Why this Chinese EV terrifies Europe’s carmakers

为何这款中国电动汽车令欧洲车企深感忌惮

In just a few years China has become the world’s largest car exporter, and electric vehicle-maker BYD is leading the way; it's now the top-selling EV producer globally, overtaking Tesla and expanding into Europe and beyond. Bloomberg’s Tom Mackenzie reports from Paris, where BYD unveiled its latest luxury EV: the Denza Z9GT.

短短数年间，中国已成为全球最大汽车出口国，新能源车企比亚迪领跑行业；目前比亚迪超越特斯拉，登顶全球电动汽车销量榜首，并持续进军欧洲及海外市场。彭博社记者汤姆·麦肯齐于巴黎报道，比亚迪在当地发布全新豪华车型——腾势Z9GT。

长期以来全球汽车市场由德、日、美老牌车企垄断，而短短五年内，中国汽车出口量跃居全球第一，出口总量远超美日之和，彻底打破旧有格局。

比亚迪从小型电池初创企业起步，早年还遭到马斯克等海外行业大佬轻视、嘲讽。如今规模极速扩张，员工近百万，日均专利产出量大；2025 年销量反超特斯拉，登顶全球电动车销量榜首，增长势头迅猛。

以下是各国网友的评论：

AXJK946
Nokia also laughed at the first iPhone.

当年诺基亚同样轻视过初代苹果手机。

wsurfer2147
If Finland were the US, Nokia phones would still dominate. Just label iphones a national security threat.

如果芬兰像美国一样行事，诺基亚手机如今依旧会占据市场主导，只需要给苹果手机打上国家安全威胁的标签就可以。

sonyteevee7248
@wsurfer2147 True! Meanwhile, American security agencies have back doors into every US data platform. At this point, It's rather have China spying on new than the US.

 说得太对了！美国安全部门掌握着本土所有数据平台的后门权限，事到如今，我宁愿接受中方的数据监控，也不愿被美国监视。

Baz.007
It's different, America didn't tariff the iPhone

情况完全不一样，美国从来没有对苹果手机征收过关税。

TaylorSwifty69
Here in Brazil they are DOMINATING

在巴西，中国电动车已经横扫市场。

samirganjavi
In Azerbaijan too

阿塞拜疆也是这样。

krikitito
Mexco same

墨西哥也是。

Squiel91
Uruguay too. BYD and many other Chinese brands

乌拉圭也一样，比亚迪以及众多中国汽车品牌随处可见。

dnnyc-cg2fc
@Squiel91 the Chinese quality control standards might not be good for so many cars.

中国车企产量太大，整体品控水平未必能跟上。

SK-lt1so
“As of early 2026, it holds roughly 7.8% market share(Brazil), ranking in the top 5-8 automakers.”

“2026年年初，中国车企在巴西的市场占有率约为7.8%，位列当地车企前五至第八名区间。”

rogerc23
I’ll get a Tesla thanks. Don’t need the Chinese govt turning off my car when they feel their feelings were hurt

我还是选择特斯拉吧，我可不想因为某些问题，被中方远程关停自己的车辆。

FranciscoSilva-kp5hw
of course, because they are cheap

道理很简单，无非就是价格便宜而已。

babelhoo
@FranciscoSilva-kp5hw no. They offer great value for money, which is not the same. Also, it’s not only BYD, there are a lot of brands (even though there are fewer automakers, each has a few brands). I’m from Argentina and have recently bought a Chinese medium/big (for our market) hybrid SUV and it has been great. US and EU manufacturers have a lot to learn from the Chinese brands. Some have the same view as of that country’s manufacturing hasn’t changed in the last 15 years, great mistake.

并不是这样。这些车是性价比出众，和单纯的廉价完全不同。而且不只有比亚迪，还有很多中国品牌。我来自阿根廷，近期购入了一台适合本地市场的中国国产中大型混动SUV，使用体验非常出色。欧美车企还有很多地方需要向中国品牌学习。不少人误以为中国制造业十五年毫无进步，这是大错特错的。

FranciscoSilva-kp5hw
@babelhoo US and EU cars sucks. On Argentina you have a ton of VW, thats why anything that works a bit better (something that isn't very hard) is good for you.

欧美车本身就很差劲。阿根廷满大街都是大众汽车，所以只要车子稍微好用一点，你就会觉得很不错。

ianwatson3315
Warren buffet had 10% stake in BYD in 2011…jeez that man was smart

2011年，巴菲特就持有比亚迪一成股份，不得不说，这个人眼光真的毒辣。

LCCATCX
I remember the interview. Warren Buffet said he didn't know much about EV, but he met the CEO of BYD. He said that guy was an extraordinary man. He invested in his company because of him.

