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特习会，中国跪求美国解禁中国电动车

sjtuvincent
2026年 9月 13日 12:12
1008 次阅读(961 来自论坛) / 12 条评论

让美国穷人也能开得起“特斯拉品质”的电动车

此博文来自论坛版块：军事天地（Military）

共 12 条评论

  1. redot
    redot

    中国氢能源重卡的出口正处于从“小批量试水”向“规模化量产出海”的关键跃升期。 凭借在全球范围内领先的“三电”（电池、电机、电控）与燃料电池产业链红利，中国商用车企业正在打破海外对高端清洁能源重卡的垄断，加速向高准入门槛的发达国家以及绿色转型迫切的地区渗透。 [1, 2]

    以下是中国氢能源重卡出口的核心现状、主要玩家、标杆订单以及面临的壁垒：

    📈 出口核心现状与市场特点

    *

    • 从“单车测试”转向“批量替换”： 早期中国氢能重卡海外订单多为单辆或个位数的“样车测试”。但随着国内高出勤率、极端工况的运营数据得到验证，海外客户逐步转入百辆级别的批量采购阶段。 [1, 3]
    • 发达国家成为核心突破口： 与传统燃油重卡主要出口亚非拉不同，氢能源重卡由于售价较高且严重依赖当地加氢站等基建，其出口增量主要集中在对碳排放法规极严、财政补贴力度大的澳大利亚、新西兰、欧洲以及中东等高购买力市场。 [1, 2, 4]
    • 定制化大功率技术领先： 针对海外长途高速、大吨位的公路货运需求，中国出口的氢能重卡普遍搭载了 110kW 至 400kW 的大功率燃料电池系统，最大续航里程可达 1000公里，有效填补了纯电动重卡在长途重载领域的短板。 [3, 5, 6]
      *

    🚛 主要出口企业与标杆订单

    目前，中国氢能重卡的海外布局呈现出“传统重卡巨头”与“新能源新势力”双线出海的格局：

    出口企业/品牌核心标杆订单与出口市场车型与技术亮点
    威驰腾（漳州）与澳大利亚纯氢公司（Pure Hydrogen）等达成 5年交付12,000辆 氢燃料重卡战略协议；落地 4.5亿元 的147辆氢能清运车出口订单（发达国家最大氢能重卡实际应用订单之一）。49吨氢燃料重卡，搭载110kw-400kw系统，碳纤维车身覆盖技术。
    质子汽车（陕汽旗下）实现全国首家量产出口氢燃料重卡发车澳大利亚，正式进军澳新新能源商用车市场。专注于新能源商用车正向研发，通过海外属地化标准验证。
    飞驰科技（美锦能源）自主研发的 49吨氢燃料电池重卡出口智利，成为中国首辆出口南美地区并投入运营的氢能重卡。适用于城际货运与省际长途，在能耗控制与长途续航上具备国际领先水平。
    三一重卡 / 中国重汽大力推进新能源重卡（含纯电、换电与氢能）出海；三一重卡批量进入阿联酋、印尼、新加坡等市场。依托强大的商用车底盘与集成能力，通过欧盟WVTA等国际最高标准认证。

    💡 中国氢能重卡出海的差异化优势

    1. 全产业链自主可控与成本红利： 中国是全球最大的氢气生产国，且燃料电池堆的国产化率及量产规模均居全球首位。这使得中国氢能重卡的整车制造成本相较于日韩等传统对手拥有显著的竞争优势。 [7, 8, 9, 10]
    2. “场景定制”与正向开发： 中国企业（如威驰腾、德创未来等）能根据海外不同国家的加氢站密度、运输距离，甚至左舵/右舵驾驶习惯，为客户提供“最强大脑”控制系统的深度私人定制，从而大幅压缩海外客户的运营和维护成本。 [6]
    3. 大宗商品供应链绿色化转型催化： 智利等南美国家的矿业巨头、中东的石化资本，都在极力推进如“绿色矿山”、“零碳物流走廊”建设，中国氢能重卡恰好切中了海外大企业绿色供应链的刚性需求。 [3, 11]

