编 译 / 钱亚光 设 计 / 张 萌 来 源 / www.wired.com by Carlton Reid 或许能够涉水而行，具备在复杂地形中辅助爬行的功能，甚至还能进行 360 度原地旋转的坦克式转 向，但这款看似备受期待的电动版梅赛德斯 G 级 SUV 的销量却相当惨淡。实际上，这还只是个最 低限度的描述。其销量简直糟糕透顶。 "向电动汽车的转型不仅仅是给车辆安装电池这么简单的事，"英国威尔士卡迪夫大学汽车工业研究 中心（Center for Automotive Industry Research at Cardiff University in Wales）主任、商业教授彼得·韦 尔斯（Peter Wells）说，"大型豪华电动汽车需要非常大的电池才能达到与传统内燃机车型相当的性 能水平，这会提高其价格。" 全电动版的G级越野车型（G-Wagen）售价高达 16.2万美元。今年晚些时候推出的全电动版路虎揽 胜（Range Rover）预计价格还会更高，据说零售价将超过18万美元。韦尔斯表示："多年来，像保 时捷、奥迪等品牌一直能够扩大产量和车型种类，并在市场中保持高价策略。但如今这样的时代已 经结 ...

网通社观察最近，奥迪宣布撤回原定2033年停止研发和销售内燃机汽车的决定，这一消息在汽车界引起了广泛关注。无独有偶，奔驰、沃尔沃等传统车企此 前已纷纷调整了停售燃油车的计划，而丰田章男更是再次指出在日本发展纯电动车的污染比混动车还要大。 在这样的国际背景下，中国作为全球最大的新能源汽车市场，也到了需要重新审视自身在汽车发展道路上的策略，避免成为电动汽车孤岛。 奥迪、奔驰、沃尔沃等国际传统车企纷纷暂停停售燃油车的决定，这一方面是因为全球市场对电动汽车的接受程度不如预期。据European Alternative Fuels Observatory 数据，2024年全年，欧洲（含欧盟、欧洲自由贸易联盟和英国）纯电动乘用车注册量为199.31万辆，市占率15.4%，其中欧盟纯电动乘用车市占 率为13.6%。欧洲消费者对燃油车的偏好仍未发生根本性改变。 中国市场怎么办？应加速实现"油电同权" 中国新能源汽车已取得了显著成就，已逐渐超越燃油车成为国内乘用车市场主角。 另一方面，欧洲车企也面临着电动化转型过程中的诸多现实问题，如电动车研发生产的高成本、盈利难，以及充电基础设施不足等。以奥迪为例，其布鲁塞 尔工厂因旗舰电动 ...

Core Viewpoint - Audi is increasingly considering local production in the U.S. to mitigate the impact of tariffs imposed by the Trump administration, as the company faces significant cost challenges due to its reliance on imports [2][10]. Group 1: Audi's Current Situation - Audi has not established any production facilities in the U.S. since its entry into the market over 50 years ago, relying entirely on imports for sales [3]. - The Q5 model, produced in Mexico, accounts for a significant portion of Audi's sales in the U.S., with over 5,800 units sold in 2024 alone [4]. - The potential for triple tariffs on the Q5, including a 25% import tariff and additional tariffs under the USMCA, could increase costs by over 50%, making it unprofitable to sell the model in the U.S. [4]. Group 2: Sales Performance and Challenges - Audi's total vehicle deliveries in the U.S. fell by 14% year-on-year to 196,000 units, with Q5 sales dropping by 23% [5]. - The Q3 model saw a 45% increase in sales, reaching 32,090 units, but it also faces potential price increases due to tariffs [6]. - Audi has paused new vehicle deliveries to U.S. dealers, with over 37,000 vehicles currently in inventory, which can sustain sales for about two months [6]. Group 3: Industry Impact and Competitor Response - Other automakers, such as Jaguar Land Rover and Mitsubishi, are also halting deliveries and storing vehicles at ports due to the new tariffs [7][8]. - Major competitors like Mercedes-Benz and BMW have established U.S. production facilities, allowing them to better manage tariff impacts and maintain flexibility in production [9]. - Mercedes-Benz has decided to absorb the increased costs without raising prices for the 2025 models, leveraging its U.S. manufacturing capabilities [9]. Group 4: Future Production Plans - Audi is evaluating options for local production in the U.S., potentially utilizing existing Volkswagen facilities or constructing a new plant, which could take 3-4 years [10]. - The company had previously considered building an electric vehicle factory in the U.S. due to incentives from the Inflation Reduction Act but did not finalize plans at that time [10].

中国需求下滑，LVMH 今年三季度亚洲市场收入跌 16%。 LVMH（MC.PA）今年三季度销售额同比降 2% 至 607.5 亿欧元，这是疫情以来 LVMH 首次季度收 入下滑。其中， LV 和 Dior 所在的皮具部门销售额同比下降 5%，CFO Jean-Jacques Guiony 说中国 和日本市场的表现较差。除日本外的亚洲市场销售额下降幅度从上季度的 14% 扩大至 16%，日本 市场则因日元升值、增长放缓。近一个多月来，LVMH 时装皮具部门设计师也正经历换血。 英特尔被警示安全风险。 发文的是中国网络空间安全协会，其主管单位是网信办。文章列举了英特尔（INTC.O）安全漏洞 问题频发、可靠性差、监控用户、暗设后门等 "四宗罪"，并建议对英特尔在华销售产品启动网络 安全审查。受此消息影响，英特尔盘前跌超 3%。 ASML 订单大逊预期。 今年三季度，光刻机巨头 ASML（ASML.O） 订单额为 26.5 亿欧元，差不多只有市场共识的一 半，公司还下调了 2025 年收入指引。ASML 将其归因为部分逻辑芯片客户延迟交付和 DUV 订单 意外低迷，前者大概率跟近期陷入财务困境和重整传闻的英特尔有 ...