Auto supplier Continental shifts gears — and its capital — to an electric future
汽车零部件巨头大陆集团宣布向电动化转型
516字
2019-08-12 14:07
57阅读
火星译课图片

Continental AG, a global auto-parts supplier, will no longer invest in parts used in internal combustion engines, the latest sign that the automotive industry is being forced to respond to increasingly strict emissions laws.

国际知名汽车零部件供应商大陆集团将不再投资开发用于内燃发动机的零部件。这再次表明,汽车行业正被迫对日益严格的排放法规做出反应。

Instead, the company said it will put more focus and capital on the electric powertrain, which it believes is the “future of mobility.”

大陆集团表示,将把更多精力和资金用于电力传动系统,而后者才是 “交通工具的未来”。

“Our customers are increasingly and consistently turning to the electrification of combustion engines through hybrid drives as well as to pure battery-powered vehicles,” said Andreas Wolf, head of Continental’s Powertrain division, which in the future will operate under the name Vitesco Technologies with Wolf as CEO.

大陆集团动力总成部门负责人安德里斯·沃尔夫(Andreas Wolf)表示:“通过采用混合动力系统以及纯电动系统,我们的客户正越来越多且持续地转向电动发动机。” 该部门未来将成立独立公司 Vitesco Technologies,而沃尔夫将担任 CEO。

This shift toward electrification is being driven by tighter regulations around the world. Cities are clamping down on the use of diesel- and gas-powered cars, trucks and SUVs in urban centers and states like California are tightening rules to meet air quality and emissions targets to combat climate change. China has placed restrictions on gas-powered vehicles and provides incentives to electric ones. France wants to end the sale of fossil fuel-powered cars by 2040.

全球各地日益严格的监管推动了向电气化的转型。许多城市试图控制在市中心使用柴油和汽油驱动的小汽车、卡车和 SUV。在美国,加州等地正在收紧监管,以达到空气质量和排放目标,应对气候变化。中国也在对汽油车作出限制,同时针对电动车制定激励措施。法国则希望到 2040 年结束化石燃料汽车的销售

And automakers are following. Volvo, VW and others have announced plans over the past two years to increase sales of electric vehicles and move toward more electrification throughout their portfolios of existing vehicles. Electrification can mean hybrid, plug-in or all-electric vehicles.

汽车厂商正在紧跟趋势。沃尔沃、大众和其他公司在过去两年时间里宣布了增加电动汽车销量的计划,并在现有产品线中更多地向电气化倾斜,这包括混合动力汽车、插电式混合动力汽车,以及全电动汽车。

There has been plenty of speculation and attempts to predict exactly when — not so much if — a tectonic shift to electric powertrains would occur. Suppliers have grappled with the “when” part. Putting too much capital too soon toward developing automotive parts can saddle a supplier with inventory and mounting costs.

行业内已开始热烈讨论,向电力传动系统的结构性转变会在何时发生。供应商也一直试图弄清楚时间点这个问题。将太多资金过早地投入到新型汽车零部件的开发,可能会导致供应商遭遇库存积压和成本上升的问题。

What’s happening at Continental is starting to play out within the rest of the industry. If companies like Continental want to survive and keep up with the demands of automakers, they have to act. But not wildly. Development costs for powertrains are, after all, no small matter.

行业内的其他公司也在像大陆集团一样采取行动。类似大陆集团的公司如果想要生存并跟上汽车厂商的脚步,那么就必须采取行动。不过,它们也需要保持谨慎。毕竟,动力传动系统的开发成本不是小数目。

Continental is making specific choices on what exactly it pursues. The company, for instance, will not consider producing solid-state battery cells in the future. Apparently the company was open to making an investment in battery cell production. But now the company believes the market no longer offers any attractive economic prospects for battery cell production for Continental, Wolf said.

大陆集团正在就该公司的策略做出具体选择。例如,该公司未来不考虑使用固态电池。显然,该公司对电池的生产投资持开放态度。不过沃尔夫说,目前该公司认为,电池生产不具备有吸引力的经济前景。

What Continental is going to do is reduce investment in its hydraulic components business, which includes parts like injectors and pumps for gasoline and diesel engines.

大陆集团所要做的是减少对液压元件业务的投资,该业务包括汽油和柴油发动机的喷油嘴和油泵。

“Investments in research and development and in production capacity for innovations are becoming less profitable,” says Wolf, explaining the reasoning behind this decision.

沃尔夫解释了这个决定背后的原因:“在这个领域,对研发和创新生产能力的投资正变得越来越无利可图。

Continental will fulfill existing orders. New orders will “play an increasingly marginal role.”

大陆集团将交付现有订单,而新订单将逐渐被边缘化。

This shift within Continental will likely extend over a number of years, as combustion engines essentially serve as the basic drivers for hybrid solutions, Wolf said. The company will also review its business in components for exhaust-gas after treatment and fuel delivery.

沃尔夫说,大陆集团内部的这种转型可能会持续几年时间,因为内燃发动机本质上是混合动力解决方案的基础。该公司还将评估尾气处理元件和送油元件方面的业务。

All of this translates into big changes within the company, including the technologies it decides to invest in, jobs and even locations of some of its operations. Continental said it will also consider partnerships.

所有这些都会带来公司内部的重大变化,包括公司决定投资什么样的技术,设置哪些岗位,以及在何处进行投资。大陆集团示,该公司也将考虑合作。

0 条评论
评论不能为空

Ley的内容