    ⚠️ 当前出海面临的挑战

    *

    • 海外加氢基建极度匮乏： 尽管中国重卡技术过硬，但欧洲、北美和日韩等地的加氢站建设进度普遍慢于预期，严重限制了出口卡车的实际运力释放，目前大多只能局限在特定矿区、港口或固定示范线路上。
    • 认证壁垒高昂： 进入欧美、澳新等发达国家市场，必须通过如欧盟 WVTA 等严苛的车辆准入与安全认证。氢系统的高压安全、车载储氢瓶的国际认证标准等，往往需要较长的审批周期与极高的资金投入。 [7, 10, 12, 13]
      *

    您是在对中国氢能重卡的海外特定市场（如欧洲或澳洲）的准入政策进行调研，还是想获取相关上市车企的海外财报数据与竞争格局对比？

    [1] https://www.stdaily.com
    [2] https://shx.chinadaily.com.cn
    [3] https://m.sohu.com
    [4] https://finance.sina.com.cn
    [5] https://fj.people.com.cn
    [6] https://www.fujian.gov.cn
    [7] https://www.news.cn
    [8] https://www.autothinker.net
    [9] https://m.ofweek.com
    [10] https://finance.sina.com.cn
    [11] https://www.htech360.com
    [12] https://finance.sina.com.cn
    [13] https://chejiahao.autohome.com.cn

    评论
  2. sgisp2
    sgisp2

    sjtuvincent 写了： 2026年 9月 13日 12:12

    让美国穷人也能开得起“特斯拉品质”的电动车

    弯弯们总是这么有想想力！

    评论
  3. redot
    redot

    氢能源重卡，中共也开始出口了

    评论
  4. redot
    redot

    比亚迪在加州兰开斯特（Lancaster）的工厂目前运营情况良好，是其北美业务的重要支柱：

    工厂规模与员工

    • 该工厂始建于2013年，最初仅10.6万平方英尺，现已扩建至55万平方英尺左右,是原来一座房车制造厂的旧址，如今相当于九个美式足球场大小。 Legal Planet Busandmotorcoachnews
    • 目前有超过750名工会员工在此工厂工作，生产纯电动巴士及大巴车，比亚迪在加州整体雇佣近800人，其中近700人在兰开斯特的这家客车制造厂。 BYD USA Laedc

    生产内容

    • 工厂生产多种电动巴士和大型卡车，涵盖公交车、校车等不同工位，车间自动化程度很低，几乎看不到机器人，更多依靠人工组装。 Legal Planet Legal Planet
    • 公司近期在美国把品牌重塑为"RIDE"（Real Innovation Delivered with Excellence），但该子公司仍隶属于比亚迪。2021年国会通过清洁校车项目拨款后，比亚迪也开始生产纯电动校车，目前已推出三种规格车型。 Legal Planet Legal Planet

    市场与销售

    • 从1999年进入美国市场，到2013年建成北美地区最大纯电动大巴工厂，比亚迪在北美地区累计投资约3亿美元，已积累包括洛杉矶大都会交通局、加州长滩运输署、加州羚羊谷交通运输局及洛杉矶国际机场在内的50多个优质客户，占据美国纯电动大巴市场主导性份额，业务遍布全美30多个州。 Autothinker
    • 比亚迪近期还获得洛杉矶地铁（LA Metro）新订单，将新增59个制造岗位，这些电动巴士将投入运营于洛杉矶Silver Line线路。 Laedc

    劳工关系

    • 该工厂是美国首家实现全工会化生产的纯电动车制造商，并率先签订了社区福利协议（CBA），承诺40%的岗位面向弱势群体（有色人种、退伍军人、更生人士等），目前有色人种员工占比已达90%。 Busandmotorcoachnews Jobs to Move America

    总体来看，该工厂是美国目前最大的纯电动巴士生产基地，运营稳定，订单持续增长，是比亚迪打入北美商用车市场的核心据点。需要注意的是，比亚迪的乘用车目前尚未在美国市场销售，加州工厂业务仅限于客车、卡车等商用车领域。

    评论
  5. redot
    redot

    BYD operates its U.S. electric bus business primarily through RIDE (Real Innovation Delivered with Excellence), a specialized U.S. spinoff. To navigate strict "Buy America" regulations and geopolitical tariffs, BYD established a massive footprint in California to design, build, and deploy zero-emission transit solutions for the North American market. [1, 2, 3]

    Here is a comprehensive breakdown of BYD and RIDE’s EV bus operations, vehicle lineup, and footprint in the United States.

