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比亚迪整车在美国没机会,但零部件也许有机会;李柯指出,美国目前的政治环境意味着“它不再像一个开放的市场”,“美国正在成为一个保护性很强的市场。”:$比亚迪(SZ002594)$ $特斯拉(TSLA)$
Due to policy uncertainties and many consumers' hesitancy toward EVs, "we do not have plans to sell in the U.S.," Li said. "It is a very confusing stage.
"We hope after the election everything will be back to normal. People will be more solid-thinking about what's the future solution here."
However, Li said Chinese vendors like BYD still want to be part of the U.S. EV supply chain. Despite taking the EV crown from Tesla last year, BYD is a longtime battery supplier to its U.S. rival.
"If you're talking about from the battery, from the mining, from all the technology integration, [the] Chinese supply chain now is the leading supply chain; it is the best," Li said. "So why don't they allow the U.S. company to have the freedom to choose the best supplier? If they can maybe be more open to the Chinese vendors, it will benefit the U.S. OEMs."
李柯表示,由于美国政策存在不确定性和许多消费者对电动汽车犹豫不决,“我们没有在美国销售汽车的计划,现在的美国市场处于一个非常令人困惑的阶段。”
“我们希望大选后一切都会恢复正常。美国人会更加坚定地思考未来的解决方案。”她说。美国将在今年11月举行总统大选。
不过,李柯表示,像比亚迪这样的中国供应商仍然希望成为美国电动汽车供应链的一部分。尽管去年第四季度从特斯拉手中夺走了纯电动汽车销售桂冠,但比亚迪长期以来一直是特斯拉的电池供应商。
“如果你从电池、采矿和所有技术整合的角度来看,中国的供应链现在是领先的供应链,这是最好的供应链,”李柯称,“那么,他们为什么不允许美国公司自由选择最好的供应商呢?如果他们能对中国供应商更加开放,美国的原始设备制造商将受益。”
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2024-05-07 14:58
$比亚迪(SZ002594)$ 看起来这次比亚迪E-journey活动不仅包含墨西哥、巴西、哥伦比亚大学等国家的各路人马,还包含美国的媒体;比亚迪嘴巴上说短期不考虑进军美国市场,但时时刻刻在做着准备和铺垫。
Embark on a journey through the unforgettable moments of our E-Journey for the Americas...

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05-07 19:56

Mark,However, Li said Chinese vendors like BYD still want to be part of the U.S. EV supply chain. $比亚迪(SZ002594)$