2024年11月28日
Faced with a bruising price war in the fast growing but crowded domestic market for electric vehicles, Chinese automobile manufacturers are pressuring suppliers to deliver hefty cost cuts.
中国国内的电动汽车市场增长迅速,但竞争也很激烈。面对激烈的价格战,中国的汽车制造商们正向零部件供应商施压,要求它们在价格上大打折扣。
China’s BYD, the world’s largest manufacturer of electric vehicles, asked a supplier to reduce its product prices by 10 percent starting next year, according to a company email that was apparently leaked and circulated widely on the internet in China.
据似乎遭到泄露并在中国的互联网上广泛传播的一封公司电子邮件,全球最大的电动汽车制造商、中国的比亚迪已要求一家供应商从明年起将价格降价10%。
He Zhiqi, BYD’s executive vice president, said that the competition for so-called new energy vehicles — China’s preferred phrase for fully electric and gas-electric hybrid vehicles — was entering a “decisive battle” or “knockout match,” according to the email with the subject line “BYD Passenger Vehicle Cost Reduction Requirements in 2025.”
比亚迪集团执行副总裁何志奇在这封题为“2025年比亚迪乘用车降本要求”的电子邮件中写道,新能源汽车(中国对全电动和油电混合动力汽车的称呼)的竞争正在进入“大决战”、“大淘汰”阶段。
“In order to enhance the competitiveness of BYD passenger cars, we need the entire supply chain to work together and continue to reduce costs,” Mr. He wrote.
“为增强比亚迪乘用车竞争力,需要整个供应链共同努力、持续降本,”何志奇写道。
On Wednesday, a BYD spokesman wrote on Weibo, the Chinese social media site, that annual price negotiations with suppliers are a common practice in the automotive industry. He added that because of BYD’s large scale, it sets “price reduction targets” for suppliers that are not mandatory and can be negotiated. He did not comment on the email specifically nor whether other suppliers were facing similar demands.
周三,比亚迪的一名发言人在中国社交媒体网站微博上写道,“与供应商的年度议价,是汽车行业的惯例。”他还表示,基于比亚迪庞大的采购规模,公司向供应商提出了“降价目标”,这些目标不是强制性的,可以协商。他没有对网上流传的电子邮件做具体评论,也没有说明是否向其他供应商提出了类似的要求。
BYD did not respond to requests for comment.
比亚迪没有回应置评请求。
Earlier this week, SAIC Maxus Automotive, an arm of Chinese state-owned automobile manufacturer SAIC, sent a letter to its suppliers asking for a 10 percent reduction in costs, citing oversupply in China’s automobile market, according to news reports in state media. The letter noted that there are so many manufacturers launching new cars that it does not expect the price war to abate anytime soon.
据官方媒体报道,本周早些时候,中国国有汽车制造商上汽集团旗下的上汽大通汽车公司曾致函供应商,要求降低10%的成本,给出的理由是中国汽车市场供应过剩。该信指出,太多的制造商正在推出新车,预计价格战不会很快消退。
SAIC Maxus Automotive, which makes trucks, sport utility and electric vehicles, did not immediately respond to an email seeking comment.
上汽大通汽车有限公司生产卡车、运动型多用途汽车和电动汽车,公司没有马上回复记者寻求置评的电子邮件。
China’s electric vehicle market is the world’s largest but also its most cutthroat, with dozens of brands jostling for position. The intense competition has ignited a price war among manufacturers battling for market share and brand recognition.
中国是全球最大的新能源车市场,竞争也最为激烈,有数十个汽车品牌竞相争抢市场地位。激烈的竞争已引发制造商们为争夺市场份额和品牌知名度展开价格战。
The fight has also moved overseas as many Chinese brands look to markets like Thailand and Brazil, where they can sell electric vehicles at a significantly lower price than many existing automakers.
