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大眾訂購480億美元電動汽車電池,幾乎和特斯拉當前市值相當

大眾訂購480億美元電動汽車電池,幾乎和特斯拉當前市值相當

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

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

大眾簽下了價值400億歐元(480億美元)的電池采購合同,比幾周前宣稱的規模提高了一倍。距其計劃的500億歐元采購目標也僅有咫尺之遙。上周四,大眾首席執行官赫伯特·迪斯在股東大會上對投資者表示,該公司計劃到2025年使純電動汽車年銷量達到300萬輛。

雖然馬斯克更喜歡自己業界顛覆者的角色,但隨著投資者審查特斯拉的業績,加之戴姆勒、大眾等老牌汽車制造商進入他的“領地”,馬斯克發現自己越來越多地成了一名“捍衛者”。大眾四天的汽車產量就可超過特斯拉的年產量,而且大眾正在憑借自身強大的資金和技術能力來收復“排放門”丑聞中的失地。

在業績發布電話會議上,馬斯克批評了提出“無聊”問題的分析師,還打斷了分析師對特斯拉資金需求的詢問。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:“到2020年,我們將為消費者推出逾25款新的純電動車型和超過20款混合插電式車型。在接下來的幾年時間里,我們的目標是讓世界上最大的電動汽車隊伍上路,而且這支隊伍將覆蓋所有品牌和地區。”

奧迪品牌是大眾最大的利潤來源,它將從8月底開始生產首款純電動SUV,其姊妹品牌保時捷也將在明年生產四門四座純電動跑車Mission E。大眾品牌則將從2020年開始推出新型I.D.系列電池動力車,價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車,有“清晰”跡象表明應重啟在歐洲建立電池產能的談判,以滿足不斷增長的需求。全球最大汽車零件制造商羅伯特·博世(Robert Bosch)今年早些時候曾決定不自行生產電池,原因是投資需求旺盛。(財富中文網)

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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