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法拉利正越来越像爱马仕,而非传统汽车制造商
阿尔法工场研究院· 2025-07-06 03:38
小镇中央的一个环形交叉路口上矗立着一座跃马雕像,提醒游客这里是法拉利(Ferrari)的故乡。 意大利的设计、独特性和赛车传统让法拉利不仅成为了汽车行业的冠军,更成就了它独具特色的身 份。 法拉利与汽车行业中的一些低端品牌相比,展现出令人瞩目的差异。例如,与斯坦兰蒂斯 (Stellantis)这一大众汽车制造商相比,后者由2021年菲亚特克莱斯勒(Fiat Chrysler)与标致雪 铁龙集团(Groupe PSA)合并而成,而菲亚特克莱斯勒曾在2016年将法拉利出售。 法拉利和斯坦兰蒂斯的共同点是,都由菲亚特创始人阿涅利(Agnelli)家族的投资公司Exor拥有股 份。但两者的相似之处仅此而已。 去年,斯坦兰蒂斯售出了570万辆汽车,而法拉利的销量则不到14,000辆。然而,法拉利的市值高达 740亿欧元(约合870亿美元),远远超过斯坦兰蒂斯的250亿欧元(约合280亿美元)。 导 语:那么,在电动时代,法拉利还能继续辉煌吗? 马拉内洛(Maranello)是一个平凡的小镇,位于博洛尼亚(Bologna)和摩德纳(Modena)等建筑 瑰宝附近,乍看之下与这些地方的魅力毫无关系。然而,这个小镇的主要吸引 ...
法拉利正将在华销量希望寄托于全新纯电超跑
Guan Cha Zhe Wang· 2025-05-12 08:57
Group 1 - Ferrari aims to revitalize its sales in the Chinese market with the launch of its first all-electric supercar, Elettrica, expected in October [1][3] - The Elettrica will be subject to a 30% composite tax rate in China, significantly lower than the nearly fourfold tax burden on current 12-cylinder models, which includes import, consumption, and value-added taxes [3][6] - Ferrari's CEO, Benedetto Vigna, indicated that a new model tailored for the Greater China market will be introduced this year, which is expected to improve market conditions [3][6] Group 2 - Since 2022, Ferrari's sales in China have stagnated, with a 25% decline in shipments in Q1, reaching a four-year low, largely due to competition from local high-end manufacturers [6] - Despite the challenges, Ferrari's reliance on the Chinese market is relatively low, with only about 10% of total shipments directed to China, partly due to high import duties on vehicles with engine displacements over 4L [6] - The company is considering revising its export limitations to China as it enters the electric vehicle market, which could enhance its competitiveness due to the exemption of consumption tax on electric vehicles in China [6][8] Group 3 - The Elettrica will be produced in a dedicated electric vehicle factory known as "E-Building," and it will be the electric version of Ferrari's first SUV, Purosangue [8] - Ferrari is exploring unique sound characteristics for its electric vehicles, with specific sounds already patented, ensuring that each model will have its distinct auditory identity [8]
从CHINAPLAS 2025,看力劲科技(00558.HK)以智造革新橡塑产业未来
Ge Long Hui· 2025-04-25 08:36
Core Insights - The 2025 CHINAPLAS exhibition, themed "Transformation·Collaboration·Co-creating Sustainability," attracted over 4,500 exhibitors, showcasing advancements in the injection molding industry towards sustainability, intelligence, and precision [1][3] - Major companies like KraussMaffei, Arburg, and Wittmann Battenfeld demonstrated innovations such as AI energy optimization, high-performance electric motors, and automated processes, indicating a shift towards energy efficiency and technological integration in the industry [3][11] - The global injection molding market is projected to grow from $16 billion in 2025 to $20.1 billion by 2029, highlighting significant growth potential [3] Industry Developments - The exhibition featured specialized zones for injection molding solutions, covering an area of 53,000 square meters, indicating a strong focus on this segment [1] - Approximately 150 countries and regions participated, with over 20% of buyers being international, showcasing the global interest in injection molding technologies [3] - The presence of over 980 "specialized, refined, distinctive, and innovative" exhibitors, including 260 national-level "little giant" enterprises, underscores China's growing strength in high-end manufacturing [3] Technological Innovations - The POTENZA-A series PTA250 servo energy-saving injection molding machine from LKK Technology reduced the production cycle for thick-walled automotive lens to 240 seconds, addressing traditional manufacturing challenges [5] - The ELETTRICA-S series ELS400 electric high-speed thin-wall packaging injection molding machine achieved a 20% efficiency improvement and a 20% reduction in energy consumption compared to traditional models [8] - LKK Technology's sandwich injection technology allows for the incorporation of up to 50% recycled materials in products, promoting both environmental sustainability and performance [9] Market Trends - The successful turnout at CHINAPLAS indicates a robust future for the global injection molding industry, with a focus on continuous innovation as a key to sustainable development [11] - The shift from cost advantages to technological innovation reflects a transformation in the industry, emphasizing the importance of resilience in supply chains [11]