
胡志明市——电动汽车制造商VinFast在2026年第二季度的净亏损降至5600万美元,这主要得益于其越南工厂的出售。
HO CHI MINH CITY -- Electric vehicle maker VinFast reduced its net loss to $56 million in the second quarter of 2026, due mainly to the sale of its factories in Vietnam.
这家在纳斯达克上市的公司表示,其持续经营业务的亏损为12.4亿美元,较上一季度增加了48%;不过这一亏损被来自非持续经营业务的11.8亿美元收益所部分抵消。
The Nasdaq-listed company said its $1.24 billion loss from continuing operations represented a 48% increase from the previous quarter, but was largely offset by a $1.18 billion gain from discontinued operations.
该公司周一透露,第二季度共售出了70,085辆电动汽车,使得上半年的销量达到了全年目标(30万辆)的43%。
The company said Monday that it sold 70,085 EVs in the second quarter, bringing its first-half total to 43% of its full-year target of 300,000 vehicles.
根据首席执行官范纳特·宽安(Pham Nhat Quan Anh)的说法,VinFast将推出更多车型,投资自动驾驶技术,并通过其出租车子公司Green SM进一步拓展市场。
VinFast will introduce more models, invest in autonomous driving and expand into more markets alongside its taxi affiliate, Green SM, according to CEO Pham Nhat Quan Anh.
“这些举措旨在支持公司的可持续增长、提升运营效率,并推动我们实现盈利目标,”宽安在自上月接任公司首席执行官以来首次与分析师进行的电话会议上表示。该公司由他的父亲范纳特·武昂(Pham Nhat Vuong)创立。
"These initiatives are designed to support sustainable volume growth, improve operating leverage, and advance our path to profitability," Quan Anh said in his first call with analysts since taking the reins last month at the company founded by his father, Pham Nhat Vuong.
VinFast在第二季度的电动汽车销量中有89%来自越南市场;该公司表示,菲律宾、印度尼西亚和印度将成为其海外销售的关键市场。
VinFast sold 89% of its EVs in Vietnam in the second quarter but said the Philippines, Indonesia India will be key markets for overseas sales.
“我们还在探索进入其他地区的可能性,包括美洲和欧洲,”首席投资官钱·阮(Chien Nguyen)在财报电话会议上说,“等到相关计划更加明确后,我们可能会在下一季度正式宣布这些计划。”近年来,这家汽车制造商已将业务重心从美国转移开来——由于美国北卡罗来纳州起诉VinFast未能按时完成工厂建设及创造就业目标,该公司在该州的业务前景仍存在不确定性。
"We are also exploring the possibility of going to a few other regions, in the Americas, in Europe, and further," Chief Investment Officer Chien Nguyen said on the earnings call. "And we probably will be in a better position to announce this in the coming quarter when things crystallize." In recent years, the carmaker has shifted its focus away from the U.S., where the fate of its delayed North Carolina plant is uncertain after the state sued VinFast for missing deadlines and job creation targets.
Vuong,越南首富,并未说服美国人购买 VinFast 车型,但他正在观察他们是否会乘坐这些车辆。 他创立的仅使用 VinFast 电动汽车运营的出租车服务 Green SM 最近在洛杉矶亮相。
Vuong, Vietnam's richest man, did not convince Americans to buy VinFast models, but he is seeing whether they will ride in them instead. Green SM, the taxi service he started that operates solely with VinFast EVs, recently debuted in Los Angeles VinFast is still targeting U.S. drivers, however, saying in August that it plans to roll out another model, the V7 compact SUV, there this year and work with more dealers.
VinFast 仍在针对美国司机,曾在 8 月表示计划今年在美国推出另一款车型 V7 紧凑型 SUV,并与更多经销商合作。 公司还计划于 2026 年在美国推出电动巴士。
It also aims to introduce electric buses in the U.S. in 2026.
该公司已在重组过程中将部分制造业务转移至账外,重组包括出售其两座主要工厂,并将 70 亿美元债务转让给与 Vuong 及其母公司 Vingroup 关联的投资者。
The company has moved some manufacturing off its books under a restructuring that includes selling its two main factories and transferring $7 billion in debt to investors linked to Vuong and parent company Vingroup.
在财报电话会议上被问及这些资产处置是否与 VinFast 对生产和垂直整合的关注相矛盾时,公司表示车辆仍将“在长期制造协议下生产,依据我们的设计规格和质量标准”。
Asked on the earnings call whether the disposals contradict VinFast's focus on production and vertical integration, the company said the vehicles will still be made "under long-term manufacturing agreements, based on our design specifications and quality standards."
“我们继续持有并运营在印度和印尼的工厂,支持当地生产,”Quan Anh 说。 “资产轻量化的模式使我们能够将更多资本分配到技术、产品和国际扩张上。”
"We continue to hold and operate our plants in India and Indonesia, supporting local production," Quan Anh said. The asset-light "model allows us to allocate more capital to technology, product, and international expansion."
最新的 VinFast 车型是 VF Wild REEV,这是其首款增程式电动汽车。 此类汽车通常配备一台小型内燃机,在需要时发电为电动机提供动力。
The newest VinFast model is the VF Wild REEV, its first range-extended EV. Such cars generally include a small internal combustion engine to generate electricity when needed to boost the electric motor.