大众汽车、Stellantis 以中国经验展示电动车信心记者 Rachel More 和 Giulio Piovaccari 报道巴黎,10月13日 —— 欧洲汽车工业的两大支柱大众汽车和 Stellantis 借今年巴黎车展之机,释放出对其电动汽车日益增强的信心信号,吸取了正在重塑其本土市场的中国竞争对手和合作伙伴的经验教训。
Volkswagen, Stellantis show EV confidence with lessons from China By Rachel More and Giulio Piovaccari PARIS, Oct 13 - Europe's two auto industry bulwarks, Volkswagen and Stellantis, used this year's Paris auto show to signal growing confidence in their electric vehicles, adopting lessons from the Chinese rivals and partners now reshaping their home market.
两家公司都在进行战略大修,以应对中国竞争对手在欧洲市场日益激烈的竞争,但 Stellantis 周一的宣布也显示出更大的合作空间。
Both companies are undergoing strategic overhauls to address the growing competition of Chinese rivals in the European market, but announcements by Stellantis on Monday also showed more scope for collaboration.
这家法意合资车企旗下在欧洲的品牌涵盖雪铁龙、标致、欧宝和菲亚特,Stellantis 首席执行官 Antonio Filosa 告诉记者,公司正利用与零跑汽车和东风汽车的合资企业,研究中国在技术方面的竞争优势。
The French-Italian auto group, whose brands in Europe span Citroen, Peugeot, Opel and Fiat, is using its joint ventures with Leapmotor and Dongfeng to study the Chinese competitive edge on technology, Stellantis CEO Antonio Filosa told reporters.
“我并不完全同意我们缺乏关键能力的观点,但确实存在我们可以互补的领域,”Filosa 说。
"I do not fully agree with the view that we are missing key capabilities, but there are certainly areas where we can complement each other," Filosa said.
“通过合作,让我们的工程团队共同工作,了解如何把事情做得更好,我们可以找出这种竞争力的来源,并从中学习。”借助中国合作伙伴加速前行Stellantis 今年早些时候与零跑汽车达成生产合作,并计划与东风汽车建立另一项合作,这是 Filosa 领导下战略转型的一部分 —— 这些合作伙伴关系现在将实现本地化,以满足即将出台的“欧洲制造”法规要求。
"By working together and bringing our engineering teams together to understand how to do things better, we can identify where that competitiveness comes from and learn from it." PICKING UP SPEED WITH CHINESE PARTNERS Stellantis entered a production tie-up with Leapmotor earlier this year and plans another with Dongfeng as part of a strategic shift under Filosa — partnerships now set to be localised to satisfy incoming "Made in Europe" regulations.
近几个月来,欧洲向电动汽车的转型加速推进,受燃油价格上涨和更平价车型的推动,其中包括大众汽车和 Stellantis 大众品牌的车型。
Europe's transition to EVs has accelerated in recent months, spurred by rising fuel prices and more affordable models, including from Volkswagen and Stellantis' mass-market brands.
两家公司都在努力捍卫市场份额,抵御中国车企为应对本土市场低迷而加速海外扩张的冲击。
Both are battling to defend their market share against Chinese players expanding rapidly abroad to counter a downturn in their home market.
“我们看到,纯电动汽车(BEV)正在获得一年前我们未曾预期的关注度,包括在意大利和西班牙等纯电动汽车普及率较低的国家,”斯特兰蒂斯(Stellantis)主导的合资企业零跑国际首席执行官达尼洛·安内塞(Danilo Annese)表示。
"We are seeing how the BEV (battery electric vehicle) is getting traction that we were not expecting one year ago, also in countries like Italy and Spain where the BEV is less adopted," said Danilo Annese, CEO of Leapmotor International, the Stellantis-led joint venture.
斯特兰蒂斯与零跑的合作包括由这家中国电动汽车制造商与集团旗下德国品牌欧宝(Opel)共同开发的一款中型电动SUV。
Stellantis' partnership with Leapmotor includes a mid-sized electric SUV being developed by the Chinese EV maker and the group's German brand Opel.
“我看到的是惊人的速度,”欧宝首席执行官弗洛里安·休特尔(Florian Huettl)谈及该项目时表示,这是西方车企直接借助中国合作伙伴在短短两年内将新车推向市场的罕见案例。
"What I'm seeing is remarkable speed," Opel CEO Florian Huettl said of the project, a rare example of a Western automaker drawing directly on a Chinese partner to bring new vehicles to market in as little as two years.
斯特兰蒂斯还在巴黎发布了一系列概念车,作为菲洛萨(Filosa)更新车型阵容计划的一部分,但Car Industry Analysis的菲利佩·穆尼奥斯(Felipe Munoz)表示,这家车企仍面临追赶中国竞争对手的压力,市场正在快速演变。“它们不需要概念车。它们需要量产。现在就要,而不是两年后。”学生变老师大众汽车的转型也深受中国影响,首席执行官奥利弗·布鲁梅(Oliver Blume)曾称中国为汽车行业的“健身中心”。
Stellantis also presented a raft of concept vehicles in Paris as part of Filosa's push to update its model lineup, but Felipe Munoz of Car Industry Analysis said the pressure was still on the automaker to catch up with the Chinese in a rapidly evolving market. "They don't need concepts. They need production. Now, not in two years." THE STUDENT BECOMES THE TEACHER Volkswagen's turnaround has also been heavily influenced by China, which CEO Oliver Blume has called a "fitness centre" for the industry.
然而,其在欧洲的影响充其量只是间接的。大众与小鹏(Xpeng)的合作聚焦中国市场,而在欧洲的合作仍主要停留在假设阶段——这只是布鲁梅此前为填补产能过剩提出的一个想法,尚未出现实质性谈判。
However, its effects in Europe have been indirect at best. Volkswagen's partnership with Xpeng focuses on the Chinese market, while cooperation in Europe remains largely hypothetical — an idea floated previously by Blume to fill excess plant capacity, but with concrete talks yet to emerge.
在欧洲与中国企业合作,例如让它们使用闲置的德国工厂,也可能带来风险,因为这会帮助竞争对手在欧洲实现生产本地化,并符合旨在保护欧洲车企的法规要求。
Partnering with the Chinese in Europe, by giving them access to underused German plants for example, could also pose risks, by helping rivals localise production in Europe and comply with regulation designed to protect European automakers.
布鲁梅周二在巴黎的一个行业会议上表示,目前在欧洲不需要中国合资企业。
Blume told an industry conference in Paris on Tuesday he saw no need currently for a Chinese joint venture in Europe.
“迄今为止,我们凭借过去几年在中国开拓的自身机遇,感觉准备得很充分,”他说。
"Up to now we feel ourselves well prepared with our own opportunities we have ramped up during the last years in China," he said.
德国汽车管理中心分析师斯特凡·布拉茨尔表示,大众和Stellantis“正以不同方式与中国企业合作”。
Both Volkswagen and Stellantis "are partnering with Chinese players in different ways," said Stefan Bratzel, an analyst at Germany's Center of Automotive Management.
他指出,虽然大众一直专注于在中国的合作伙伴关系,但Stellantis与零跑汽车的联盟正在欧洲成为一个成功案例。
While Volkswagen has focused on partnerships in China, Stellantis' alliance with Leapmotor is becoming a success story in Europe, he said.
布拉茨尔说,欧洲汽车制造商现在必须接受中国在一段时间内扮演“老师”的角色。“多年来,一直是中国人向德国人学习。现在这个过程必须逆转。”
European automakers now had to accept China's role as "a teacher" for a while, Bratzel said. "For years it was the Chinese who learned from the Germans. Now that process has to be reversed."