比亚迪刚刚成为丰田的电动汽车电池供应商，日本震惊不已

BYD Just Became Toyota's EV Battery Supplier (Japan Is In Shock)

比亚迪刚刚成为丰田的电动汽车电池供应商，日本震惊不已

Toyota just did something it has never done in nearly 90 years. The biggest automaker on Earth, the company that taught the entire world how to build cars, is now putting its fiercest rival's batteries inside Toyota-badged electric cars. And it's not some no-name supplier — it's BYD, the Chinese giant that Japanese executives once dismissed as a copycat. Right now, brand new Toyotas are rolling off production lines with a BYD heartbeat inside them. When you hear what one of these BYD-powered Toyotas actually costs, you'll understand why Japan's auto industry is treating this like a five-alarm fire.

To understand how the master ended up buying from the student, you have to go back to a tiny battery workshop in Shenzhen, because nobody saw this company coming. In 1995, a 29-year-old chemist named Wang Chuanfu quit his research job and started BYD in Shenzhen with 20 employees and money borrowed from his cousin. The name stood for "Build Your Dreams," and people laughed at that, too. But Wang understood one thing better than almost anyone alive: batteries. Within a few years, BYD was churning out rechargeable batteries for the world's biggest phone brands.

Then in 2003, Wang did something investors hated. He bought a struggling Chinese carmaker. The stock tanked, and analysts called it suicide. His logic was brutally simple: the car of the future is a battery on wheels, and nobody makes batteries cheaper than BYD. Warren Buffett got the memo before Detroit and Tokyo did. In 2008, Berkshire Hathaway paid $232 million for roughly 10% of the company, and Charlie Munger compared Wang to Thomas Edison.

丰田刚刚做了一件近90年来从未做过的事。这家全球最大的汽车制造商，这家曾教会全世界如何造车的公司，如今正在其贴有丰田标志的电动汽车里，装上最强劲对手的电池。而且这不是什么无名小厂——而是比亚迪，那个曾被日本高管们不屑地称为“山寨者”的中国巨头。此时此刻，全新的丰田汽车正驶下生产线，而它们的心脏，来自比亚迪。等你听到其中一款搭载比亚迪心脏的丰田车实际售价时，就会明白为什么日本汽车业正将此视为一场五级警报的危机。

要理解为什么师傅最终会向徒弟采购，得回到深圳一间小小的电池作坊——因为当年没有人预见到这家公司的崛起。1995年，29岁的化学家王传福辞去研究工作，靠着从表弟那里借来的钱，带着20名员工在深圳创办了比亚迪。公司名字寓意“成就梦想”，人们当时也拿这个开玩笑。但王传福对电池的理解，几乎无人能及。短短几年内，比亚迪就开始为全球最大的手机品牌大批量生产充电电池。

到了2003年，王传福做了一件投资者痛恨的事：他收购了一家陷入困境的中国汽车制造商。股价暴跌，分析师称这是自杀。他的逻辑极其简单：未来的汽车就是装上了轮子的电池，而没有人能比比亚迪造出更便宜的电池。沃伦·巴菲特比底特律和东京更早读懂了这一信号。2008年，伯克希尔·哈撒韦以2.32亿美元买下了比亚迪约10%的股份，查理·芒格更是将王传福比作托马斯·爱迪生。

Then came the move that changed everything. In 2020, BYD unveiled the Blade Battery, and by 2022, it had killed off pure gasoline cars entirely — the first major automaker on the planet to go all-in on electric, with no hedging and no half measures. While the old guard debated whether electric vehicles were even ready, BYD quietly became a giant, producing 4 million cars a year.

随后，改变一切的时刻到来了。2020年，比亚迪发布了刀片电池；到2022年，它已彻底停售纯燃油车——成为全球首家全面转向电动化的大型汽车制造商，没有犹豫，没有折中。当旧时代的巨头们还在争论电动车是否准备就绪时，比亚迪已悄然成长为一家巨头，年产汽车400万辆。

以下是各国网友的评论：

IceCream-8888
China don't fear level field competitions like US. Chinese even supply its EV batteries to their rivals. What a shame to the Japanese.

