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中国车企创纪录,欧洲汽车制造商在巴黎车展压力倍增Record Chinese turnout puts European carmakers under pressure at Paris show

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巴黎,10月9日——创纪录的20家中国汽车品牌将于下周降临巴黎车展,凸显尽管贸易壁垒日益加剧,中国汽车制造商已迅速在欧洲确立了竞争威胁。

PARIS, Oct 9 - A record 20 Chinese car brands will descend on next week's Paris Motor Show, underscoring how rapidly China's automakers have established themselves as a competitive threat in Europe despite mounting trade barriers.

欧洲汽车制造商将利用本次展会发布新车型,并试图向投资者保证他们仍具竞争力,因为中国竞争对手正凭借日益丰富的电动汽车和混合动力车型抢占市场份额。

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European carmakers will use the show to unveil new models and try to reassure investors they can compete, as Chinese rivals gain market share with a growing range of electric vehicles and hybrids.

今年的中国阵容规模是2024年上届车展的两倍,除了比亚迪(002594.SZ)和奇瑞(9973.HK)等老牌企业外,还包括艾托和阿法特等新晋品牌。

This year's Chinese contingent will be twice the size of the one at the last show in 2024, with established names such as BYD (002594.SZ) and Chery (9973.HK) joined by newcomers including Aito and Avatr.

巴黎车展正值欧洲汽车产业的关键时刻。自新冠疫情以来,欧洲制造商在中国的销量出现下滑,而中国汽车制造商因在美国基本被排除且国内需求走弱,正日益将目光转向欧洲。

The Paris Motor Show comes at a pivotal moment for Europe's auto industry. Sales by European manufacturers in China have slumped since the COVID-19 pandemic, while Chinese automakers, largely shut out of the US and facing weaker demand at home, have increasingly turned their attention to Europe.

“中国人说‘我们必须在欧洲占据主导,因为在美国无路可走’,”咨询公司Grant Thornton Stax的合伙人Brad Kunz表示。“如果美国允许中国汽车制造商进入,欧洲……就不会成为如此激烈的战场。”施密特汽车研究的数据表明,中国品牌在第二季度占据了欧洲市场10.7%的份额,高于去年同期的5.7%,并超过了上世纪70年代进入欧洲的日本竞争对手。欧洲汽车制造商在“双重游戏”来自中国竞争的压力,加上欧洲需求疲软、美国关税以及电动化成本,正开始对欧洲汽车制造商产生影响。

"The Chinese are saying 'we've got to try and dominate Europe because we can't do anything in the US'," said Brad Kunz, a partner at consultancy Grant Thornton Stax. "If the US had allowed Chinese automakers in, Europe ... wouldn't be so much of a battleground." Data from Schmidt Automotive Research show Chinese brands held a 10.7% share of the European market in the second quarter, up from 5.7% a year earlier and above Japanese rivals who arrived in Europe in the 1970s. EUROPEAN CARMAKERS PLAY A 'DOUBLE GAME' Pressure from Chinese competition, alongside weak European demand, US tariffs and the costs of electrification, is starting to tell on European automakers.

大众正裁员数千人并考虑关闭工厂以削减成本,而豪华竞争对手宝马(BMWG.DE)也在裁减数千名员工。

Volkswagen is cutting thousands of jobs and considering factory closures to slash costs, while luxury rival BMW (BMWG.DE) is also shedding thousands of workers.

欧盟两年前对中国制造的全电动汽车征收关税,但中国汽车制造商通过扩展燃油车和插电式混合动力车型作出回应。第二季度,中国品牌在西欧插电式混合动力市场的份额超过26%,而两年前同期仅为2.2%。

The European Union imposed tariffs on Chinese-made fully electric cars two years ago, but Chinese automakers have responded by expanding into combustion-engine models and plug-in hybrids. Chinese brands accounted for more than 26% of the Western European plug-in hybrid market in the second quarter, up from just 2.2% in the same period two years earlier.

