Do the math, 2 mil vehicle 202_老虎社区_美港股上老虎

2021-03-17

Do the math, 2 mil vehicle 2025, analyst estimatevw could sell 300k more in 2025. Do you really think Tesla will be selling less than 2 mil vehicle in 2025?

Volkswagen could soon steal Tesla's crown<blockquote>大众汽车可能很快就会偷走特斯拉的桂冠</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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Roger0812
2021-03-17
Roger0812
我相信2021年的交付量会超过1M。明年可能会达到200万。

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It may soon find out what it's like to be on the receiving end.After years as the undisputed king of the electric car,Tesla could be matched sale for sale by Volkswagen as early as 2022, according to analysts at UBS, who predict that Europe's biggest carmaker will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.UBS analysts told reporters last week that investors have failed to appreciate the speed at which Volk","content":"London (CNN Business)&nbsp;-&nbsp;Tesla&nbsp;knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.<blockquote>伦敦（CNN商业）——特斯拉知道如何颠覆一个行业。它可能很快就会发现在接收端是什么感觉。</blockquote> After years as the undisputed king of the electric car,Tesla&nbsp;(TSLA)&nbsp;could be matched sale for sale by&nbsp;Volkswagen&nbsp;(VLKAF)&nbsp;as early as 2022, according to analysts at UBS, who predict that&nbsp;Europe's biggest carmaker&nbsp;will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.<blockquote>瑞银(UBS)分析师表示，特斯拉(TSLA)多年来一直是无可争议的电动汽车之王，最早可能在2022年与大众汽车(VLKAF)并驾齐驱，他们预测这家欧洲最大的汽车制造商将继续销售30万辆到2025年，电池电动汽车将超过特斯拉。</blockquote> Ending Tesla's reign would be a huge milestone in Volkswagen's transformation into an&nbsp;electric vehicle powerhouse. Badly burned by its diesel emissions scandal in 2015, Europe's largest carmaker is investing €35 billion ($42 billion) in electric vehicles, staking its future on new technology and a dramatic shift away from fossil fuels.<blockquote>结束特斯拉的统治将是大众汽车向电动汽车巨头转型的一个巨大里程碑。这家欧洲最大的汽车制造商因2015年柴油排放丑闻而遭受重创，正在投资350亿欧元（420亿美元）购买电动汽车，将其未来押注于新技术和从化石燃料的大幅转变。</blockquote> \"Tesla is not only about electric vehicles. Tesla is also very strong in software. They really run the car as a device. They are making good progress on the autonomous thing. But yes ... we are going to challenge Tesla,\" Volkswagen CEO Herbert Diess told CNN's Julia Chatterley on Tuesday.<blockquote>大众汽车首席执行官Herbert Diess周二对CNN的Julia Chatterley表示：“特斯拉不仅仅是电动汽车。特斯拉在软件方面也非常强大。他们确实将汽车作为一个设备来运行。他们在自动驾驶方面取得了良好进展。但是，是的……我们将挑战特斯拉。”</blockquote> Volkswagen this week underscored the scale of that ambition. It said it would sell more than 2 million electric vehicles by 2025, build its own network of vast battery factories, hire 6,500 IT experts over the next five years, launch its own operating system, and become Europe's second biggest software company behindSAP&nbsp;(SAP).<blockquote>大众汽车本周强调了这一雄心的规模。该公司表示，到2025年，将销售超过200万辆电动汽车，建立自己的庞大电池工厂网络，在未来五年内雇佣6,500名IT专家，推出自己的操作系统，并成为仅次于SAP（SAP）的欧洲第二大软件公司。</blockquote> UBS analysts told reporters last week that investors have failed to appreciate the speed at which Volkswagen is gaining ground on Tesla, and how much money the German company stands to make by going \"all in\" on electric cars before other established carmakers includingToyota(TM)andGeneral Motors(GM). UBS has hiked its target price for Volkswagen shares by 50% to €300 ($358).<blockquote>瑞银分析师上周对记者表示，投资者未能意识到大众汽车在特斯拉取得进展的速度，以及这家德国公司在丰田等其他老牌汽车制造商之前“全押”电动汽车将赚多少钱。TM）和通用汽车（GM）。瑞银将大众汽车股票目标价上调50%至300欧元（358美元）。</blockquote> \"We have more confidence than ever that Volkswagen will deliver the unique combination of volume growth, making them the world's largest [electric] carmaker, together with Tesla, as soon as next year, while their margins will be stable or even grow from here. That is something that is totally unappreciated,\" said UBS analyst Patrick Hummel.<blockquote>瑞银分析师Patrick Hummel表示：“我们比以往任何时候都更有信心，大众汽车将实现销量增长的独特组合，使其最快明年与特斯拉一起成为全球最大的[电动]汽车制造商，同时其利润率将保持稳定，甚至在此基础上增长。这是完全不受重视的事情。”