“尾氣門”對大眾中國影響不大
在中國環保部門對大眾柴油車型的排放水平表示“極度關切”后,大眾汽車召回數千輛出口到中國的相關車型。但對于該公司龐大的在華業務來說,此次召回事件的直接影響很可能非常有限。 盡管事態的發展無疑給大眾帶來了巨大的公關壓力,但相比大眾在華合資企業2014年創下的銷售數字(300萬臺),此次召回的數量(根據該公司的一份聲明,大約1950輛)可謂九牛一毛。目前,大眾只是召回了進口到中國的途觀車型。大眾表示,國產化車型并未安裝那款能夠掩蓋發動機有害物排放水平的作弊軟件。 大眾汽車迫切希望能把此次柴油車“尾氣門”丑聞對中國業務的影響降到最低,因為該公司的銷量和利潤都嚴重依賴中國市場。大眾在全球近三分之一的產量來自在華合資企業,并且一直與美國通用汽車爭奪中國市場最大的國外汽車品牌這一寶座。投資界也一直把大眾集團在中國的市場地位視為其最大的戰略優勢之一。 相較于歐洲,中國一直采取一種更為均衡的減排方式,這在客觀上也給大眾幫了忙。由于更注重削減總體污染水平,而不僅僅是二氧化碳排放水平,中國更傾向于推廣電動汽車來逐漸取代汽油汽車。因此,在中國,柴油汽車是一個比美國更小眾的市場。 據彭博社報道,2014年8月至2015年8月,柴油車的出貨量占中國汽車市場總出貨量的比重僅為0.4%。而相比之下,歐洲地區2014年每賣出兩輛乘用車,其中就有一輛是柴油車。 中國政府已經宣布將大幅削減小型汽車的銷售稅,這是大眾不會因為“尾氣門”而在中國感到“壓力山大”的另一個原因。這項新政將讓大眾獲益良多。據路透社報道,在華最暢銷的10款大眾車型中,有5款是能夠享受減稅政策的小型汽車。(財富中文網) 譯者:樸成奎 審校:任文科 |
Volkswagen AG recalled thousands of diesel vehicles exported to China, after the country’s environmental protection ministry voiced “extreme concerns” about their emissions level, but the immediate impact on its massive business there is likely to be limited. Although the development is a potentially major PR headache for the company, the number of vehicles affected–1,950 according to a company statement–is a tiny fraction of the 3 million it sold through local JVs in 2014. For now, the company is only recalling Tiguan models that were exported to China. It says that locally-made cars weren’t running the cheating software that allowed them to mask the true level of harmful emissions put out by their engines under normal driving conditions. VW is anxious to keep its extensive operations in China insulated from the scandal over its past doctoring of emissions tests, due to its heavy reliance on China for sales and profits. Nearly one-third of its global production is at its joint ventures in China, where it vies with General Motors Co. GM 0.21% for the status of the biggest foreign automaker. The investment community has long seen VW’s market position in the Middle Kingdom as one of its greatest strategic strengths. VW is helped by the fact that China has had a more balanced approach to reducing emissions than Europe. Because China has been more focused on cutting overall levels of pollution rather than just carbon dioxide emissions, it has preferred to promote electric vehicles as an environmentally friendly alternative to gasoline. As a result, diesel cars occupy an even smaller niche in China than they do in the U.S.. According to Bloomberg, they accounted for only 0.4% of total deliveries in the 12 months through August. By contrast, every second car sold in Europe last year was a diesel. . Another reason why VW might not lose too much sleep over the news is that the Chinese government have announced a big cut in the sales tax on small autos. That will benefit VW disproportionately as it makes five of the 10 best-selling models in that category in Chins, according to Reuters. |