车轮装反的比亚迪：一个装配失误如何惊动监管，掀起中国车企质量
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | Imagine buying a brand new car a really advanced one right and it comes from the biggest Evie maker in the world | 想象一下,买辆全新的车 真正先进的车,它来自世界上最大的Evie制造商 |
| 0:05 | So an Evie is a car that runs on electricity not gas exactly a top-tier electric car | 所以Evie是一辆车 运行在电力上 而不是气体 完全是一个顶级电动车 |
| 0:11 | Yeah, so you walk around it you look closely at the wheels and then you realize something | 是啊,所以你绕着它走 你仔细看着车轮,然后你意识到一些事情 |
| 0:18 | Totally crazy. | 完全疯了。 |
| 0:19 | What do they find the factory actually put the wheels on backwards? | 他们发现工厂 到底把车轮倒了? |
| 0:22 | Oh, wow. | 哦,哇呜。 |
| 0:23 | Yeah, I know today | 对,我知道今天 |
| 0:24 | We are looking at this seemingly hilarious assembly line error | 我们在看这个看起来很搞笑的装配线错误 |
| 0:27 | It happened at BYD right, but this one simple mistake triggered something massive | 发生在BYD右侧, 但这个简单的错误 触发了一些巨大的 |
| 0:33 | It points to a huge government-led crackdown | 说明政府领导的大规模镇压 |
展开字幕全文（257 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Imagine buying a brand new car a really advanced one right and it comes from the biggest Evie maker in the world | 想象一下,买辆全新的车 真正先进的车,它来自世界上最大的Evie制造商 |
| 2 | So an Evie is a car that runs on electricity not gas exactly a top-tier electric car | 所以Evie是一辆车 运行在电力上 而不是气体 完全是一个顶级电动车 |
| 3 | Yeah, so you walk around it you look closely at the wheels and then you realize something | 是啊,所以你绕着它走 你仔细看着车轮,然后你意识到一些事情 |
| 4 | Totally crazy. | 完全疯了。 |
| 5 | What do they find the factory actually put the wheels on backwards? | 他们发现工厂 到底把车轮倒了? |
| 6 | Oh, wow. | 哦,哇呜。 |
| 7 | Yeah, I know today | 对,我知道今天 |
| 8 | We are looking at this seemingly hilarious assembly line error | 我们在看这个看起来很搞笑的装配线错误 |
| 9 | It happened at BYD right, but this one simple mistake triggered something massive | 发生在BYD右侧, 但这个简单的错误 触发了一些巨大的 |
| 10 | It points to a huge government-led crackdown | 说明政府领导的大规模镇压 |
| 11 | Yeah, a massive crackdown and this crackdown is hitting the entire Chinese auto industry, you know | 是啊,大规模镇压和这种镇压 正在打击整个中国汽车业,你知道 |
| 12 | It sounds like a joke at first, but the stakes are incredibly high here | 一开始听起来像个笑话 但赌注很高 |
| 13 | Definitely these Chinese companies are trying to take over the global market, right? | 这些中国公司肯定想占领全球市场,对吧? |
| 14 | Whether you drive an Evie or not, you know, this affects you exactly how they handle this specific mistake tells a big story | 无论你是否驾驶Evie,你知道, 这影响你 究竟如何处理这个具体错误 讲述一个大故事 |
| 15 | It it shows us exactly what the future of driving will look like we are gonna unpack all of this for you | 它向我们展示了 驾驶的未来 看起来像我们要 收拾这一切给你 |
| 16 | We will look at why a reversed wheel matters so much and why Beijing is stepping in right? | 我们将研究为什么一个倒转的轮子如此重要,为什么北京正步入正轨? |
| 17 | And we will explore this global battle for your driveway. | 我们将探索这场全球战役 为您的车道。 |
| 18 | So | 这么说 |
| 19 | Let's dive right into this BYD situation. | 让我们潜入到BYD的情况。 |
| 20 | Yeah, let's do it | 好,我们开始吧 |
| 21 | So the issue involves the BYD Tang model and that is an SUV right like a large family car | 所以,问题涉及BYD唐型车 那就像一辆大型家用车 |
