wen | chedongxi eryan

编辑 | 志豪

12wanmingyuangonghuojiangjiangxin10%，dazhongqichejituanjitijinruhandong。

chedongxi11yue25rixiaoxi，genjulutoushezuixinxiaoxi，dazhongqichechengyongchebumenshouxizhixingguantuomasi shefeierbiaoshi，weilexuejian40yiouyuan（yueherenminbi303yiyuan）dechengben，caiyuanheguanbigongchangshibukebimiande。

tuomasi shefeierdezheiyiyanlunjinyibujiajuledazhongqichejituanyudazhongqichegonghuidechongtu。

buguo，shefeierbiaoshi：“renhejiejuefangandoubixuxuejianguoshengchannenghechengben。womenbunengzhizuobiaomiangongfu，tuoyanwenti，zheizhongzuofachizaohuidailaiyanzhonghouguo。”

tashenzhihaibiaoshi，dabufencaiyuanjiangtongguozhengchangderenyuanliushihetiqiantuixiulaiwancheng，danzheiyuanyuanbugou。taqiangdiao：“yanchizhongzudao2035niantaiwanle，daoneishiwomenhuibeijingzhengduishoushuaizaihoutou......dazhongqichejituandezhongzuyingzai3dao4nianneiwancheng。”

chulecaiyuanheguanchang，dazhongqichejituanhaijihuajiang12wanmingdeguoyuangongxinzixuejian10%，erdazhongqichegonghuizeyaoqiujituanjiyuangongjiaxin7%，gudongjianshaoguxi。

youyushuangfangrengnanyidachengxieyi，gonghuiyujijiangyu12yuekaiqijinggaoxingbagong，yixiangguanlicengshiya。

zhidezhuyideshi，gonghuitichuzai12yuefendebagonghuojiangchengweidazhongqichejituanzi2018nianchaoguo5wanminggongrenzoushangjietoukangyixinziyilai，jin6nianshoucibaofadedaguimobagongshijian。

01 或将上演大规模罢工，12万人或降薪10%

shefeierbiaoshi，muqianouzhouduidiandongchexuqiuhuifudexiwangmiaomang，dazhongzaideguodelaodongchengbenyueshitongxinggongsizainanouhedongougongchangdeliangbei。

ciqian，dazhongqichejituanhedazhongqichegonghuizhankaitanpan，tanpanjiaodianshidazhongqichejituanzaideguode30wanmingyuangongzhongde12wanmingyuangongdegongzi，zheixieyuangongshouguyuliujiagongchang，qigongziyoudandudejitigongzixieyiguanli，yuqitayuangongbutong。

dazhongqichejituanyaoqiujianxin10%，chengzaimianlinlaizizhongguolianjiaqichedejingzhengheouzhoudiandongqichexuqiuxiajiangdeqingkuangxia，gongsixuyaoxuejianchengben、tigaolirunyihanweishichangfene。

2018年至2024年7月期间大众汽车集团在欧洲销量整体呈现下滑

shefeierhaibuchongshuodao，gongsixuyaozaijiesheng40yiouyuan（yueherenminbi303yiyuan）。zhengyinruci，yanxiagongsibingbunengbimianguanbideguogongchang，qiezheizhongguantingbujinxianyuqichezhizaochang，haibaokuolingbujianchang。

gonghuizejichulehuanhexingdetiyi，chengdazhongqichejituankeyiquxiaoliangnianyuangongdejiangjin，bingsheliyigejijin，weiyewuzhongshengchanlvjiaodidebumensuoduangongshitigongzijin。tamenbiaoshi，zheixiecuoshijiangbimiancaiyuanbingjiesheng15yiouyuan（yueherenminbi115yiyuan）。

ruguoguanlicengjujuetamendetiyi，gonghuijiangyaoqiujiaxin7%，tongshibunengguanbigongchang。

ershuangfangsihuhaishimeiyouwanquandachenggongshi。

gonghuibiaoshi，dazhongqichejituanchuleduizheixietiyizhiyiwai，guanlicengmeiyoutichuzijidexinjianyi，shuangfanghaijiangzai12yue9rijixutanpan。

gonghuitanpandaibiaotuoersiteng·geluogeerbiaoshi：“womendelichangfenqirengranhenda。”

erfuzedazhongqichetanpandedazhongpinpairenshizhuguanaen·meisiwenkeerbiaoshi：“zaideguoqichexingyejijutiaozhanxingdejieduan，kechixushixiancaiwumubiaoduiyuquebaojingzhenglirengranzhiguanzhongyao。”

