由朱利奥·皮奥瓦卡里和吉勒斯·吉约姆报道 梅东,法国,10月11日——Stellantis 正以一条它希望客户、投资者和经销商准备好听到的信息进入巴黎车展:在欧洲市场份额多年下滑、销售疲软之后,这家汽车制造商正卷土重来。
MEUDON, France, Oct 11 - Stellantis heads into Paris Motor Show with a message it hopes customers, investors and dealers are ready to hear: after years of sliding market share and weak sales in Europe, the automaker is back in the fight.
在车展开幕前的周日晚宴上,首席执行官安东尼奥·菲洛萨揭幕了Stellantis将带到巴黎的九款概念车中的六款,以及一系列量产车型,其中包括将与低价中国竞争对手展开竞争的平价电动汽车。
At a Sunday gala event ahead of the show's opening, CEO Antonio Filosa unveiled six of the nine concept cars Stellantis is bringing to Paris alongside a range of production models, including affordable EVs set to compete with low-cost Chinese rivals.
重头戏是雪铁龙对标志性2CV的复兴——这是一款复古风格的概念车,预示着一款将于2028年推出的欧洲制造低价电动汽车,也是该集团为欧洲新兴“e-car”类别制定计划的首个例子。
The centrepiece is Citroen's revival of the iconic 2CV, a retro-styled concept previewing a European-made low-cost EV expected in 2028 and the first example of the group's plans for Europe's new "e-car" category.
国际首发车型还将包括DS7、菲亚特Grizzly、兰西亚Gamma、欧宝Corsa GSE以及Stellantis中国合作伙伴零跑汽车的B03和D19车型。
International premieres will include the DS7, Fiat Grizzly, Lancia Gamma, Opel Corsa GSE and the B03 and D19 models of Stellantis' Chinese partner Leapmotor.
“这次活动让我们……2030年的战略得以呈现,”菲洛萨说。“这反映了我们团队的非凡努力,以及我们通过标志性品牌、引人注目的设计和创新技术塑造未来出行方式的承诺。”这些展示展示了汽车制造商为赋予品牌更鲜明身份所做的努力——随着行业越来越依赖共享平台和技术,设计趋于同一化。
"This event brings our ... 2030 strategy to life," Filosa said. "It reflects the extraordinary effort of our teams and our commitment to shaping the future of mobility through iconic brands, compelling design and innovative technology." The presentations showcase the carmaker's bid to give brands more distinct identities as the industry's increasing reliance on shared platforms and technologies leads to broad design uniformity.
“每款概念车都在探索……强化其品牌独特身份的新方式,”Stellantis设计总监吉勒斯·维达尔说。
"Each concept explores new ways to ... reinforce the unique identity of its brand," Stellantis design chief Gilles Vidal said.
加特纳研究副总裁佩德罗·帕切罗表示,2CV很可能是Stellantis“最有趣的推出”,它将成为检验欧洲汽车制造商是否能够在不牺牲质量、性能或安全的前提下制造出平价电动汽车的早期试金石。“它将成为e-car将是什么样子的首个例子,”帕切罗说。
The 2CV is probably Stellantis' "most interesting launch", said Pedro Pacheco, vice president of research at Gartner, offering an early test of whether European automakers can build affordable EVs without sacrificing quality, performance or safety. "It will be the first example of what an e-car is going to be," Pacheco said.
e-car的价格约为15,000欧元(16,800美元),是一种旨在复兴欧洲萎缩的入门级汽车市场的低价电动汽车新类别。
With a price tag of around €15,000 ($16,800), e-cars are a new category of low-cost EVs aimed at reviving Europe's shrinking entry-level car market.
Stellantis在多年保持低调后强势回归欧洲重要车展的时机至关重要。
The timing of Stellantis' strong return to a major European auto show after several years of maintaining a low profile is critical.
投资者希望看到Filosa的扭亏计划在两年市场份额和盈利能力下降之后正在发挥作用,而这两个关键地区正是北美和欧洲。
Investors want evidence that Filosa's turnaround plan is working after two years of declining market share and profitability in the group's two key regions, North America and Europe.
在5月份发布的2030年商业计划中,Filosa承诺推出数十款新车型、降低成本,并与包括零跑汽车在内的中国合作伙伴深化合作。
In a business plan through 2030 unveiled in May, Filosa promised dozens of new models, cost cuts and deeper cooperation with Chinese partners including Leapmotor.
然而,投资者仍需被说服Stellantis正走在持续复苏的道路上。其股价本月跌至3.81欧元,为自2021年集团成立以来的最低水平。
However, investors still need to be convinced that Stellantis is on the path to sustained recovery. Its shares fell to €3.81 this month, their lowest level since the group's formation in 2021.
伯恩斯坦分析师在八月将该股评级下调至“跑输大盘”,称全球第四大汽车制造商尚未证明其扭亏计划正在赢得买家青睐。他们认为,近期销售增长主要是经销商为重建库存而增加的提货所致,而非真正的消费者需求增长。
Bernstein analysts, who cut the stock to "underperform" in August, said the world's fourth-largest automaker had yet to prove its turnaround was winning over buyers. They argued recent sales gains had been padded by higher deliveries to dealers to rebuild inventories rather than stronger consumer demand.
汽车行业分析公司Car Industry Analysis的Felipe Munoz表示,Stellantis需要推出更具竞争力的电动车型,以应对中国汽车制造商的快速扩张。
Felipe Munoz of Car Industry Analysis said Stellantis needed a more competitive lineup of electric models to counter the rapid expansion of Chinese automakers.
“他们需要传达自己仍在竞争之中,”Munoz说。“Stellantis一直在挣扎……但他们在欧洲仍具影响力,需要捍卫自己的地位。”
"They need to communicate they are still in the game," Munoz said. "Stellantis has been struggling ... but they are still relevant in Europe and they need to defend their position."