| 22 | Exactly is a very popular large family car and a supplier made a really strange error on the assembly line | 确切地说,这是一辆非常受欢迎的大型家用车,一个供应商在装配线上犯了一个非常奇怪的错误 |
| 23 | What exactly did they do? | 他们到底做了什么? |
| 24 | Well, they installed the front and rear wheel rims in reverse | 嗯,他们安装了前轮和后轮轮圈反向 |
| 25 | So like the wheel rims the the metal circles that actually hold the tires. | 就像车轮环绕着 真正牵着轮胎的金属圈 |
| 26 | Yeah, exactly those they put them on backwards | 是啊,正是他们放倒了 |
| 27 | Oh, let me stop you right there. | 哦,让我停止你在那里。 |
| 28 | How does a massive company even do that? | 一个大公司怎么做到的? |
| 29 | I mean it is a great question right because modern car factories use advanced robots. | 我的意思是这是一个很好的问题,因为现代汽车工厂使用先进的机器人。 |
| 30 | They use lasers. | 他们使用激光。 |
| 31 | They do they have strict quality control | 他们有严格的质量控制 |
| 32 | They do not just you know, guess where parts go. | 他们不只是你知道, 猜猜哪里的部分去。 |
| 33 | That is the million dollar question | 这是百万美元的问题 |
| 34 | It really points to a rush on the factory floor | 这真的说明工厂地板上有急事 |
| 35 | Oh, I see when you build cars at record speed basic checks just fail | 哦,我看当你造车 创纪录的速度 基本检查只是失败 |
| 36 | Suppliers get pushed to their absolute limits make sense | 供货商被逼到他们的绝对极限是有道理的 |
| 37 | So a worker or maybe a machine just grabs the wrong part and nobody notices until the cars actually leave the factory Wow | 所以一个工人或机器只是抓住错误的部分 没有人注意到 直到汽车真正离开工厂 |
| 38 | But some owners actually noticed it first, right? | 但有些业主其实是先注意到的,对吧? |
| 39 | They looked at their new cars | 他们看自己的新车 |
| 40 | They saw the problem and they immediately reported the issue back to BYD and to their credit BYD's reaction was very swift | 他们看到问题,立即向BYD报告,BYD的反应非常迅速。 |
| 41 | They did not try to hide it at all. | 他们根本没想隐瞒 |
| 42 | Really? | 真的吗? |
| 43 | What did they do? | 他们做了什么? |
| 44 | They ran immediate safety tests on these specific cars | 他们立即对这些车进行了安全测试 |
| 45 | They they needed to see if the handling was ruined and the test showed the cars were actually still safe to drive | 他们需要看看处理是否被破坏 测试显示这些车还是安全的 |
| 46 | Right the reversed wheels did not create a driving risk. | 右转方向盘没有造成驱动风险。 |
| 47 | The handling remained fine | 处理还不错 |
| 48 | Yeah, but BYD still took massive action anyway, like what? | 是啊,但是BYD仍然采取大规模行动,像什么? |
| 49 | Well, they offered free safety checks and they offered brand new wheels to the affected owners. | 他们提供免费安全检查 并向受影响的业主提供全新的车轮 |
| 50 | Wait, I need a challenge of this | 等等,我需要挑战 |
| 51 | Okay, BYD's own safety tests prove the reversed wheels did not impact the handling the cars were safe | BYD自己的安全测试 证明反转的车轮没有撞到 |
| 52 | That is true. | 没错 |
| 53 | It's kind of like putting your left shoe on your right foot, you know, it works, but it's just wrong | 这有点像把你的左鞋 在你的右脚,你知道, 它的工作,但它只是错了 |
| 54 | Yeah a bit awkward, right? | 是啊,有点尴尬,对不对? |
| 55 | So why give out entirely new wheels? | 那为什么还给全新车轮? |
| 56 | Because they did something even bigger too. | 因为他们也做了更大的事 |
| 57 | What was that? | 你说什么? |
| 58 | They reset the warranties for these owners back to day one a | 他们把这些房主的保修权 重设到第一天 |
| 59 | Warranty like a company promised to fix the car for free. | 像公司保证免费修车一样的保证 |