    🏭 Manufacturing & U.S. Footprint

    Unlike its consumer electric passenger cars—which face a 100% U.S. tariff—BYD circumvented commercial transit barriers by localizing its manufacturing. [1, 3, 4]

    *

    • The Lancaster Facility: RIDE and BYD operate a 550,000-square-foot coach and bus manufacturing plant in Lancaster, California.
    • American Labor: The vehicles are purpose-built by over 750 union workers represented by the SMART Union Local 105.
    • Buy America Compliance: The transit buses surpass federal Buy America standards, incorporating over 70% U.S.-sourced materials. This allows U.S. transit agencies to utilize federal grants to purchase them. [1, 5, 6]
      *

    🚌 Vehicle Lineup

    BYD and RIDE offer the widest selection of battery-electric buses and coaches in the United States, powered by their proprietary Lithium Iron Phosphate (LFP) Blade Batteries, known for exceptional thermal safety and long lifespans. [1, 2, 7, 8]

    1. Transit & Urban Buses (K-Series)

    These models are the workhorses of municipal fleets, university campuses, and airports. [6, 9]

    *

    • K7M (30-foot): Top-selling compact model widely used by corporations and universities. The Extended Range (ER) variant offers up to 185 miles of range.
    • K8M (35-foot): Mid-sized transit bus with a range of up to 170 miles.
    • K9M / K9MD (40-foot): The most popular, best-selling standard transit model deployed across major public city transit authorities.
    • K11M (60-foot): A massive, articulated heavy-duty bus designed for high-capacity urban Bus Rapid Transit (BRT) lines. [6]
      *

    2. RIDE Electric School Buses

    RIDE has captured a significant share of the U.S. school bus market with dedicated, clean-air student transportation: [2]

    *

    • Type A ("Achiever"): Features a 141 kWh battery and a 125-mile range. It is highly notable for being the only Type A school bus on the market that accommodates 26 children alongside a dedicated ADA-compliant wheelchair position. [2, 5]
    • Type C ("Creator"): A mid-sized school bus offering roughly 170 miles of range and rapid dual-gun charging in just 2.5 hours. [2]
    • Type D ("Dreamer"): A high-capacity, flat-nosed student transit vehicle carrying up to 84 passengers with a 230 kWh battery. [5]
    • Note: These school buses feature Vehicle-to-Grid (V2G) capabilities, allowing schools to sell energy stored in the bus back to the electrical grid during peak summer hours. [2]
      *

    3. Commercial Motor Coaches (C-Series)

    For longer-distance travel, private operators, and tourism, they produce a line of long-distance coaches: [7]

    *

    • Standard Coaches: Available in 23-foot (C6M), 35-foot (C8M), 40-foot (C9M), and 45-foot (C10M) variants.
    • Double Decker Coaches: High-capacity double-decker models like the C8MS and C10MS built for heavy commuter routes or tour operations. [7]
      *

    📈 Major U.S. Clients & Impact

    With over 1,000 vehicles on the road or in production across North America, BYD/RIDE fleets have logged well over 18 million zero-emission miles. [1, 6, 7]
    Major municipal and institutional clients using these EV buses include:

    *

    • LA Metro (Los Angeles, CA)
    • Antelope Valley Transit Authority (AVTA) (California) — Became a pioneer member of the "Million Mile Club" by logging millions of miles and saving taxpayers massive amounts in diesel fuel costs.
    • Long Beach Transit (California)
    • Stanford University (California)
    • Denver RTD (Colorado)
    • Capital Area Transit System (CATS) (Baton Rouge, LA) [4, 9, 10, 11, 12]
      *

    Are you researching BYD EV buses for a specific municipal transit proposal, a school district fleet conversion, or general market analysis? Let me know so I can tailor details on grant eligibility, charging specs, or local case studies.