</blockquote> Volkswagen, which owns Porsche, Audi, Skoda and SEAT, sold 231,600 battery electric vehicles in 2020. That's less than half the number of sales Tesla made, but it represents an increase of 214% on the previous year. Rapid growth is expected to continue as Volkswagen launches 70 electric vehicles before the end of the decade. It will operate eight electric vehicle plants by 2022, producing models in nearly every segment — from small cars to SUVs and luxury sedans.<blockquote>拥有保时捷、奥迪、斯柯达和西雅特的大众汽车2020年销售了231,600辆纯电动汽车。这还不到特斯拉销售额的一半，但比上一年增长了214%。随着大众汽车在本世纪末推出70款电动汽车，预计快速增长将继续。到2022年，该公司将运营八家电动汽车工厂，生产几乎所有细分市场的车型——从小型车到SUV和豪华轿车。</blockquote> The global race to electric car market domination will come down to the Californian upstart and the German industrial giant, according to UBS. It predicts that Volkswagen will exceed its own goal by producing 2.6 million electric vehicles in 2025, followed by Tesla with 2.3 million. Toyota, which sold more cars than anyone else last year, ranks a distant third with 1.5 million electric sales (excluding hybrids).Hyundai Motor Group(HYMTF)andNissan(NSANF)will churn out roughly 1 million vehicles, followed by General Motors with 800,000.<blockquote>瑞银表示，全球电动汽车市场主导地位的竞赛将取决于加州新贵和德国工业巨头。它预测，大众汽车将在2025年生产260万辆电动汽车，超过自己的目标，其次是特斯拉，生产230万辆。丰田去年的汽车销量比其他任何公司都多，以150万辆电动汽车销量（不包括混合动力汽车）排名第三。现代汽车集团(HYMTF)和日产(NSANF)将生产约100万辆汽车，其次是通用汽车，销量为80万辆。</blockquote> Shifting into overdrive<blockquote>换入超速档</blockquote> Volkswagen is in a better position than its rivals because of its modular production platform, or MEB. The platform, which was used to produce the ID.3, an electric compact hatchback, will allow the carmaker to quickly produce a huge number of vehicles while slashing costs.<blockquote>由于其模块化生产平台（MEB），大众汽车比竞争对手处于更好的地位。该平台用于生产电动紧凑型掀背车ID.3，将使该汽车制造商能够快速生产大量车辆，同时削减成本。</blockquote> UBS estimates that manufacturing an ID.3 currently costs Volkswagen €4,000 ($4,770) more than producing an equivalent Golf powered by gasoline or diesel. But a sharp decline in the cost of battery packs — the single most expensive part of an electric vehicle — mean the difference in production costs will be eliminated by 2025, according to UBS.<blockquote>瑞银估计，目前大众汽车制造一辆ID.3的成本比生产一辆由汽油或柴油驱动的同等高尔夫高出4,000欧元（4,770美元）。但瑞银表示，电池组（电动汽车最昂贵的部件）成本的大幅下降意味着生产成本的差异将在2025年之前消除。</blockquote> Volkswagen on Monday unveiled plans to open six battery-making \"gigafactories\" in Europe by 2030, with the aim of slashing the cost of its battery cells by as much as 50%. \"Lower prices for batteries means more affordable cars, which makes electric vehicles more attractive for customers,\" said Diess.<blockquote>大众汽车周一公布了到2030年在欧洲开设六家电池制造“超级工厂”的计划，目标是将电池成本削减多达50%。迪斯表示：“更低的电池价格意味着更实惠的汽车，这使得电动汽车对客户更具吸引力。”</blockquote> The huge scale of production at Volkswagen, which sold 9.3 million cars last year, will also help reduce costs. In addition to the MEB, the group is developing a separate platform for premium brands Audi and Porsche, allowing it to launch electric vehicles across its entire product range.<blockquote>大众汽车去年销售了930万辆汽车，其巨大的生产规模也将有助于降低成本。除了MEB之外，该集团正在为高端品牌奥迪和保时捷开发一个单独的平台，使其能够在整个产品系列中推出电动汽车。</blockquote> Investors are starting to reward the company. Shares in Volkswagen jumped 6.5% to €207 ($247) on Tuesday, bringing gains so far this year to 35%.<blockquote>投资者开始奖励该公司。周二，大众汽车股价上涨6.5%，至207欧元（247美元），今年迄今为止的涨幅达到35%。</blockquote> Where Tesla leads<blockquote>特斯拉领先的地方</blockquote> Despite the recent rise in its share price, Volkswagen is worth significantly less than Tesla. The market value of the challenger led by Elon Musk&nbsp;first overtook&nbsp;that of Volkswagen in January 2020, and the gap has increased dramatically since then. Volkswagen has a market capitalization of €111 billion ($133 billion), compared to $680 billion for Tesla.<blockquote>尽管大众汽车的股价最近有所上涨，但其市值仍远低于特斯拉。埃隆·马斯克领导的挑战者市值在2020年1月首次反超大众，此后差距急剧扩大。大众汽车的市值为1110亿欧元（1330亿美元），而特斯拉的市值为6800亿美元。</blockquote> Part of the difference can be explained by Tesla's continued superiority in battery costs, software and the profitability of its electric cars. According to UBS, Tesla has \"a more sophisticated IT hardware architecture,\" and its \"software organization is on a different level.