随着许多中国汽车品牌将目光投向泰国和巴西等市场,竞争已扩展到海外,中国汽车制造商在海外的电动汽车售价远低于许多已在当地经营多年的汽车制造商。
中国电动汽车制造商广汽埃安在泰国罗勇府的工厂,中国汽车品牌在泰国市场的份额已在大幅增长。
In its latest price reduction in China, Tesla announced on Monday a cut of about $1,400, or about 4 percent, for its Model Y sport utility vehicle until the end of the year.
特斯拉周一在最新一轮中国降价活动中宣布,从即日起至今年年底,其Model Y运动型多用途车的价格将降低1万元,降幅约为4%。
A shakeout in the industry is starting to take shape as companies burn through cash. In September, market regulators in Shanghai listed the local offices of Hycan Auto, originally a joint venture between Chinese electric vehicle brand Nio and automaker GAC Group, as a “company with abnormal operation.” Hycan Auto dismissed employees and had not paid compensation to laid-off workers, Chinese media reported.
随着车企不断烧钱,行业大洗牌开始出现。今年9月,上海市场监管部门已将合创汽车上海分公司列入“经营异常公司”名录。合创汽车最初是中国电动汽车品牌蔚来与汽车制造商广汽集团的合资企业。据中国媒体报道,合创上海分公司大量裁员,并拖欠被裁员工的赔偿金。
Chinese electric car brand Hozon Auto also slashed costs by cutting salaries, eliminating jobs and laying off staff to improve its cash flow, according to Chinese media.
据中国媒体报道,中国电动汽车品牌合众汽车为了改善现金流,也在通过降薪、减少工作岗位和裁员来降低成本。
From January through October, Chinese companies sold 9.75 million fully electric and hybrid vehicles, an increase of 34 percent from a year earlier, according to the China Association of Automobile Manufacturers. About one million of those vehicles were exported outside of China.
据中国汽车工业协会统计,今年1月至10月,中国企业总共销售了975万辆纯电动和混合动力汽车,比去年同期增长了34%,其中包括出口到中国以外地区的约100万辆汽车。
BYD is well positioned as the leader with a market share of around 35 percent. In China, its biggest market, BYD sold 2.9 million fully electric and hybrid vehicles in the first 10 months of the year, an increase of 35 percent from a year earlier, according to the China Passenger Car Association. Globally, BYD has broken into the top 10 of total vehicles sold and looks poised to pass Ford and Honda soon.
比亚迪处于主导市场的地位,目前的市场份额约为35%。据中国乘用车协会的数据,比亚迪最大的市场在中国,今年前10个月比亚迪在中国市场销售了290万辆纯电动和混合动力汽车,比去年同期增长了35%。从全球范围来看,比亚迪的销售量已进入汽车行业前10名,不久有望超过福特和本田。
The company has aggressively expanded overseas. It has built assembly lines in Brazil, Hungary, Thailand and Uzbekistan. It is also looking to put a factory in Mexico, a market where it expects sales to double next year.
比亚迪还积极拓展海外业务,在巴西、匈牙利、泰国和乌兹别克斯坦建了装配线。它还打算在墨西哥建厂,并预计在墨西哥市场的销量明年将翻一番。
But BYD and other Chinese carmakers moving into Mexico have put some plans for factories on hold because of uncertainty surrounding the incoming administration of President-elect Donald J. Trump, Mexican officials have said.
但墨西哥的官员已表示,由于候任总统特朗普的政府即将上任,这给比亚迪和其他正在进入墨西哥市场的中国汽车制造商们带来了不确定性,它们已暂停了一些建厂计划。
Mr. Trump said on Monday that he planned to impose a 25 percent tariff on all goods from Mexico and Canada until those countries stopped the flow of migrants and drugs into the United States. During the presidential campaign, he threatened to heap additional tariffs on products from U.S. companies that moved manufacturing to Mexico.
特朗普周一表示,他打算对来自墨西哥和加拿大的所有商品征收25%的关税,直到这些国家停止让移民和毒品涌入美国。他曾在竞选总统期间威胁称,要对将制造业转移到墨西哥的美国公司在墨西哥生产的产品加征高额关税。