比亚迪正超越特斯拉,成为造车界的领军者,地位堪比汽车界的丰田|经济学人

  • 1月26日,丰田章男宣布他决定将世界上最大的汽车制造商的钥匙移交给佐藤浩二。2021年他们两人驾驶丰田首款雷克萨斯电动汽车(ev)的视频显示,丰田最初持怀疑态度,但随着速度加快,他充满了喜悦。丰田被视为电动汽车的落后者,将其职位让给年轻13岁的佐藤先生的决定,是加速进入电动时代的举措。

  • 丰田进军电动车行业,不仅是对特斯拉的回应,也是对中国新秀比亚迪的回应。

  • 比亚迪是丰田在中国的电动车合作伙伴,今年可能超过特斯拉,成为全球最大的纯电动车销售商。

  • 比亚迪模仿了使丰田成为世界上最成功的汽车公司的许多特征。

  • 丰田此举是对全球竞争加剧的回应,也是对他们认真对待的比亚迪的回应。

  • 东亚公司丰田和比亚迪在进入汽车行业的过程中有着共同的历史相似点,丰田最初制造自动织机,而比亚迪则从移动电话的电池开始。

  • 为了将自己与全球竞争对手区分开来,丰田尝试使用木炭作为汽油的替代燃料,而比亚迪则运用其电池专业知识,专注于电动汽车(EV)和插电式混合动力汽车。

  • 丰田和比亚迪都在国内磨练自己的技能,然后再向国际扩张,瞄准相对不发达的汽车市场。

  • 丰田和比亚迪在拓展国际市场之前,都在国内磨练了自己的技能,瞄准了相对不发达的汽车市场。

  • 比亚迪自13年推出第一百万辆NEV以来,一直是电动汽车行业的重要参与者。

  • 它在中国、巴西、匈牙利、印度和美国都有生产基地。

  • 它生产电动巴士、锂离子电池、商业车辆和电子小工具。

  • 这为比亚迪的全球扩张提供了强有力的立足点,并使其成为世界第二大锂离子电池生产商。

  • 比亚迪是一家中国汽车制造商,因其效率和垂直整合而闻名,赢得了 "新丰田 "的绰号。

  • 它的成功是由于它结合了持续改进、精益生产和供应链管理,以及其高度自动化。

  • 该公司已经赢得了沃伦-巴菲特和其他投资者的支持,他们看到了比亚迪 “搞定”(GSD)方法的潜力。

  • 比亚迪已经彻底改变了汽车制造业,预计将继续成为该行业的主要参与者。

  • 比亚迪发布的2022年净利润初步估计为24亿-25亿美元,比2021年高出5倍。

  • 他们的汽车业务的毛利率超过了特斯拉,是最赚钱的大汽车制造商。

  • 比亚迪专门为大众市场生产插电式汽车,但也越来越多地销售利润率较高的高端电动车。

  • 比亚迪提供多种系列和风格的产品,并定期推出新车型。

  • 效率是盈利能力的发动机油,而比亚迪的盈利能力正显示出强劲的增长。

  • 中国汽车制造商比亚迪还没有进入美国市场。

  • 丰田和其他日本汽车制造商在20世纪80年代面临美日贸易战。

  • 在目前中美竞争的情况下,比亚迪面临巨大的地缘政治压力。

  • 原本预计在1月份的CES上大放异彩,但这并没有发生。

  • 进入美国市场的一个主要障碍是对中国制造的电动车部件征收关税。

  • 比亚迪是一家新兴的中国电动汽车(EV)制造商。

  • 它可能很快就会在美国上市,因为美国汽车制造商在很大程度上依赖于中国的销售。

  • 比亚迪提供的电动车价格低于4万美元,使其可以进入大众市场。

  • 丰田已经认识到比亚迪是一个挑战,也是一个机会,因为他们都在悄悄地交付成果。

  • 这使他们与特斯拉区别开来,后者对自己的优势更有发言权。

  • Toyoda Akio announced his decision to hand over the keys to the world’s biggest carmaker to Sato Koji on January 26th. A video from 2021 of the two of them driving Toyota’s first Lexus electric vehicle (ev) showed Toyoda’s initial skepticism, but as the speed picked up, he was filled with joy. Toyota is seen as an ev laggard and the decision to vacate his position to Mr Sato, 13 years younger, is a move to speed up the move into the electric era.

  • Toyota’s move to the EV industry is not only a response to Tesla, but also to the Chinese newcomer BYD.

  • BYD is Toyota’s EV partner in China, and may overtake Tesla as the biggest global seller of pure EVs this year.

  • BYD emulates many of the traits that has made Toyota the world’s most successful car company.

  • Toyota’s move is a response to the rising competition globally and to BYD, who they take seriously.

  • East Asian firms Toyota and BYD have shared historical parallels in their journey to the car industry, with Toyota having originally made automatic looms and BYD starting with batteries for mobile phones.

  • To differentiate themselves from global rivals, Toyota experimented with using charcoal as an alternative fuel to petrol and BYD applied their battery expertise to focus on electric vehicles (EVs) and plug-in hybrids.

  • Toyota and BYD have both honed their skills domestically before expanding internationally, targeting relatively underdeveloped car markets.

  • BYD has been a key player in the electric vehicle industry since its first million NEVs in 13 years.

  • It has production bases in China, Brazil, Hungary, India and the US.

  • It produces electric buses, lithium-ion batteries, commercial vehicles and electronic gadgets.

  • This gives BYD a strong foothold for global expansion and makes it the world’s second-biggest producer of lithium-ion batteries.

  • BYD is a Chinese car manufacturer that has become renowned for its efficiency and vertical integration, earning it the nickname “the new Toyota”.

  • Its success is due to its combination of continuous improvement, lean manufacturing and supply-chain management, as well as its high level of automation.

  • The company has earned the support of Warren Buffett and other investors, who have seen the potential of BYD’s “Get Shit Done” (GSD) approach.

  • BYD has revolutionized auto manufacturing and is expected to continue to be a major player in the industry.

  • BYD released a preliminary estimate of net profit in 2022 at $2.4bn-2.5bn, five times higher than in 2021.

  • Their gross margin of BYD’s auto business surpassed Tesla’s, the most profitable big carmaker.

  • BYD specializes in plug-in cars for the mass market, but is increasingly selling higher-margin premium EVs.

  • BYD offers a wide variety of ranges and styles, and introduces new models regularly.

  • Efficiency is the engine oil of profitability and BYD is showing strong growth in its profitability.

  • BYD, a Chinese carmaker, has yet to enter the American market.

  • Toyota, along with other Japanese carmakers, faced a US-Japan trade war in the 1980s.

  • With current Sino-American rivalry, BYD faces immense geopolitical pressures.

  • Originally expected to make a big splash at CES in January, this did not happen.

  • A major hurdle to entering the US market is tariffs on Chinese-made EV components.

  • BYD is an up-and-coming Chinese electric vehicle (EV) maker.

  • It is likely to launch in America soon, as American carmakers are heavily reliant on sales in China.

  • BYD offers EVs at less than $40,000, making them accessible to the mass market.

  • Toyota has recognised byd as a challenge and an opportunity, as they both deliver results quietly.

  • This sets them apart from Tesla, who are more vocal about their strengths.

链接:China’s BYD is overtaking Tesla as the carmaker extraordinaire

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這不可能吧。