| 60 | Exactly is | 没错 |
| 61 | Resetting a warranty a big deal for a car company to do. | 重设保修,为汽车公司办大事. |
| 62 | Is this just on an expensive public relations stunt? | 这是否只是一场昂贵的公关特技? |
| 63 | Oh, no, it is much more than a simple stunt | 哦,不,这不仅仅是一个简单的特技 |
| 64 | Resetting a warranty costs a lot of money, right? | 重设保修需要很多钱,对吧? |
| 65 | It is a massive financial hit for any car company think about the business math here | 对于任何汽车公司来说 这都是一种巨大的经济打击 想想这里的商业数学 |
| 66 | Okay, a warranty means the company promises to pay for future repairs | 好吧,保修意味着公司承诺 支付未来的修理费 |
| 67 | Giving a fresh warranty on a used car adds huge risk to their balance sheet. | 对二手车进行新保修给其资产负债表带来巨大风险。 |
| 68 | Wow | 哗 |
| 69 | So they are choosing to lose money today | 所以他们今天要输钱 |
| 70 | Yes, because they want to avoid a bigger loss tomorrow. | 是的,因为他们想避免明天更大的损失。 |
| 71 | Exactly. | 没错 |
| 72 | They are buying customer loyalty | 他们买客户的忠诚 |
| 73 | Trust is the most valuable currency they have right now that makes total sense a safe car is not enough anymore | 信任是他们现在最值钱的货币 安全车已经不够了 |
| 74 | The car must feel perfect if buyers think BYD cuts corners the brand just dies | 如果买家认为BYD把牌子切掉 车一定感觉完美 |
| 75 | So they took the financial hit to protect their image. | 于是他们采取了财政打击来保护自己的形象. |
| 76 | Yes, they chose a sharp financial hit to protect their long-term image | 是的,他们选择了猛烈的金融打击来保护他们的长期形象 |
| 77 | You know if this was just one mistake, maybe we could ignore it factories make mistakes | 你知道,如果这只是一个错误, 也许我们可以忽略 它工厂犯错误 |
| 78 | But this is not an isolated event if we look across the industry a pattern really emerges | 但是,这不是一个孤立的事件 如果我们从整个行业看 一个模式真的出现 |
| 79 | Definitely does BYD is not the only company making headlines for the wrong reasons | BYD肯定不是唯一一个 做头条新闻的公司 因为错误的原因 |
| 80 | No, the whole Chinese car sector is facing similar growing pains | 不,整个中国的汽车部门 都面临着类似的增长痛苦 |
| 81 | The quality control issues are spreading right? | 质量控制问题正在蔓延,对吧? |
| 82 | We are seeing embarrassing headlines from several major players lately | 我们最近看到几个大人物的头条新闻 |
| 83 | Let's look at GAC group. | 让我们看看GAC集团。 |
| 84 | They produce a popular car called the Aon S | 他们制造了一辆很受欢迎的汽车 叫"Aon S" |
| 85 | Yes, very popular model and that is a sedan right like a standard four-door car. | 是的,非常受欢迎的车型,就像一辆标准的四门车一样 |
| 86 | Exactly a standard four-door car | 正好是一辆标准的四门车 |
| 87 | Well recently some of these cars were found with bent batteries | 最近发现了一些有弯曲电池的汽车 |
| 88 | Yeah, a bent battery in an electric car sounds incredibly dangerous | 对 电动车上的电池 听起来很危险 |
| 89 | Oh, it is a massive red flag | 哦,这是一面巨大的红旗 |
| 90 | The battery is the most expensive part of the vehicle and the most dangerous right exactly if the battery casing is bent | 电池是车辆中最昂贵的部分 也是最危险的右侧 如果电池壳弯曲 |
| 91 | It compromises the safety cells inside that sounds bad. | 它破坏了里面的安全细胞 这听起来很糟糕。 |
| 92 | It is it can lead to sudden fires | 它会导致突然起火 |
| 93 | It shows a severe failure in the actual manufacturing process Wow, and then we have another brand called May extra | 显示实际制造工艺严重失败 哇 然后我们又有了个叫May Extra的品牌 |
| 94 | Right. | 对 |
