这家车企关停汽车共享及放缓补能业务，有何深意？

Core Viewpoint - Renault is shutting down its Mobilize car-sharing business and slowing down the construction of fast-charging stations to redirect investments towards more profitable business segments [2][3][5] Business Segment Restructuring - Renault plans to reintegrate its energy and data businesses into the main group, discontinuing operations with limited profit prospects or those not aligned with the group's strategic focus [3] - The closure will affect approximately 80 positions outside the Mobilize automotive division, which currently employs around 450 people [3] - Mobilize was established in 2021 to explore new mobility solutions beyond traditional vehicle manufacturing and sales, covering car-sharing, EV charging services, and user data management [3][5] Shift to Profitability - Mobilize has not achieved profitability for three consecutive years, leading to the closure of the Zity car-sharing projects in Milan and Madrid, as well as the micro EV Duo project [5] - The company is reducing its charging station construction targets, planning to build 100 stations in France and over 100 in Italy by the end of 2026, significantly lower than the previous goal of 650 stations in Europe by 2028 [4][5] Industry Challenges - The car-sharing model faces fundamental challenges globally, including high costs, difficulty in achieving profitability, and poor user experience [5] - In Europe, the average daily cost of using a shared vehicle is 30%-50% higher than that of a private car, with utilization rates needing to exceed 60% for breakeven, while actual rates are only 25%-30% [5] - The automotive industry is experiencing supply chain fluctuations and increased pressure for electrification, with Renault's net profit down 18% year-on-year in the first three quarters [6] Market Reactions - Renault's withdrawal from the car-sharing sector signals a warning for the European market, highlighting the difficulties faced by the shared mobility model [7] - The industry is shifting towards a "light asset + regional deep cultivation" model, moving away from heavy asset ownership in car-sharing [7] - The charging station sector is expected to transition from rapid expansion to more precise site selection, focusing on high-traffic areas to improve utilization and profitability [8] Strategic Insights - Renault's attempts and subsequent abandonment of car-sharing and charging station businesses provide insights into the transformation of the automotive industry [9] - Companies must learn to prioritize strategic synergies and focus resources on innovative businesses with clear profit potential to achieve sustainable growth in a competitive market [9]