汽車業2014年輸贏大盤點
????品牌 ????贏家 ????拜新款切諾基(Cherokee)改款所賜,吉普(Jeep)今年的市場份額提高了1.2個百分點。2015年,在推出基于菲亞特平臺的自由俠(Renegade)后,它的份額還將有所提升。 ????輸家 ????在等待新款皮卡銷量增長及運動型轎車上市銷售的過程中,福特的市場占有率損失了0.9個百分點。 ????細分市場 ????贏家 ????穩中有跌的油價讓美國人在買車時不再假裝喜歡節能環保:只要有得選,他們就會更青睞皮卡。9月份,雪佛蘭西爾維拉多皮卡(Chevrolet Silverado)銷量增長了54%,道奇公羊(DodgeRam)則增長了30%。總體來看,2015年前9個月里,皮卡的銷量增長了10%。 ????輸家 ????《汽車新聞》(Automotive News)報道稱,在2014年全行業銷售普漲6%的情況下,轎車銷售的增幅僅為1%。其中有些細分車型實際上已陣地難保。在缺乏值得關注的新車型背景下,像豐田亞洲龍(Avalon)這樣的全尺寸大型轎車銷售下降了6%。 ????工廠 ????贏家 ????為了推出2015款銳界(Edge)酷越車,福特位于加拿大奧克維爾的組裝廠將雇傭一千多人。不過,從它對經濟的帶動這個角度看,這次大招聘卻讓人喜憂參半:福特即將獲得高達1.4億美元的政府補貼,此外,這次招聘中約有半數新崗位將會取代原來完成類似任務的外部供應商。 ????輸家 ????早在1941年,克萊斯勒的托萊多工廠就開始生產吉普轎車,但菲亞特克萊斯勒汽車公司(FCA)CEO塞爾吉奧?馬爾基翁對這座擁有悠久歷史的工廠的未來產生了疑慮。馬爾基翁稱,這座平臺工廠需要斥巨資改建,這就使得在這里生產擁有單片式車身的2017款牧馬人(Wrangler)很不經濟。 ????經銷商 ????贏家 ????沃倫?巴菲特宣布收購全美第五大汽車經銷商范圖爾集團(Van Tuyl Group)的消息,帶動全美汽車租賃公司(Auto Nation)、潘世奇汽車集團(Penske Automotive)、Group 1公司等上市經銷商的股價普遍上漲。巴菲特完成這筆收購后,汽車經銷業勢必會加速整合,這應該有助于投資者鎖定這些收益。 ????輸家 ????那些還維持著夫妻店模式的經銷商們又多了一個聰明的競爭對手。在巴菲特的支持下,它不僅擁有規模效益,還能更容易籌到大筆資金。那些規模較小的經銷店會發現,它們很難抗衡這些擁有全自動流程、標準化商業操作,以及深諳當地市場的全國性品牌的汽車經銷巨頭。 |
????Brands ????Winners ????Jeep added 1.2 points of share this year thanks to the incremental lift from the new Cherokee and it will get another boost in 2015 from the Fiat-based Renegade. ????Losers ????Ford division lost .9 points while it waits for sales from new pickup truck and sporty car models to kick in. ????Segments ????Winners ????Stable and falling gas prices have stripped the pretense from American buying habits: Given a choice, they prefer trucks. In September, sales of the Chevrolet Silverado pickup rose 54% and the Dodge Ram 30%. Overall, for the first nine months of 2015, truck sales climbed 10%. ????Losers ????In an overall industry up 6% in 2014, car sales rose only 1%, according to Automotive News. Some segments actually lost ground. In the absence of noteworthy new models, full-size cars like the Toyota Avalon TM -1.14% were down 6%. ????Plants ????Winner ????Ford will hire more than 1,000 people for its Oakville, Canada assembly plant in preparation for the launch of its 2015 Edge crossover. The hiring is something of a mixed economic blessing: Ford is getting $140 million in government subsidies, and about half of the new jobs will come at the expense of outside suppliers who had previously performed them ????Loser ????FCA CEO Sergio Marchionne cast doubt on the future of Chrysler’s historic Toledo plant, where Jeeps have been built since 1941. Marchionne said the body-on-frame plant would require an expensive overhaul that would make it uneconomic to build the 2017 Wrangler with its unibody construction. ????Dealers ????Winners ????All those investors in AutoNation, Penske Automotive, Group 1 and other publicly owned dealer groups who saw their holdings take a nice upward bounce after Warren Buffett disclosed he had purchased the Van Tuyl Group, the fifth-largest U.S. auto retailer. The speed-up of consolidation following Buffett’s deal should make help stockholders lock in those gains. ????Losers ????All those remaining mom-and-pop dealers who will be going up against yet another smart operator in Buffett with scale efficiencies and greater access to capital. Small stores will find it hard to compete against the giants’ automated processes, standardized business practices, and national brands armed mostly with superior knowledge of the local market. |