What's Really Stop BYD in India?

是什么真正困住了比亚迪在印度的发展？

how India’s top automaker giants Tata, Mahindra, and Maruti are preparing to fight off Chinese EV titan BYD while quietly depending on them for their most expensive component - battery cells.

印度本土头部汽车巨头塔塔、马恒达以及马鲁蒂，正想方设法抵御中国电动汽车巨头比亚迪，却又在暗地里依赖比亚迪供应成本最高的核心零部件 —— 动力电池电芯。

以下是印度网友的评论：

nazirhussain7231
Instead of subsidizing ethanol and bio gas govt should fund battery manufacturing

与其给乙醇和沼气发放补贴，政府不如把资金投入到电池产业的研发与生产上。

 

saurabhtiwari9298
Kuch infra nhi banana inko bas logo ka nuksaan karna hai itna nakara pan hai energy or petroleum or nitin ji ye saari minister me

这些官员根本不愿意完善基础设施建设，只会损害老百姓的切身利益。能源部、石油部，还有尼廷等一众部长全都庸碌无为、办事拖沓。

 

you679-y1p
Relative's of politicians don't have any stake in battery but in sugar mills and sugar cane farms

政客的亲属在电池行业没有任何利益关联，但在糖厂和甘蔗种植园里却手握大量股份。

 

Koo-889
India: Na innovation krega, na honedaga, na anedega

印度既不会搞自主创新，技术也得不到打磨提升，更没法实现产业突破。

 

dmop5071
Yaha kuch karo to climate activists aa jate hai , recent example andaman wala hi le lo. Kuch na karo to bhi sarkar ko blame karenge, private players kuch kare to usme bhi opposition rone lagte hai. Hum har jagah complaint karte rahenge aur kuch nahi

但凡我们要落地产业项目，环保激进分子就会跳出来阻挠，前不久安达曼群岛的项目就是活生生的例子。什么都不做，民众又会指责政府不作为；私企牵头搞发展，反对党又会无端发难。到头来所有人只会不停抱怨，实事一件都推进不了。

 

Ibrahim-2dek
Barbar china ka investment aane nahi diya
China ne bhi crucial material and equipment ka export band kar diya jisse kai bade project hold ho gaye

印度粗暴阻拦了中国资本投资，反过来中国也限制了关键原材料和设备的出口，导致印度多个大型工程项目被迫停滞搁置。

 

aadhithyanarayan71
China like co sm is better than this.. atleast there’s development

中国的体制更好，至少人家能实实在在搞发展。

 

Sujanmahesh2005
Only Ola electric is focusing on electric cell in India

印度本土只有奥拉电动车在专心研发动力电池电芯。

 

sujalparihar232
But he is saying tata is also working

但上文提到塔塔其实也在布局电池业务。

 

Osho_Originals_Only
@sujalparihar232 Tata is working on its future.
But Ola is currently producing.
Ola>>>>Tata in this sector.

塔塔是在为长远做规划，而奥拉眼下已经实现量产落地。在电芯这个领域，奥拉的实力远超塔塔。

 

phani8482
yes, if only those vehicles dont endup in service center

但愿奥拉造出来的车子别动不动就扎堆送去修理厂返修。

 

4jilson
Ola doesn't have much substance, Bavish Agarval just hy up things and pretending

奥拉并没有多少硬核技术实力，创始人巴维什·阿加瓦尔纯粹是炒作概念、营造假象罢了。

 

irkiao
Ola is history now

奥拉现在已经后劲不足，快要走下坡路了。

 

MCShubhamSharma
Sab lgye hua h bhai unhe pta h ev is future

大家心里都清楚，新能源电动车就是未来的大趋势。

 

danishshaikh9722
battery and good battery is a different thing.

能造出电池，和造出高性能、靠谱的电池完全是两码事。

 

Gumakkadsinghh
chinese hai toh kya hua, yaha toh apno ne maar diya e20 ke naam pe :(

就算是中国技术又何妨？反观我们自己，当年E20这款本土车型直接被内部折腾垮了。

 

rubin676
THERE SHOULD BE A COLLABORATION WITH BIG COMPANIES AND BIG INSTITUTIONS LIKE TATA AND IIT. THAT COLLABORATION WILL DEFINITELY PRODUCE SOMETHING INNOVATIVE

塔塔这类大型企业应当和印度理工学院等顶尖科研院校深度合作，产学研联动一定能研发出创新成果。

 

