这次为什么是深圳？王传福闭门讲话曝光！

这次为什么是深圳？王传福闭门讲话曝光！

Why Shenzhen This Time? Wang Chuanfu's Closed-Door Speech Revealed!

刚刚，王传福闭门讲话曝光，2025年，比亚迪总销量目标为550万辆，其中海外市场80万辆以上，内部摸高销量目标则高达600万辆。而不久前，比亚迪发布了充电五分钟即可续航400公里的新车型，同样震惊了世界。据悉，比亚迪首批能实现前述“闪充”功能的新车型最快将在4月交付，堪称“闪电部署”。

Wang Chuanfu's closed-door speech was just revealed. For 2025, BYD's total sales target is 5.5 million vehicles, including over 800,000 for overseas markets, with an internal stretch goal reaching 6 million vehicles. Not long ago, BYD released a new model that can gain 400 kilometers of range with just five minutes of charging, which also shocked the world. According to reports, BYD's first batch of new vehicles capable of this "flash charging" function will be delivered as early as April, truly deserving the term "lightning deployment."

彭博社、《华尔街日报》、《纽约时报》、BBC、路透社等全世界各大媒体的目光一时间均聚焦在深圳这家本土企业身上。

Major global media outlets including Bloomberg, The Wall Street Journal, The New York Times, BBC, and Reuters have all suddenly focused their attention on this local Shenzhen enterprise.

《纽约时报》的文章《特斯拉为何在中国“失宠”》指出，“比亚迪之所以受欢迎，部分原因在于它的汽车更便宜。地方政府优势会引导业务向比亚迪的方向发展，也起到了帮助作用。”

The New York Times article "China Cools on Musk: 'Two Cars for the Price of One Tesla'" points out that "The popularity of BYD has been driven in part by the fact that its cars are cheaper. It has helped that local governments sometimes steer business in the company’s direction."

“我认为特斯拉在中国的竞争力最多只能持续两三年，”《纽约时报》援引拥有一辆比亚迪的陈家明的话说，与本土竞争对手相比，特斯拉的自动驾驶技术已不再领先。

"I think Tesla’s competitiveness in China will only last for the next two or three years at most," The New York Times quoted Chen Jiaming, who owns a BYD, as saying. Compared to local competitors, Tesla's autonomous driving technology is no longer leading.

“这将颠覆整个产业格局。不论是对特斯拉还是对美国其他汽车制造商而言，这都不是个好消息。”彭博社近日发表文章《中国比亚迪以“五分钟”巩固领先特斯拉的地位》称，中国已经在电动汽车领域拔得头筹，而美国仍在围绕是否转向电动汽车的问题展开内部争执。

"This will upend the entire industry landscape. This is not good news for Tesla or other American automakers," Bloomberg recently published an article titled "China's BYD Cemented Its Lead on Tesla in Five Minutes" stating that China has already taken the lead in electric vehicles, while the United States is still engaged in internal disputes over whether to transition to electric vehicles.

“在20世纪的大部分时间里，美国汽车业定义了人们的出行方式，但如今，它在21世纪扮演同样角色的机会正在迅速溜走。”彭博社评论说。

"The US industry that defined mobility for much of the 20th century sees its chance of doing the same in the 21st slipping away — and fast," Bloomberg commented.

美媒的担心不是毫无理由的，单单拿中国的经济特区和先行示范区深圳来举例，2024年深圳建成投用超充站1002座、充电桩超41万个，是在全球率先实现超充站、充电枪数量全面超过加油站、加油枪的“双超”城市。

American media's concerns are not without reason. Taking China's economic special zone and pioneering demonstration area Shenzhen as an example, in 2024 Shenzhen built and put into use over 1,002 supercharging stations and more than 410,000 charging piles, becoming the first city in the world to achieve "double surpassing" where both supercharging stations and charging guns exceed the number of gas stations and gas pumps.

