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中国新能源车企如日中天,特斯拉在华面临激烈竞争
送交者: icemessenger[♂☆★★★SuperMod★★★☆♂] 于 2022-08-10 1:03 已读 4179 次 1 赞  

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Tesla Faces Crowded Field in China as New-Energy Car Market Booms



随着需求激增,中国本土新能源车制造商如日中天。业界目前预测,今年中国这个全球最大汽车市场的新能源车销量将达到创纪录的600万辆。



比亚迪7月份的电动乘用车销量增长了两倍多,达到约16.2万辆。


随着需求激增,中国本土新能源车制造商如日中天。业界目前预测,今年中国这个全球最大汽车市场的新能源车销量将达到创纪录的600万辆。 6park.com

China’s homegrown new-energy vehicle makers are booming as demand surges, with sales now forecast to hit a record six million this year in the world’s largest auto market. 6park.com

中国乘用车市场信息联席会(China passenger Car Association, 简称:乘联会)周二表示,比亚迪股份有限公司(BYD Co., 1211.HK, 简称:比亚迪股份) 7月份乘用车销量同比增长逾两倍,达到16.2万辆以上。比亚迪自己公布的数据显示,其中约一半为纯电动汽车,其余为混合动力汽车。巴菲特(Warren Buffett)支持的比亚迪已成为特斯拉(Tesla Inc., TSLA)的一个强大竞争对手。 6park.com

Warren Buffett-backed BYD Co., which has emerged as a formidable rival to Tesla Inc., more than tripled its sales of passenger cars in July to more than 162,000 vehicles from a year earlier, the China Passenger Car Association said Tuesday. BYD’s own data shows about half of those were pure electric and the rest hybrids. 6park.com

乘联会数据显示,7月份特斯拉中国销量同比下降14%,仅略高于2.8万辆;在这些特斯拉上海工厂制造的汽车中,有近2万辆出口到中国以外市场。特斯拉经历了坎坷的一年,不仅在今年春季受到抗疫封控措施拖累,上个月其上海超级工厂优化升级也导致部分停产。 6park.com

Tesla’s China unit saw sales fall 14% last month from a year ago to just over 28,000 cars, the association said. Nearly 20,000 of the Shanghai-made vehicles Tesla sold were exported to markets outside China, the group said. Tesla has had a bumpy year following a Covid-19 lockdown in the spring and an upgrade to its Shanghai gigafactory that partly halted production last month.




在更广泛的竞争领域,许多名气不大的中国初创公司也崭露头角,一些公司上个月纷纷创下销量纪录。哪咤汽车(Hozon Auto)、零跑汽车(Leap Motor)和赛力斯(Seres Group Co.)均表示,7月份销量超过了1万辆。赛力斯与华为技术有限公司(Huawei Technologies Co.)合作开发电动汽车。目前,比亚迪、哪咤和零跑在售汽车中均有车型起售价约为特斯拉最便宜车型的三分之一。 6park.com

A number of lesser-known Chinese startups are also emerging in a wider field of competitors, with some clocking up record sales last month. Hozon Auto, Leap Motor and Seres Group Co., which codevelops EVs with Huawei Technologies Co., each sold more than 10,000 cars in July, the companies said. BYD, Hozon and Leap all have models available for prices starting at around a third of Tesla’s cheapest vehicle. 6park.com

惠誉国际评级(Fitch Ratings)的汽车业分析师Jing Yang说,中国二三线城市对较低价电动汽车的需求正在增长,这有助于本土品牌的销售。她说,各品牌的竞争力最终将取决于车型的价格、附带的智能功能,以及对本地用户需求的了解程度。 6park.com

Demand for lower-priced electric cars is growing in China’s lower-tier cities, which helps the sales of local brands, said Jing Yang, auto analyst at Fitch Ratings. She said the competitiveness of brands will eventually be determined by the prices and intelligent features of models as well as their understanding of local drivers.