| 95 | This is a very interesting company. | 这家公司很有趣 |
| 96 | They are actually backed by the tech giant Huawei | 他们其实是由科技巨头华伟支撑的 |
| 97 | Yes, big tech money behind them and they experienced a terrifying issue during testing this past October very terrifying | 是的,他们背后的科技巨资 他们经历了一个可怕的问题 在过去的10月测试非常可怕 |
| 98 | The testing revealed brake pedal failures. | 测试显示刹车踏板故障. |
| 99 | Wait, really? | 等等,真的吗? |
| 100 | Yeah, the brakes simply stopped working during the test drives | 是啊,刹车只是停止工作 在测试驱动器 |
| 101 | Oh man, that is the ultimate nightmare. | 哦,伙计,这是最终的噩梦。 |
| 102 | It really is | 痷 |
| 103 | I mean you can survive a backwards wheel. | 我是说你能活下来 |
| 104 | You absolutely cannot survive a failed brake pedal, right? | 你绝对不能活下来 刹车踏板故障,对不对? |
| 105 | Brakes are the fundamental safety feature | 刹车是基本的安全特征 |
| 106 | The failure here means the engineering process itself is broken. | 这里的失败意味着工程过程本身被打破. |
| 107 | So it is not just a factory worker making a mistake | 所以不只是工厂工人犯错 |
| 108 | No, it is not just a supplier error. | 不,这不仅仅是供应商的错误。 |
| 109 | It is a design or a testing failure at the core level | 这是核心层面的设计或测试失败 |
| 110 | This brings up a huge question. | 这引起了一个巨大的问题。 |
| 111 | What's that? | 这是什么? |
| 112 | What is actually causing this industry wide quality crisis? | 究竟是什么导致了这个行业的广泛质量危机? |
| 113 | It is a good question. | 这是一个很好的问题。 |
| 114 | We know these companies have brilliant engineers. | 我们知道这些公司有出色的工程师。 |
| 115 | We know they have tons of money. | 我们知道他们有钱 |
| 116 | So | 这么说 |
| 117 | Are they just moving too fast or is building a modern car just really difficult? | 他们只是走得太快 还是建造一辆现代化的汽车真的很困难? |
| 118 | I mean building any heavy machine is hard, but the core issue here is definitely speed speed. | 我的意思是,建造任何重型机器都是很难的, 但核心问题是速度。 |
| 119 | Okay | 还好 |
| 120 | Let's look at the analysis from Yale Zhang. | 试看耶律张作霖的分析. |
| 121 | He is an industry expert based in Shanghai | 他是上海的实业专家 |
| 122 | He works at a firm called automotive foresight and what does his data show about this crisis? | 他在一个叫汽车前瞻的公司工作 他的数据显示了这个危机是什么? |
| 123 | Well Zhang points out a historical fact for years the Chinese car industry operated on one single metric | 张艺谋指出中国汽车工业 多年来的历史事实 |
| 124 | Which was they focused entirely on volume they wanted to build as many cars as humanly possible | 他们把注意力全放在了体积上 他们想制造尽可能多的汽车 |
| 125 | Ah, I get that they just wanted to flood the market exactly | 啊,我知道,他们只是想 淹没市场完全 |
| 126 | They wanted to capture market share before our older car companies could even react, right? | 他们想抢占市场份额 在我们老的汽车公司甚至可以作出反应之前,对不对? |
| 127 | It reminds me of the old software industry motto, you know, move fast and break things. | 它让我想起了旧软件行业的座右铭, 你知道,快速移动和打破事物。 |
| 128 | That is the perfect comparison, honestly | 这是完美的比较,说实话 |
| 129 | Software companies release a product with bugs, right? | 软件公司发布的产品 与bugs,对不对? |
| 130 | They fix the bugs later with a simple internet update you wake up and your phone just works better | 他们晚点会用一个简单的互联网更新来修复虫子 你醒来了,你的手机工作更好 |
| 131 | Yeah, we see that all the time Chinese car companies tried to use this exact same software mentality | 是的,我们看到,所有的时间 中国汽车公司试图使用 这个完全相同的软件心态 |
