$比亚迪(SZ002594)$ 电动汽车制造成本专家告诉路透社，出口价格的上涨为比亚迪每辆车创造更大的利润提供了空间。但这些利润也为汽车制造商提供了巨大的灵活性，可以在需要抢占海外市场份额时降低价格。
“他们并不打算削弱欧洲市场，”他说，“他们希望赚取利润。”
总部位于巴黎附近的 A2MAC1 研究了售价约 35,000 美元的欧洲版比亚迪海豚，以及售价约 15,000 美元的中国版。
欧洲海豚稍长一些，并具有额外的功能，包括稍大的电池、更舒适的悬架和额外的传感器。 尽管如此，考虑到这些升级以及运输和进口税，A2MAC1 估计比亚迪在欧洲汽车上的利润率比在中国同类汽车上的利润率高出约 7,400 美元。
公司董事长王创福在三月份的一次非公开会议上对投资者表示，比亚迪预计出口将有助于支撑今年的盈利能力，因为国内价格战对其利润率造成了压力。
Hiking export prices gives BYD room to generate much larger profits per vehicle, experts in EV manufacturing costs told Reuters. But those margins also give the automaker enormous flexibility to cut prices if needed to grab market share abroad.
"They're not looking to undercut the European market,” he said. “They are looking to make margin."
Based near Paris, A2MAC1 examined the European version of the BYD Dolphin, which sells for about $35,000, and a China version selling for about $15,000.
The European Dolphin is slightly longer and has extra features, including a slightly bigger battery, a more comfortable suspension and additional sensors. Still, accounting for those upgrades, along with shipping and import taxes, A2MAC1 estimated that BYD’s profit margin on the European car was about $7,400 more than whatever it clears on the same car in China.
Company Chairman Wang Chuangfu in March told investors in a private meeting that BYD expects exports to help shore up profitability this year as a domestic price war weighs on its margins.
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copy $长城汽车(SH601633)$ 的某位粉丝@金凤一号 ，大家是信这个6万多粉丝的大V，还是专业的财经媒体，而且是国际的？
考虑初期的设立国家分公司、员工费用、营销费用，也许某些国家$比亚迪(SZ002594)$ 销量一时上不去针对这个国家的出口总体真的不赚钱，但如此的定价毛利率肯定不低，而且比特斯拉的溢价率都高。
定价高只是前提，还需要看有没有真的卖出去。另外国内车企现在出口一定要注意品控，注意品控，注意品控！强调多少遍都不为过！不要重蹈当年摩托车出海，因为品控不好把整个国产品牌口碑坏掉的前车之鉴。$比亚迪(SZ002594)$
报告还称，即使比亚迪在欧洲降价出售，许多其他车型仍将享有较高的利润溢价，参考对海豹U的成本分析：$比亚迪(SZ002594)$
有关欧盟针对中国电动汽车发起的反补贴调查，有消息称欧盟委员会（下称“欧委会”）或最早5月开征临时关税。在此背景下，英国《金融时报》4月29日借美国咨询公司荣鼎集团最新报告渲染称，要想“阻挡”中国廉价电动汽车涌入欧盟市场，欧盟需要征收比预期高得多的、高达50%的巨额关税。
报道声称，根据荣鼎集团的研究，欧盟针对中国电动汽车的“任何惩罚性行动都可能过于温和，无法阻止中国汽车制造商”。“我们预计欧委会将征收15%-30%的关税。但即使选择这一范围内更高的关税，一些中国车企仍能通过出口欧洲获得可观的利润，因为他们享有巨大的成本优势。”报告说。
报告声称，要让欧洲市场对中国电动汽车出口商“失去吸引力”，征收40%-50%的关税可能是“必要条件”，对于像比亚迪这样保持供应链垂直一体化的汽车制造商而言，所需关税可能会更高。
报告举例称，比亚迪宋PLUS冠军版在国内售价约为20500欧元，其海外版本Seal U在欧洲的售价为42000欧元，出口利润空间巨大；根据荣鼎集团的计算，30%的关税仍将使比亚迪在国内的利润基础上获得15%（4700欧元）的外销欧盟溢价。报告还称，即使比亚迪在欧洲降价出售，许多其他车型仍将享有较高的利润溢价。
相对中国市场，比亚迪出口车型溢价高于特斯拉：$比亚迪(SZ002594)$ $特斯拉(TSLA)$
某财经媒体审查了比亚迪或其经销商在五个主要出口市场（德国、巴西、以色列、澳大利亚和泰国）公布的定价，这些市场通常提供三种最受欢迎的电动汽车：Dolphin 和 Seal 轿车以及 Atto 3 SUV。 在以色列，没有提供海豹。
在这些市场中，比亚迪 Atto 3 的起售价比中国高出 81% 至 174%。 海豚的价格上涨了 39% 至 178%，海豹的价格上涨了 30% 至 136%。
由于可用装饰水平的地区差异，按市场比较起始价格变得复杂。 在某些情况下，路透社检查的入门级出口车辆的装备略好于中国价格最低的车型。
如果可以在不同装饰水平上进行同类比较，比亚迪的出口价格通常仍远高于中国。 例如，在德国销售的最接近的 Dolphin 版本，具有相同的电池续航时间，售价为 37,439 美元，是中国售价 16,524 美元的两倍多。 升级版 Seal 版本在德国的售价为 48,139 美元，比中国的 30,317 美元售价高出 59%。
相比之下，路透社分析发现，特斯拉的成本基础高于中国竞争对手，根据特斯拉网站的数据，其中国制造的 Model 3 在德国的售价仅比中国高 37%。
Reuters reviewed pricing published by BYD or its dealers in five of its leading export markets — Germany, Brazil, Israel, Australia and Thailand — that commonly offered three of its most popular electric vehicles, the Dolphin and Seal sedans, and the Atto 3 SUV. In one case, Israel, the Seal was not offered.
