<p><strong>中国电动车制造商正以激进的折扣进入泰国，将在竞争激烈的本土市场磨练出的降价策略出口到东南亚。</strong></p>
<p>随着当地需求减弱，泰国已成为汽车制造商的重要新增长市场，他们正向现金紧张的消费者倾斜，这些消费者试图升级他们的车辆，以及能够在拥堵的道路上挤出更多汽车的公司。</p>
<p>这些交易意义重大，因为每个制造商都在努力吸引客户。比亚迪在十月份将其 Seal 电动轿车的价格削减了多达 38%。它承诺，如果今年某些车型的价格再次下跌，该品牌将提供保障。</p>
<p>上汽集团也跟随这一趋势，将其 MG4 电动掀背车的价格降低了约 27%。尽管与其促销定价特征相关的交付等待时间长达两个月，奇瑞汽车的 Jaecoo J5 仍然收到了近 20,000 个订单。</p>
<p>经销商报告称客户流量有所增加。“我从未如此忙碌，” 在曼谷经营比亚迪展厅的 Thawee Chongkavanit 说道。</p>
<p>销售效果是一种回报策略。在十月和十一月，电动车交付量均增长超过 20%，这促成了对长期主导泰国汽车市场的日本品牌的逐步转变。</p>
<h3>折扣推动销售但加深行业风险</h3>
<p>降价刺激了需求，但也揭示了潜在的市场紧张。汽车公司正在削减价格以清理库存并实现与政府激励措施相关的生产目标，但这种短期激增伴随着长期风险。</p>
<p>许多买家推迟购买，期待后续的折扣。泰国电动车协会的高级顾问 Krisda Utamote 表示，反复降价对市场造成了损害。他补充说，降价让买家感到恐慌，尤其是在生产超过需求、汽车贷款规则收紧使融资变得复杂的情况下。</p>
<p>一些经销商报告称，汽车以成本价甚至亏损出售，以保持销售量，而售后服务在长期内并不是优先考虑的事项，因为制造商专注于满足目标。消费者在网上发泄不满，声称汽车在一个月后贬值高达五分之一，或者购买新车的贷款支出超过了成本。</p>
<p>31 岁的曼谷市场营销官 Supreeya Watcharakorn 表示，她正在考虑转向电动车，但犹豫不决，因为价格可能会进一步下跌，所以她在等待。</p>
<h3>补贴推动中国电动车制造商快速增长</h3>
<p>推动这一繁荣的主要动力是泰国在 2022 年建立的大规模电动车补贴，旨在促进当地生产和电动车的采用。激励措施每辆车可高达 150,000 泰铢，如果汽车制造商每生产两辆进口车，就必须至少在本地生产三辆。</p>
<p>一个单独的项目将持续到 2027 年，为价格低于 200 万泰铢且配备更大电池的电动车提供高达 100,000 泰铢的补贴。未能达到生产目标的公司必须偿还补贴，这导致了尽快扩大运营的巨大压力。中国制造商将推动这一扩张。</p>
<p>比亚迪的泰国工厂每年能够生产多达 150,000 辆汽车，长安可生产多达 100,000 辆，奇瑞约为 80,000 辆。预计电动车制造商在年底的最后几个月将共同在本地生产约 30,000 辆汽车。他们的快速增长帮助中国品牌获得市场份额。与此同时，日本汽车制造商如丰田和本田在市场上滞后，生产的全电动车型较少，错失了关键补贴。</p>
<p>与中国不同，当局在中国抵制激进降价时，泰国监管机构在很大程度上允许这一趋势继续。随着生产配额的增加和补贴每年减少，压力不太可能减轻。分析师表示，一旦他们达到目标，价格可能会稳定；然而，竞争可能会非常激烈，甚至可能面临更低价格持续更长时间的风险。</p>
<p>泰国的电动车行业正在加速发展，受到雄心勃勃的中国制造商、支持性国家政策和降价的推动。其可持续性的衡量标准将在未来几个月成为行业最重要的考验。</p>
<p>加入一个为期 30 天的高级加密交易社区，免费体验 - 通常为每月 100 美元。</p>

上汽集团

<p>中国电动车（EV）制造商正积极进入泰国市场，通过大幅折扣来争夺市场份额。比亚迪和上汽集团等公司已大幅降价以促进销售，利用泰国的电动车补贴。这一策略虽然增加了电动车的交付量，但也带来了市场不稳定和制造商潜在财务损失等风险。中国电动车品牌的快速增长正在挑战适应电动车趋势较慢的日本汽车制造商</p>

<p><strong>Chinese electric carmakers are entering Thailand with aggressive discounts, exporting a price-cutting strategy honed in their highly competitive home market to Southeast Asia.</strong></p>
<div class="lb-trans"><p><strong>中国电动车制造商正以激进的折扣进入泰国，将在竞争激烈的本土市场磨练出的降价策略出口到东南亚。</strong></p>
</div><p>As local demand wanes, Thailand has become a vital new growth market for carmakers as they gravitate towards cash-strapped consumers trying to upgrade their rides and companies that can squeeze more cars onto congested roads.</p>
<div class="lb-trans"><p>随着当地需求减弱，泰国已成为汽车制造商的重要新增长市场，他们正向现金紧张的消费者倾斜，这些消费者试图升级他们的车辆，以及能够在拥堵的道路上挤出更多汽车的公司。</p>
</div><p>The deals are significant as each manufacturer seeks to bring in clients. BYD slashed the price of its Seal electric sedan by as much as 38% in October. It pledged that if prices were to fall again this year for certain models, the brand would offer cover.</p>
<div class="lb-trans"><p>这些交易意义重大，因为每个制造商都在努力吸引客户。比亚迪在十月份将其 Seal 电动轿车的价格削减了多达 38%。它承诺，如果今年某些车型的价格再次下跌，该品牌将提供保障。</p>