\" Volkswagen lags Tesla in autonomous driving technology by several years.<blockquote>部分差异可以用特斯拉在电池成本、软件和电动汽车盈利能力方面的持续优势来解释。瑞银表示，特斯拉拥有“更复杂的IT硬件架构”，其“软件组织处于不同的水平”。大众在自动驾驶技术上落后特斯拉数年。</blockquote> Some investors believe that Tesla will be able to capitalize on its software advantage in a big way. In addition to delivering wireless updates to its cars — a concept the company pioneered — Tesla may soon be able to do things like charge owners a subscription fee to use its autonomous driving software. It's much closer to changing the nature of car ownership than established carmakers such as Volkswagen.<blockquote>一些投资者认为，特斯拉将能够大力利用其软件优势。除了为其汽车提供无线更新（该公司首创的概念）之外，特斯拉可能很快就能做一些事情，比如向车主收取使用其自动驾驶软件的订阅费。与大众汽车等老牌汽车制造商相比，它更接近于改变汽车所有权的性质。</blockquote> UBS reckons that the earnings potential from software accounts for roughly two thirds, or $400 billion, of Tesla's market value.<blockquote>瑞银估计，软件的盈利潜力约占特斯拉市值的三分之二，即4000亿美元。</blockquote> \"We think the lion's share of this [$400 billion in] value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies,\" its analysts wrote.<blockquote>“我们认为这一[4000亿美元]价值的最大份额可以由软件产生，主要是自动驾驶。因此，特斯拉有潜力成为最有价值的软件公司之一，”其分析师写道。</blockquote> There could be setbacks along the way, however. Tesla recently expanded its \"full self-driving\" software to roughly 2,000 owners, but&nbsp;some drivers had their access revoked&nbsp;for not paying close enough attention to the road.<blockquote>然而，一路上可能会遇到挫折。特斯拉最近将其“全自动驾驶”软件扩展到大约2,000名车主，但一些司机因对道路不够密切关注而被吊销了访问权限。</blockquote> Dan Ives, an analyst at Wedbush Securities, said earlier this year that the electric vehicle market is \"Tesla's world and everyone else is paying rent.\" But with 150 carmakers all pursuing the same goal, Tesla will need to execute on its strategy, he added.<blockquote>Wedbush Securities分析师Dan Ives今年早些时候表示，电动汽车市场是“特斯拉的天下，其他人都在支付租金”。但他补充说，由于150家汽车制造商都在追求相同的目标，特斯拉需要执行其战略。</blockquote> \"While growth will be key, its profitability profile will be under the microscope from investors going forward to better discern how quickly Tesla can ramp its margin structure, especially with higher margin sales coming out of China over the next few years,\" said Ives.<blockquote>Ives表示：“虽然增长将是关键，但其盈利状况将受到投资者的密切关注，以更好地了解特斯拉能够以多快的速度提高其利润率结构，特别是在未来几年中国利润率更高的情况下。”</blockquote> For both Volkswagen and Tesla, their ambition to dominate the electric car market depends on their ability to become more like the other. Volkswagen needs to quickly upgrade its software capabilities, while Tesla would benefit from the German company's ability to churn out million upon millions of high-quality vehicles each year.Volkswagen announced earlier this month that the first wireless software updates would be delivered to the ID.3 this summer.<blockquote>对于大众和特斯拉来说，它们主导电动汽车市场的雄心取决于它们变得更像对方的能力。大众汽车需要快速升级其软件功能，而特斯拉将受益于这家德国公司每年生产数百万辆高质量汽车的能力.大众汽车本月早些时候宣布，第一批无线软件更新将于今年夏天交付给ID.3。</blockquote> Ives predicts that Tesla will be making 1 million cars a year in 2022, and could be approaching 5 million annually by the end of the decade.<blockquote>Ives预测，到2022年，特斯拉汽车年产量将达到100万辆，到本世纪末，年产量可能接近500万辆。</blockquote> With consumers now searching out electric cars, especially in Europe, the race between Volkswagen and Tesla will accelerate quickly. According to UBS, electric cars will make up 20% of global new vehicles sales in 2015 and 50% in 2030.<blockquote>随着消费者现在寻找电动汽车，尤其是在欧洲，大众和特斯拉之间的竞争将迅速加速。据瑞银称，2015年电动汽车将占全球新车销量的20%，2030年将占50%。</blockquote> \"We find ourselves in a new playing field — up against companies that are entering the mobility market from the world of technology,\" Diess said on Tuesday. \"Stock market players still regard the Volkswagen Group as part of the 'old auto' world. By focusing consistently on software and efficiency, we are working to change this view.\"<blockquote>迪斯周二表示：“我们发现自己处于一个新的竞争环境中——与从技术领域进入移动市场的公司竞争。”“股市参与者仍然将大众汽车集团视为‘旧汽车’世界的一部分。通过始终如一地关注软件和效率，我们正在努力改变这种看法。”