Across those markets, the starting price for the BYD Atto 3 ranged from 81% to 174% higher than in China. Dolphin prices ranged from 39% to 178% higher, and Seal prices from 30% to 136% higher.
Comparing starting prices by market is complicated by regional differences in available trim levels. In some cases, entry-level exported vehicles examined by Reuters had slightly better equipment than the lowest-priced model in China.
In cases where apples-to-apples comparisons were possible at various trim levels, BYD’s export prices typically were still much higher than in China. For instance, the closest version of the Dolphin on sale in Germany, with the same battery range, sells for $37,439 — more than double the $16,524 price tag in China. The upgraded Seal version sells for $48,139 in Germany, 59% more than its $30,317 China price.
By comparison, the Reuters analysis found that Tesla, which has a higher cost base than Chinese rivals, sells its Chinese-made Model 3 for only 37% more in Germany than in China, according to Tesla’s web site.
相对中国市场，比亚迪出口车型溢价高于特斯拉：$比亚迪(SZ002594)$ $特斯拉(TSLA)$
路透社审查了比亚迪或其经销商在五个主要出口市场（德国、巴西、以色列、澳大利亚和泰国）公布的定价，这些市场通常提供三种最受欢迎的电动汽车：Dolphin 和 Seal 轿车以及 Atto 3 SUV。 在以色列，没有提供海豹。
在这些市场中，比亚迪 Atto 3 的起售价比中国高出 81% 至 174%。 海豚的价格上涨了 39% 至 178%，海豹的价格上涨了 30% 至 136%。
由于可用装饰水平的地区差异，按市场比较起始价格变得复杂。 在某些情况下，路透社检查的入门级出口车辆的装备略好于中国价格最低的车型。
如果可以在不同装饰水平上进行同类比较，比亚迪的出口价格通常仍远高于中国。 例如，在德国销售的最接近的 Dolphin 版本，具有相同的电池续航时间，售价为 37,439 美元，是中国售价 16,524 美元的两倍多。 升级版 Seal 版本在德国的售价为 48,139 美元，比中国的 30,317 美元售价高出 59%。
相比之下，路透社分析发现，特斯拉的成本基础高于中国竞争对手，根据特斯拉网站的数据，其中国制造的 Model 3 在德国的售价仅比中国高 37%。
Reuters reviewed pricing published by BYD or its dealers in five of its leading export markets — Germany, Brazil, Israel, Australia and Thailand — that commonly offered three of its most popular electric vehicles, the Dolphin and Seal sedans, and the Atto 3 SUV. In one case, Israel, the Seal was not offered.
Across those markets, the starting price for the BYD Atto 3 ranged from 81% to 174% higher than in China. Dolphin prices ranged from 39% to 178% higher, and Seal prices from 30% to 136% higher.
Comparing starting prices by market is complicated by regional differences in available trim levels. In some cases, entry-level exported vehicles examined by Reuters had slightly better equipment than the lowest-priced model in China.
In cases where apples-to-apples comparisons were possible at various trim levels, BYD’s export prices typically were still much higher than in China. For instance, the closest version of the Dolphin on sale in Germany, with the same battery range, sells for $37,439 — more than double the $16,524 price tag in China. The upgraded Seal version sells for $48,139 in Germany, 59% more than its $30,317 China price.
By comparison, the Reuters analysis found that Tesla, which has a higher cost base than Chinese rivals, sells its Chinese-made Model 3 for only 37% more in Germany than in China, according to Tesla’s web site.
出口欧洲的海豚一台车比国内多挣5万rmb？我不信，这个机构夸张了，有阴谋。