| 132 | But for building heavy machinery, but you know, you cannot fix a bent battery over the Internet | 但是为了建造重型机械,你知道, 你无法在互联网上修复一个弯曲的电池 |
| 133 | No, you cannot you cannot push a software update to turn a physical wheel around | 不,你不能推动软件更新来转动物理轮 |
| 134 | You hit the nail on the head hardware is unforgiving right Zhang notes that this volume first strategy is hitting a brick wall now | 你撞到头部硬件上的钉子 张总说这卷的第一招是撞砖墙 |
| 135 | The market is maturing and consumers are way less forgiving | 市场正在成熟,消费者更不会原谅 |
| 136 | So the companies must pivot they have to they have to shift from building lots of cars to building perfect cars | 所以公司必须先从制造大量汽车 转向制造完美的汽车 |
| 137 | They have absolutely no choice | 他们绝对别无选择 |
| 138 | If the quality remains poor consumers will simply stop buying them make sense the negative word-of-mouth will destroy the brands | 如果质量仍然很差 消费者就会停止购买它们 有道理 负面的口语会破坏品牌 |
| 139 | Zhang makes it very clear at the era of high-speed low-quality production is over and you know | 在高速低质量生产时代,张艺谋说得很清楚了,你知道的 |
| 140 | When entire industries face a crisis in China the government rarely sits back never if | 当整个行业面临中国危机时 政府很少坐视不管 |
| 141 | Individual companies are bleeding money to fix these nightmares Beijing takes notice. | 个别公司为修复这些噩梦而流血, |
| 142 | They are stepping in to protect the national brand | 保护国家品牌 |
| 143 | Yeah, the government intervention is happening right now and it is pretty strict, right? | 是啊,政府干预 正在发生, 这是相当严格的,对不对? |
| 144 | It is sweeping and it is very strict. | 它很全面,非常严格。 |
| 145 | The charge is being led by the MIIT for our listeners | 由军情局领导对我们的听众的指控 |
| 146 | The MIIT is China's government department for technology and industry exactly | MIIT是中国政府的科技和工业部门 |
| 147 | They set the rules for what gets built and they have incredible authority over these companies | 他们为建造的东西制定了规则 他们对这些公司拥有不可思议的权威 |
| 148 | So, what are they doing since August the MIIT has launched a massive year-long inspection tour Wow | 因此,他们在做什么 自8月以来,MIIT 已经启动了一个大规模一年的检查巡演 哇 |
| 149 | They are actively visiting car factories all across the country a full year of factory inspections | 他们正在积极走访全国各地的汽车工厂 一年一整年的工厂检查 |
| 150 | That is not just a simple warning letter. | 这不仅仅是一个简单的警告信。 |
| 151 | No, that is basically an active occupation of the factory floor | 不,这基本上是对工厂地板的积极占用 |
| 152 | They are looking at every single detail. | 他们正在观察每一个细节。 |
| 153 | They want to see the assembly lines up close, right? | 他们想近距离看到组装线 对吧? |
| 154 | they want to check the quality control metrics and | 他们想要检查质量控制指标和 |
| 155 | They are responding to specific incidents to like that my extra brake failure we mentioned earlier | 他们正在应对具体事件 就像我之前提到的刹车故障 |
| 156 | Yes | 对 |
| 157 | That incident triggered a huge government response | 那起事件引发了政府的巨大反响 |
| 158 | Really in mid-october the MIIT did not just send a letter. | 真的在中层 MIIT不只是发送一封信。 |
| 159 | They teamed up with two other major government ministries | 他们和另外两个主要的政府部门合作 |
| 160 | Oh, yeah, they formed a special joint investigation team just for that | 哦,是的,他们组成了一个特别的联合调查组 |