</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Volkswagen could soon steal Tesla's crown<blockquote>大众汽车可能很快就会偷走特斯拉的桂冠</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVolkswagen could soon steal Tesla's crown<blockquote>大众汽车可能很快就会偷走特斯拉的桂冠</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nCNN Business2021-03-17 09:04\n\n</h4>\n</header>\n<article>\nLondon (CNN Business)&nbsp;-&nbsp;Tesla&nbsp;knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.<blockquote>伦敦（CNN商业）——特斯拉知道如何颠覆一个行业。它可能很快就会发现在接收端是什么感觉。</blockquote> After years as the undisputed king of the electric car,Tesla&nbsp;(TSLA)&nbsp;could be matched sale for sale by&nbsp;Volkswagen&nbsp;(VLKAF)&nbsp;as early as 2022, according to analysts at UBS, who predict that&nbsp;Europe's biggest carmaker&nbsp;will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.<blockquote>瑞银(UBS)分析师表示，特斯拉(TSLA)多年来一直是无可争议的电动汽车之王，最早可能在2022年与大众汽车(VLKAF)并驾齐驱，他们预测这家欧洲最大的汽车制造商将继续销售30万辆到2025年，电池电动汽车将超过特斯拉。</blockquote> Ending Tesla's reign would be a huge milestone in Volkswagen's transformation into an&nbsp;electric vehicle powerhouse. Badly burned by its diesel emissions scandal in 2015, Europe's largest carmaker is investing €35 billion ($42 billion) in electric vehicles, staking its future on new technology and a dramatic shift away from fossil fuels.<blockquote>结束特斯拉的统治将是大众汽车向电动汽车巨头转型的一个巨大里程碑。这家欧洲最大的汽车制造商因2015年柴油排放丑闻而遭受重创，正在投资350亿欧元（420亿美元）购买电动汽车，将其未来押注于新技术和从化石燃料的大幅转变。</blockquote> \"Tesla is not only about electric vehicles. Tesla is also very strong in software. They really run the car as a device. They are making good progress on the autonomous thing. But yes ... we are going to challenge Tesla,\" Volkswagen CEO Herbert Diess told CNN's Julia Chatterley on Tuesday.<blockquote>大众汽车首席执行官Herbert Diess周二对CNN的Julia Chatterley表示：“特斯拉不仅仅是电动汽车。特斯拉在软件方面也非常强大。他们确实将汽车作为一个设备来运行。他们在自动驾驶方面取得了良好进展。但是，是的……我们将挑战特斯拉。”</blockquote> Volkswagen this week underscored the scale of that ambition. It said it would sell more than 2 million electric vehicles by 2025, build its own network of vast battery factories, hire 6,500 IT experts over the next five years, launch its own operating system, and become Europe's second biggest software company behindSAP&nbsp;(SAP).<blockquote>大众汽车本周强调了这一雄心的规模。该公司表示，到2025年，将销售超过200万辆电动汽车，建立自己的庞大电池工厂网络，在未来五年内雇佣6,500名IT专家，推出自己的操作系统，并成为仅次于SAP（SAP）的欧洲第二大软件公司。</blockquote> UBS analysts told reporters last week that investors have failed to appreciate the speed at which Volkswagen is gaining ground on Tesla, and how much money the German company stands to make by going \"all in\" on electric cars before other established carmakers includingToyota(TM)andGeneral Motors(GM). UBS has hiked its target price for Volkswagen shares by 50% to €300 ($358).<blockquote>瑞银分析师上周对记者表示，投资者未能意识到大众汽车在特斯拉取得进展的速度，以及这家德国公司在丰田等其他老牌汽车制造商之前“全押”电动汽车将赚多少钱。TM）和通用汽车（GM）。瑞银将大众汽车股票目标价上调50%至300欧元（358美元）。</blockquote> \"We have more confidence than ever that Volkswagen will deliver the unique combination of volume growth, making them the world's largest [electric] carmaker, together with Tesla, as soon as next year, while their margins will be stable or even grow from here. That is something that is totally unappreciated,\" said UBS analyst Patrick Hummel.<blockquote>瑞银分析师Patrick Hummel表示：“我们比以往任何时候都更有信心，大众汽车将实现销量增长的独特组合，使其最快明年与特斯拉一起成为全球最大的[电动]汽车制造商，同时其利润率将保持稳定，甚至在此基础上增长。这是完全不受重视的事情。”</blockquote> Volkswagen, which owns Porsche, Audi, Skoda and SEAT, sold 231,600 battery electric vehicles in 2020. That's less than half the number of sales Tesla made, but it represents an increase of 214% on the previous year. Rapid growth is expected to continue as Volkswagen launches 70 electric vehicles before the end of the decade. It will operate eight electric vehicle plants by 2022, producing models in nearly every segment — from small cars to SUVs and luxury sedans.<blockquote>拥有保时捷、奥迪、斯柯达和西雅特的大众汽车2020年销售了231,600辆纯电动汽车。这还不到特斯拉销售额的一半，但比上一年增长了214%。随着大众汽车在本世纪末推出70款电动汽车，预计快速增长将继续。到2022年，该公司将运营八家电动汽车工厂，生产几乎所有细分市场的车型——从小型车到SUV和豪华轿车。