一样的事（空客是国企，还拿全额政府补贴），就视而不见；中国做了，就拼命抹黑，哪怕德国自己也这么干。你从没听过德国之声这类欧洲媒体提，A380项目是个财务败笔，欧洲各国政府作为控股方，勾销了数亿欧元的贷款。说个冷知识：如果不是欧洲政府搞利益交换，用开放欧洲航空市场为条件，让海湾国家航空公司采购A380，这个项目早就垮了。这就是德国媒体假装深恶痛绝的欧洲国家zb主义。

kwykwyk8447
China was on the front foot when it came to batteries while Europe was complacent
How else would it have turned out?

在电池领域，中国一直抢占先机，而欧洲却沾沾自喜、不思进取。不然还能有什么结果？

willengel2458
CATL bought a Japanese battery maker that was in financial trouble because Japan was betting on hydrogen. that's how it got its start. BYD was and still is a battery maker.
China bought the soon to go belly up Solyndra during Obama reign.

宁德时代收购了一家陷入财务危机的日本电池企业，因为日本当时押注氢能，这才让宁德时代迈出了第一步。比亚迪过去是电池厂商，现在依然是。

奥巴马执政时期，中国还收购了当时濒临破产的索林德拉公司。

tooltalk
CATL is a spinoff of a Japanese battery maker TDK and its Chinese subsidiary ATL -- TDK bought ATL in the 2000's, CATL was then spun off in 2011. Not the other way around.
Sony of Japan was the first to successfully commercialize lithium ion batteries in the 90's; quickly followed South Koreans. China was very late to this industry. Japan was pretty serious about battery, hybrid and EV until China export-banned rare earth metal against Japan in 2010. Japan is now unwilling to make full commitment to EVs largely because of China's weaponization of trade and market dominance in battery raw materials.

宁德时代是日本电池企业TDK及其中国子公司ATL拆分出来的——2000年TDK收购了ATL，2011年宁德时代才独立出来，根本不是反过来的情况。

上世纪90年代，日本索尼率先实现锂离子电池的商业化，韩国企业紧随其后。中国进入这个行业的时间很晚。2010年中国对日本实施稀土出口禁令前，日本在电池、混动和电动车领域都投入了很大精力。现在日本不愿全力发展电动车，主要是因为中国将贸易武器化，还垄断了电池原材料市场。

tooltalk
Also, China bought American battery maker A123 after they went bankrupt, not Solyndra. You sound like a drunk sailor, just throwing around names randomly.

另外，中国收购的是破产后的美国电池企业A123，根本不是索林德拉。你这话听着就像个醉汉，随口乱报名字。

aanandika9975
Europe can easily Independent from China, simply sell far more expensive already expensive Cars

欧洲想摆脱中国很简单，把本来就卖得超贵的汽车，再卖得更贵就行了。

frankm6218
Weird, China is collapsing in past decades according to DW, isn't it? Why does all the sudden DW change the tune? No more USAID funding received

真奇怪，按德国之声的说法，中国过去几十年一直在走向崩溃，不是吗？怎么突然就改口了？是不是拿不到美国国际开发署的资助了？

yankeewog
I think you missed the part in this video where a lady made the argument that it's "unsustainable" (China's lead). Which is to say, DW hasn't COMPLETELY changed its tune

我觉得你漏看了视频里的一个片段，有位女士说中国的领先地位是“不可持续的”。也就是说，德国之声根本就没彻底改口。

tooltalk
Sure, China's real-estate sector which accounts for 25% of GDP is still collapsing.

那是当然，占中国GDP25%的房地产行业，现在还在崩盘呢。

georgeyawopoku4639
JUST BS, what overcapacity? US term perpetuated by some vassal EU allies.
Very petty. Can not beat them demonize them.

纯属胡说八道，哪来的产能过剩？这就是美国的说法，被欧盟一些附庸盟友一直跟风喊。

格局太小了，打不过人家，就抹黑人家。

urbanstrencan
the automotive industry really changed in last 5 years, Chinese automakers are just making simply amazing products.

