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菲亞特克萊斯勒第2個(gè)5年計(jì)劃漸露真容

菲亞特克萊斯勒第2個(gè)5年計(jì)劃漸露真容

Doron Levin 2014年05月08日
菲亞特克萊斯勒CEO塞爾吉奧?馬爾奇奧尼預(yù)計(jì)將在公開(kāi)演示會(huì)上披露公司旗下豪車品牌“阿爾法-羅密歐”重返美國(guó)市場(chǎng)的細(xì)節(jié)以及加大中國(guó)市場(chǎng)開(kāi)發(fā)力度的計(jì)劃。

????對(duì)于到了一定年紀(jì)的賽車迷和影迷們來(lái)說(shuō),阿爾法-羅密歐( Alfa Romeo)讓他們想起的是1967年達(dá)斯汀?霍夫曼在電影《畢業(yè)生》(The Graduate)中扮演的那位迷茫、為情所困的年輕人本杰明?布萊德克駕駛的1600蜘蛛敞篷車。

????但對(duì)于新合并的汽車公司——菲亞特克萊斯勒(Fiat and Chrysler)的CEO塞爾吉奧?馬爾奇奧尼而言,阿爾法-羅密歐代表的是一個(gè)有待兌現(xiàn)的美好諾言,即根據(jù)這兩家公司的復(fù)興計(jì)劃,把這個(gè)意大利奢侈品牌引入美國(guó)市場(chǎng)。

????周二,馬爾奇奧尼將在克萊斯勒總部奧本山進(jìn)行一次大型公開(kāi)演示,預(yù)計(jì)將披露阿爾法重返美國(guó)市場(chǎng)的更多信息、公布詳細(xì)的5年投資計(jì)劃、車型推出以及銷售預(yù)測(cè)??巳R斯勒2009年破產(chǎn)后制訂的第一個(gè)5年計(jì)劃已基本完成。身為菲亞特CEO,馬爾奇奧尼菲亞特帶領(lǐng)這家公司以接近于零的成本收購(gòu)了美國(guó)汽車制造商克萊斯勒。

????分析師們將聆聽(tīng)、關(guān)注菲亞特克萊斯勒的高管言行,希望搞清楚這家公司還要多久才能把年銷量提高到600萬(wàn)臺(tái)或以上。600萬(wàn)臺(tái)大關(guān)是幾年前馬爾奇奧尼給出的、作為一家全球汽車生產(chǎn)商的經(jīng)濟(jì)可行性下限。今天,這個(gè)門檻可能已提高。去年,菲亞特克萊斯勒合計(jì)銷售汽車440萬(wàn)臺(tái)。預(yù)測(cè)咨詢公司IHS預(yù)計(jì),它到2018年銷量將達(dá)到500萬(wàn)臺(tái)。這家合并后的汽車生產(chǎn)商將于今年晚些時(shí)候掛牌上市。

????CEO馬爾奇奧尼出生于加拿大。此人雖然不無(wú)缺點(diǎn),但在維系這家汽車公司的生存和發(fā)展方面確有功勞。這家公司一方面受到克萊斯勒和菲亞特這個(gè)兩個(gè)弱勢(shì)品牌的拖累,一方面又有Jeep和Ram這兩個(gè)超強(qiáng)品牌撐門面。馬爾奇奧尼是一個(gè)干勁十足、咄咄逼人的管理者。據(jù)獵頭稱,他經(jīng)常把年輕下屬累垮??巳R斯勒在美國(guó)的汽車銷量已連續(xù)49個(gè)月保持增長(zhǎng)。他維持了銷量增長(zhǎng),保證了公司不會(huì)被淘汰出局。

????周二的重要看點(diǎn)可能包括吉普Renegade的推出,這款次緊湊的運(yùn)動(dòng)型多用途汽車預(yù)計(jì)將在這個(gè)全球快速增長(zhǎng)的細(xì)分市場(chǎng)中卷起一股強(qiáng)勁旋風(fēng)。另一個(gè)看點(diǎn)將是這家汽車制造商計(jì)劃加大開(kāi)拓中國(guó)市場(chǎng)的努力。中國(guó)是全球最大、也是增長(zhǎng)最快的汽車市場(chǎng)之一。