中国不怕美国那种公平竞争。中国人甚至给自己的竞争对手供应电动车电池。日本人真丢脸。

Lost_Johnny
even to Tesla

甚至还包括特斯拉。

krlost4405
I don't think it is a shame for Toyota or Japan. It shows maturity and humbleness to accept someone do something better and willing to work together. That is what set Toyota apart from the rest of legacy automakers.

我不觉得这对丰田或日本来说是什么丢脸的事。这恰恰展现了成熟和谦逊：承认别人做得更好，并愿意合作。这正是丰田与其它传统车企的不同之处。

Reachland02
There's nothing shameful about that. Throughout East Asian history, many successful warlords won over their rivals' best champions and warriors, even those who had once fought against them or wanted them dead. Those warriors later became loyal supporters and helped secure their victories. In the same way, Toyota adopting BYD's battery strategies is a smart and practical business move.

这没什么可丢脸的。纵观东亚历史，许多成功的霸主都会招揽对手手下最厉害的大将和武士，哪怕这些人曾经与他们为敌、甚至想要他们的命。这些武士后来变成了忠心的支持者，帮助他们赢得了胜利。同样，丰田采用比亚迪的电池策略，也是一项明智且务实的商业举措。

renwei78
@Reachland02 Depends which dynasty you base your assertions. Han was the most humiliating in entire Chinese history when it came to extermination of those defected helpful generals. Not even letting know and straight executions. Lisimin one also brutal literally exterminate helpful generals without a path forward while destroying own brother who were just as capable. Then the infamous wusankui of late Ming and early Qing.

那得看你拿哪个朝代来说事。在整个中国历史上，汉朝在处理那些投诚过来的有功将领时，是最让人不齿的。连招呼都不打，直接处决。李世民那朝也一样残忍，对那些有功将领赶尽杀绝、不留活路，同时还把自己的亲兄弟（同样很有能力）给干掉。还有明末清初那个臭名昭著的吴三桂。

Reachland02
@renwei78 You're right that many dynasties eliminated capable generals after victory. My point wasn't that all rulers embraced talented rivals. My point is that there's nothing shameful about adopting useful ideas, technologies, or people from competitors. Toyota using BYD batteries is a business decision, not a national humiliation.
As for Chinese history, I'm not really interested in debating which dynasty treated its generals better or worse. You probably understand the point I was making: learning from a rival's strengths is often a sign of pragmatism, not weakness.

你说得对，很多朝代在胜利后确实会铲除有功的将领。我的意思并不是说所有统治者都能包容有才华的对手。我的意思是：采纳对手有用的想法、技术或人才，这件事本身并不丢脸。丰田使用比亚迪的电池，是一个商业决策，而不是什么国耻。

至于中国历史，我实在没兴趣争论哪个朝代对将领好、哪个朝代对将领差。你应该能明白我想说的重点：向对手的长处学习，往往是务实，而不是软弱。

EranRicos
Toyota and BYD have been working together for years at development

丰田和比亚迪在研发上已经合作多年了。

billgresham4784
Toyota is slowly waking up to the fact that it backed the wrong horse.

