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‘Everything has changed’: Foreign auto groups embrace local technology in China 日韩主要汽车制造商紧随大众汽车之后，纷纷与中国公司就电动汽车相关技术达成合作，以追赶中国竞争对手。
Leading Japanese and Korean carmakers follow VW with moves to match domestic rivals. 6park.com
首先有德国大众汽车(Volkswagen)宣布与中国科技集团达成一系列开创性合作。现在又有韩国和日本最着名的几个品牌认定，要想在中国竞争激烈的汽车市场生存下去，唯一的办法就是购买中国制造的技术。
First, it was Germany’s Volkswagen announcing a series of groundbreaking tie-ups with Chinese tech groups. Now, the renowned national brands of South Korea and Japan have decided that the only way to survive in the country’s cut-throat car market is to buy Chinese-made technology. 6park.com
6park.comToyota last week chose the Beijing auto show, the premier industry event of the year in China, to unveil a new partnership with the owner of the WeChat superapp, Tencent. The world’s biggest carmaker by sales will work with China’s most valuable listed company on developing services for domestic customers, including deploying Tencent’s artificial intelligence and cloud-based software in its cars. Nissan announced a similar partnership with search giant Baidu to use the Beijing group’s generative AI in its vehicles. 6park.com上周，丰田(Toyota)选择在北京车展(Beijing Auto Show)这一中国年度最重要的行业盛会上，宣布与微信(WeChat)超级应用的所有者腾讯(Tencent)建立新的合作关系。这家全球销量最大的汽车制造商将与中国市值最高的上市公司合作，为中国客户开发各种服务，包括在其汽车中部署腾讯的人工智能和基于云的软件。日产(Nissan)也宣布与搜索巨头百度(Baidu)建立类似的合作伙伴关系，将在其汽车中使用后者的生成式人工智能。
6park.comHyundai, which has suffered plummeting sales in China in recent years, announced at the show that it would develop batteries with China’s CATL. It was a snub to its main supplier, South Korean compatriot SK On, with the Chinese battery king unveiling a new product touted as giving electric vehicles a range of 600km off a 10-minute charge. 6park.com近年来在中国销量暴跌的现代汽车(Hyundai)在车展上宣布，将与中国的宁德时代(CATL)合作开发电池，此举无异于冷落了其主要供应商、韩国电池制造商SK On。宁德时代发布了一款新的电动汽车电池产品，号称充电10分钟可续航600公里。
6park.comThe three deals, according to analysts and industry executives, highlighted how an increasing number of multinationals believe the only way to catch up with Chinese carmakers, which have prioritised electric vehicles and advanced technologies, is to incorporate the tech they use in their own models. 6park.com分析师和业内高管表示，这三桩合作突显出，越来越多的跨国公司认为，要赶上注重发展电动汽车和先进技术的中国汽车制造商，唯一的办法就是在自己的车型中采用它们使用的技术。
6park.com“Four years ago, I thought it was almost certain that the Chinese car companies just follow the global [manufacturers], but right now it seems like everything has changed,” said Xie Tiandi, a spokesperson for DJI Auto, a company spun out of the world’s biggest drone maker that is now working with VW on assisted driving technologies. 6park.com大疆车载(DJI Auto)发言人谢阗地表示：“四年前，我认为中国汽车公司几乎肯定会跟随全球制造商，但现在似乎一切都变了。”大疆车载是从全球最大的无人机制造商大疆(DJI)剥离出来的，目前正与大众汽车合作开发辅助驾驶技术。
6park.comForeign carmakers’ sales in China, the world’s biggest car market, sunk to a record low market share of 40 per cent in March, according to Shanghai consultancy Automobility. In recent weeks, sales of pure EVs and plug-in hybrids crept above half of new car sales in China for the first time. 6park.com上海谋拓商务咨询有限公司(Automobility)的数据显示，今年3月，外国汽车制造商在中国这个全球最大汽车市场的销量占比降至40%，市场份额创历史新低。最近几周，纯电动汽车和插电式混合动力车在中国新车销量中的占比首次超过了一半。
6park.comVW, which for years dominated the Chinese car market, has previously conceded it did not move fast enough towards electrification, as Elon Musk’s Tesla and Warren Buffett-backed BYD came to dominate sales of EVs. 6park.com主导中国汽车市场许多年的大众汽车此前承认，其电动化转型的速度不够快，让埃隆•马斯克(Elon Musk)的特斯拉(Tesla)和沃伦•巴菲特(Warren Buffett)投资的比亚迪(BYD)主导了电动汽车的销量。
6park.comThe German group has fought back in its biggest market over the past 18 months, making a series of investments in Chinese technology, including joint ventures with Horizon Robotics, one of China’s leading designers of AI chips, and software group ThunderSoft, as well as an equity investment in Guangzhou-based Xpeng, which makes high-tech EVs. 6park.com过去18个月，这家德国企业在它最大的市场中发起反击，对中国技术做了一系列投资，包括与中国人工智能芯片领先设计商之一地平线(Horizon Robotics)、软件企业中科创达(ThunderSoft)分别成立合资企业，并入股总部位于广州的高科技电动汽车制造商小鹏(Xpeng)。
6park.comJuergen Reers, global automotive lead for Accenture, a US consultancy, predicted “closer collaboration across the ecosystem” in China as multinational carmakers tried to “reinvent” their business models to keep pace with domestic groups’ rapid transition towards electric-powered vehicles with smarter features. 6park.com美国咨询公司埃森哲(Accenture)全球汽车负责人于尔根•雷尔斯(Juergen Reers)预测道，随着跨国车企试图“重塑”商业模式、以追赶中国本土企业快速向智能化电动汽车转型的脚步，中国“整个生态系统内的合作会更紧密”。