过去5年，汽车行业真的变天了，中国车企造出来的产品，简直太惊艳了。

MaticTheProto
Rose tinted glasses

别戴着有色眼镜看问题了。

Robbert_nl
They’re making cheap products, not necessarily amazing products.

他们造的只是便宜货，未必是什么惊艳的好产品。

YikeYang-c2g
The truly excessive capacity has always been that of outdated production.

真正的产能过剩，从来都是那些落后产能。

photonquantum4863
So you wanna sanction, condemn China and seize Chinese company but at the same time expecting China to invest and transfer their technologies to you. What kind of idiot would do that? Maybe only US puppets like you?

你一边要制裁中国、谴责中国、扣押中企资产，一边又指望中国来投资、给你们转让技术。什么样的蠢货才会做这种事？恐怕也就只有你这种美国的傀儡吧。

shitsugane
Work together for the moment
Mercedes still builds better cars of they can ensure their build quality and materials
They missed it on me propulsion technologies - but the future is here
We have to adapt

眼下还是先合作吧，只要保证品控和用料，奔驰造的车依然是更好的，他们只是在动力技术上落后了——但未来已经到来，我们德国人必须学会适应

sailingadventurer
Oh look Rhodium group saying at what cost? EVs & Renewable tech is simply not a lose lose game. It's simply making the pie bigger.

你看，铑金集团还在问付出了什么代价？电动车和可再生能源技术根本不是双输的博弈，只是把蛋糕做得更大而已。

PatrickBassini
how about innovating new things instead of monopolizing?

与其搞垄断，不如去研发新东西，怎么样？

Reddylion
Europe monopoly lost, ev good, even byd lost in barath cause not allowed factory. But vinfast EV has factory winner and built like a Tank. Drives better than so called european top driving standards. and constantly being updated, software, hardware and more. New global standards are written by these EVs.

欧洲的垄断地位没了，电动车是大势所趋。就连比亚迪在印度也输了，因为当地不让建工厂。但越南Vinfast的电动车工厂办得很成功，造的车结实得像坦克，开起来比所谓的欧洲顶级驾驶标准还好。而且软硬件还在持续更新升级，全球电动车的新标准，正由这些车企制定。

ganaspin
Western experts struggle to see the obvious: Chinese industrial policy was never meant to be a long-term sustainable model.
It is designed to be just agressive in the begng in order to stabilize its position in terms of market share in each of those 10 key industries.
After that, the long-term model gradually shifts to profits, but then consumer confidence in its products should already have achieved a high level.
The reforms are already happening. Solar power market in China was reformed in July 2025 to a more market-oriented price policy rather than the initial aggressive one.
They are very clever people, but racist Western mentality seems to not recognized that. Even though China leads in green tech, the West still wants to lecture them how to do it.

西方专家就是看不到明摆着的事实：中国的产业政策，从来就不是为了做长期可持续的模式。它的设计初衷，就是在初期采取激进策略，在十个关键产业的每个领域，稳住自己的市场份额。之后，长期发展模式就会逐步转向盈利，而那时消费者对其产品的信任度，已经达到了很高的水平。相关改革已经在推进了，2025年7月中国对光伏市场进行了改革，把原本激进的定价政策，调整为更市场化的定价机制。中国人很聪明，但西方的种族主义心态，让他们不愿承认这一点。就算中国在绿色科技领域处于领先，西方还是想对中国指手画脚。

490o
Germany will never catch up because they are too rigidly adhering to the neoliberal doctrine. Investments are only allowed to come through private investment but private investors rather put all their money into the US market due to higher returns. The government could pump the EV industry to catch up but they will never do this. They are too ideological and this will be their downfall.

德国永远也追不上了，因为他们死守新自由主义教条。所有投资都只能靠私人资本，但私人投资者为了更高的回报，宁愿把钱全投到美国市场。德国政府本可以大力扶持电动车行业实现赶超，却绝不会这么做。他们太讲意识形态了，这会让他们走向衰败。

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