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大众宣布不再推出新款小型燃油车,该细分市场的未来是电动化
Jin Rong Jie· 2025-12-24 22:42
大众汽车放弃小型燃油车并非没有依据,以中国市场为例,懂车帝发布的11月小型车终端销量中,前十名均为纯电车型,其中吉利星愿、比亚迪海鸥、五菱 缤果S分别以42038辆、21807辆、17959辆排名第一、第二、第三,燃油小型车销量中,大众Polo只有12辆,东风本田LIFE只有1辆,广汽本田飞度更是0辆。 对整个汽车市场来说,小型车市场可能会率先完成全面电动化。 资讯所属栏目还有更多独家策划、专家专栏,免费查阅>> 据Electrek报道,大众汽车即将推出小型平价电动汽车,不再推出新款小型燃油车。大众品牌负责人托马斯・谢弗在接受德国媒体《Auto Motor und Sport》 采访时表示"该细分市场的未来属于电动化",小型燃油车已无存在意义。与此同时,大众准备在 2026 年推出全新大众市场纯电车型系列,其中 ID.Polo 将 作为系列的首款车型于2026年春季发布,随后逐步扩充产品阵容。 对于氢燃料汽车,谢弗认为并不适合主流市场。他表示,"根本没有足够的绿色氢,燃料电池太贵了,而且这项技术效率也不高。"在谢弗看来,实现大众化 车型快速脱碳的唯一现实路径,就是全面拥抱电驱动。按照规划,Polo 纯电版将于 ...
Rivian Automotive (NasdaqGS:RIVN) FY Conference Transcript
2025-09-12 00:52
Rivian Automotive FY Conference Summary Company Overview - **Company**: Rivian Automotive (NasdaqGS:RIVN) - **Date of Conference**: September 11, 2025 Key Industry Insights - **Electric Vehicle Market**: Rivian is focused on expanding its presence in the electric vehicle (EV) market, particularly with the upcoming R2 model, which is expected to provide a compelling alternative to existing options like Tesla's Model 3 and Model Y [7][32][90]. Core Points and Arguments 1. **R2 Vehicle Launch**: The R2 program is a significant focus for Rivian, incorporating lessons learned from previous models to enhance manufacturability and cost optimization. The vehicle is set to launch with advanced technology for autonomy and is priced starting at $45,000 [7][13]. 2. **Autonomy and AI Development**: Rivian is investing heavily in its autonomy platform, with plans to demonstrate advancements in AI and self-driving capabilities by the end of 2025. The company aims to expand hands-free driving features significantly by 2027-2028 [20][21][27][79]. 3. **Supply Chain Challenges**: Rivian faced challenges related to rare earth metals due to export controls from China, impacting production. The company is working with the U.S. government and other firms to establish new supply chains for these materials [29][30][95]. 4. **Market Dynamics**: The removal of greenhouse gas credits and consumer tax credits is expected to create short-term headwinds for Rivian. However, this may also lead to a less competitive pricing environment, allowing Rivian to better position its products [30][31][98]. 5. **Production Readiness**: Rivian has made significant progress in preparing for R2 production, with over 99% of parts sourced and production tooling completed. The company is focused on ensuring supplier readiness to support increased volume [36][40][41]. 6. **Partnerships and Technology Licensing**: Rivian's partnership with Volkswagen Group is crucial for demonstrating the scalability of its technology. This collaboration is expected to enhance Rivian's position as a technology provider in the automotive industry [52][58][65][66]. Additional Important Insights - **Consumer Choice**: Rivian emphasizes the need for more compelling choices in the EV market, arguing that the current lack of options limits overall adoption rates. The R2 is positioned to fill this gap [90][91]. - **Market Positioning**: Rivian aims to differentiate itself through unique vehicle attributes and advanced technology, which it believes will attract customers currently loyal to traditional combustion vehicles [91][92]. - **Future Outlook**: The company is optimistic about the R2's potential to drive EV adoption in the U.S., especially as it offers a different form factor and brand presentation compared to existing options [32][90]. This summary encapsulates the key points discussed during the Rivian Automotive FY Conference, highlighting the company's strategic focus on the R2 vehicle, advancements in autonomy, supply chain management, and market positioning within the electric vehicle industry.
丰田将暂缓在欧洲推出小型电动车
汽车商业评论· 2025-03-17 15:56
推 米 轩然之子 | 成就新汽车人 把 新 汽车 大 变 重 塑 金 球 产 7 握 A I l 肩 撰 文 / 路 行 设 计 / 赵昊然 来 源 / Automotive News、msn等 作 者 / Phillip Horton、William Clavey等 欧洲汽车制造商纷纷朝着推出低价电动小型车的方向迈进,这种经济实惠的电动车引发了新的消费 需求,当下,配置极具竞争力且价格相对优惠的中国小型电动车正在进入欧洲市场。 目前,大众、雷诺、达契亚和雪铁龙已宣布将推出欧洲制造、售价为2万欧元或以下的纯电动汽 车,其中大多数属于小型车领域——在该领域,丰田凭借Aygo X在2024年排名第二。 丰田表示将暂缓在欧洲推出低成本纯电动汽车。该公司欧洲首席执行官中田义弘(Yoshihiro Nakata)3月6日接受采访时表示:"考虑到目前的电池成本,我怀疑以这个价格在欧洲生产汽车能 否可以盈利。" 棘手的小车市场 丰田也认为有必要在欧洲本土推出小型廉价电动汽车,但这家日本巨头比其主要的德国竞争对手谨 慎得多。 该公司欧洲市场营销和产品开发负责人Andrea Carlucci在3月6日接受采访时表示,定价2万欧 ...