In this video, I explain why and how China has been investing more than any other country in EVs and the infrastructure. I elaborate on how 500 Chinese EV car companies are making the EV car of the future by focusing on smart mobility and new battery business models.

在這個(gè)視頻中，我將解釋中國(guó)在電動(dòng)汽車以及相關(guān)基礎(chǔ)設(shè)施方面的投資比其他任何國(guó)家都要多的原因，并闡述他們的投資方式。我將詳細(xì)描述500多家中國(guó)電動(dòng)汽車相關(guān)企業(yè)是如何通過專注于智能移動(dòng)以及全新的電池商業(yè)模式以打造未來(lái)的電動(dòng)汽車。
原創(chuàng)翻譯：龍騰網(wǎng) http://mintwatchbillionaireclub.com 轉(zhuǎn)載請(qǐng)注明出處


More than a hundred years ago Henry Ford started ford motors and the whole automotive
industry just started a revolution which today is still extremely interesting to look at.Later on it went from Detroit to Europe in Germany and France and Italy and UK, in Sweden, lots of places
where the biggest brands were building the cars of the future
then later end of last century it was all about Japan and Honda and Toyota and so on
and the question is could now this century it all be about China. Could China lead the new car
industry and specifically an electrical vehicle. I believe there's a really good chance and I'm going
to talk a little bit about this.

一百多年以前，亨利福特開創(chuàng)了福特汽車公司，整個(gè)汽車行業(yè)剛剛開始了一場(chǎng)革命，這段歷史在如今看來(lái)依舊非常有趣。后來(lái)，汽車熱潮從底特律傳到了歐洲的德國(guó)、法國(guó)、意大利、英國(guó)、瑞典等許多地方，在那之后的一段時(shí)間里，他們產(chǎn)出了全世界最大的汽車品牌。而在上個(gè)世紀(jì)末，日本的本田以及豐田等諸多品牌成為了汽車領(lǐng)域中的熱門話題。如今的問題則是，這個(gè)世紀(jì)的汽車領(lǐng)域領(lǐng)頭羊是否將會(huì)是中國(guó)。中國(guó)能否引領(lǐng)一個(gè)全新的汽車行業(yè)，特別是在電動(dòng)汽車方面。我覺得這個(gè)概率很大，我今天會(huì)淺談一下這個(gè)問題。

Just about a month ago at the Shanghai autoshow there was 800,000
visitors. Imagine in COVID-19 period still; and all of these visitors they visited more than
a thousand different car suppliers. They all want to buy these new cars and a lot of them
are electrical vehicles. In China one out of ten people own a personal car. In Europe
that's one out of two. In America it's one out of one - it means every American has a car on average.

僅僅在一個(gè)月之前，中國(guó)的上海汽車展覽會(huì)吸引了80萬(wàn)觀眾。想象一下吧，這可是在新冠疫情期間。所有的這些游客參觀了超過1千多家不同的汽車供應(yīng)商。這些觀眾都想要購(gòu)買這些新車，而這些新車當(dāng)中很多都是電動(dòng)汽車。在中國(guó)每十個(gè)人當(dāng)中有1人擁有一輛私家車（播主在評(píng)論區(qū)將這一數(shù)字更改為每6人擁有一臺(tái)私家車）。在歐洲則是每?jī)扇藫碛幸慌_(tái)，在美國(guó)這個(gè)數(shù)字則為1/1，即平均每個(gè)美國(guó)人擁有一臺(tái)私家車。

What that means is that if Chinese would all buy a car like Americans would each have one car then we would have serious traffic jams. The biggest traffic jam ever recorded in history was in China.There's one guy that claims he got stuck for seven days. I don't know if it's true,but it shows that adding 10 times more cars in a country like China would be a disaster;specifically when we think about the ecology, the environment.so imagine this going times 10. It's not bearable. This is not something China can continue.But is it really all about the environment when we think about electrical vehicles?

這就意味著，如果中國(guó)人也像美國(guó)人那樣每個(gè)人都有一輛車的話，那么我們便會(huì)遭遇嚴(yán)重的交通堵塞問題。有史以來(lái)最嚴(yán)重的一場(chǎng)交通堵塞就發(fā)生在中國(guó)，曾經(jīng)有個(gè)人聲稱他在那次堵車中被困了7天。我不知道這是不是真的，但它也確實(shí)表明，在中國(guó)這樣的國(guó)家增加10倍的汽車數(shù)量將會(huì)是一場(chǎng)災(zāi)難，特別是我們考慮生態(tài)和環(huán)境方面的因素的話。把如今的車輛數(shù)量乘以10，這是不可承受的。所以繼續(xù)增加道路上的燃油車數(shù)量對(duì)中國(guó)而言是不可持續(xù)的。但是，當(dāng)我們想到電動(dòng)汽車時(shí)，我們關(guān)心的真的只有環(huán)境問題嗎？

There's actually one other aspect and that's oil because a lot of oil gets imported into China these days. If youlook at the history China was self-sufficient many, many years back but today it's really depending on the oil of the world and so this is one of the real motivations for China, the country, in itself to go full electrical because then they are not dependent on the oil from the U.S. and the Middle East and all these countries that might block it at some point so this is the real reason.