乘联会表示,7月份中国新能源乘用车(包括电动汽车和插电式混合动力汽车)的总体销量同比劲增117%,达到48.6万辆。乘联会还将今年中国新能源乘用车的预估销量从550万辆提高到600万辆。这意味着将比去年销量增加一倍,去年中国市场新能源乘用车销量占到全球销量的一半以上。 6park.com

Overall Chinese sales of new-energy cars, which include electric and plug-in hybrids, surged 117% in July from a year ago to 486,000 vehicles, the car association said. It raised its sales forecast for the segment this year to six million vehicles from 5.5 million cars. That would double last year’s sales, when China accounted for more than half of sales globally. 6park.com

中国领导层一直在推出购车激励措施,以促进销售,政府希望汽车行业能够帮助拉动国内经济发展。随着全球燃料价格居高不下,同时消费者利用政府的补贴,电动汽车销售表现强劲。 6park.com

China’s leaders have been rolling out incentives for car buyers to boost sales as the government looks to the auto industry to help revive China’s slowing economy. Electric-car sales are proving robust as global fuel prices remain high and consumers take advantage of government subsidies. 6park.com

中国政府的种种努力正提振汽车行业从3月至5月的萎缩中反弹,那段时期汽车供应链和生产在很大程度上受到奥密克戎疫情防控措施的干扰,当时上海的一些工厂停产。随着中国电动汽车市场的蓬勃发展,竞争也日益激烈。 6park.com

Beijing’s efforts are spurring a bounce back from a contraction in the industry from March to May when auto-supply chains and production were largely disrupted by measures to contain Omicron outbreaks, with some factories shuttered in Shanghai. As China’s electric-vehicle market booms, competition is becoming increasingly intensified. 6park.com

乘联会表示,7月份中国整体乘用车销量同比增长20%,达到181万辆。 6park.com

China’s overall passenger-car sales last month rose 20% from a year earlier to 1.81 million vehicles, the association said. 6park.com

根据乘联会的数据,在过去两年的大部分时间里,新能源乘用车的销量每月都在翻番,现在已占到中国整体乘用车市场的27%。 6park.com

Sales of new-energy cars have been doubling monthly for most of the past two years and they now account for 27% of the overall passenger-car market in China, according to data from the association. 6park.com

一些中国汽车巨头新能源车业务的表现领先于特斯拉和大众汽车(Volkswagen AG, VOW.XE)等外国车企。通用汽车公司(General Motors Co., GM)和中国国有企业上海汽车集团股份有限公司(SAIC Motor Corp., 600104.SH, 简称﹕上汽集团)的合资公司上汽通用五菱(SGMW)周一表示,自2017年以来,该公司已累计售出超过100万辆电动和插电式混合动力汽车。该公司旗舰微型车五菱宏光MiniEV是中国最热销的车型之一。 6park.com

Chinese car giants are taking the lead ahead of foreign companies such as Tesla and Volkswagen AG. SGMW, a joint venture between General Motors Co. and Chinese state-owned SAIC Motor Corp., said Monday that it has sold more than one million electric and plug-in hybrid cars since 2017. Its flagship tiny EV, Wuling Hongguang Mini, is among the best-sold models in China. 6park.com

总部位于深圳的比亚迪已成为需求上升的一大受益者,自去年以来稳坐国内电动车销量冠军宝座。该公司已于3月份停止生产传统的内燃机汽车。 6park.com

Shenzhen-based BYD, which stopped making traditional combustion-engine cars in March, has been a major beneficiary of rising demand, reigning as the biggest EV maker by vehicles sold in its home country since last year.



中国一直在为购车者推出激励措施,以寻求利用汽车行业重振疲软的中国经济。


特斯拉、大众汽车和比亚迪暂未回应置评请求。 6park.com

Tesla, Volkswagen and BYD didn’t immediately respond to requests for comment. 6park.com

中国国务院上月公布,将延续免征新能源汽车购置税政策。这项政策原定于今年年底到期。 6park.com

China’s State Council said last month it will extend tax exemption on the purchases of new-energy vehicles, a policy that was originally set to expire at the end of this year. 6park.com

乘联会秘书长崔东树说,得益于政府刺激措施,预计8月份汽车销量仍将延续高增长,零售累计增速或将转正。 6park.com

Government stimulus will continue to boost car sales in August, which is likely to bring the market back to growth for the year, said Cui Dongshu, secretary-general of the car association. 6park.com

汽车供应链仍面临不确定性。中国领先电动车品牌之一蔚来集团(NIO Inc., 9866.HK, NIO)的首席执行官李斌(William Li)上月表示,零部件短缺已导致一款蔚来轿车车型7月份减产数千辆。 6park.com

Uncertainty still clouds auto supply chains. William Li, chief executive of NIO Inc., one of China’s leading EV brands, said last month that a component shortage has led to cutting production by thousands for one of its sedan models in July.


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