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$比亚迪(SZ002594)$ $长城汽车(SH601633)$ 财富对比亚迪500万盛典的报道,主题依然是中国品牌,比亚迪和王传福成了陪衬和背景,这也是王传福的初心和追求。

Tesla CEO Elon Musk no longer laughs at BYD. The Chinese electric-vehicle maker is handily beating Tesla in China, the world’s largest auto market, and it’s expanding internationally. Now BYD is calling upon other Chinese automakers to go global and “demolish the old legends” of the industry.

One of those legends is 网页链接{Ford Motor}, whose executive chairman, Bill Ford Jr., believes that U.S. automakers are “网页链接{not quite yet ready}” to compete against Chinese rivals on electric vehicles, to which the world is turning. As he told Fareed Zakaria in June, “They developed very quickly, and they’ve developed them in large scale, and now they are exporting.”

Musk actually 网页链接{laughed about the quality of BYD’s cars} in a 2011 interview that recently resurfaced. But “that was many years ago,” he explained in a tweet. “Their cars are highly competitive these days.”


Charlie Munger, Warren Buffett’s right-hand man, led the decision for 网页链接{Berkshire Hathaway} to invest in BYD. Earlier this year he said, “I have never helped do anything at Berkshire 网页链接{that was as good as BYD},” adding, “BYD is so much ahead of Tesla in China. It’s almost ridiculous.”

This week, BYD chairman Wang Chuanfu—Munger described him as “a combination of Thomas Edison and Jack Welch”—called upon Chinese rivals to make China a global powerhouse in cars, Reuters reported.

“I believe the time has come for Chinese brands,” he said at a BYD event marking a production milestone, with the logos of 12 Chinese carmakers on an image behind him. “It’s an emotional need for the 1.4 billion Chinese people to see a Chinese brand becoming global.”

BYD also shared a video on the history of China’s auto manufacturers, including EV makers Nio, Xpeng, and Li Auto. “Our stories are different from each other but share the same direction,” states the narrator, ending with a call to “demolish the old legends and achieve new world-class brands.”

Nio CEO William Li responded on Weibo, “I feel proud for China’s auto industry! We should learn from BYD’s success.” Others industry figures shared similar sentiments.

But Great Wall Motor’s CTO Wang Yuanli reminded the carmakers that they’re all competing against one another. And a similar reminder came last month, when a Chinese industry group representing 16 automakers 网页链接{retracted a pledge} to avoid “abnormal pricing,” just two days after it was made. The group cited China’s antitrust law.

In response to the BYD video—which went viral in China—some rivals warned it could increase regulatory risks for Chinese automakers in Europe and elsewhere. In the U.S., protectionist policies have so far kept Chinese cars from flooding the market, but Europe has 网页链接{been less interventionist}, which is why spotting a BYD car is more likely in Germany than in Ohio.

Either way, the shift to electric vehicles favors China’s automakers, given their strength in batteries and clean energy technology. As Ford said in June of the U.S. market, “They are not here, but they will come here, we think at some point, and we need to be ready.”

“We see the Chinese as the main competitor, not GM or Toyota,” said Ford CEO Jim Farley at a finance event in May, looking ahead to an EV future. “The Chinese are going to be the powerhouse.”

附上译文:

埃隆-马斯克不再嘲笑比亚迪。这家中国电动汽车制造商在中国这个全球最大的汽车市场上轻松击败了特斯拉,并且正在向国际市场扩张。现在,比亚迪正在呼吁其他中国汽车制造商走向世界,"打破行业的旧传说"。
福特汽车公司执行董事长小比尔-福特认为,美国汽车制造商 "还没有准备好 "在电动汽车方面与中国竞争对手竞争,而世界正在转向电动汽车。正如他在6月份对法里德-扎卡里亚所说:"他们发展得非常快,而且已经大规模开发,现在他们正在出口"。



实际上,马斯克曾在 2011 年的一次采访中对比亚迪汽车的质量嗤之以鼻,这次采访最近再次出现。但 "那是很多年前的事了,"他在一条推文中解释说。"他们的汽车如今极具竞争力。"
巴菲特的得力助手查理-芒格主导了伯克希尔-哈撒韦公司投资比亚迪的决定。今年早些时候,他说:"我在伯克希尔公司帮助做的任何事情都没有比亚迪做得好。"他还说:"比亚迪在中国比特斯拉领先太多了。这几乎是荒谬的。"
据路透社报道,本周,比亚迪董事长王传福--芒格形容他是 "托马斯-爱迪生和杰克-韦尔奇的结合体"--呼吁中国竞争对手将中国打造成全球汽车强国。
他在比亚迪一个生产里程碑的活动上说:"我相信中国品牌的时代已经到来,"他身后的图片上是 12 家中国汽车制造商的标志。"对于14亿中国人来说,看到中国品牌走向世界是一种情感需求。"
比亚迪还分享了一段关于中国汽车制造商历史的视频,其中包括电动汽车制造商尼奥、新鹏和李汽车。解说员说:"我们的故事各不相同,但方向是一致的。"最后,解说员呼吁 "破除旧的传奇,成就新的世界级品牌"。

新奥首席执行官立威廉在微博上回应说:"我为中国汽车工业感到骄傲!我们应该学习比亚迪的成功经验。"其他业内人士也有类似的感慨。
长城汽车首席技术官王元利提醒汽车制造商们,他们都在相互竞争。上个月,一个代表 16 家汽车制造商的中国行业组织在做出避免 "非正常定价 "的承诺仅两天后就收回了该承诺。该集团援引了中国的反垄断法。
针对比亚迪在中国疯传的视频,一些竞争对手警告说,这可能会增加中国汽车制造商在欧洲和其他地区的监管风险。在美国,保护主义政策至今仍在阻止中国汽车涌入市场,但欧洲的干预力度较小,这就是为什么在德国比在俄亥俄州更有可能看到比亚迪汽车的原因。
无论如何,由于中国在电池和清洁能源技术方面的优势,向电动汽车的转变对中国汽车制造商有利。正如福特今年 6 月在谈到美国市场时所说:"他们还没有来到这里,但我们认为他们会在某个时候来到这里,我们需要做好准备。"
福特公司首席执行官吉姆-法利(Jim Farley)在 5 月份的一次金融活动上展望电动汽车的未来时说:"我们将中国视为主要竞争对手,而不是通用或丰田。中国将成为强国"。

全部讨论

03-17 11:30

局大开,目光高远,坚持自主研发

2023-11-17 09:47

中国企业的创新能力越来越强了。