GauravkumarK_A_
they should collaborate with OLA 4680 cell

可以联手奥拉，共同打磨4680大圆柱电芯技术。

 

rajeshreddy9922
If india support Ola like companies more and discourage imports more and more like in solar industry, Tata and Mahendra if not their own batteries they would have atleast adopted Ola cell atleast to some Quantity. As there is no threat OLA won't enter Cars due to even more risk and Tata and others will continue to Earn

如果印度能像扶持光伏产业那样大力扶持奥拉这类本土企业，同时严控电池进口，就算塔塔和马恒达自研电池进度滞后，也能大批量采购奥拉的电芯装车。奥拉本身风险过高不会涉足整车制造，不会形成直接竞争，塔塔等车企还能持续盈利。

OmCanpe
@rajeshreddy9922 both tata and mahindra are failing to match byd cars quality. They are only importing the batteries nothing else. The build quality of byd is on par with bmw and merc.

 塔塔和马恒达整车品质根本比不上比亚迪，它们只是单纯外购电池组装而已。比亚迪的造车工艺水准，已经能对标宝马、奔驰了。

 

DK-ox7ze
India does not encourage R&D. Even our large private companies don't. Large corporations are happy to import technology and sell it here. Now they are getting a rude shock. Tata has taken the right first step. But I am surprised that there is no similar news from Maruti and Mahindra.

印度整体不重视研发投入，就连大型私企也不例外。大企业只想直接引进海外技术贴牌售卖，如今终于尝到苦头。塔塔迈出了自研电池正确的第一步，但马鲁蒂和马恒达至今毫无动静，实在让人费解。

 

himanshuaggarwal5350
Mahindra is just tech buyer. It just buys upcoming tech at almost right time (not as first mover) but nascent stage when market is about to mature.
While maruti is the last mover, once when market matures, it hires people from relevant industry and create first prototypes to measure its depth and once it found it profitable, then work on capex(similar to what we can see in ev market currently).
From this angle, I dont think maruti will remain a major player by 2035 but can't say for sure as currently it's the biggest company with deep pockets.

马恒达向来是技术采购方，从不做行业先行者，只会在新技术萌芽、市场即将成熟时入手买断。

马鲁蒂更是极致的观望者，等市场完全定型后，再挖行业人才打造样品测算利润，确认有利可图才砸重金建厂，当前电动车赛道它就是这套打法。

照这个节奏，2035年马鲁蒂大概率会失去头部车企地位，当然也不能百分百定论，毕竟它现在体量庞大、资金储备雄厚。

 

iXpress
we Encourage R&D but we have low budget

我们嘴上鼓励研发，实际划拨的预算少得可怜。

K-ox7ze
@iXpress Yeah because government wants to give freebies, and high corruption means money is wasted. If government was serious about R&D it would allocate much more funding to it.

没错，政府总想着发放各种福利补贴，再加上腐败问题严重，大量资金白白流失。要是真心看重科研，必然会大幅追加研发经费。

 

infinitebeing1119
Its stupid lie...problem is Patenting rule.

这完全是敷衍的借口，核心症结在于专利制度本身存在漏洞。

 

leelakapeela
I have seen people are struggling with ev charging stations in india

我亲眼看到，印度民众使用电动车充电桩处处碰壁，配套设施太不完善。

 

Ravindra_choudhary1234
Toyota, volkswagen, kia bhi BYD ki battery use karti h

丰田、大众、起亚这些车企也都在用比亚迪的电池。

 

fdbdshfdbdsh9714
India superpower country. Make India great again!

印度可是超级大国，让印度再次伟大！

 

MusicEntertainment-k3m
Not just indian companies even japanese auto giants and german auto giants companies also buy batteries from BYD.

不光是印度车企，日本、德国的汽车巨头同样向比亚迪采购动力电池。

 

SachinYadav-web
Tata is not buying batteries from byd

塔塔并没有向比亚迪采购电池。

 

Night-Fox-XTX
India will never have updated technology on time, will always be dependable on other countries.

印度永远没法同步掌握前沿核心技术，只能长期依赖国外供给。

 

parthtammiwar8609
Even if we open cell manufacturing we don't have that much raw material to produce cells

就算我们建起电芯工厂，国内也没有充足的矿产原材料支撑大规模生产。

 

sangamsinghyadav5268
sarkar ka ek aur kada kadam hai Galvan movie me China aur Galwan ka naam na lene dena

政府又出台一项强硬规定，禁止电影里提及中国和加勒万河谷相关内容。

 

evens1262
Because everything was built on lies—nothing but lies. While India was celebrating its victory in that battle, China released videos showing Indian prisoners receiving aid from Chinese soldiers.

