|
国际油价飞涨让省油又环保的油电混合车出尽了风头。据称丰田Prius系列混合动力车国际市场上卖到断货。为了趁这波高峰继续巩固混合动力车市场老大的地位,丰田宣布与松下电器合作开发的新一代混合动力车用锂铁离子电池,并将于2009年正式量产。2008年6月,丰田汽车宣布在澳大利亚投产混合动力车,这也是丰田在美国和中国之后的海外第三处混合动力汽车生产基地。丰田将在2010年在其澳洲墨尔本工厂投产凯美瑞混动版,并计划最终实现年产1万辆的生产目标。
丰田公司2006年共销售31.25万辆混合动力车,比2005年增加了33%,2007年丰田混合动力车全球销量为42.9万辆。美国仍然是混合动力车最大的消费市场,2007年仅丰田就在美国市场上销售27.775万辆混合动力汽车;Prius仍然是混合动力车的NO.1,2007年Prius销量接近20万辆。丰田公司原计划在2010年后的几年内,混合动力车的年销量达到100万辆。从目前高涨的石油价格来看,这个目标的实现必然会提前。全球各大品牌汽车也相继推出了混合动力车的计划。
表:2008-2010年各个汽车公司的混合动力汽车推出计划
|
混合动力车品牌 |
公司 |
计划推出时间 |
|
Saturn Aura |
GM |
2008 |
|
Saturn Vue |
GM |
2008 |
|
Chevrolet Malibu |
GM |
2008 |
|
Fusion |
Ford |
2008 |
|
Mercury Milan |
Mazda |
2008 |
|
'2009 Next Generation Prius |
Toyota |
2008 |
|
A-BAT |
Toyota |
2008 |
|
Chevrolet Silverado 1500 |
GM |
2009 |
|
Cadillac Escalade |
GM |
2009 |
|
Chevrolet Tahoe |
GM |
2009 |
|
GMC Yukon |
GM |
2009 |
|
Global |
Honda |
2009 |
|
Mercury Montego |
Mazda |
2009 |
|
Porsche |
GM |
2010 |
|
Chevrolet Volt - plug-in |
GM |
2010 |
整理:水清木华研究中心
面对全球销售增势强劲的混合动力车,中国的消费者似乎不太买账。以销量最大的普锐斯为例,据汽车工业协会统计数据显示,2008年1季度中国Prius产销量分别为168辆和80辆,2007年全年也仅300多辆。相比2007年Prius全球近20万辆的销量,混合动力车似乎在中国有点水土不服。我们认为价格是最关键的因素。目前Prius(普锐斯)在中国的销售价格在28万左右,而在美国的售价只有21500美金(折合人民币不到15万)。而且在美国购买Prius还可以享受总计高达2000美金以上的各种补贴。2008年5月石油价格上涨,美国混合动力车纷纷涨价。Prius、Camry、Lexus混合动力车5月在美国分别上涨400、100、300美金)。其次混合动力汽车的养护成本较高,据悉混合动力车的成本的30%以上是动力总成的成本,而混合动力技术装备的后续维护保养成本也是不低的。尽管有政府倡导以及丰田公司的宣传,但是要说服消费者去购买混合动力车仍然是一个问题。
虽然中国消费者没有显示出足够的热情,但中国国内汽车厂商仍然纷纷推出了混合动力车计划。尽管目前中国混合动力车市场仍然只是在培育期,但是如果国内油价放开、政府出台实质性的补贴措施、混合动力车销售价格下降或者低价的混合动力车推向市场时,国内厂商将会有所收获。
Hybrid electric vehicles (HEVs), fuel saving and environment friendly, have stolen the markets as international oil price soared up. It was reported that sales of Toyota Prius series HEVs is out of stock in international market. Grasping the opportunity, Toyota announced that it is developing a new generation of Lithium Iron Phosphate battery for HEVs with PANASONIC, which will be officially put into mass production in 2009, to strengthen its leading position in HEV market. In June 2008, Toyota disclosed that it will invest in Australia to make HEVs, which will be Toyota’s third HEV production base abroad after the U.S.A. and China. Toyota will invest in its Melbourne’s factory to produce CAMRY HEVs, and it plans to eventually achieve the target of an annual production of 10,000 Vehicles.
Toyota’s sales of HEVs were 312,500 units in 2006, increasing by 33% over 2005, and 429,000 units in 2007. The U.S. market is still the largest HEV market, where only Toyota sold 277,750 HEVs in 2007. Toyota’s Prius is still the No. 1 in HEV market with its sales reaching nearly 200,000 units in 2007. According to Toyota’s original plan, its sales target of HEVs would reach one million in several years after 2010, which will surely be achieved ahead of schedule, due to skyrocketing international oil prices. All major auto producers in the world have released their plans to produce HEVs successively.
HEV Plans of Global Key Auto Producers, 2008-2010
|
Brand |
Manufacturer |
Release time |
|
Saturn Aura |
GM |
2008 |
|
Saturn Vue |
GM |
2008 |
|
Chevrolet Malibu |
GM |
2008 |
|
Fusion |
Ford |
2008 |
|
Mercury Milan |
Mazda |
2008 |
|
'2009 Next Generation Prius |
Toyota |
2008 |
|
A-BAT |
Toyota |
2008 |
|
Chevrolet Silverado 1500 |
GM |
2009 |
|
Cadillac Escalade |
GM |
2009 |
|
Chevrolet Tahoe |
GM |
2009 |
|
GMC Yukon |
GM |
2009 |
|
Global |
Honda |
2009 |
|
Mercury Montego |
Mazda |
2009 |
|
Porsche |
GM |
2010 |
|
Chevrolet Volt - plug-in |
GM |
2010 |
Source:Research in China
HEVs are sold well in the world markets. However, it seems that Chinese consumers show no interest in them. Taking Toyota’s Prius with the largest sales as an example, its production and sales in China were only 168 units and 80 units separately in the first quarter of 2008, and about 300 units in 2007 according to the statistics of China Association of Automotive Manufacturers. Compared with Prius sales of nearly 200,000 vehicles in the world market, HEVs have seemingly not acclimatized themselves to China. Actually, we believe that price is the most important factor to restrict HEV sales in China. At present, Prius is sold in China at a price of about CNY280,000, but it is only US$215.000 (less than CNY150,000) in the U.S. Additionally, Prius buyers in the U.S. can enjoy various kinds of allowances valued at over US$2,000. In May 2008, HEV prices in the U.S. rose successively in tandem with jumps in oil prices and price of Prius, Camry and Lexus increased by US$400, US$100 and US$300 respectively in May. Furthermore, maintenance cost of HEVs is high. The cost of power train of HEVs is over 30% of the total and the follow-up maintenance cost is not low. Although the government advocates the use of HEVs and Toyota promotes the advantage of HEVs, it is also an issue to persuade people to purchase HEVs.
Although the Chinese consumers have showed little interest in purchasing HEVs, China auto manufacturers have also launched their own plans to produce HEVs successively. China HEV market is in the development stage, but if China allows oil prices to be decided by market, and adopts the policy to offer subsidy to HEV producers, which will push down selling prices of HEVs, then China HEV producers will have a harvest.
|