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汽車界的四個新迷思

汽車界的四個新迷思

Alex Taylor III 2012-10-17
這四個認識上誤區一直困擾著美國、乃至全球汽車業的發展,其中一個流行的觀點就是石油資源的供應即將出現拐點。正是因為這個原因,汽車行業一直在付出額外的成本,努力達到政府不斷提高的燃油經濟性指標,最終導致消費者負擔加重。然而實際情況表明,這種擔心似乎是多慮了。

????人們知道自己一直以來深信不疑的事實并非如此之時,對世界的認識就會發生了翻天覆地的變化。比方說,我最近就發現頭發濕了不會導致感冒,運動前的伸展運動是多此一舉,每3,000英里更換機油純粹是浪費寶貴的時間。

????但這個專欄不是要探討保健、個人理財或汽車保養。最近,我們獲得的一些最新分析和信息嚴重顛覆了歷來被視作汽車行業圣經的一些觀念。以下是最新發現的汽車界存在的四個認識誤區:

????誤區一:美國經濟一咳嗽,底特律就得感冒。

????這些年來,我們一直認為底特律是反映美國經濟進入衰退的先行指標。購車是近乎完美的消費信心衡量指標;汽車價格昂貴,而且購車通常可以延后。經濟下滑跡象剛剛顯露,汽車銷售就會下滑。

????但這次不同。盡管GDP增長遲緩,失業率高企,中產階級收入受到擠壓,汽車和卡車銷售仍在增長。9月份,美國汽車銷量折合成年率接近1,500萬輛,為2008年初以來的最高銷量。到底怎么回事?

????R.L. Polk北美預測領先分析師湯姆?利比表示,汽車業務的表現與經濟越來越脫鉤。原因在于:“我們看到的美國汽車銷售勢頭,部分源于國際經濟態勢,部分源于在美經營的全球汽車制造商所采取的行動。”

????作為證據,利比指出,外國汽車制造商在美國市場的份額正在增加,它們的快速發展與美國經濟無關:豐田(Toyota)和本田(Honda)正在從去年日本海嘯的沖擊中逐步恢復;復蘇中的大眾(Volkswagen)重新著力美國市場;現代(Hyundai)和起亞(Kia)雖然最近由于勞工問題出現庫存短缺,但已經多月實現了銷售的兩位數增長。

????利比總結稱:“雖然一些北美本地趨勢對美國新車行業的走向有很大影響,但其他一些更廣泛的全球因素也在起作用。汽車制造商的全球策略和國際經濟態勢往往能揭示我們在美國所看到現狀的背后原因。”

????誤區二:全球石油將耗盡。

????多年來,我們一直假定石油資源是有限的,全球石油很快就會枯竭。一個盛行的理論是“石油峰值理論”。在某一時間,全球石油產量將達到最高點,隨后將一路走低,導致嚴重的短缺。悲觀的預計認為,這個峰值要么已經出現,要么很快就會來臨。

????但英國皇家國際事務研究所(Royal Institute of International Affairs)的一份最新報告認為,石油耗盡的威脅已沒有那么緊迫,石油峰值理論看起來越來越不是那么回事。世界面對的不是有限的石油資源,只是需要加快速度將極其龐大的石油資源轉變為可用于開采的探明儲量。(感謝The Truth About Cars網站告知這篇報告。)

????令人驚異的事實是,由于石油價格居高不下,技術越來越先進,我們不斷發現的石油數量已遠遠超過了我們的開采能力。該報告稱,從1980年至2011年,全球的石油開采量比原本預計埋在地下的石油儲量多出了1,000億桶,同時可供未來開采的已探明儲量還增加了一倍還多。

????即便不再有新的發現或增加,以當前的石油消耗速度,仍可用54年。事實上,石油行業還可以期待更長的時間,因為將來還會在現有礦藏中發現更多石油儲量,還會有新的油田發現。另外隨著價格上漲,石油消費也將減少。

????Your understanding of the world shifts in immeasurable ways when you learn that something you have always believed to be true isn't. For instance, I've lately discovered that wet heads don't cause colds, stretching before exercise is unnecessary, and changing your oil every 3,000 miles is an expensive waste of time.

????But this isn't a column about health care, personal finance, or car maintenance. Recently, we've gotten fresh analysis and new information that seriously undermine what has been considered the gospel truth in the auto business. Here are the auto world's four new misconceptions:

????Myth No. 1: When the U.S. economy catches a cold, Detroit gets pneumonia.

????For years, we've held that Detroit has led the U.S economy into recession. Car purchases are a near-perfect barometer of consumer confidence; they are expensive, and their purchase is usually deferrable. At the first sign of a business downturn, auto sales swoon.

????But not this time. Despite sluggish GDP growth, high unemployment, and the squeeze on the middle class, car and truck sales are rising. In September, they came close to an annual rate of 15 million, the fastest pace since early 2008. What's going on?

????Tom Libby, North American forecasting lead analyst for R.L. Polk, says the performance of the car business is becoming increasingly detached from the state of the economy. Reason: "The dynamics we see here in the U.S. stem in part from the patterns of international economies as well as from actions taken by global auto manufacturers who happen to be doing business in the states."

????As evidence, Libby points to the foreign automakers whose presence in the U.S. is growing and whose fortunes are improving because of factors unrelated to the economy: Toyota (TM) and Honda, which are recovering from last year's tsunami; a resurgent Volkswagen, focusing anew on the U.S market; and Hyundai/Kia, which, despite inventory shortages because of recent labor problems, has produced many months of double-digit sales gains.

????Concludes Libby: "While some local, North American trends play an influential role in the behavior of the U.S. new vehicle industry, there are other, broader global factors at work. A look at the worldwide strategies of the automakers and the patterns of the global economy frequently reveals the underlying causes for the results we witness here in the U.S."

????Myth No. 2: The world is running out of oil.

????For years, it has been assumed that oil is a finite resource that the world would soon exhaust. One prevalent theory was "peak oil." At some point, global oil production would hit a high point and then decline, causing grave shortfalls. Pessimistic predictions had that either the peak had already occurred or that it would occur shortly.

????In fact, a new report by The Royal Institute of International Affairs in the U.K., informally known as Chatham House, finds that the threat of oil running out is no longer imminent, and the concept of peak oil increasingly looks like a bad idea. The world is faced not with a finite amount of oil but merely needs to accelerate the speed at which surprisingly large resources of oil can be converted into proven reserves for potential production. (Thanks to the web site The Truth About Cars for alerting me to this report).

????The amazing fact is that because of higher prices and better technology, we keep finding more oil that we can extract. From 1980 to 2011, the report says, the world produced 100 billion more barrels of oil than there was supposed to be in the ground, and proven reserves remaining for future production more than doubled.

????Moreover, even with no further discoveries or additions, a 54-years supply of oil is left at current rates of consumption. In reality, the petroleum industry can expect an even longer life because more oil will be found in existing deposits, there will be new discoveries, and consumption will decline as prices rise.

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