| 161 | They created a multi-agency task force just for one brake pedal issue | 他们只为了一个刹车踏板问题 成立了多机构特别工作组 |
| 162 | It just shows how worried Beijing really is a brake failure in a Huawei backed car is highly embarrassing for them, right? | 这说明北京真的很担心 一辆华威车的刹车故障 对他们来说很尴尬,对吧? |
| 163 | The government wants to find the root cause they want to ensure it never happens again | 政府想要找到他们想要确保不再发生的根本原因 |
| 164 | But you know inspections only fix current problems. | 但你知道检查只会解决当前的问题 |
| 165 | The government also issued a new rule to stop future problems, right? | 政府也发布了一条新的规则 来阻止未来的问题,对不对? |
| 166 | Yes, and this might be the most important part of the whole crackdown. | 是的,这可能是整个镇压中最重要的部分。 |
| 167 | What is the new rule? | 新规则是什么? |
| 168 | The government is giving strict new guidance to every car brand | 政府对每一个汽车品牌都给予严格的新指导 |
| 169 | They are legally telling these companies to slow down their development cycles | 他们依法要求这些公司减速发展 |
| 170 | Wait, this is a fascinating shift. | 等等,这转变很迷人 |
| 171 | Mm-hmm. | 对 |
| 172 | Let me push back on the strategy here a bit | 让我把策略推回去 |
| 173 | Sure, speed was China's biggest superpower in the car market, right? | 当然,速度是中国汽车市场上最大的超级大国,对吧? |
| 174 | Absolutely | 当然 |
| 175 | They could design tests and build a totally new model in like 18 months older car makers take four or five years | 他们可以设计测试 并建立一个全新的模型 像18个月 老的汽车制造者需要4到5年 |
| 176 | If the government forces them to slow down won't they lose their main competitive edge? | 如果政府强迫他们减速 他们不会失去他们的主要竞争优势吗? |
| 177 | It is a massive risk and you are completely right speed gave the market dominance | 这是一个巨大的风险,你完全正确的速度 市场主导。 |
| 178 | So why do it but Beijing is looking at the bigger picture a fast car development cycle is useless if the cars are actually dangerous | 为何要这么做,但北京在大局下 快速的汽车开发周期是没用的 如果汽车真的很危险的话 |
| 179 | Because a few deadly accidents could ruin the reputation of the entire country's export market | 因为几起致命事故会破坏全国出口市场的声誉 |
| 180 | Exactly. | 没错 |
| 181 | The government knows that cars made in China still carry a stigma in some places, right? | 政府知道中国制造的汽车在某些地方仍然带有耻辱感,对吧? |
| 182 | They are trying to erase that stigma if cars keep breaking down the whole national industry suffers makes sense | 如果汽车继续破坏整个国家工业,他们就想抹去这个耻辱 |
| 183 | Slowing down to fix quality is really the only way to survive in the long term | 慢下来修补质量 才是长期生存的唯一方法 |
| 184 | This brings us to the ultimate motivation behind all of this. | 这使我们想到这一切背后的最终动机。 |
| 185 | Why is the government forcing this pain right now? | 为什么政府 强迫这种痛苦现在? |
| 186 | Why is BYD spending absolute fortunes to reset warranties? | 为什么BYD花绝对的财富来重设保修? |
| 187 | It is not just about the local buyers in Beijing or Shanghai | 不只是北京和上海的本地买家 |
| 188 | No, not at all. | 不,一点也不。 |
| 189 | The global stakes are massive here. | 全球利益在这里是巨大的。 |
| 190 | The entire Chinese auto industry is looking outward now | 整个中国汽车工业都向外看 |
| 191 | Their survival literally depends on going global. | 他们的生存实际上取决于走向全球。 |
| 192 | Why is that? | 为什么? |
| 193 | The domestic market simply cannot support their massive factories anywhere | 国内市场根本无法支持他们的大型工厂 |
