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比亚迪高管表示扩张面临的最大挑战是地缘政治BYD exec says biggest challenge to expansion is geopolitics

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2026年1月20日,比亚迪执行副总裁Stella Li出席在瑞士达沃斯举行的第56届世界经济论坛(WEF)年会。

Item 1 of 2 Executive Vice President of BYD Stella Li attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026.

路透社/Denis Balibouse 采购许可公司 比亚迪有限公司 NVIDIA公司 新加坡,10月8日——比亚迪扩张面临的首要挑战是地缘政治,Stella Li在周四表示,这一言论出现在该公司董事长此前表示计划在五年内成为全球最大汽车制造商数月后。"

NVIDIA Corporation SINGAPORE, Oct 8 - The number one challenge to expansion for BYD is geopolitics, Stella Li, BYD's executive vice president, said on Thursday, months after the Chinese company's chairman said it aims to become the world's largest automaker within five years.

当我们开展业务时,需要确定性和可见性,这样才能控制并进行投资。

"When we do business, we want to do something and have certainty and visibility then we can control and then we can invest.

但面对地缘政治,你永远无法了解其角度和动向,"Li在新加坡米尔肯研究所亚洲峰会上说道。

But with geopolitics, you never understand what's the angle and what they are doing," said Li at the Milken Institute Asia Summit in Singapore.

Li表示,公司已决定暂不在美国销售乘用车,尽管已在美国市场存在"很长时间",但形势"复杂"。"

Li said the company has decided to not sell passenger cars in the US for now despite being in the US for "a long time" as it is "complicated".

我们在那里的明确性、可见性和稳定性不足,所以我们决定暂缓进入美国乘用车市场。"

"We don't have clarity, visibility and stability there so we're saying let's hold and not to go to the US for passenger cars at this moment."

Li还表示,比亚迪暂无与其他中国公司合作的计划,因为其在储能和太阳能板等多个领域拥有领先地位。"我们在多个业务领域都是领袖,不仅仅是汽车,"她说。

Li said BYD has no plans to partner with other Chinese companies given its leadership in various areas such as storage and solar panels. "We're a leader in multiple businesses, not only cars," she said.

Li还提到,在中国招聘足够的人才十分困难,公司希望未来使用工业机器人。

Li also said it's been difficult to hire enough people in China and the company hopes to use industrial robots in future.

她称比亚迪在香港交易所的股票相较于美国公司"极度低估",因为该公司是一家工程公司,而不仅仅是汽车公司。她还表示,英伟达仍是比亚迪的"非常强大"的芯片合作伙伴。全文持续更新,包含对战略和背景的评论。

She said BYD's stock on the Hong Kong exchange was "super undervalued" compared to US companies, given that the company is an engineering firm and not just a car company. She also said Nvidia remains a "very strong" chips partner for BYD. Updates throughout with comments on strategy and context