丰田慢慢开始醒悟过来：自己当初押错宝了。

jgamysta
Nah they waited for the technology to mature

哪有，他们只是在等技术成熟而已。

CK-123-o2i
@jgamysta too late
you know why china subsidize the ev at first ?
because the ev battery at that time too expensive.
now 2 giant can mass produce and bring down the cost - catl & byd

太晚了。你知道中国一开始为什么要补贴电动车吗？因为那时候的电池太贵了。现在有两家巨头——宁德时代和比亚迪——能大规模生产并把成本压下来了。

livefreeordie7598
I am a BYD stockholder, it's on track to spend almost 10 billion dollars in R&D this year and almost expensing them all on the income statement. Its not just a car company, its becoming a giant hardware tech conglomerate. And their R&D spending has been right on the money, people shouldn't be surprised as its likely to enter more technology licensing agreement in other part of the world just like Toyota has been with others

我是比亚迪的股东。比亚迪今年研发投入预计接近100亿美元，而且几乎全部在损益表中费用化。它不只是一家汽车公司，它正在成为一个庞大的硬件科技集团。他们的研发投入非常精准。不出意外的话，比亚迪很可能会像丰田之前跟其他公司合作那样，在世界其它地区达成更多技术许可协议。

LuckyYiw
BYD approached Toyota a few years ago to do a partnership. Toyota CEO flatly rejected BYD and virtually shown a look down on BYD, thinking Toyota is forever invincible and untouchable. Not by Chinese anyway.
How humble Toyota is now in China. Chinese saying " Refuse to drink on invitation but accept to drink on penalty"

几年前比亚迪主动找丰田合作，丰田社长断然拒绝，还摆出一副瞧不起比亚迪的架势，以为丰田永远无敌、不可撼动，绝不是中国人能碰的。看现在丰田在中国有多谦卑。中国有句话叫“敬酒不吃吃罚酒”。

ChrisRobato
This should not be a surprise since BYD has been supplying batteries for Toyota's EVs in China and those they are exporting to South East Asia, re: BZ line.

这其实一点也不意外，因为比亚迪一直在为丰田在中国的电动车以及他们出口到东南亚的电动车供应电池，就是BZ系列。

TomSimba
BYD would not be able to copy from anyone because they are way ahead of everyone in EV technology. They are five to tens years ahead of the US, and half that ahead of Japan, Korea, and Germany. Every attempt by the West to start something has failed hopelessly.

比亚迪根本没法抄袭任何人，因为他们在电动车技术上遥遥领先。他们领先美国五到十年，领先日本、韩国和德国两到五年。西方每次想搞点什么，都彻底失败了。

desmond7914
Correction, US is not 10 years behind, probably at least 20 years. The supremo in tech doesn't even know where to start in the supply chain. But damn good at slogans and high fences small yards alliances.

纠正一下，美国不是落后10年，可能至少20年。那些科技大佬连供应链从哪儿入手都不知道。但搞口号、搞高墙小院、搞小圈子联盟，那真是绝了。

999justforfun
Toyota City, Japan, April 2, 2020―Toyota Motor Corporation (Toyota) and BYD Company Ltd. (BYD) announced today that preparations have proceeded since they signed an agreement for the establishment of a joint venture company to conduct research and development of battery electric vehicles (BEVs) on November 7, 2019, and registration of the new company has been completed.

日本丰田市，2020年4月2日——丰田汽车公司与比亚迪股份有限公司今日宣布，自2019年11月7日签署关于成立合资公司以开展纯电动车研发的协议以来，筹备工作进展顺利，新公司已完成注册登记。

kennethprocak5176
Ford CEO says 20yrs minimum behind in every aspect of production.

福特CEO说，在生产制造的各个方面，中国至少领先20年。

barryneild379
... but we have this dumb down culture as long as you made something with a square and four wheels you are copying. Tesla with 0 patent bought Toyota factory and all its Manufacturing techniques now they try to say Chinese copies

但我们这有一种愚昧的文化：但凡你做出一个方方正正带四个轮子的东西，你就是抄袭。特斯拉零专利，买下了丰田的工厂和全套制造技术，现在他们却反过来说中国人抄袭。

winter247col
the problem with japanese and european companies is that these companies comes with lots old baggages while chinese companies doesn't have these roadblocks which is why they are running away with new technologies from cars to battery as they can create whatever they want to try

日本和欧洲公司的问题在于，它们背负着太多旧包袱。而中国公司没有这些阻碍，这就是为什么他们能在从汽车到电池的新技术上一骑绝尘，因为他们可以随心所欲地去尝试任何东西。

art333-dg8dd
news for you : the chineses are years ahead of toyota and half the price. you are uninformed.