6park.com“What is of utmost criticality right now is acceleration,” he said, adding: “In China, it is viewed as a technology sector, which is really the right mindset.” 6park.com“现在最关键的就是加速，”他补充说，“在中国，它（电动汽车）被视为科技产业，而这确实是正确的思路。” 6park.com 6park.comOne area where Chinese groups are moving faster is in the technologies underpinning autonomous driving, analysts said, including Lidar, which detects the surrounding road conditions, and other sensor types. 6park.com分析师表示，中国企业进展较快的一个领域，是支持自动驾驶的各项技术，包括可以检测周围路况的激光雷达(Lidar)，以及其他类型的传感器。
6park.comAccording to forecasts from Counterpoint Research, China will have 1mn cars with so-called Level 3 technology — which means drivers can remove their hands from the steering wheel — by 2026, and these vehicles will account for about 10 per cent of new cars by 2028. 6park.com根据Counterpoint Research的预测，到2026年，中国将拥有100万辆具备所谓3级(Level 3)自动驾驶技术的汽车——这意味着司机可以双手离开方向盘；到2028年，这类汽车将在新车中占比约10%。
6park.comChina produced 6.7mn vehicles in the first three months of the year, 11 per cent higher than the first quarter of 2023, with sales of EVs up 32 per cent and those of cars with internal combustion engines (ICE) up 3 per cent, according to Automobility. 6park.com根据上海谋拓商务咨询的数据，中国今年头三个月生产了670万辆车，同比增长11%，电动汽车销量增长32%，内燃机汽车销量增长3%。
6park.comWith the ICE market remaining weak owing to huge overcapacity and acute price pressures, companies are increasing exports from China. The Automobility data also showed first-quarter overseas shipments of Chinese-made vehicles rose 33 per cent year on year to a record 1.3mn vehicles. ICE cars accounted for 77 per cent of exports, while BYD and Tesla together were responsible for about 60 per cent of EV exports. 6park.com随着内燃机汽车市场由于巨大的产能过剩和严重的价格压力而持续低迷，企业都在增加从中国向海外出口汽车。上海谋拓商务咨询的数据还显示，今年第一季度，中国产汽车向海外出货量同比增长33%，至创纪录的130万辆。内燃机汽车占出口量的77%，而比亚迪和特斯拉合起来占电动汽车出口的约60%。
6park.comKris Tomasson, who leads design at Nio, one of a clutch of tech-focused Chinese EV start-ups, said that given China’s history of manufacturing lower-cost products, outside observers might have misunderstood the “level of quality . . . or technology behind the cars”. 6park.com蔚来(Nio)设计主管克里斯•托马森(Kris Tomasson)表示，鉴于中国制造低成本产品的历史，外部观察人士可能误解了“这些汽车的质量……或技术水平”。蔚来是中国一批以技术为重点的电动汽车初创公司之一。
6park.comIn many countries, EV sales have been smaller than forecast. Legacy carmakers in Europe and the US continue to prioritise sales of vehicles with internal combustion engines, and deployment of EV charging infrastructures has been slow. 6park.com在许多国家，电动汽车的销量都低于预期。欧美传统汽车制造商继续优先销售内燃机汽车，而且电动汽车充电基础设施的部署一直进展缓慢。
6park.com“There’s no good products in some markets, that’s why the markets are not growing and not expanding,” said Brian Gu, president and vice-chair at Xpeng. “They are not adopting [EVs] as fast as China. You have to have cost-competitive, innovative, attractive products to be offered to customers to help them through that transition.” 6park.com“一些市场没有好的产品，这就是这些市场不增长、不扩大的原因。”小鹏总裁兼副董事长顾宏地(Brian Gu)说，“他们推广（电动汽车）的速度不如中国快。你必须向客户提供具有成本竞争力的、创新的、有吸引力的产品，帮助他们完成这一过渡。” 6park.com 6park.comHowever, amid fears of national security and economic dependence on a country controlled by the Chinese Communist party, the US and its allies, including the EU, are cracking down on Chinese-made technology and trying to secure supply chains without Chinese-made products. 6park.com然而，由于顾虑国家安全、以及顾虑在经济上依赖一个由中共控制的国家，美国及其盟友（包括欧盟(EU)）正在打击中国制造的技术，并试图确保供应链中没有中国制造的产品。
6park.comAgainst this backdrop, experts said foreign groups’ deepening dependence on Chinese technology would raise questions in their home markets. 6park.com在这个背景下，专家们表示，外国集团加深对中国技术的依赖之举将在他们的本土市场引发质疑。
6park.comTu Le, founder of the Sino Auto Insights consultancy, predicted increasing “bifurcation” of the global car market, with carmakers forced to duplicate the development of smart driving features. 6park.com咨询公司中国汽车洞察(Sino Auto Insights)创始人涂乐预测，全球汽车市场的“分裂”将日益加剧，汽车制造商将被迫重复开发智能驾驶功能。
6park.comBut for now, foreign carmakers have no choice but to embrace Chinese technology to have a chance of surviving in the local market. 6park.com但就目前而言，外国汽车制造商别无选择，只能拥抱中国技术，以获得在中国市场生存的机会。
6park.com“Foreign automakers are trying to stop the bleeding. The market share they lose now, they might not get back,” he said. 6park.com他说：“外国汽车制造商正在试图止血。他们现在失去的市场份额可能再也找不回来了。” 6park.com
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