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cover of episode China’s biggest EV maker BYD speaks out over tariffs

China’s biggest EV maker BYD speaks out over tariffs

2025/6/17
logo of podcast Marketplace Morning Report

Marketplace Morning Report

AI Deep Dive AI Chapters Transcript
People
J
Jaime Fernandez
J
Javier Díaz Jiménez
L
Leanna Byrne
R
Rafael Pico Lapuente
S
Stella Lee
T
Theo Leggett
Topics
Leanna Byrne: 比亚迪作为中国最大的汽车制造商,正在积极拓展全球市场,这给一些老牌汽车品牌带来了不小的压力。比亚迪通过降低价格来占据市场份额,其全球化战略无疑将对现有汽车行业的格局产生深远影响。其他品牌需要认真对待这一挑战,并寻找应对之策,以保持其市场竞争力。 Theo Leggett: 比亚迪是一家很多人可能都没听说过的最大的公司之一。它最初是做手机电池的,但现在已经成为了全球最大的电动汽车销售商。美国和欧盟对中国电动汽车征收关税,主要原因是他们认为中国政府对比亚迪等企业提供了不公平的补贴,这使得比亚迪能够以更低的价格销售汽车。然而,比亚迪也在积极进行本地化生产,以应对这些关税壁垒。 Stella Lee: 我认为关于比亚迪获得不公平补贴的说法是没有事实依据的,这是不公平的指责。任何汽车制造商在中国投资都会获得类似的甚至更好的补贴,因为他们为当地带来了就业机会。此外,关于比亚迪使用强迫劳动的指控是完全没有根据的,我们致力于建立顶级的供应链,确保所有环节都符合最高的道德和合规标准。比亚迪的目标是成为一家真正的全球化公司,而不仅仅是出口汽车。

Deep Dive

Chapters
This chapter explores the rapid growth of BYD, China's largest electric vehicle manufacturer, and its expansion into international markets. It discusses BYD's competitive pricing strategy, the challenges posed by tariffs imposed by the US and EU, and allegations of forced labor in its supply chain.
  • BYD's rapid growth and global expansion.
  • Lower cost base compared to established manufacturers.
  • Tariffs imposed by the US and EU on Chinese vehicles.
  • Allegations of forced labor in the supply chain.

Shownotes Transcript

From the BBC World Service: Chinese carmaker BYD has been slashing prices at home to dominate the market. BYD only relatively recently expanded into international markets and, last year, sold more electric cars worldwide than Tesla. This all has existing established manufacturers in Europe and elsewhere very worried. Plus, we'll head to Spain to hear how the country's olive oil and Iberian ham producers are thinking about American tariffs.