????馬爾奇奧尼已承諾將在美國(guó)引入自4C蜘蛛起的6款阿爾法車型。最近的一些車展上,4C蜘蛛已經(jīng)開(kāi)始作為概念車進(jìn)行展示。AutoPacific分析師戴夫?沙利文表示,相比市場(chǎng)地位已經(jīng)穩(wěn)固的德國(guó)、日本和美國(guó)奢侈品牌,阿爾法面臨一場(chǎng)“登山戰(zhàn)役”。

????由于奢侈車型相比主流車型利潤(rùn)豐厚,這些車型在產(chǎn)生收入以及在整個(gè)車系間分?jǐn)傁冗M(jìn)技術(shù)的開(kāi)發(fā)投資成本方面具有重要意義。在上個(gè)5年計(jì)劃中,馬爾奇奧尼預(yù)測(cè)阿爾法將于2012年登陸美國(guó),到今天在全球的銷量應(yīng)該達(dá)到500,000臺(tái)。去年,這個(gè)品牌的歐洲銷量?jī)H略高于64,000臺(tái)。

????For sports car and cinema fans of a certain age, Alfa Romeo will evoke the 1600 Spider convertible driven by Benjamin Braddock, the confused and lovesick young man played by Dustin Hoffman in the 1967 film The Graduate.

????For Sergio Marchionne, chief executive of the newly merged Fiat and Chrysler automobile companies, Alfa Romeo symbolizes an unkept promise, namely to introduce the Italian luxury brand in the U.S. as part of the revitalization of both companies.

????Marchionne, in a major public presentation today in Auburn Hills at Chrysler headquarters, is expected to disclose more about Alfa's eventual arrival, as well as a detailed five-year plan of investments, vehicle introductions, and sales forecasts. Chrysler largely made good on its first five-year plan, conceived in the wake of the automaker's 2009 bankruptcy. As chief executive of Fiat, Marchionne led Fiat's purchase of the U.S. automaker for nearly nothing.

????Analysts will be listening and watching Fiat Chrysler executives carefully to learn how soon Fiat Chrysler Automobile NV (FIATY) might be able to sell 6 million or more vehicles annually. That threshold is the one Marchionne identified several years ago as the minimum for economic viability of a global automaker, and that total might be higher today. Last year, Fiat and Chrysler jointly sold 4.4 million vehicles. IHS, a forecasting consultancy, sees sales of 5 million by 2018. The merged automaker will be incorporated and listed as a public company later this year.

????The Canadian-born CEO deserves credit, despite a few shortcomings, for maintaining the viability of an automobile enterprise that is slowed by two weak brands, Chrysler and Fiat, and sustained by two very strong ones, Jeep and Ram. He is a driven and hard-driving executive who, according to headhunters, pushes younger subordinates to the brink of exhaustion. Chrysler's streak of monthly sales gains in the U.S. has reached 49 months. He keeps posting gains and, as such, keeps his company in the game.

????The bright spots to be highlighted likely will include introduction of the Jeep Renegade, a subcompact sport-utility vehicle that's expected to compete vigorously worldwide in one of the fast-growing product segments. Another will be the automaker's plans to ramp up its efforts in China, the world's biggest market and one of the fastest-growing.

????Marchionne has promised six Alfa models in the U.S., starting with the 4C Spider, which has appeared recently at auto shows as a concept. Dave Sullivan, an analyst for AutoPacific, says Alfa will have an "uphill battle" against better established German, Japanese, and U.S. luxury brands.

????Because luxury models are highly profitable compared to mainstream counterparts, they're vital for generating revenue and for providing a way to spread the investment cost of developing advanced technologies across the entire spectrum of vehicles. Under his last five-year plan, Marchionne forecast that Alfa would reach the U.S. in 2012 and be selling 500,000 units worldwide by now. Last year, the brand sold just more than 64,000 in Europe.

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