Fortune | FORTUNE 2024年10月16日
Electric scooter startup Gogoro expands to Singapore as it tries to rely less on its home base of Taiwan
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Gogoro,一家总部位于台湾的电动摩托车公司,正在积极拓展海外市场,并于近期正式进军新加坡。Gogoro采用独特的电池交换模式,用户无需充电,只需在Gogoro的换电站更换电池,这一模式在台湾市场已取得成功。Gogoro希望通过与新加坡当地汽车经销商Cycle & Carriage的合作,将其电池交换网络推广到更多电动摩托车品牌,并最终实现电动摩托车领域的规模化发展。然而,Gogoro目前面临着多重挑战,包括CEO离职、台湾政府对其使用进口零部件的调查以及股价大幅下跌等。尽管如此,Gogoro仍然相信,新加坡的政策环境和电动汽车市场的快速增长将为其带来新的机遇。

🚀 Gogoro进军新加坡市场,这是其在台湾市场取得成功后,积极拓展海外市场的重要一步。Gogoro与新加坡当地汽车经销商Cycle & Carriage合作,将为新加坡市场提供电池交换服务,并推广其电池交换网络,吸引更多电动摩托车品牌加入。

💰 Gogoro目前面临着多重挑战,包括CEO离职、台湾政府对其使用进口零部件的调查以及股价大幅下跌等。台湾政府近期对Gogoro是否使用进口零部件进行了调查,尽管Gogoro表示正在配合调查,但其股价仍受到负面影响。

📈 Gogoro需要积极拓展海外市场,以实现规模化发展。Gogoro目前高度依赖台湾市场,台湾市场预计将占其今年收入的95%以上。Gogoro希望通过进军新加坡等海外市场,降低对台湾市场的依赖,并实现盈利增长。

💡 新加坡的政策环境对电动汽车行业非常有利。新加坡政府为电动汽车提供高达25,000新元(约合19,000美元)的补贴,同时对燃油车征收高达25,000新元的附加费。这种政策环境鼓励人们购买电动汽车,为Gogoro在新加坡市场的发展提供了良好的基础。

🧭 Gogoro需要采取措施提升投资者信心。Gogoro于2022年4月通过SPAC(特殊目的收购公司)在美国纳斯达克上市,但其股价自上市以来已经下跌了90%以上。Gogoro需要取得积极进展,以恢复投资者信心。

The Southeast Asian city is Gogoro’s latest overseas endeavor as it tries to expand its revenue outside of Taiwan, its home market. Gogoro launched operations in Kathmandu, Nepal and Bogota, Colombia, earlier this year. In Singapore, Gogoro is working with Cycle & Carriage Singapore, a local auto distributor owned by conglomerate Jardine Matheson.Gogoro, founded in 2011, uses a battery-swapping model for its electric scooters. Rather than plug models into a charger, drivers instead replace the entire battery at Gogoro stations. The process can take a few seconds, as opposed to the time it would take to fully charge a battery. Gogoro also hopes to encourage other scooter brands to use its battery swapping network. The startup has over 12,500 battery swapping stations in Taiwan.The startup planned to use 2024 as a “launching pad” for the company, after spending years fine-tuning its services and systems in Taiwan.Yet the Singapore launch comes at a tricky time for Gogoro, after it unexpectedly lost its CEO. In mid-September, company co-founder Horace Luke stepped down as chief executive. Henry Chiang, head of Gogoro’s Taiwan business, is now acting CEO.Taiwanese authorities recently probed whether Gogoro uses imported components in its scooter models, despite receiving government subsidies that require the use of locally-made components. In an SEC filing, Gogoro said it was fully cooperating with Taiwanese regulators, and that Luke stepped down to show the company’s commitment to work with regulators. Earlier this month, Taiwanese officials said there was insufficient evidence to determine whether Gogoro violated regulations, and so would conduct a wider probe of all other Gogoro models to ensure compliance. Need to expandBruce Aitkens, Gogoro’s chief financial officer, acknowledged the need for Gogoro to expand. “We have to be less focused on innovation in the true sense of the word, and we have to be more focused on scale,” Aitkens said at Wednesday’s launch event. “We are very early in the overall migration to electrification.”Gogoro relies heavily on Taiwan, as the company predicts that the Taiwan market will make up more than 95% of its revenue this year. The e-scooter startup also has operations in the Philippines through a joint venture with Ayala Corporation and Globe’s 917Ventures, and is present in India and South Korea as well.But Taiwan will provide the bulk of Gogoro’s revenue for the “foreseeable future,” Aitkens said. Gogoro needs positive news to boost investor confidence. The startup listed on the Nasdaq in April 2022 through a special purpose acquisition company (SPAC); shares have since dropped by over 90%. EV adoption in Southeast Asia is rising quickly due to more affordable models from countries like China, as well as government policy.Singapore’s policy environment for EVs is “encouraging” compared to the rest of the region, Cycle and Carriage managing director Wilfrid Foo said Wednesday.“In Singapore, you see the encouragement of EV take-up and the punishment of ICE [internal combustion engine] take-up,” he said. Singapore offers a rebate of up to 25,000 Singapore dollars ($19,000) for some clean-energy cars, as well as a surcharge of up to 25,000 Singapore dollars for some ICE vehicles. “In other markets, you don’t see the punishment of ICE, only the encouragement of EVs,” Foo said. Recommended newsletter Data Sheet: Stay on top of the business of tech with thoughtful analysis on the industry's biggest names. Sign up here.

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Gogoro 电动摩托车 电池交换 新加坡市场 海外扩张
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