整件事从头到尾都是谎言。当初印度大肆宣扬那场冲突获胜，中方却放出视频，展示我方士兵优待被俘印军人员的画面。

 

Hardik-ug1lg
Tata is working on its lfp cells that will go into mass production by 2027-28 . The chinese brand deal you mentioned was for nmc cells for premium jlr cars.

塔塔正在研发磷酸铁锂电池，预计2027至2028年实现量产。之前和中国企业的合作，只是为捷豹路虎高端车型采购三元锂电池而已。

 

Ashu-nj1jc
This is the best thing India govt can do let Indian industry grow until. In starting every developed market can sell lower priced item its just margin rollover to them for us its new setup new game takes time

这是印度政府当下最稳妥的做法，给本土产业留出成长窗口期。任何成熟经济体初期都能靠低价产品抢占市场赚取利润，而我们从零搭建产业链，本来就需要漫长周期。

 

Rajat0607
Government and industry can come together to create a new organization creating battery technology. Something on similar lines of a psu.

政府可以联合行业企业，成立一家类似国企性质的专项机构，专门攻坚电池核心技术。

 

hindistories9577
Same what happened to Indian smartphone companies but to be honest we want good products

印度车企大概率会重蹈本土手机厂商的覆辙，但说实话，消费者只想要靠谱好用的产品。

 

RandomMatters22
Because Mahindra & Tata have good EV lineup as per customer requirements

主要还是马恒达和塔塔推出的电动车产品线贴合市场需求。

 

PrashantKumar-cn1fj
EV Charging Point to hai nahi yahan dhang se petrol pump me bhi ev charging point lagaya h lekin band pada rahta h.

本地连完善的电动车充电桩都没有，就算加油站加装了充电设备，也大多长期关停无法使用。

 

aasheeshverma4561
R&D yaha ke companies ne krna nahi. Bus banna bnaya maal mil jaye.

本土企业根本不愿意投入研发，只想拿来主义直接组装成品售卖。

 

Sumit_Sultania
There is development happening in the alternate technology front of India related to dependence on rare Earth metals and also engine being produced in India

印度正在攻关替代技术，减少对稀土金属的依赖，同时也在推进本土发动机国产化制造。

 

rupesh7744
I think it is a lot about intention and attitude companies are taking short-cut over slow long term progress

归根结底还是企业的发展心态问题，大家都想走捷径，不愿意沉下心做长期技术积累。

 

devmP-u9n
It s more like thanks to foreign tech n r n d for make in india

所谓的印度制造，本质上还是依托海外成熟的技术和研发成果在撑场面。

 

jjjiiittthhhiiinnn
They are compelled to rely on these Chinese companies. China meticulously strategized and invested in develo its EV ecosystem as early as 2000, a foresight that is now yielding significant returns.

印度车企不得不依赖中国企业。中国早在2000年就长远布局、重金搭建完整电动车产业生态，这份超前眼光如今已经兑现了巨大优势。

 

bipul181
Indian Car Market will go down same like cell phone market soon

印度汽车市场很快就会重蹈本土手机产业衰败的覆辙。

 

copypaste5145
Competition will increase innovation, byd cars are way better then tata,mahinfra,mg, suzuki in terms of reliability and software (ev and hybrid car only)

竞争才能倒逼创新。单论电动车和混动车型的可靠性、车载智能系统，比亚迪全面碾压塔塔、马恒达、名爵、铃木。

 

Om-gx1ns
Tata (agratas) ,is saal se India me factory shuru kr rha h.
Tata would start manufacturing it's own battery in India this year or start of 2027.

塔塔旗下Agratas电池工厂今年就要动工，预计今年年底或2027年初在印度实现电池自产。

 

 

CAPTSWAHAB
Not only India .. 5 yrs down the line .. all auto companies will file for bankruptcy… they don’t have the technology to match China

不止印度，再过五年很多车企都会濒临破产，根本没有技术实力和中国抗衡。

 

MCShubhamSharma
I think gov. is buying some time for our domestic car manufacturing companies to setup their own battery manufacturing plant because this tarrif wall will not last longer.

我认为政府提高进口关税，就是为本土车企建厂造电池争取缓冲期，毕竟关税壁垒不可能长期维持下去。