</div><p>SAIC Motor also followed the trend, reducing the price of its MG4 electric hatchback by approximately 27%. Chery Automobile’s Jaecoo J5 has received nearly 20,000 orders, despite a two-month delivery wait associated with its promotional pricing feature.</p>
<div class="lb-trans"><p>上汽集团也跟随这一趋势，将其 MG4 电动掀背车的价格降低了约 27%。尽管与其促销定价特征相关的交付等待时间长达两个月，奇瑞汽车的 Jaecoo J5 仍然收到了近 20,000 个订单。</p>
</div><p>Dealers have reported an increase in customer traffic. “I’ve never been so busy,” said Thawee Chongkavanit, who operates a BYD showroom in Bangkok.</p>
<div class="lb-trans"><p>经销商报告称客户流量有所增加。“我从未如此忙碌，” 在曼谷经营比亚迪展厅的 Thawee Chongkavanit 说道。</p>
</div><p>The sales effect is a pay-off strategy. In both October and November, EV deliveries increased by more than 20%, contributing to the step-wise shift away from Japanese brands, which have long dominated Thailand’s automotive market.</p>
<div class="lb-trans"><p>销售效果是一种回报策略。在十月和十一月，电动车交付量均增长超过 20%，这促成了对长期主导泰国汽车市场的日本品牌的逐步转变。</p>
</div><h3>Discounts boost sales but deepen industry risks</h3>
<div class="lb-trans"><h3>折扣推动销售但加深行业风险</h3>
</div><p>Price cuts have stimulated demand, but they are also uncovering underlying market tensions. Auto companies are slashing prices to clear inventory and achieve production goals associated with government incentives, but that short-term surge is laden with long-term risks.</p>
<div class="lb-trans"><p>降价刺激了需求，但也揭示了潜在的市场紧张。汽车公司正在削减价格以清理库存并实现与政府激励措施相关的生产目标，但这种短期激增伴随着长期风险。</p>
</div><p>Many buyers are putting off purchases, expecting discounts to follow. Krisda Utamote, a senior adviser at the Electric Vehicle Association of Thailand, said that the repeated reductions were damaging to the market. He added that the price cuts instilled fear among buyers, particularly as production outstripped demand and tighter auto-loan rules complicated financing.</p>
<div class="lb-trans"><p>许多买家推迟购买，期待后续的折扣。泰国电动车协会的高级顾问 Krisda Utamote 表示，反复降价对市场造成了损害。他补充说，降价让买家感到恐慌，尤其是在生产超过需求、汽车贷款规则收紧使融资变得复杂的情况下。</p>
</div><p>Some dealers report that cars are being sold at cost—or even at a loss—to preserve sales volumes, and after-sales service isn’t a priority for the long haul as manufacturers focus on meeting targets. Consumers are venting their frustration online, claiming the cars lose as much as a fifth of their value after a month, or that the loan outlay for buying a new car tops the cost.</p>
<div class="lb-trans"><p>一些经销商报告称，汽车以成本价甚至亏损出售，以保持销售量，而售后服务在长期内并不是优先考虑的事项，因为制造商专注于满足目标。消费者在网上发泄不满，声称汽车在一个月后贬值高达五分之一，或者购买新车的贷款支出超过了成本。</p>
</div><p>Supreeya Watcharakorn, a 31-year-old marketing officer in Bangkok, said that she was considering switching to an EV but was hesitant, as prices might drop even further, so she was waiting.</p>
<div class="lb-trans"><p>31 岁的曼谷市场营销官 Supreeya Watcharakorn 表示，她正在考虑转向电动车，但犹豫不决，因为价格可能会进一步下跌，所以她在等待。</p>
</div><h3>Subsidies push Chinese EV makers to grow fast</h3>
