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大眾訂購(gòu)480億美元電動(dòng)汽車電池,幾乎和特斯拉當(dāng)前市值相當(dāng)

大眾訂購(gòu)480億美元電動(dòng)汽車電池,幾乎和特斯拉當(dāng)前市值相當(dāng)

彭博社 2018-05-27
大眾簽下了價(jià)值400億歐元(480億美元)的電池采購(gòu)合同,比幾周前宣稱的規(guī)模提高了一倍。距其計(jì)劃的500億歐元采購(gòu)目標(biāo)也僅有咫尺之遙。

埃隆·馬斯克怒斥分析師問(wèn)題毫無(wú)想象力事件剛過(guò)去不久,大眾汽車(Volkswagen)就表示它為電動(dòng)汽車電池開出的支票幾乎和特斯拉的市值相當(dāng)。

大眾簽下了價(jià)值400億歐元(480億美元)的電池采購(gòu)合同,比幾周前宣稱的規(guī)模提高了一倍。距其計(jì)劃的500億歐元采購(gòu)目標(biāo)也僅有咫尺之遙。上周四,大眾首席執(zhí)行官赫伯特·迪斯在股東大會(huì)上對(duì)投資者表示,該公司計(jì)劃到2025年使純電動(dòng)汽車年銷量達(dá)到300萬(wàn)輛。

雖然馬斯克更喜歡自己業(yè)界顛覆者的角色,但隨著投資者審查特斯拉的業(yè)績(jī),加之戴姆勒、大眾等老牌汽車制造商進(jìn)入他的“領(lǐng)地”,馬斯克發(fā)現(xiàn)自己越來(lái)越多地成了一名“捍衛(wèi)者”。大眾四天的汽車產(chǎn)量就可超過(guò)特斯拉的年產(chǎn)量,而且大眾正在憑借自身強(qiáng)大的資金和技術(shù)能力來(lái)收復(fù)“排放門”丑聞中的失地。

在業(yè)績(jī)發(fā)布電話會(huì)議上,馬斯克批評(píng)了提出“無(wú)聊”問(wèn)題的分析師,還打斷了分析師對(duì)特斯拉資金需求的詢問(wèn)。這表明特斯拉在與日俱增的壓力之下開始有了“裂隙”。

迪斯說(shuō):“到2020年,我們將為消費(fèi)者推出逾25款新的純電動(dòng)車型和超過(guò)20款混合插電式車型。在接下來(lái)的幾年時(shí)間里,我們的目標(biāo)是讓世界上最大的電動(dòng)汽車隊(duì)伍上路,而且這支隊(duì)伍將覆蓋所有品牌和地區(qū)。”

奧迪品牌是大眾最大的利潤(rùn)來(lái)源,它將從8月底開始生產(chǎn)首款純電動(dòng)SUV,其姊妹品牌保時(shí)捷也將在明年生產(chǎn)四門四座純電動(dòng)跑車Mission E。大眾品牌則將從2020年開始推出新型I.D.系列電池動(dòng)力車,價(jià)格將和類似燃油車處于同一水平。

迪斯指出,隨著汽車廠商推出新型電動(dòng)車,有“清晰”跡象表明應(yīng)重啟在歐洲建立電池產(chǎn)能的談判,以滿足不斷增長(zhǎng)的需求。全球最大汽車零件制造商羅伯特·博世(Robert Bosch)今年早些時(shí)候曾決定不自行生產(chǎn)電池,原因是投資需求旺盛。(財(cái)富中文網(wǎng))

譯者:Charlie

審校:夏林

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A few?days after Elon Musk berated analysts for what he perceived as unimaginative questions, Volkswagen AG said it was writing a check for batteries that almost match Tesla’s entire market value.

VW has awarded battery-purchasing contracts worth 40 billion euros ($48 billion), double from just a few weeks ago. The deals take the German manufacturer within striking distance of a sought-for 50 billion-euro total. By 2025, VW plans to sell as many as 3 million all-electric cars per year, Chief Executive Officer Herbert Diess told investors last Thursday at the annual shareholder meeting in Berlin.

While Musk has perfected the role as industry iconoclast, he’s finding himself increasingly on the defensive as investors probe Tesla’s finances and established manufacturers from Daimler to VW push aggressively into his niche. VW makes more cars in four days than Tesla does in a year, and is harnessing its immense financial financial and engineering firepower to make up for ground lost in the self-inflicted diesel-cheating scandal.

Cracks from mounting pressure on the California-based electric vehicle maker started to show when Musk criticized analysts for asking “boring” questions and cutting off queries about the company’s capital needs during earnings call.

“By 2020 we will offer our customers more than 25 new electric models and more than 20 plug-in hybrids,” Diess said. “In just a few years’ time, then, across all brands and regions, we aim to put the world’s largest fleet of electric vehicles on the road.”

VW’s Audi brand, the group’s largest earnings contributor, will start production of its first all-electric SUV at the end of August, followed by the four-door coupe Mission E from sister brand Porsche next year. VW’s namesake brand will start to roll out the new I.D. range of battery-powered vehicles from 2020, which will be priced at comparable levels to similar combustion engine vehicles.

As carmakers roll out their electric lineups, Diess said there were “clear” indications to restart talks to establish manufacturing of battery cells in Europe to satisfy growing demand. Robert Bosch, the world’s largest car-parts maker, decided against starting an own battery cell production earlier this year citing high investment demands.

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