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China’s biggest EV maker BYD speaks out over tariffs

2025/6/17

Marketplace Morning Report

AI Deep Dive AI Chapters Transcript

People

Jaime Fernandez

Javier Díaz Jiménez

Leanna Byrne

Rafael Pico La Puente

Stella Lee

Theo Leggett

Topics

Leanna Byrne: 比亚迪作为中国最大的汽车制造商，正积极拓展全球市场，这给传统的汽车品牌带来了不小的压力。比亚迪的崛起和全球化战略，无疑正在重塑全球汽车产业的格局。 Theo Leggett: 比亚迪是一家迅速崛起的中国企业，最初以电池制造起家，现在已成为全球领先的电动汽车制造商。比亚迪的成功，部分归功于其相对较低的生产成本。然而，比亚迪的快速扩张也引发了欧美等地的担忧，他们通过关税等手段试图限制比亚迪的发展。同时，比亚迪也面临着供应链方面的挑战，例如关于新疆铝材生产中存在强迫劳动的指控。尽管如此，比亚迪正积极通过本地化生产等方式来应对这些挑战。 Stella Lee: 关于比亚迪接受政府不公平补贴的说法毫无根据。任何在中国投资的汽车制造商都能获得政府的补贴。比亚迪坚持全球化和本地化战略，在市场所在地进行生产。关于供应链中存在强迫劳动的指控是无稽之谈，比亚迪致力于建立顶级的供应链体系。

Deep Dive

Chapters

This chapter discusses BYD, China's largest electric vehicle manufacturer, its rapid growth, and the concerns it's raising among established auto brands in Europe and the US due to its competitive pricing and global expansion. The impact of tariffs imposed by the EU and US on Chinese vehicles is also analyzed, along with BYD's response and localization strategy.

BYD's rapid growth and market dominance in EVs
Concerns of established brands due to BYD's low cost base
Impact of US and EU tariffs on Chinese vehicles
BYD's localization strategy to mitigate tariff impacts
Allegations of forced labor in BYD's 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.

China’s biggest EV maker BYD speaks out over tariffs 09:45 Share

Marketplace Morning Report

Deep Dive

Shownotes Transcript

China’s biggest EV maker BYD speaks out over tariffs