Fortune | FORTUNE 2024年10月15日
Brewing EV trade war between the EU and China takes center stage at Paris Motor Show
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巴黎车展上,中国制造商积极参展。中国的Leapmotor和XPeng展示了融入人工智能技术的车型。Leapmotor推出多款新车并公布价格及销售计划,XPeng则担忧欧盟进口税威胁。此外,无驾照可驾驶的小型电动车在青少年及特定成人中市场不断扩大。

🎈Leapmotor积极参展,展示多款车型。2015年成立的Leapmotor推出了紧凑型电动SUV B10,明年将在波兰为欧洲买家制造,未公布价格。还展示了小型电动通勤车T03,法国售价18900欧元,中国进口波兰组装。其较大型家庭车C10在欧洲的起价为36400欧元。在华销售通过与 Stellantis 的合资企业进行,欧洲销售已于9月开始。

🚗XPeng首次参加巴黎车展,推出轿车P7+。CEO何小鹏表示明年将在欧洲交付,中国起价209800元,相当于27100欧元或29600美元。总裁Brian Gu称,若中欧贸易争端未在10月底前妥善解决,欧盟威胁的进口税将使公司扩张计划复杂化。

🛵无驾照可驾驶的小型电动车市场扩大。这类车在14岁青少年及部分成人中受欢迎,Citroen的Ami起价近8000欧元,在多地区销售。Renault子公司Mobilize的Duo续航可达100公里,Ligier的无驾照两座车有柴油和电动版本。

The biennial show has long been a major industry showcase, tracing its history to 1898.Chinese manufacturers are attending in force, despite European Union threats to punitively tax imports of their electric vehicles in a brewing trade war with Beijing. Long-established European manufacturers are fighting back with new efforts to win consumers who have balked at high-priced EVs.Here’s a look at the show’s opening day on Monday.More new models from ChinaChinese EV startups Leapmotor and XPeng showcased models they said incorporate artificial intelligence technology.Leapmotor, founded in 2015, unveiled a compact electric-powered SUV, the B10. It will be manufactured in Poland for European buyers, said Leapmotor’s head of product planning, Zhong Tianyue. Leapmotor didn’t announce a price for the B10 that will launch next year.Leapmotor also said a smaller electric commuter car it showcased in Paris, the T03, will retail from a competitive 18,900 euros ($20,620). Those sold in France will be imported from China but assembled in Poland, Zhong said.Leapmotor also announced a starting price of 36,400 euros ($39,700) in Europe for its larger family car, the C10.Sales outside of China are through a joint venture with Stellantis, the world’s fourth largest carmaker. Leapmotor said European sales started in September.XPeng braces for tariff hitAttending the Paris show for the first time, the decade-old Chinese EV manufacturer XPeng unveiled a sleek sedan, the P7+.CEO He Xiaopeng said XPeng aims to deliver in Europe from next year. Intended European prices for the P7+ weren’t given, but the CEO said they will start in China at 209,800 yuan, the equivalent of 27,100 euros, or $29,600.XPeng’s president, Brian Gu, said the EU’s threatened import duties could complicate the company’s expansion plans if Brussels and Beijing don’t find an amicable solution to their trade dispute before an end-of-October deadline.Brussels says subsidies help Chinese companies to unfairly undercut EU industry prices, with Chinese-built electric cars jumping from 3.9% of the EV market in 2020 to 25% by September 2023.“The tariff will put a lot of pressure on our business model. It’s a direct hit on our margin, which is already not very high,” Gu said.Vehicles for young teensManufacturers of small electric vehicles that can be driven in Europe without a license are finding a growing market among teens as young as 14 and their parents who, for safety reasons, prefer that they zip around on four wheels than on motorbikes.Several manufacturers of the two-seaters are showcasing in Paris, including France’s Citroen. The starting price for its Ami, or “Friend,” is just under 8,000 euros ($8,720). Launched in France in 2020, the plastic-shelled vehicle is now also sold in other European markets and in Turkey, Morocco and South America.“It’s not a car. It’s a mobility object,” said Citroen’s product chief for the Ami, Alain Le Gouguec.European legislation allows teenagers without a full license to drive the Ami and similar buggies from age 14 after an eight-hour training course. They’re limited to a top speed of 45 kilometers per hour (28 mph).The vehicles are also finding markets among adults who lost their license for driving infractions or who never got a full license, and outside cities in areas with poor transport.Renault subsidiary Mobilize said that even in winter’s energy-sapping cold its two-seater, no-license, plastic-shelled Duo can go 100 kilometers (over 60 miles) between charges. A phone app acts as its door and ignition key.Another French manufacturer, Ligier, sells its no-license two-seaters in both diesel and electric versions.

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巴黎车展 电动汽车 市场竞争 无驾照电动车
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