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"中国车企创新前所未有",他还顺便内涵了马斯克
Guan Cha Zhe Wang· 2025-08-25 14:33
今年6月,福特CEO吉姆·法利就曾表示,中国电动车的车载技术、成本和质量都"远远优于"西方。 在近期的一档播客节目中,美国网约车巨头优步(Uber)CEO达拉·科斯罗萨西对中国电动汽车赞不绝口,称 其"令人难以置信",他还表示,中国车企经历了本土市场竞争的严峻考验,本质上就是"适者生存"。 《商业内幕》网站8月25日报道称,"铁磨铁,越磨越利"(iron sharpens iron)这句俗语,或许正好描述了中国 的电动车产业。比亚迪等车企帮助中国主导了全球电动车市场,同时给美国车企如特斯拉和福特带来压力。 ► 文 观察者网 柳白 "中国整车厂和电动汽车行业涌现的创新,是我从未见过的。" "这本质上就是'适者生存',我们在那里看到的创新以及行业发展速度,都堪称非凡。" 在科斯罗萨西的领导下,优步一直鼓励旗下司机使用电动汽车,将其作为可持续发展举措的一部分。今年 7 月,优步向汽车制造商Lucid投资3亿美元,该公司生产的Gravity电动车将被用于Uber的无人出租车项目。 在本土市场外,中国电动汽车企业正加大对海外工厂的投资力度,以加强与美国特斯拉及其他全球汽车制造商 的竞争。 美国消费者新闻与商业频道(CN ...
宁德时代倪军:创新驱动电动车“内卷”,十年电池成本降超80%;竞争模式“像电子产业”
Sou Hu Cai Jing· 2025-06-26 12:42
Group 1 - The core driving force behind the intense competition in the Chinese electric vehicle market is the explosive growth of innovation rather than policy factors [2] - Over the past decade, investments in innovation and research and development have led to a more than 80% reduction in electric vehicle battery costs, a doubling of power density, and a two to three times increase in driving range [2] - The introduction of CATL's Kirin battery in 2022 allows for over 1000 kilometers of range, significantly alleviating range anxiety, while the 2023 supercharging technology enables charging of 100 kilometers in just one minute [2] Group 2 - The rapid pace of innovation and fierce price competition has resulted in a challenging environment where no one in the industry is making profits, leading to a "winner-takes-all" competition model [3] - The frequency of new electric vehicle launches in China has surged, with estimates suggesting the release of ten times more new models than previously thought, indicating a shift towards a fast-paced electronic industry model rather than a traditional automotive one [3] - The shortened consumer replacement cycle for electric vehicles is alarming, as it transforms the industry dynamics significantly [3]