据《InsideEVs》援引《Automobilwoche》的报道,大众汽车在德国(其本土市场,也是欧洲最大的市场)收到的电动汽车订单数量已经超过了汽油车和柴油车的订单数量。因此,大众汽车取消了在沃尔夫斯堡工厂的额外生产班次,同时在埃姆登和茨维考工厂增加了生产班次。推动这一变化的主要是四款价格亲民的电动汽车车型;这些车型总共收到了约10万个订单,且全部在西班牙生产。
Volkswagen is now taking more orders for electric cars than for petrol and diesel in Germany, its home market and the largest in Europe, and has cancelled planned extra shifts at Wolfsburg while adding them at Emden and Zwickau. The four budget models driving the shift have taken about 100,000 orders between them and are all built in Spain.
大众汽车在德国市场的电动汽车销量已经超过了汽油车和柴油车的销量。该公司正在调整旗下多个工厂的生产计划。
Volkswagen is taking more orders for electric cars than for petrol and diesel in Germany, InsideEVs reported, citing Automobilwoche. Germany is its home market and the largest in Europe. The company is now rewriting production schedules across several plants.
沃尔夫斯堡工厂主要生产汽油车,包括Golf、Tiguan和Tayron等车型。此前大众曾计划通过增加生产班次将今年的产量从58万辆提升至60万辆以上,但这些计划已被取消——因为对传统内燃机汽车的需求正在下降。
Wolfsburg builds the petrol cars. The historic plant makes the Golf, Tiguan and Tayron, and Volkswagen had planned additional shifts to lift this year’s output from 580,000 vehicles to more than 600,000. Those shifts have been cancelled. Demand for combustion models has fallen away.
另外两个工厂的生产规模也在扩大:埃姆登工厂(负责生产ID.7车型)将增加至少两个额外的生产班次;茨维考工厂(负责生产升级版的ID.3 Neo车型)也将提高产量。今年7月,埃姆登和茨维考与汉诺威以及奥迪的Neckarsulm工厂一同被列为可能关闭的德国工厂候选名单。不过,大众汽车官方并未正式确认这些工厂的关闭计划。
Two other plants gain. Emden, which assembles the ID.7, is getting at least two special shifts, and Zwickau, which builds the updated ID.3 Neo, is raising output. In July both were among four German sites reported as candidates for closure, alongside Hanover and Audi’s Neckarsulm. Volkswagen confirmed none of that on the record.
目前销量最好的车型均产自西班牙。其中,ID Polo车型收到了超过4万个订单;Cupra Raval、Skoda Epiq和Volkswagen ID Cross这三款车型的订单总数约为6万个。这四款车型都属于“电动城市车型系列”,且全部在西班牙生产,而非德国。
The cars selling best are Spanish. The ID Polo has taken more than 40,000 orders, and the Cupra Raval, Skoda Epiq and Volkswagen ID Cross have added roughly 60,000 between them. All four make up the Electric Urban Car Family, and all four are built in Spain rather than Germany.
大众汽车在西班牙汽车生产领域的投资力度非常大:该公司为改造马托雷尔(Martorell)工厂投入了超过30亿欧元,并为推动电动汽车业务的发展投入了约100亿欧元。这四款车型共享同一平台,这一设计节省了6亿欧元的成本,同时降低了生产复杂性。预计ID Polo车型的起售价将在2.5万欧元左右。
Volkswagen put the money there. More than EUR 3B went into transforming the Martorell plant and about EUR 10B into electrifying its Spanish operations. The four cars share one platform, which the company says saved EUR 600M and cut production complexity. The ID Polo is expected to start at around EUR 25,000.
如今,车型尺寸(即车体的大小)已成为影响销售策略的重要因素。
Size is a policy question now.
根据欧盟委员会的规定,小型汽车的最高车身长度不得超过 4.2 米;如果这些汽车在欧盟境内生产,其在车队碳排放计算中的排放量将被视为“零排放”。ID Polo 的车身长度为 4.05 米,因此符合这一规定。而奥迪在英戈尔施塔特生产的 A2 e-tron 车型则超出了这一限制(超出了 12 厘米)。
At 4.05 metres the ID Polo sits under the 4.2 metre cap the European Commission proposed for a small-car category, whose members would get favourable treatment in fleet carbon calculations if built in the union. Audi’s own A2 e-tron, made in Ingolstadt, misses that cap by 12 centimetres. The margins are the catch.
问题在于:电动汽车的利润远低于传统内燃机汽车。因此,当市场需求突然转向电动汽车时,对于正在经历重组(据报道可能裁员多达 10 万人,但具体数字尚未得到确认)的 Volkswagen 来说,这无疑是一个巨大的挑战。本月获得生产订单的工厂,正是十周前曾被讨论关闭的四个工厂中的两个。
Volkswagen makes less money on an electric car than on a comparable combustion one, so a demand shift it did not expect arrives in the middle of a restructuring in which up to 100,000 job cuts have been reported and never confirmed. The plants gaining shifts this month are two of the four that were being discussed for closure ten weeks ago.