欧洲汽车产业现在正推动对中国插电式混合动力车征收关税,同时欧盟正在制定立法,加入“欧洲制造”条款,要求电动车达到一定的本地零部件比例才能获得关键补贴或政府合同。

Europe's auto industry is now pushing for tariffs on Chinese plug-in hybrids, while the EU is working on legislation that will include "Made in Europe" provisions requiring minimum local content levels for EVs to qualify for key subsidies or government contracts.

在与中国竞争对手争夺市场份额的同时,欧洲汽车制造商也试图通过在产能未充分利用的工厂向其出售产能并利用其电动车技术来受益。例如,Stellantis(STLAM.MI)已与中国国有企业东风(600006.SS)合作。

While battling Chinese rivals for market share, European automakers are also seeking to benefit from their rise by selling them capacity at underutilised factories and tapping into their EV technology. Stellantis (STLAM.MI), for example, has partnered with China's state-owned Dongfeng (600006.SS).

“欧洲人正在玩一种双重游戏,”Gartner研究副总裁Pedro Pacheco说。‘仍然强大,仍然准备就绪’中国汽车制造商已成为电动车技术的强大竞争者,但欧洲制造商正通过新一代更具性价比的电动车进行反击。

"The Europeans are playing a sort of double game," said Pedro Pacheco, vice president of research at Gartner. 'STILL STRONG AND STILL READY' Chinese automakers have emerged as formidable competitors in EV technology, but European manufacturers are seeking to fight back with a new generation of more affordable electric models.

“这次车展可能是疫情以来该地区最重要的一次,”汽车分析师Felipe Munoz说。“这是欧洲人用来向中国表明他们仍然强大、仍然准备就绪的平台。”本次车展的欧洲重点发布之一,Stellantis复兴的雪铁龙2CV,将测试新规,允许汽车制造商削减部分配置,以提供更实惠的电动车,抵御中国竞争。

"This motor show will probably be the most important one in the region since the pandemic," said automotive analyst Felipe Munoz. "This is the platform the Europeans are using to tell the Chinese they're still strong and still ready." One of the headline European launches at the show, Stellantis' revival of the Citroen 2CV, will test new rules allowing carmakers to cut back on some features in order to offer more affordable EVs and counter Chinese competition.

与此同时,以重庆汽车制造商赛力斯集团(601127.SS)旗下的高端品牌艾托(Aito)等此前鲜为人知的中国品牌,将寻求突破。

Meanwhile, previously little-known Chinese brands such as Aito, the premium marque owned by Chongqing-based carmaker Seres Group (601127.SS), will be looking for a breakthrough.

爱驰汽车希望三年之内海外销量占总销量的20%,而目前这一比例还不到1%;同时,该公司计划将在巴黎推出四款面向欧洲市场的高端电动SUV。

Aito wants overseas sales to account for 20% of total volumes within three years, up from less than 1% currently, and plans to launch four premium electric SUVs for Europe in Paris.

国际汽车制造商组织秘书长弗朗索瓦·鲁迪耶表示,随着中国品牌进入市场,一些传统制造商的兴趣有所减弱,但中国品牌的到来重新激发了汽车展的活力。

Francois Roudier, secretary-general of the International Organisation of Motor Vehicle Manufacturers, said the arrival of Chinese brands had helped reinvigorate motor shows after interest from some traditional manufacturers waned.

他表示,巴黎车展的高参与度反映出,双方汽车制造商都面临着日益激烈的竞争压力,必须争夺更多消费者。

The large turnout in Paris reflects growing pressure on automakers on both sides to compete for buyers in an increasingly crowded market, he said.

“多年来人们一直在买车,但现在制造商必须主动去卖车,”他说,并补充道,没有参加此次车展的制造商“犯了一个错误”。“某种程度上,没有参展就意味着无法销售。”

"For years people were buying cars, now manufacturers have to sell them," he said, adding that manufacturers who did not attend "have made a mistake". "It's no show, no sell in a way."