實(shí)際上還有另外一個(gè)方面的考量，那就是石油，因?yàn)槿缃竦闹袊?guó)進(jìn)口了大量的石油。如果你回顧下歷史就會(huì)發(fā)現(xiàn)，很多年前中國(guó)在石油的使用上是自給自足的，然而到了今天它已經(jīng)變得特別依賴來(lái)自全世界的石油，所以這也是中國(guó)大力投資電動(dòng)車領(lǐng)域的真正動(dòng)機(jī)之一，這樣一來(lái)他們就不需要依賴來(lái)自美國(guó)和中東的石油了，畢竟所有的這些國(guó)家都可能在未來(lái)的某個(gè)時(shí)間點(diǎn)對(duì)其斷供石油，所以這才是真正的原因。

For the past decades China has been investing billions of dollars into building batteries.
It started from the mobile phone industry. Before that was all Japan and then it moved to China.
Big companies like BYD started building the best batteries in the world.Now, today most of the battery industry is actually run by China they've had so much capacity these days we're talking about more than 60 of capacity both on the components, on the cells,the raw materials it's almost 80 percent globally that is produced in China and there's only four countries like America, Poland, South-Korea and China that are really producing the batteries for the world specifically for the cars so they almost got a monopoly and it's just not about the fact that they're building batteries they're building the smartest batteries and a lot of innovation is coming from China. Even tesla is using the CATL batteries in its products. So this is really something that China has invested in. The other thing they've invested in over the past years are charging stations.

在過去的幾十年里，中國(guó)在電池制造領(lǐng)域投入了數(shù)十億美元的資金，這些投資始于手機(jī)電池領(lǐng)域。在這之前日本是全球電池領(lǐng)域的領(lǐng)頭羊，隨后舞臺(tái)則轉(zhuǎn)移到了中國(guó)。像比亞迪這樣的大企業(yè)開始制造出全世界最好的電池。如今世界上大部分的電池企業(yè)都來(lái)自中國(guó)，他們?cè)谶@個(gè)產(chǎn)業(yè)中占據(jù)了大量的份額，我們說(shuō)的可是從電池組件到生產(chǎn)原材料60%以上的份額。如今全球只有四個(gè)國(guó)家美國(guó)，波蘭，韓國(guó)和中國(guó)在為全球的電動(dòng)汽車生產(chǎn)電池。然而中國(guó)壟斷電動(dòng)車電池制造還并非最關(guān)鍵的因素，更為重要的是他們?cè)谥圃熘悄茈姵?，并且該行業(yè)的諸多創(chuàng)新都來(lái)自中國(guó)。甚至是特斯拉也在自己的產(chǎn)品中使用了寧德時(shí)代的電池。所以中國(guó)確實(shí)在這方面有很多的投資，而另一個(gè)他們?cè)谶^去幾年大力投資的項(xiàng)目則是充電樁。

I went to China end of 2019 to visit State Grid, one of the biggest energy companies in the world - it's probably the biggest - and they showed me this picture that I took which is about all the charging stations over the whole country. In just two years time they installed more than one million charging stations and when there's all these stations that means electrical vehicles can charge everywhere this is a big advantage of the infrastructure investment that China has done
and that the U.S didn't do. Now Biden might change that but so far a lot of the EV is not taking off
in the U.S. because people can't charge everywhere.

在2019年底，我去中國(guó)參觀了國(guó)家電網(wǎng)，它是世界上最大的能源公司之一（可能還得去掉之一）。他們給我看了這張照片，上面顯示了全中國(guó)范圍內(nèi)的所有充電樁。在短短的兩年時(shí)間里，他們安裝了100多萬(wàn)個(gè)充電樁，這些充電樁意味著電動(dòng)汽車可以隨處充電，這便是中國(guó)基礎(chǔ)設(shè)施投資帶來(lái)的一大優(yōu)勢(shì)。而這是美國(guó)沒有去做的事情。如今拜登可能會(huì)改變這一點(diǎn)，但是就目前來(lái)看，電動(dòng)汽車并沒有在美國(guó)起飛，因?yàn)槿藗儫o(wú)法隨時(shí)隨地地給電動(dòng)車充上電。

原創(chuàng)翻譯：龍騰網(wǎng) http://mintwatchbillionaireclub.com 轉(zhuǎn)載請(qǐng)注明出處