| 194 | Let's look at the business numbers for a second sales inside China are actually getting very weak | 我们看看中国国内第二批销售的商号 其实越来越弱 |
| 195 | Yeah, the domestic market is totally saturated, right? | 是啊,国内市场是完全饱和的,对不对? |
| 196 | There are too many brands and too few buyers a brutal price war has been raging for months over there | 有太多的品牌和太多的买家 残酷的价格战争持续了好几个月 |
| 197 | Companies are slashing prices just to survive | 公司为了生存而降低价格 |
| 198 | Profit margins in China are incredibly thin right now Wow | 现在中国的利润率非常低 |
| 199 | Companies are losing money on every car sold at home. | 公司在每辆汽车上都输了钱 |
| 200 | So companies like BYD and Geely are pivoting hard | BYD和Geely等公司都在大力推动 |
| 201 | What are they doing? | 他们在干什么? |
| 202 | They are heavily exporting cars overseas and the export numbers are staggering in October alone | 他们大量出口海外汽车 仅在10月出口的数量就惊人 |
| 203 | Chinese carmakers shipped a record | 中国汽车制造商发了张唱片 |
| 204 | 582,000 cars to other countries more than half a million cars in a single month. | 58.2万辆汽车单月到其他国家50多万辆. |
| 205 | Yeah, it is a phenomenal | 是啊,这是一个惊人的 |
| 206 | Logistical achievement they are loading huge ships every single day | 后勤方面的成就,他们每天都在装载大型船只 |
| 207 | That export number is nearly a hundred forty five percent higher than it was last year | 出口额比去年高近一百四十五个百分点 |
| 208 | The growth curve is practically vertical right now | 增长曲线现在几乎是垂直的 |
| 209 | They are essentially trying to export their way out of a domestic crisis and BYD is really leading the charge here, right? | 他们基本上试图从国内危机中输出出去,而BYD真正是这里的罪魁祸首,对吧? |
| 210 | Li Yunfei BYD's general manager recently spoke about their ambitions and what are their actual targets for this year? | 李云飞BYD总经理最近谈到他们的雄心壮志,今年的实际目标是什么?. |
| 211 | He revealed the BYD raised its own internal goals. | 他透露了BYD提出了自己的内部目标. |
| 212 | They want to sell 1.8 million cars overseas this year alone | 光是今年他们就想卖180万辆汽车到海外 |
| 213 | 1.8 million cars | 180万辆汽车 |
| 214 | Just this year to put that in perspective, you know that is more cars than many famous older brands sell globally | 就是今年,从这个角度讲,你知道, 汽车比许多知名的老牌品牌在全球销售的要多。 |
| 215 | Oh easily, but selling millions of cars in Europe or South America is very different from selling them at home | 很容易 但是在欧洲或南美卖几百万辆汽车 和在国内卖汽车大不相同 |
| 216 | It is a completely different game | 这是一个完全不同的游戏 |
| 217 | International buyers have totally different expectations, right? | 国际买家的期望完全不同,对吧? |
| 218 | They have deep loyalties to local brands | 他们对本地品牌很忠诚 |
| 219 | They also face import taxes that make these cars more expensive | 他们也面临进口税 使得这些车更贵 |
| 220 | So the quality really has to justify the price think about a local restaurant expanding into a new country | 所以,质量真的必须证明价格是正当的 考虑一个当地餐馆 扩张到一个新的国家 |
| 221 | Okay, when you open your first location in a new town | 好吧,当你打开 你的第一个位置在一个新城镇 |
| 222 | You only get one chance to make a first impression right if the food makes people sick on opening night | 如果食物在开场晚会让人生病 你只有一次机会来给人第一印象 |
| 223 | The customer never comes back. | 顾客再也不会回来了 |
| 224 | They just go to the place | 他们只是去的地方 |
| 225 | They already know that is a great way to view it | 他们已经知道,这是一个伟大的观点 |