<div class="lb-trans"><h3>补贴推动中国电动车制造商快速增长</h3>
</div><p>The main engines of the boom were Thailand’s massive EV subsidies, established in 2022, aimed at promoting local production and adoption of electric vehicles. Incentives can rise to up to 150,000 baht per vehicle, if automakers produce at least three cars locally for every two bought abroad.</p>
<div class="lb-trans"><p>推动这一繁荣的主要动力是泰国在 2022 年建立的大规模电动车补贴，旨在促进当地生产和电动车的采用。激励措施每辆车可高达 150,000 泰铢，如果汽车制造商每生产两辆进口车，就必须至少在本地生产三辆。</p>
</div><p>A separate program, running until 2027, offers rebates of up to 100,000 baht for EVs priced below 2 million baht and equipped with larger batteries. Companies that fall short of production goals must repay the subsidies, resulting in high pressure to ramp up operations as quickly as possible. The Chinese will drive the expansion.</p>
<div class="lb-trans"><p>一个单独的项目将持续到 2027 年，为价格低于 200 万泰铢且配备更大电池的电动车提供高达 100,000 泰铢的补贴。未能达到生产目标的公司必须偿还补贴，这导致了尽快扩大运营的巨大压力。中国制造商将推动这一扩张。</p>
</div><p>BYD’s Thai plant is capable of producing as many as 150,000 vehicles a year, Changan could produce up to 100,000, and Chery about 80,000. EV makers are predicted to collectively manufacture around 30,000 vehicles locally in the last months of the year. Their fast growth has helped Chinese brands gain share. Japanese automakers, such as Toyota and Honda, meanwhile, lag in the market, producing few fully electric models and missing out on critical subsidies.</p>
<div class="lb-trans"><p>比亚迪的泰国工厂每年能够生产多达 150,000 辆汽车，长安可生产多达 100,000 辆，奇瑞约为 80,000 辆。预计电动车制造商在年底的最后几个月将共同在本地生产约 30,000 辆汽车。他们的快速增长帮助中国品牌获得市场份额。与此同时，日本汽车制造商如丰田和本田在市场上滞后，生产的全电动车型较少，错失了关键补贴。</p>
</div><p>Unlike in China, where authorities have fought off aggressive discounting, Thai regulators have largely allowed the trend to continue. And pressure is unlikely to ease as production quotas rise and subsidies decrease annually. Analysts say that once they hit their targets, prices can stabilize; however, competition can be fierce, and there is a risk of even lower prices lasting longer.</p>
<div class="lb-trans"><p>与中国不同，当局在中国抵制激进降价时，泰国监管机构在很大程度上允许这一趋势继续。随着生产配额的增加和补贴每年减少，压力不太可能减轻。分析师表示，一旦他们达到目标，价格可能会稳定；然而，竞争可能会非常激烈，甚至可能面临更低价格持续更长时间的风险。</p>
</div><p>The EV industry in Thailand is accelerating, driven by ambitious Chinese manufacturers, supportive state policies, and price cuts. A measure of its sustainability will be the industry’s most important test in the months to come.</p>
<div class="lb-trans"><p>泰国的电动车行业正在加速发展，受到雄心勃勃的中国制造商、支持性国家政策和降价的推动。其可持续性的衡量标准将在未来几个月成为行业最重要的考验。</p>
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<div class="lb-trans"><p>加入一个为期 30 天的高级加密交易社区，免费体验 - 通常为每月 100 美元。</p>
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Chinese EV makers are using deep discounts to gain market share in Thailand

中国电动汽车制造商通过大幅折扣策略来扩大在泰国的市场份额