我记得相关采访。巴菲特坦言自己不懂电动车行业，但他见过比亚迪创始人，直言对方十分优秀，正是看中这个人，才选择投资比亚迪。

shuangshuang3837
This was entirely Charlie Munger's plan; Buffett wasn't particularly interested in it.

这笔投资完全是查理·芒格的主意，巴菲特本人一开始并没有多大兴趣。

michelfortier9563
If you notice he sold all of his shares as problems starting to arise after Chinese owners started to complain about quality issues.

不难发现，自从国内车主开始吐槽质量问题、各类隐患暴露后，他就清仓抛售了全部比亚迪股票。

StephenYoung1379
Warren Buffett has highly praised BYD CEO Wang Chuanfu, calling him and his company "extraordinary" and a "damn miracle". Buffett previously regarded Wang as a manufacturing genius capable of changing the industry, describing him as a combination of Thomas Edison, Bill Gates/Jack Welch

巴菲特曾高度赞扬比亚迪总裁王传福，称他和比亚迪本身堪称卓越，是行业奇迹。他还评价王传福是能够变革行业的制造天才，集爱迪生、比尔·盖茨与杰克·韦尔奇的特质于一身。

regophil
I heard Buffet sold most of them a while ago.

我听说巴菲特早前就卖出了手里大部分比亚迪股票。

Baz.007
Then NATIONAL IN/SECURITY THREAT, and Warren Buffet has since divested.

随后中国电动车就被贴上国家安全威胁的标签，巴菲特也在此后完成了撤资。

4thelementgroup
No he was GREEDY. He invested in BYD during while a 2008 Market Crash was going On, And instead of baking Elon as an AMerican brand invested in China. Today then they use their Politician Friend Trump to block out Chinese EV's and make them more expensive for the Consumer and act as if its the Consumer or CHina's fault. Between the three of Them they caused this mess. Not the VOTERS The conflict of corporations vs politicians

他纯粹是贪心。2008年股市崩盘时，他押注投资比亚迪，放弃扶持美国本土的特斯拉，转而投资中国企业。如今又借助特朗普这类政客打压中国电动车，抬高售价，反倒把问题甩锅给消费者和中方。这场乱局，是资本与政客勾结造成的，和普通民众毫无关系。

Baf99
who on earth will reject a better product with lower price?

物美价廉的好产品，谁会拒绝呢？

OmMmZz
Quality and affordability would beat any car brand name in the race

过硬的品质加上亲民的价格，足以碾压所有老牌车企。

canadadry0g
That's how the Japanese automakers were in the 80's-90's. Then they became complacent.

日本车企在上世纪八九十年代也是靠性价比崛起，只是后来慢慢变得不思进取。

wayando
@canadadry0g ... Toyota still doing relatively well ... Overpriced, but good cars.

田如今依旧发展稳定，定价偏高，但车子本身质量不错。

eldios831
You are very right especially for everyday working people that need to go from point A to B.....I mean if I was a billionaire I would have 3 Bugattis and a koenigsegg

你说得太对了，对于只求日常代步的普通上班族来说尤为合适。要是我身家亿万，我也会入手三台布加迪和一台科尼赛克。

bilsid
When USA was dominant, it was shoving capitalism in our faces. Now that a new competitor has arrived, it’s shoving protectionism in our faces

美国一家独大时，到处宣扬自由资 本主义；如今遇上强劲对手，又立刻打起贸易保护主义。

tinukristen4417
Hopefully China will take over the US as the next superpower by the end of this century. End of white superiority and arrogance

希望本世纪末，中国能够取代美国成为世界头号强国，彻底打破白人至上的傲慢偏见。

hardcoreherbivore4730
Until the Model Y, the US hasn’t topped global sales since the Model T.

自福特T型车之后，直到特斯拉Model Y问世，美国汽车才再度登顶全球销量榜首。

Xmaslightsallyear
I live in Mexco and bought a BYD EV (a Yuan Pro) in July last year. The quality of this car, from interior to fit and finish, in every aspect, is far beyond any car I have ever owned. Amazing engineering and workmanship.

我住在墨西哥，去年七月入手了一辆比亚迪元Pro电动车。不管是内饰用料还是整车做工，各方面品质都远超我之前开过的所有车，设计工艺和制造水准都十分出色。

rogerc23
That’s BS. They drive like it has no suspension and saying you are in Mexco on those roads? Yeah I’m sure it’s smooth lol

纯属胡说八道。这车底盘减震极差，墨西哥路况又差，开起来怎么可能舒服。

kamsunleong6648
And yet they dominate the ev market here in ASEAN and soon Down Under as well. Already they are almost unchallenged in Latin America. You can mock but the market will decide what sells and what doesn't. Why do you think Washington had to put up a high tariff wall as protection against these Chinese evs coming to the US?

