<p><strong>中國電動車製造商正以激進的折扣進入泰國，將在競爭激烈的本土市場磨練出的降價策略出口到東南亞。</strong></p>
<p>隨着當地需求減弱，泰國已成為汽車製造商的重要新增長市場，他們正向現金緊張的消費者傾斜，這些消費者試圖升級他們的車輛，以及能夠在擁堵的道路上擠出更多汽車的公司。</p>
<p>這些交易意義重大，因為每個製造商都在努力吸引客户。比亞迪在十月份將其 Seal 電動轎車的價格削減了多達 38%。它承諾，如果今年某些車型的價格再次下跌，該品牌將提供保障。</p>
<p>上汽集團也跟隨這一趨勢，將其 MG4 電動掀背車的價格降低了約 27%。儘管與其促銷定價特徵相關的交付等待時間長達兩個月，奇瑞汽車的 Jaecoo J5 仍然收到了近 20,000 個訂單。</p>
<p>經銷商報告稱客户流量有所增加。“我從未如此忙碌，” 在曼谷經營比亞迪展廳的 Thawee Chongkavanit 説道。</p>
<p>銷售效果是一種回報策略。在十月和十一月，電動車交付量均增長超過 20%，這促成了對長期主導泰國汽車市場的日本品牌的逐步轉變。</p>
<h3>折扣推動銷售但加深行業風險</h3>
<p>降價刺激了需求，但也揭示了潛在的市場緊張。汽車公司正在削減價格以清理庫存並實現與政府激勵措施相關的生產目標，但這種短期激增伴隨着長期風險。</p>
<p>許多買家推遲購買，期待後續的折扣。泰國電動車協會的高級顧問 Krisda Utamote 表示，反覆降價對市場造成了損害。他補充説，降價讓買家感到恐慌，尤其是在生產超過需求、汽車貸款規則收緊使融資變得複雜的情況下。</p>
<p>一些經銷商報告稱，汽車以成本價甚至虧損出售，以保持銷售量，而售後服務在長期內並不是優先考慮的事項，因為製造商專注於滿足目標。消費者在網上發泄不滿，聲稱汽車在一個月後貶值高達五分之一，或者購買新車的貸款支出超過了成本。</p>
<p>31 歲的曼谷市場營銷官 Supreeya Watcharakorn 表示，她正在考慮轉向電動車，但猶豫不決，因為價格可能會進一步下跌，所以她在等待。</p>
<h3>補貼推動中國電動車製造商快速增長</h3>
<p>推動這一繁榮的主要動力是泰國在 2022 年建立的大規模電動車補貼，旨在促進當地生產和電動車的採用。激勵措施每輛車可高達 150,000 泰銖，如果汽車製造商每生產兩輛進口車，就必須至少在本地生產三輛。</p>
<p>一個單獨的項目將持續到 2027 年，為價格低於 200 萬泰銖且配備更大電池的電動車提供高達 100,000 泰銖的補貼。未能達到生產目標的公司必須償還補貼，這導致了儘快擴大運營的巨大壓力。中國製造商將推動這一擴張。</p>
<p>比亞迪的泰國工廠每年能夠生產多達 150,000 輛汽車，長安可生產多達 100,000 輛，奇瑞約為 80,000 輛。預計電動車製造商在年底的最後幾個月將共同在本地生產約 30,000 輛汽車。他們的快速增長幫助中國品牌獲得市場份額。與此同時，日本汽車製造商如豐田和本田在市場上滯後，生產的全電動車型較少，錯失了關鍵補貼。</p>
<p>與中國不同，當局在中國抵制激進降價時，泰國監管機構在很大程度上允許這一趨勢繼續。隨着生產配額的增加和補貼每年減少，壓力不太可能減輕。分析師表示，一旦他們達到目標，價格可能會穩定；然而，競爭可能會非常激烈，甚至可能面臨更低價格持續更長時間的風險。</p>
<p>泰國的電動車行業正在加速發展，受到雄心勃勃的中國製造商、支持性國家政策和降價的推動。其可持續性的衡量標準將在未來幾個月成為行業最重要的考驗。</p>
<p>加入一個為期 30 天的高級加密交易社區，免費體驗 - 通常為每月 100 美元。</p>

