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2014年上半年汽車業誰輸誰贏?

2014年上半年汽車業誰輸誰贏?

Alex Taylor III 2014年07月16日
狂野的2014年已經過去了一半,全球車企幾家歡喜幾家愁。值得注意的是,在中國這個全球最大的汽車市場,汽車銷售依然火爆,但中國本土車企卻在節節敗退。

????跑車:斯巴魯儼然已經成為全驅車型中的王者,即便這樣,它的跑車銷量也是差強人意。今年上半年,斯巴魯與豐田合作研發的BRZ跑車只賣出4298臺,同一款車的Scion版(又叫FR-S)只賣出了7662臺。

????品牌:歸功于今年新推出的緊湊型SUV 切諾基(Cherokee),菲亞特-克萊斯勒(Fiat Chrysler’s)的Jeep品牌的銷量令人難以置信地猛增了45%。Jeep在2013年一共賣出了103,397臺車,其中有80,432輛都是切諾基。然而僅憑Jeep新車型的神勇還不足以提升克萊斯勒的表現。盡管新克萊斯勒200也已到店銷售,但克萊斯勒的銷量還是下降了14%??巳R斯勒已被認定為FCA的“走量”品牌,但它的銷量還是不及寶馬(BMW)、奔馳(Mercedes-Benz)和馬自達(Mazda)。

????進口品牌:最近進入美國汽車市場的韓國起亞(Kia)再一次證明了它是個快速學習型的企業。今年上半年,它在美國的汽車銷量比去年同期提高7.9%——幾乎是行業平均水平的兩倍。而且,它也并非只靠秀爾(Soul)和RIO這種小車搞“薄利多銷”。正如汽車網站Edmunds.com分析師杰西卡?考德維爾指出的那樣,10年前起亞的旗艦Amanti賣到26,000美元,而如今起亞的新旗艦K900的價格已然是它的兩倍。上周我試駕了一輛價值66,400美元的K900,它搭載了一部5.0升V8發動機,還安裝了先進的電子系統,從里到外的感覺都與其它20,000美元以上的車型截然不同。

????在歐洲稱霸一方的德國大眾汽車(Volkswagen)再次證明了一旦越過大西洋,它就會變成一個遲緩的學習者。大眾汽車至今不明白美國人是個喜歡變化的民族,它現在的生產線依然是好幾年以前的生產線,它在美國的銷量也比去年同期下跌了7%。雖然大眾立志要加速在美國的發展進程,但進展卻一直非常緩慢。將于今年秋天進入美國的第七代高爾夫(Golf)早在兩年前就已經在歐洲亮過相了。

????海外市場:雖然巴西市場有所冷卻,但中國市場依然炙手可熱。經濟放緩、利率升高再加上一心看球等原因,使巴西人民今年無心光顧汽車展廳。今年6月,巴西的汽車銷量下跌10%,超過了此前預期的7.1%。這對通用和大眾等在巴西投入重金建立運營機構的大廠商來說是個壞消息。而在中國這個全球最大的汽車市場,今年上半年乘用車的銷量上漲了11.2%,達到963萬臺。不過到了6月,銷量也是有所萎縮。中國國產品牌在西方品牌面前繼續丟城失地,目前僅占中國市場三分之一多一點的份額。不過這對通用和大眾這兩個中國最大的汽車銷售商來說卻是好消息。

????超豪華車型:勞斯萊斯(Rolls-Royce)的車型在全球都賣得異常火爆,唯獨在美國市場不溫不火。寶馬旗下的這個超豪華品牌日前表示,今年上半年,歐洲和亞洲市場貢獻了該品牌全球銷量的33%,即1968臺。而勞斯萊斯在美國的增長微乎其微。今年上半年,勞斯萊斯在美國只賣出450輛,勉強超過了去年的426輛。每位勞斯萊斯幻影的車主至少有3000萬美元的身家,這對勞斯萊斯來說也是件好事。因為每輛幻影的起價就是407,500美元,選裝版甚至可以賣到50萬美元以上。(財富中文網)

????譯者:樸成奎

????Sports cars: Subaru is the king of all-wheel drive vehicles and wields a big stick in rallying, but has a hard time selling sports cars. It moved 4298 copies of its BRZ, jointly developed with Toyota, while Scion’s version of the same car, called the FR-S, found 7662 buyers in the same period.

????Brands: Fiat Chrysler’s Jeep saw its sales jump an almost unbelievable 45%, on the strength of the compact Cherokee introduced last year. Jeep sold 103,397 more vehicles than in 2013, 80,432 of them Cherokees. New models weren’t enough to lift FCA’s Chrysler, however. Its sales fell 14% despite the arrival of a new 200. Chrysler has been designated FCA’s volume brand, but it is currently being outsold by BMW, Mercedes-Benz, and Mazda.

????Import brands: Kia, the newest full-line manufacturer in the U.S. car scene, proved again that it is a fast learner. Its first-half sales ran 7.9% ahead of a year ago—nearly twice the industry average—and they weren’t all Souls and Rios. As Edmunds.com analyst Jessica Caldwell points out, Kia’s top of the line model K900, sells for more than double the $26,000 of its range topper from a decade ago, the Amanti. I drove a $66,400 K900 last week, powered by a big 5.0 liter V-8 and loaded with advanced electronics. Except for the badge on the hood, it was indistinguishable from cars selling for $20,000 or more.

????Volkswagen, which can do little wrong in Europe, showed once again that it is a slow learner when it crosses the Atlantic. Still unused to the idea that Americans like change, it has been marketing the same lineup of cars now for several years, and has seen sales fall 7% since the beginning of the year. It has vowed to speed up, but progress is slow. The seventh generation Golf coming to the U.S this fall made its debut two years ago in Europe.

????Overseas markets: China continues to sizzle while Brazil cools off. Slow economic growth and higher interest rates along with, no doubt, football fever – soccer to you – kept Brazilians out of new car showrooms. Its motor vehicle sales fell 10% in June, finishing off a worse-than-expected first half in which sales fell 7.1%. That’s bad news for GM and VW, which both have big operations there. In China, the world’s largest car market, passenger vehicle sales are up 11.2 percent to 9.63 million for the first six months, though sales cooled in June. Domestic brands continue to lose ground to Western makers and now account for only a little more than one-third of the market. That’s good news for GM and VW, the two largest sellers there.

????Ultra-luxury: Rolls-Royce sales boil around the world but are only lukewarm in the U.S. Rolls, which is owned by BMW, says customers in Europe and Asia boosted sales 33% in the first half to 1968. That’s in sharp contrast to the skinny increase in the U.S., where One Percenters bought only 450 Phantom, Ghosts, and Wraiths vs. 426 last year. The average Phantom owner has a net worth of $30 million, which is a good thing since the Phantom stickers for $407,500 and can be optioned up to $500,000.

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