02 明年发布平价新车，售价或在19万元

dazhongqichejituanderiziyouweibuhaoguo，yifangmianhuojiangchixutuijincaiyuan、guanchang，lingyifangmianweilaidediandonghuajihuayexiandehoujingbuzu。

judeguo《jinglirenzazhi》baodao，dazhongqichejituandeduokuandiandongqichexiangmuzaiciyanqi，baokuoid.4huandaichexinghebaoshijiequanxindiandongsuvdengchexing。

buguo，dazhongqichejituanpingjiaxinchedazhongid.2defaburengjiangruqijinxing。

juwaimeibaodao，zaiciqiankaimudeluoshanjichezhanshang，dazhongjishuyanfafuzerenkai grünitzduiwaimeizhengshi，gaipinpaideiddiandongqichechanpinzhenrongjiangyinglaidadaokuofudegaige。grünitzanshi，cong2026niankaishi，“judadegaijin”jiangyiquanxindefenggechuxian。

jugaiwaimeibaodao，grünitzzhengshi，dazhongid.2diandongqicherengjianganzhaoyuanjihuayu2025niandihuo2026nianchufabu。xinchexingjiangchengweidazhongde“xinqidian”。

zheiweijishufuzerenbiaoshi：“xinchejiangrangkehujiangkandaodazhongdediandongqichefashenglebianhua，erqieshibiyuqigengdadebianhua。”

dazhongqichejituancengzaiqunian3yuefabuleid.2allgainianche，zheishiyikuanquanxinderumenjidiandongqiche，qishoujiabudao2.5wanouyuan（yueherenminbi19wanyuan），id.2allgainianchedexuhanglichengkeda450gongli。

id.2jiangshijiyuqiquanxinmeb entrypingtaideshoukuandiandongche，jiangxiantuichujiaocheban，ersuvbanjiangyu2025nian9yuezaimuniheichezhanshangliangxiang，gtibanmuqianyezaikaifazhizhong。

dazhongqichejituancengzhichu，zheikuanchehui“xianggaoerfuchexingyiyangkuanchang”，tongshi“xiangpoloyiyangpingjia”，suirancheshenchicunbipoloxiao，danyouyuzhoujujiazhang，id.2deneibukongjiangengda。

03 “欧洲电池一哥”申请破产，大众汽车集团是头号股东

chulezishencunzai“neiyou”wai，dazhongqichejituanyeyinglai“waihuan”，qitouzide“ouzhoudianchiyige”mianlinpochanzhongzu。

genjulutoushexiaoxi，ruidiandiandongqichedianchizhizaoshangnorthvoltzaiyudazhonghegaoshengdengtouzizhehezhaiquanrenderongzitanpanshibaihou，zaimeiguoshenqingpochanbaohu，bingbiaoshizaiciguochengzhongjiangjixuzhengchangyunying。

northvoltguanfangbiaoshi，zhongzuguochengzhongxuyao10zhi12yimeiyuan（yueherenminbi72~87yiyuan）dexinzijin，gaigongsixiwangzhongzunengzaimingnian3yuediqianwancheng。

northvoltyouliangweitesilachushendeqiangaoguanyu2016nian10yuegongtongzairuidianchuangli。northvoltchuanglizhichu，biandingxialepoweiyuandademubiao——dao2030nian，zhanjuouzhou25%deshichangfene，dazaozuyihehanguo、zhongguochangshangxiangkanghengdebentudianchichanye。

chenglibudao8nian，northvoltrongzishuliangchaoguo10bi，congdazhongqichejituan、beilaide、gaosheng、atp、ximenzi、bojitouzidengqiyehejigoushouzhongnadaodezijinbuxia150yimeiyuan（yueherenminbi1087yi），shiouzhouchuangyegongsizhongrongzizuiduodeyijia。

erdazhongqichejituanhegaoshengfenbiechiyounorthvoltyuewufenzhiyidegufen。qizhong，dazhongqichejituanyongyounorthvolt 21%degufen，shizheijiagongsidezuidagudong。

ernorthvoltdeshibaiyujiliedeguojixinnengyuanjingzhengmiqiexiangguan。

guojinengyuanshudeshujuxianshi，ouzhoudiandongqichexuqiudezengzhangsududiyuyeneixuduorendeyuce，erqiezhongguozaidiandongqichelingyuzhanjulingxiandiwei，kongzhizhequanqiu85%dedianchichanliang。

erzuijinjigeyue，northvoltchixujinxingyewusuojianyijicaiyuan，yigongguqicaiwuzhuangkuang。dantayizhimeiyoudachengneibunidingdeliangchanmubiao，bingshiqulebaomajiazhi21yimeiyuan（yueherenminbi152yi）dehetong。

northvolt decaiwubengkuiduiouzhoujianlizijidediandongqichedianchixingyejihuazaochengledaji，bingyinfaleyichangzhenglun：zaichuchuangqiyenanyiganshangzhongguojingzhengduishoudeqingkuangxia，ouzhoushifouxuyaocaiqugengduocuoshilaixiyintouzi。

04 结语：大众汽车集团转型之路困难重重

mianduiquanqiuqicheshichangdejiliejingzhenghediandonghuazhuanxingdetiaozhan，dazhongqichejituanzhengjinglizheyiduanjiannandeshiqi。

congxuejianchengben、xianzhigaocengjiangjindaokenengdegongchangguanbihecaiyuan，zheixiecuoshifanyingchugongsizaiyingduicaiwuyaliheshichangbianhuashidepoqiexing。

jinguanruci，dazhongqichejituanyiranxuyaozaibaochijingzhenglidetongshi，xunzhaoxindezengzhangdianhechuangxinlujing。

diandonghuahezhinenghuazhuanxingshiqichexingyedeweilaiqushi，dazhongqichejituanruonengzaizheixielingyuqudetupo，huoxunenggouniuzhuandangqiandebulijumian，zhongxinyingdeshichanghexiaofeizhedexinren。