| 226 | If an established brand like Toyota has a recall people forgive them because they have decades of trust | 如果丰田这样的知名品牌 被人们原谅 因为他们有几十年的信任 |
| 227 | Exactly, if a brand new Chinese company has a break failure | 没错 如果一个全新的中国公司失败了 |
| 228 | Consumers will just run away the reputation would be destroyed before it even started | 消费者会跑掉 名声会被毁掉 甚至还没开始 |
| 229 | Yes, so the shift from volume to quality is entirely about winning trust | 是的,所以从量到质的转变 完全是为了赢得信任 |
| 230 | They need absolute trust to crack the global market good enough is no longer good enough to sell 1.8 million cars overseas | 他们需要绝对的信任 打破全球市场的好 已经不足以卖180万辆汽车到海外 |
| 231 | Every single car must be perfect every single one paint must be flawless. | 每一辆车都必须完美无缺 每一个油漆都必须完美无缺 |
| 232 | The software must be intuitive and | 软件必须是直观的 |
| 233 | Well, the wheels must be on the right way, right? | 那么,轮子一定是在正确的道路上,对不对? |
| 234 | So let's summarize what we explored today. | 所以,让我们总结一下我们今天所探讨的。 |
| 235 | Sounds good | 听起来不错 |
| 236 | We started with a really simple mistake on a factory floor | 我们从工厂的地板上 一个非常简单的错误开始 |
| 237 | We saw backwards wheels on a new car, but that small error revealed a massive shift in business strategy | 我们看见一辆新车的车轮倒转 但小错误揭示了商业战略的巨大转变 |
| 238 | The days of hyper fast sloppy growth are officially finished and the government is stepping in heavily | 超级快速草率增长的日子 正式结束 政府正大力介入 |
| 239 | They are forcing the whole industry to just slow down | 他们迫使整个行业都放慢脚步 |
| 240 | They are prioritizing safety above speed now and they are doing all of this for one big reason | 他们现在把安全放在优先位置 超越速度,他们这样做 是出于一个大原因 |
| 241 | They must win over the global market. | 它们必须战胜全球市场。 |
| 242 | Yep. | 对 |
| 243 | The battle for your driveway is really just beginning | 你的车道之战才刚刚开始 |
| 244 | This raises a fascinating point about the future and I want to leave you with this final thought | 这引起了关于未来的一个令人着迷的观点 我想留给你一个最后的想法 |
| 245 | Think about the older traditional car brands the famous brands in Europe and America, right? | 想想古老的传统汽车品牌 欧美著名品牌 对吧? |
| 246 | They have relied on their quality advantage for decades. | 它们几十年来一直依赖质量优势。 |
| 247 | It is their biggest selling point, right? | 这是他们最大的卖点,对不对? |
| 248 | But what happens next if these young fast-moving Chinese electric car companies? | 但是,如果这些年轻的快速移动的中国电动汽车公司接下来会发生什么? |
| 249 | Successfully slow down if they actually perfect their quality control | 成功慢下来,如果他们真的 完善质量控制 |
| 250 | Exactly if they perfect their quality while keeping their low prices, how will those older traditional car brands compete with them? | 确切地说,如果他们在保持低价的同时完善质量,那么这些老牌传统汽车品牌将如何与它们竞争? |
| 251 | The entire global market could completely flip upside down. | 整个全球市场可能完全颠倒。 |
| 252 | That is a fascinating question to ponder | 这个问题值得思考 |
| 253 | It really changes everything about the future of transportation. | 它真的改变了运输的未来 |
| 254 | Well, thank you for joining us on this deep dive | 谢谢你来参加这次深潜 |
| 255 | We really appreciate you listening and learning with us today. | 我们非常感谢你今天聆听和与我们学习。 |
| 256 | Catch you next time. | 下次见 |
| 257 | Thank you | 谢谢 |
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