告诉你个新闻：中国人领先丰田好几年，而且价格只有一半。你消息太落后了。

JohnnyMarble-kd6vf
China is about to rule the auto world. It's sad Americans can't choose to be but the better automobiles.

中国即将主宰全球汽车业。可惜的是，美国人根本没法选，只能用上更好的汽车。

williamschnl
the irony is, if you went to China 20 years ago, it felt like you had just time traveled back. but now, they're so far ahead.

讽刺的是，20年前去中国，感觉像是坐时光机回到了过去。但现在，他们已经远远领先了。

danstenis660
What did Toyota do for China to deserve BYD's world leading EV battery?

丰田到底为中国做了什么，居然配得上比亚迪世界领先的电动车电池？

SLH-j8r
China leapfrogged phone lines, credit cards and payment systems, cameras, laptops, iPads, faxes, diary organizers, notebooks with mobile smart phones. It has done the same with legacy ICE cars…

中国用智能手机直接跳过了电话线、信用卡和支付系统、相机、笔记本电脑、iPad、传真机、日程本、笔记本。现在他们用同样的方式跨过了传统燃油车

maxx99_65
can't fight them, so join 'em

打不过，就加入。

markcarter6333
Smart move.
Staying relevant...

明智之举。保持自己不被淘汰

igglyguy8429
I think it's more a case of still refusing to dive face-first into the farce of EVs, so just buying the cheapest out there, rather than investing in a market already proven to be broken and only held up by government subsidies and mandates. The real market REJECTS EVs and doesn't want them. If you doubt that, try selling a 2nd hand EV? Don't even bother trying to sell a 3rd or 4th hand EV. It's a fire risk, you have to pay someone to take it away

我觉得这更像是：他们仍然拒绝一头扎进电动车的闹剧里，所以干脆买市面上最便宜的电池，而不是去投资一个已经被证明有问题、全靠政府补贴和强制政策撑着的市场。真正的市场是排斥电动车的，根本不想要。你如果不信，去试试卖一辆二手电动车？三手四手车就更别费劲了。那东西有起火风险，你得倒贴钱请人把它弄走。

jimgraham6722
Blade battery is a brilliant case of form following function. It undoubtedly points the way to the optimal battery configuration for EV traction batteries.
The analogue is aviation, in the early days passenger planes took on all sorts of shapes, by the 1990s they all looked pretty much the same.

刀片电池是“形式服从功能”的绝佳案例。它无疑为电动车动力电池指明了最佳配置方向。就像航空业一样，早期客机各种奇形怪状，到了1990年代，它们看起来都差不多了。

soonhockchua3740
Probably Toyota will copy & steal this BYD battery technology.

恐怕丰田会抄袭并偷走比亚迪的电池技术。

SimplebutSurprising
This isn't just about Toyota buying batteries. It's about Japan losing control of the most important part of the future car.

这不仅仅是丰田买电池的问题。这是日本正在失去对未来汽车最关键零部件的掌控权。

johnsimpson1574
Toyota lobbied the Japanese government not to favour electric vehicles as it would cause huge problems for the Japanese labour market. Also at one time Toyota owned 10% of Tesla which is now valued as much as the entire market value of Toyota. They sold out!
What a disgrace for the company that brought us the Prius! Legacy auto is in real trouble.

丰田曾游说日本政府不要偏向电动车，因为那会给日本的劳动力市场带来巨大问题。另外，丰田曾一度持有特斯拉10%的股份，而现在特斯拉一家的市值就顶得上丰田整个公司的市值。结果他们卖掉了！

这对那个给我们带来普锐斯的公司来说，是何等的耻辱！传统车企真是大难临头了。