</blockquote> The global race to electric car market domination will come down to the Californian upstart and the German industrial giant, according to UBS. It predicts that Volkswagen will exceed its own goal by producing 2.6 million electric vehicles in 2025, followed by Tesla with 2.3 million. Toyota, which sold more cars than anyone else last year, ranks a distant third with 1.5 million electric sales (excluding hybrids).Hyundai Motor Group(HYMTF)andNissan(NSANF)will churn out roughly 1 million vehicles, followed by General Motors with 800,000.<blockquote>瑞银表示，全球电动汽车市场主导地位的竞赛将取决于加州新贵和德国工业巨头。它预测，大众汽车将在2025年生产260万辆电动汽车，超过自己的目标，其次是特斯拉，生产230万辆。丰田去年的汽车销量比其他任何公司都多，以150万辆电动汽车销量（不包括混合动力汽车）排名第三。现代汽车集团(HYMTF)和日产(NSANF)将生产约100万辆汽车，其次是通用汽车，销量为80万辆。</blockquote> Shifting into overdrive<blockquote>换入超速档</blockquote> Volkswagen is in a better position than its rivals because of its modular production platform, or MEB. The platform, which was used to produce the ID.3, an electric compact hatchback, will allow the carmaker to quickly produce a huge number of vehicles while slashing costs.<blockquote>由于其模块化生产平台（MEB），大众汽车比竞争对手处于更好的地位。该平台用于生产电动紧凑型掀背车ID.3，将使该汽车制造商能够快速生产大量车辆，同时削减成本。</blockquote> UBS estimates that manufacturing an ID.3 currently costs Volkswagen €4,000 ($4,770) more than producing an equivalent Golf powered by gasoline or diesel. But a sharp decline in the cost of battery packs — the single most expensive part of an electric vehicle — mean the difference in production costs will be eliminated by 2025, according to UBS.<blockquote>瑞银估计，目前大众汽车制造一辆ID.3的成本比生产一辆由汽油或柴油驱动的同等高尔夫高出4,000欧元（4,770美元）。但瑞银表示，电池组（电动汽车最昂贵的部件）成本的大幅下降意味着生产成本的差异将在2025年之前消除。</blockquote> Volkswagen on Monday unveiled plans to open six battery-making \"gigafactories\" in Europe by 2030, with the aim of slashing the cost of its battery cells by as much as 50%. \"Lower prices for batteries means more affordable cars, which makes electric vehicles more attractive for customers,\" said Diess.<blockquote>大众汽车周一公布了到2030年在欧洲开设六家电池制造“超级工厂”的计划，目标是将电池成本削减多达50%。迪斯表示：“更低的电池价格意味着更实惠的汽车，这使得电动汽车对客户更具吸引力。”</blockquote> The huge scale of production at Volkswagen, which sold 9.3 million cars last year, will also help reduce costs. In addition to the MEB, the group is developing a separate platform for premium brands Audi and Porsche, allowing it to launch electric vehicles across its entire product range.<blockquote>大众汽车去年销售了930万辆汽车，其巨大的生产规模也将有助于降低成本。除了MEB之外，该集团正在为高端品牌奥迪和保时捷开发一个单独的平台，使其能够在整个产品系列中推出电动汽车。</blockquote> Investors are starting to reward the company. Shares in Volkswagen jumped 6.5% to €207 ($247) on Tuesday, bringing gains so far this year to 35%.<blockquote>投资者开始奖励该公司。周二，大众汽车股价上涨6.5%，至207欧元（247美元），今年迄今为止的涨幅达到35%。</blockquote> Where Tesla leads<blockquote>特斯拉领先的地方</blockquote> Despite the recent rise in its share price, Volkswagen is worth significantly less than Tesla. The market value of the challenger led by Elon Musk&nbsp;first overtook&nbsp;that of Volkswagen in January 2020, and the gap has increased dramatically since then. Volkswagen has a market capitalization of €111 billion ($133 billion), compared to $680 billion for Tesla.<blockquote>尽管大众汽车的股价最近有所上涨，但其市值仍远低于特斯拉。埃隆·马斯克领导的挑战者市值在2020年1月首次反超大众，此后差距急剧扩大。大众汽车的市值为1110亿欧元（1330亿美元），而特斯拉的市值为6800亿美元。</blockquote> Part of the difference can be explained by Tesla's continued superiority in battery costs, software and the profitability of its electric cars. According to UBS, Tesla has \"a more sophisticated IT hardware architecture,\" and its \"software organization is on a different level.\" Volkswagen lags Tesla in autonomous driving technology by several years.<blockquote>部分差异可以用特斯拉在电池成本、软件和电动汽车盈利能力方面的持续优势来解释。瑞银表示，特斯拉拥有“更复杂的IT硬件架构”，其“软件组织处于不同的水平”。大众在自动驾驶技术上落后特斯拉数年。</blockquote> Some investors believe that Tesla will be able to capitalize on its software advantage in a big way. In addition to delivering wireless updates to its cars — a concept the company pioneered — Tesla may soon be able to do things like charge owners a subscription fee to use its autonomous driving software. It's much closer to changing the nature of car ownership than established carmakers such as Volkswagen.