即便如此，中国电动车已经称霸东盟市场，很快也会进军澳洲。在拉美地区更是几乎没有对手。嘲讽没有意义，市场销量才是硬道理。不然美国为何要筑起高额关税壁垒，专门限制中国电动车进入本土？

HhhZzz-m8i
I just want a car with the most features and safety for the cheapest price possible. I couldn't give a rat's ass which company or country manufactured them.

我只想要配置齐全、安全可靠、价格实惠的车，完全不在乎品牌归属和生产国家。

WarrenKLiu
You should see how many BYD models have received Euro NCAP 5 stars so basically cheapest and best safety based on EU safety standards is a BYD

看看就知道，多款比亚迪车型拿下欧洲五星安全认证。按照欧盟标准来看，比亚迪就是兼顾低价与高安全性的最优选择。

MarkMark-ji6ts
Same I'd buy from anywhere, I'm after value, safety and low price

我也一样，不挑产地，只看重性价比、安全性和实惠的价格。

quoc28mytube
Why destroying our lives with politics? Life too short. What they blame others three fingers point back!

何必让政治绑架生活？人生苦短，一味指责别人时，问题往往出在自己身上。

jsbxbwhjd
Better and more affordable

产品更好，价格还更低。

Kolendamp
Its my dream, one day own a BYD car full electric, here in Brazil

身在巴西，拥有一辆纯电比亚迪，是我的一大心愿。

logueg
More impressive than the innovation is the speed of their innovation.

比起技术创新本身，中国车企的迭代速度更让人惊叹。

Faze_Monkeybox
Those Chinese EVs will completely take over.

中国电动车早晚要全面占领全球市场。

wcg66
Unless they build a pickup to outsell the Ford F-150, they won’t. However, the domestic manufacturers will be forced to be niche players. They’re like RIM (BlackBerry) when the iPhone launched.

除非造出销量碾压福特F-150的皮卡，否则很难完全垄断。但欧美本土车企注定会沦为小众品牌，处境就像苹果手机问世后的黑莓一样。

porkypine13
What I love about BYD is that it has cars for every price points. Everyone can own a BYD, not every one can own a Tesla, it's expensive.

我最认可比亚迪的一点，就是车型覆盖全价位。普通人都能买得起，反观特斯拉定价高昂，门槛很高。

MarkMark-ji6ts
You can't compete if you don't allow your opponent enter the stadium.

拒绝对手入场，本身就是不敢正面竞争的表现。

carloskay
BYD sell nice cars with nice prices

比亚迪车型优质，定价亲民。

MattS-g8o4q
Took a tour of BYD factory 10 years ago. It was the most amazing thing I had ever seen and it’s 10x better now. This is why Musk gave up on cars, he was never even close.

十年前我参观过比亚迪工厂，当时就倍感震撼，如今整体实力更是提升十倍。这也是马斯克逐渐掉队的原因，双方差距早已天差地别。

EricFalch
China is a country with about 1,5 million engineer graduates coming out of universities every year. Meanwhile Europe is at about 250 000 (which is very impressive) and USA 220 000.

中国每年培养约150万名工科毕业生，欧洲约25万人，美国仅有22万人。

louies6914
Quantity doesn't mean quality. Chinese aren't capable yet to produce high end machine tools like in Europe or Japan. They are competing in the "good enough" sector but in Europe they are insignificant when it comes to machine tools.

数量不等于质量。目前中国还造不出欧日水准的高端精密机床，只能深耕中端实用领域，在高端机床赛道上，在欧洲市场完全没有竞争力。

cheungchingtong
When China, a country with 1.4 billion people and the second largest economy in Nominal GDP term, the biggest in PPP term, started to export loads of cars, they called that a threat and over-capacity. When it was Japan, or Germany, had more than 90% less population, and much smaller economy, dominated the global automotive market, they said nothing. I loathe Western journalism not for them trying to smear China, which I understand, they fear, they know exactly what they have done to this country and being afraid of being accounted for, but for them keep playing this double standard card every time, shamelessly, and thinking audiences are all dumb and stupid. It's 2026 already, do something new please, boys, it's boring.

中国拥有14亿人口，名义GDP全球第二、购买力平价GDP全球第一。当中国大批量出口汽车，就被西方扣上威胁和产能过剩的帽子。而人口、经济体量远小得多的德日垄断全球汽车行业时，西方却闭口不谈。我反感西方媒体，不在于他们刻意抹黑中国，我清楚这份抹黑源于心虚与畏惧。真正让人厌恶的是他们毫无底线的双重标准，还把大众当成愚钝的人糊弄。都2026年了，希望西方能换点新说辞，老套路实在乏味。

继续阅读：电动汽车   欧洲   车企

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