这一情况在大洋彼岸的美国是怎样的呢？2024年10月，美国能源与交通联合办公室（US Joint Office of Energy and Transportation）发布消息称，全美范围内充电桩数量超过20万根。

What is the situation across the ocean in the United States? In October 2024, the US Joint Office of Energy and Transportation announced that the number of charging piles nationwide exceeded 200,000.

这意味着，深圳的充电桩足足是全美的2倍！这一碾压性的优势，不仅折射出中美新能源基建的代际差异，更宣告了新能源汽车最大痛点的消解。众所周知，续航和补能，一直是阻碍新能源汽车行业发展的重要因素。

This means Shenzhen's charging piles are fully twice that of the entire United States! This overwhelming advantage not only reflects the generational difference in new energy infrastructure between China and the US but also declares the dissolution of the biggest pain point for new energy vehicles. As is well known, range and replenishment have always been important factors hindering the development of the new energy vehicle industry.

更值得关注的是深圳的生态构建能力。目前，深圳的超充网络早已突破单纯的数量竞赛：华为研发的液冷超充桩实现"一秒一公里"的极速补能，比亚迪研发的"刀片电池"将充电效率提升50%。

What's more worth noting is Shenzhen's ecosystem-building capability. Currently, Shenzhen's supercharging network has already broken through the pure numbers competition: Huawei's developed liquid-cooled supercharging piles achieve "one kilometer per second" ultra-fast energy replenishment, while BYD's developed "Blade Battery" increases charging efficiency by 50%.

与此同时，深圳以标准化体系建设超充之城。过去一年，深圳围绕充电基础设施形成了坚实的标准支撑，全国首发了《电动汽车超级充电设备分级评价规范》《电动汽车集中式公共充电站设计规范》等6项引领性地方标准。其中，不仅明确了超充设备单枪额定功率不低于480千瓦，还率先对超级充电设备充电服务能力、噪音、效率、防护等级等各项技术指标建立分级评价指标体系，并对电动汽车集中式公共充电站选址、充电站布置、电能质量要求等方面设置了具体标准规范。这种“企业自主创新迭代+政府支持”的双轮驱动模式，为深圳建设“超充之城”构建起强大护城河。

At the same time, Shenzhen is building a super-charging city with a standardized system. Over the past year, Shenzhen has formed solid standard support around charging infrastructure, being the first in the country to release six leading local standards including "Electric Vehicle Super Charging Equipment Grading Evaluation Specification" and "Electric Vehicle Centralized Public Charging Station Design Specification." These not only specify that super charging equipment should have a rated power of not less than 480 kilowatts per gun, but also take the lead in establishing a graded evaluation index system for various technical indicators such as super charging equipment service capability, noise, efficiency, and protection level, and set specific standards for the site selection of centralized public charging stations for electric vehicles, charging station layout, power quality requirements, and other aspects. This "enterprise independent innovation iteration + government support" dual-drive model has built a strong moat for Shenzhen to construct a "super-charging city."

当国外还在纠结充电桩选址时，深圳已形成“一公里超充出行圈”。 这场新基建革命揭示：新能源时代的竞争本质是政企协同创新能力的较量。深圳用十年时间将充电焦虑转化为发展动能，为全球城市提供了可复制的“深圳方案”。当补能设施成为城市新基建的标配，这场绿色革命才真正驶入快车道。

While foreign countries are still struggling with charging pile site selection, Shenzhen has formed a "one-kilometer super-charging travel circle." This new infrastructure revolution reveals that the essence of competition in the new energy era is the contest of government-enterprise collaborative innovation capabilities. Shenzhen has used ten years to transform charging anxiety into development momentum, providing a replicable "Shenzhen solution" for global cities. When energy replenishment facilities become the standard configuration of new urban infrastructure, this green revolution will truly enter the fast lane.

文/凤凰网深圳 陶韵西 实习生 狄陈静