上汽集團

<p>中國電動車（EV）製造商正積極進入泰國市場，通過大幅折扣來爭奪市場份額。比亞迪和上汽集團等公司已大幅降價以促進銷售，利用泰國的電動車補貼。這一策略雖然增加了電動車的交付量，但也帶來了市場不穩定和製造商潛在財務損失等風險。中國電動車品牌的快速增長正在挑戰適應電動車趨勢較慢的日本汽車製造商</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>中國電動車製造商正以激進的折扣進入泰國，將在競爭激烈的本土市場磨練出的降價策略出口到東南亞。</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>隨着當地需求減弱，泰國已成為汽車製造商的重要新增長市場，他們正向現金緊張的消費者傾斜，這些消費者試圖升級他們的車輛，以及能夠在擁堵的道路上擠出更多汽車的公司。</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>這些交易意義重大，因為每個製造商都在努力吸引客户。比亞迪在十月份將其 Seal 電動轎車的價格削減了多達 38%。它承諾，如果今年某些車型的價格再次下跌，該品牌將提供保障。</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>上汽集團也跟隨這一趨勢，將其 MG4 電動掀背車的價格降低了約 27%。儘管與其促銷定價特徵相關的交付等待時間長達兩個月，奇瑞汽車的 Jaecoo J5 仍然收到了近 20,000 個訂單。</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>經銷商報告稱客户流量有所增加。“我從未如此忙碌，” 在曼谷經營比亞迪展廳的 Thawee Chongkavanit 説道。</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>銷售效果是一種回報策略。在十月和十一月，電動車交付量均增長超過 20%，這促成了對長期主導泰國汽車市場的日本品牌的逐步轉變。</p>
</div><h3>Discounts boost sales but deepen industry risks</h3>
<div class="lb-trans"><h3>折扣推動銷售但加深行業風險</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>降價刺激了需求，但也揭示了潛在的市場緊張。汽車公司正在削減價格以清理庫存並實現與政府激勵措施相關的生產目標，但這種短期激增伴隨着長期風險。</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>許多買家推遲購買，期待後續的折扣。泰國電動車協會的高級顧問 Krisda Utamote 表示，反覆降價對市場造成了損害。他補充説，降價讓買家感到恐慌，尤其是在生產超過需求、汽車貸款規則收緊使融資變得複雜的情況下。</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>一些經銷商報告稱，汽車以成本價甚至虧損出售，以保持銷售量，而售後服務在長期內並不是優先考慮的事項，因為製造商專注於滿足目標。消費者在網上發泄不滿，聲稱汽車在一個月後貶值高達五分之一，或者購買新車的貸款支出超過了成本。</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 歲的曼谷市場營銷官 Supreeya Watcharakorn 表示，她正在考慮轉向電動車，但猶豫不決，因為價格可能會進一步下跌，所以她在等待。</p>
</div><h3>Subsidies push Chinese EV makers to grow fast</h3>
<div class="lb-trans"><h3>補貼推動中國電動車製造商快速增長</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>推動這一繁榮的主要動力是泰國在 2022 年建立的大規模電動車補貼，旨在促進當地生產和電動車的採用。激勵措施每輛車可高達 150,000 泰銖，如果汽車製造商每生產兩輛進口車，就必須至少在本地生產三輛。</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>一個單獨的項目將持續到 2027 年，為價格低於 200 萬泰銖且配備更大電池的電動車提供高達 100,000 泰銖的補貼。未能達到生產目標的公司必須償還補貼，這導致了儘快擴大運營的巨大壓力。中國製造商將推動這一擴張。</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>比亞迪的泰國工廠每年能夠生產多達 150,000 輛汽車，長安可生產多達 100,000 輛，奇瑞約為 80,000 輛。預計電動車製造商在年底的最後幾個月將共同在本地生產約 30,000 輛汽車。他們的快速增長幫助中國品牌獲得市場份額。與此同時，日本汽車製造商如豐田和本田在市場上滯後，生產的全電動車型較少，錯失了關鍵補貼。</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>與中國不同，當局在中國抵制激進降價時，泰國監管機構在很大程度上允許這一趨勢繼續。隨着生產配額的增加和補貼每年減少，壓力不太可能減輕。分析師表示，一旦他們達到目標，價格可能會穩定；然而，競爭可能會非常激烈，甚至可能面臨更低價格持續更長時間的風險。</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>泰國的電動車行業正在加速發展，受到雄心勃勃的中國製造商、支持性國家政策和降價的推動。其可持續性的衡量標準將在未來幾個月成為行業最重要的考驗。</p>
</div><p>Join a premium crypto trading community free for 30 days - normally $100/mo.</p>
<div class="lb-trans"><p>加入一個為期 30 天的高級加密交易社區，免費體驗 - 通常為每月 100 美元。</p>
</div>

Chinese EV makers are using deep discounts to gain market share in Thailand

中國電動汽車製造商通過大幅折扣策略來擴大在泰國的市場份額