<blockquote>一些投资者认为，特斯拉将能够大力利用其软件优势。除了为其汽车提供无线更新（该公司首创的概念）之外，特斯拉可能很快就能做一些事情，比如向车主收取使用其自动驾驶软件的订阅费。与大众汽车等老牌汽车制造商相比，它更接近于改变汽车所有权的性质。</blockquote> UBS reckons that the earnings potential from software accounts for roughly two thirds, or $400 billion, of Tesla's market value.<blockquote>瑞银估计，软件的盈利潜力约占特斯拉市值的三分之二，即4000亿美元。</blockquote> \"We think the lion's share of this [$400 billion in] value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies,\" its analysts wrote.<blockquote>“我们认为这一[4000亿美元]价值的最大份额可以由软件产生，主要是自动驾驶。因此，特斯拉有潜力成为最有价值的软件公司之一，”其分析师写道。</blockquote> There could be setbacks along the way, however. Tesla recently expanded its \"full self-driving\" software to roughly 2,000 owners, but&nbsp;some drivers had their access revoked&nbsp;for not paying close enough attention to the road.<blockquote>然而，一路上可能会遇到挫折。特斯拉最近将其“全自动驾驶”软件扩展到大约2,000名车主，但一些司机因对道路不够密切关注而被吊销了访问权限。</blockquote> Dan Ives, an analyst at Wedbush Securities, said earlier this year that the electric vehicle market is \"Tesla's world and everyone else is paying rent.\" But with 150 carmakers all pursuing the same goal, Tesla will need to execute on its strategy, he added.<blockquote>Wedbush Securities分析师Dan Ives今年早些时候表示，电动汽车市场是“特斯拉的天下，其他人都在支付租金”。但他补充说，由于150家汽车制造商都在追求相同的目标，特斯拉需要执行其战略。</blockquote> \"While growth will be key, its profitability profile will be under the microscope from investors going forward to better discern how quickly Tesla can ramp its margin structure, especially with higher margin sales coming out of China over the next few years,\" said Ives.<blockquote>Ives表示：“虽然增长将是关键，但其盈利状况将受到投资者的密切关注，以更好地了解特斯拉能够以多快的速度提高其利润率结构，特别是在未来几年中国利润率更高的情况下。”</blockquote> For both Volkswagen and Tesla, their ambition to dominate the electric car market depends on their ability to become more like the other. Volkswagen needs to quickly upgrade its software capabilities, while Tesla would benefit from the German company's ability to churn out million upon millions of high-quality vehicles each year.Volkswagen announced earlier this month that the first wireless software updates would be delivered to the ID.3 this summer.<blockquote>对于大众和特斯拉来说，它们主导电动汽车市场的雄心取决于它们变得更像对方的能力。大众汽车需要快速升级其软件功能，而特斯拉将受益于这家德国公司每年生产数百万辆高质量汽车的能力.大众汽车本月早些时候宣布，第一批无线软件更新将于今年夏天交付给ID.3。</blockquote> Ives predicts that Tesla will be making 1 million cars a year in 2022, and could be approaching 5 million annually by the end of the decade.<blockquote>Ives预测，到2022年，特斯拉汽车年产量将达到100万辆，到本世纪末，年产量可能接近500万辆。</blockquote> With consumers now searching out electric cars, especially in Europe, the race between Volkswagen and Tesla will accelerate quickly. According to UBS, electric cars will make up 20% of global new vehicles sales in 2015 and 50% in 2030.<blockquote>随着消费者现在寻找电动汽车，尤其是在欧洲，大众和特斯拉之间的竞争将迅速加速。据瑞银称，2015年电动汽车将占全球新车销量的20%，2030年将占50%。</blockquote> \"We find ourselves in a new playing field — up against companies that are entering the mobility market from the world of technology,\" Diess said on Tuesday. \"Stock market players still regard the Volkswagen Group as part of the 'old auto' world. By focusing consistently on software and efficiency, we are working to change this view.\"<blockquote>迪斯周二表示：“我们发现自己处于一个新的竞争环境中——与从技术领域进入移动市场的公司竞争。”“股市参与者仍然将大众汽车集团视为‘旧汽车’世界的一部分。通过始终如一地关注软件和效率，我们正在努力改变这种看法。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html\">CNN Business</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车","TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126006763","content_text":"London (CNN Business) - Tesla knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.\nAfter years as the undisputed king of the electric car,Tesla (TSLA) could be matched sale for sale by Volkswagen (VLKAF) as early as 2022, according to analysts at UBS, who predict that Europe's biggest carmaker will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.