    [1] https://ride.co
    [2] https://www.youtube.com
    [3] https://www.facebook.com
    [4] https://en.wikipedia.org
    [5] https://en.byd.com
    [6] https://en.byd.com
    [7] https://en.byd.com
    [8] https://www.youtube.com
    [9] https://www.metro-magazine.com
    [10] https://en.byd.com
    [11] https://en.byd.com
    [12] https://en.byd.com

    评论
  6. redot
    redot

    BYD does not publicly break down its exact, monthly localized production numbers for its Lancaster, California facility. However, combining global commercial vehicle tracking, historical factory milestones, and public fleet disclosures reveals the scope of BYD and RIDE’s U.S. sales and production data. [1, 2]

    Here is the current operational and commercial data for BYD’s EV bus presence in the U.S.

    🏭 U.S. Production Milestones

    Because municipal transit contracts are cyclical and multi-year, production at the Lancaster, California plant is measured by cumulative delivery milestones rather than rapid monthly rollouts. [1, 3]

    *

    • Cumulative U.S. Volume: The Lancaster factory has produced and deployed over 1,000 battery-electric buses and coaches across the United States and Canada. [1]
    • Historical Scaling: The plant hit its 300th U.S.-built bus milestone in 2019 and ramped up capacity to fulfill a growing backlog of school and transit bus orders under strict Buy America compliance requirements (which mandate over 70% domestic parts content). [1, 3]
    • Operational Footprint Capacity: The 550,000-square-foot facility is designed to scale up to an annual capacity of 1,500 electric vehicles per year if running at full operational capacity. [1]
      *

    📊 U.S. Sales and Fleet Highlights

    Public transit agencies operate transparently, making it possible to track where BYD/RIDE’s sales volumes are concentrated in the U.S. market:

    *

    • Regional Dominance: Southern California is the largest single regional market for BYD buses. Combined sales to airports (like LAX), universities, private operators, and transit agencies total more than 460 electric buses in this region alone. [4]
    • Fleet Performance Metric: U.S. transit agencies operating BYD buses have collectively logged over 18 million zero-emission miles. [1]
    • The "Million-Mile" Clients: Major repeat-purchase clients drive the bulk of U.S. sales revenue. For instance, the Antelope Valley Transit Authority (AVTA) fully electrified its fleet using BYD buses, logging millions of operational miles and setting a blueprint for high-volume sales to small-to-midsize municipal grids. [3]
      *

    🌐 The Global Context: How the U.S. Fits In

    To put the U.S. numbers into perspective, the domestic operation is a highly specialized, highly regulated segment of an otherwise massive global operation:

    *

    • Global Bus Dominance: Globally, BYD has delivered over 100,000 electric buses operating in 70+ countries. The U.S. fleet represents roughly 1% of this total volume but commands a significantly higher per-unit revenue due to the larger, heavy-duty nature of American transit specifications.
    • Recent Sales Surge: On a global scale, BYD's total electric bus segment is seeing strong year-over-year momentum. For instance, BYD recorded 3,749 global electric bus sales in the first eight months of 2026—a 12.55% increase compared to the same period in 2025. [2, 5]
      *

    Are you looking for data on a specific U.S. transit agency's order history, or do you need a financial comparison of BYD's commercial vehicle sector against competitors like Proterra or New Flyer?

    [1] https://en.byd.com
    [2] https://cleantechnica.com
    [3] https://en.byd.com
    [4] https://en.byd.com
    [5] https://www.youtube.com

    评论
  7. redot
    redot

    BYD电动bus不是已经在跑了吗?

    评论
  8. bradyzhu
    bradyzhu

    在跪族的思想里，所有人都跪着，然后再论其他。

    评论
  9. no34657
    no34657

    中国人总喜欢wishful thinking

    评论
  10. sjtuvincent
    sjtuvincent[博主]

    lahei 写了： 2026年 9月 13日 12:36

    现在没有中国跪求的事，脖子都卡在中国手里，特斯拉无稀土F35杠铃版是开始科技倒退至少50年

    作为临时精美，我来吹特斯拉cybercab，已经用上外太空高端稀土

    评论
  11. lahei
    lahei

    现在没有中国跪求的事，脖子都卡在中国手里，特斯拉无稀土F35杠铃版是开始科技倒退至少50年

    评论
  12. GiantHawkID
    GiantHawkID

    直接拒绝，不要你的人和车，欢迎你把黄金运来存在美联储。 :lol: :lol: :lol:

    sjtuvincent 写了： 2026年 9月 13日 12:12

    让美国穷人也能开得起“特斯拉品质”的电动车

    评论

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