\nEnding Tesla's reign would be a huge milestone in Volkswagen's transformation into an electric vehicle powerhouse. Badly burned by its diesel emissions scandal in 2015, Europe's largest carmaker is investing €35 billion ($42 billion) in electric vehicles, staking its future on new technology and a dramatic shift away from fossil fuels.\n\"Tesla is not only about electric vehicles. Tesla is also very strong in software. They really run the car as a device. They are making good progress on the autonomous thing. But yes ... we are going to challenge Tesla,\" Volkswagen CEO Herbert Diess told CNN's Julia Chatterley on Tuesday.\nVolkswagen this week underscored the scale of that ambition. It said it would sell more than 2 million electric vehicles by 2025, build its own network of vast battery factories, hire 6,500 IT experts over the next five years, launch its own operating system, and become Europe's second biggest software company behindSAP (SAP).\nUBS analysts told reporters last week that investors have failed to appreciate the speed at which Volkswagen is gaining ground on Tesla, and how much money the German company stands to make by going \"all in\" on electric cars before other established carmakers includingToyota(TM)andGeneral Motors(GM). UBS has hiked its target price for Volkswagen shares by 50% to €300 ($358).\n\"We have more confidence than ever that Volkswagen will deliver the unique combination of volume growth, making them the world's largest [electric] carmaker, together with Tesla, as soon as next year, while their margins will be stable or even grow from here. That is something that is totally unappreciated,\" said UBS analyst Patrick Hummel.\nVolkswagen, which owns Porsche, Audi, Skoda and SEAT, sold 231,600 battery electric vehicles in 2020. That's less than half the number of sales Tesla made, but it represents an increase of 214% on the previous year. Rapid growth is expected to continue as Volkswagen launches 70 electric vehicles before the end of the decade. It will operate eight electric vehicle plants by 2022, producing models in nearly every segment — from small cars to SUVs and luxury sedans.\nThe global race to electric car market domination will come down to the Californian upstart and the German industrial giant, according to UBS. It predicts that Volkswagen will exceed its own goal by producing 2.6 million electric vehicles in 2025, followed by Tesla with 2.3 million. Toyota, which sold more cars than anyone else last year, ranks a distant third with 1.5 million electric sales (excluding hybrids).Hyundai Motor Group(HYMTF)andNissan(NSANF)will churn out roughly 1 million vehicles, followed by General Motors with 800,000.\nShifting into overdrive\nVolkswagen is in a better position than its rivals because of its modular production platform, or MEB. The platform, which was used to produce the ID.3, an electric compact hatchback, will allow the carmaker to quickly produce a huge number of vehicles while slashing costs.\nUBS estimates that manufacturing an ID.3 currently costs Volkswagen €4,000 ($4,770) more than producing an equivalent Golf powered by gasoline or diesel. But a sharp decline in the cost of battery packs — the single most expensive part of an electric vehicle — mean the difference in production costs will be eliminated by 2025, according to UBS.\nVolkswagen on Monday unveiled plans to open six battery-making \"gigafactories\" in Europe by 2030, with the aim of slashing the cost of its battery cells by as much as 50%. \"Lower prices for batteries means more affordable cars, which makes electric vehicles more attractive for customers,\" said Diess.\nThe huge scale of production at Volkswagen, which sold 9.3 million cars last year, will also help reduce costs. In addition to the MEB, the group is developing a separate platform for premium brands Audi and Porsche, allowing it to launch electric vehicles across its entire product range.\nInvestors are starting to reward the company. Shares in Volkswagen jumped 6.5% to €207 ($247) on Tuesday, bringing gains so far this year to 35%.\nWhere Tesla leads\nDespite the recent rise in its share price, Volkswagen is worth significantly less than Tesla. The market value of the challenger led by Elon Musk first overtook that of Volkswagen in January 2020, and the gap has increased dramatically since then. Volkswagen has a market capitalization of €111 billion ($133 billion), compared to $680 billion for Tesla.\nPart of the difference can be explained by Tesla's continued superiority in battery costs, software and the profitability of its electric cars. According to UBS, Tesla has \"a more sophisticated IT hardware architecture,\" and its \"software organization is on a different level.\" Volkswagen lags Tesla in autonomous driving technology by several years.\nSome investors believe that Tesla will be able to capitalize on its software advantage in a big way. In addition to delivering wireless updates to its cars — a concept the company pioneered — Tesla may soon be able to do things like charge owners a subscription fee to use its autonomous driving software. It's much closer to changing the nature of car ownership than established carmakers such as Volkswagen.\nUBS reckons that the earnings potential from software accounts for roughly two thirds, or $400 billion, of Tesla's market value.\n\"We think the lion's share of this [$400 billion in] value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies,\" its analysts wrote.\nThere could be setbacks along the way, however. Tesla recently expanded its \"full self-driving\" software to roughly 2,000 owners, but some drivers had their access revoked for not paying close enough attention to the road.\nDan Ives, an analyst at Wedbush Securities, said earlier this year that the electric vehicle market is \"Tesla's world and everyone else is paying rent.\" But with 150 carmakers all pursuing the same goal, Tesla will need to execute on its strategy, he added.\n\"While growth will be key, its profitability profile will be under the microscope from investors going forward to better discern how quickly Tesla can ramp its margin structure, especially with higher margin sales coming out of China over the next few years,\" said Ives.\nFor both Volkswagen and Tesla, their ambition to dominate the electric car market depends on their ability to become more like the other. Volkswagen needs to quickly upgrade its software capabilities, while Tesla would benefit from the German company's ability to churn out million upon millions of high-quality vehicles each year.Volkswagen announced earlier this month that the first wireless software updates would be delivered to the ID.3 this summer.\nIves predicts that Tesla will be making 1 million cars a year in 2022, and could be approaching 5 million annually by the end of the decade.\nWith consumers now searching out electric cars, especially in Europe, the race between Volkswagen and Tesla will accelerate quickly. According to UBS, electric cars will make up 20% of global new vehicles sales in 2015 and 50% in 2030.\n\"We find ourselves in a new playing field — up against companies that are entering the mobility market from the world of technology,\" Diess said on Tuesday. \"Stock market players still regard the Volkswagen Group as part of the 'old auto' world. By focusing consistently on software and efficiency, we are working to change this view.\"","news_type":1,"symbols_score_info":{"TSLA":0.9,"VLKAY":0.9}},"isVote":1,"tweetType":1,"viewCount":802,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":127,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":3817705,"commentId":"3817705","gmtCreate":1615986461965,"gmtModify":1615986461965,"authorId":3544246156971272,"author":{"id":3544246156971272,"idStr":"3544246156971272","authorId":3544246156971272,"name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":324994211,"objectIdStr":"324994211","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我相信2021年的交付量会超过1M。明年可能会达到200万。","text":"我相信2021年的交付量会超过1M。明年可能会达到200万。","html":"我相信2021年的交付量会超过1M。明年可能会达到200万。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/324994211"}