新湖畔网 （随信APP) | 中国汽车公司已经进军家庭市场，而欧洲品牌还在忙着投机交易。
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新湖畔网 （随信APP) | 中国汽车公司已经进军家庭市场，而欧洲品牌还在忙着投机交易。
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1907 年 1 月，法国《晨报》的一则广告，向全世界的车手和探险家们发出了挑战：
从中国的首都北京出发，穿越广袤的西伯利亚，横跨欧亚大陆，直至法国巴黎。这是一场前所未有的比赛，一次对汽车可靠性和耐力的终极考验。
这就是历史上第一场汽车拉力赛：北京-巴黎拉力赛。
消息一经传出，欧美各地的车手们纷纷响应，共有 25 个车队报名参赛。然而，这场赛事的艰难程度远超他们的想象。路途遥远，困难重重，最终只有 5 支车队抵达北京，准备踏上这场历史性的征程。
经过 62 天的艰难跋涉，博盖塞亲王和他的队伍行驶了大约 16000 公里，抵达巴黎，拿下冠军。这场比赛，不仅展示了汽车作为一种新兴交通工具的潜力，也是一次中西方文明的碰撞与交流。
117 年后的现在，又有一支车队完成了这样的壮举，从中国出发，途径 12 国，只花了 38 天的时间就开到了巴黎，比百年前的赛事，少花了将近一半的时间。
这支车队便是由问界 M9、M7、M5 组成的展车车队，这次，他们直接从重庆的车间开上了巴黎车展的展台。
▲甚至还是渝 A 牌的，图片来自：每日经济新闻
洋品牌还在搞期货，国产车企只想出海卖车
和北京-巴黎拉力赛类似，巴黎车展始于 1898 年，是历史上第一个国际性车展。作为历史最悠久的车展之一，巴黎车展见证了汽车工业的发展和变迁。
上一届，也就是 2022 年的巴黎车展，由于疫情原因，众多知名车企缺席，来参展的几乎只有法国本土汽车品牌，而今年的巴黎则呈现了世界各地汽车行业的发展和进步。当然也包括中国新能源汽车产业的崛起。
不只是问界，参加本届巴黎车展的品牌共有 9 个，包括问界、比亚迪、小鹏、零跑、上汽大通、广汽、东风风行、红旗、创维。参展车企的数量超过了其他任何一个国家。
具体到参展的新车，当然是各种各样都有，作为全球四大车展之一，前来参展的品牌们自然会秀出自己最新的车型和最先进的技术。
▲巴黎车展现场
现在网上有一种论调，说是欧洲人已经不玩纯电了，只有中国在哼哧哼哧地自己卷自己。但巴黎车展告诉我们，事实并非如此，纯电依旧是各大品牌的主旋律。
但话又说回来，那些欧洲的洋品牌的纯电之路，确实走得有点慢了。
欧洲的老大哥宝马，这次带来了之前在集团财报年会上展示的新世代 X 概念车，和之前的概念轿车对比后不难发现，在未来，「双肾格栅」将会成为宝马的轿车与 SUV 在设计上的重要区别。
▲宝马新世代 X 概念车
除了这辆车，本届巴黎车展的其他参展车型，本届车展的焦点还包括多款价格亲民的纯电车型。
实际上，欧洲纯电动汽车市场表现不佳，主要原因在于其高昂的价格。数据结构 Jato Dynamics 今年上半年的研究表明，欧洲纯电汽车的平均售价达到了 6.5 万欧元，大约是燃油车的两倍。
对此，欧洲汽车制造商似乎已经认识到了这一问题。因此，在本届巴黎车展上发布的新车型，其定价普遍低于上述平均售价。
举几个热门的例子，首先是雷诺 4。
▲ 雷诺 4
自上个世纪 60 年代起，雷诺 4 就以其标志性的设计和燃油经济性风靡全球，成为雷诺最畅销的车型。如今它的纯电车型雷诺 4 E-Tech 在巴黎车展上迎来发布，用雷诺 CEO Fabrice Cambolive 的话来说，这辆小巧的纯电车是雷诺「将电动车带入欧洲主流市场」的重要一步。
▲雷诺 4 E-Tech
既然是「重要一步」，那价格肯定不能贵。雷诺这次带来的几款车，预计售价都低于 4 万欧元。类似的小车还有标致 E-408、达契亚 Bigster 等。
此外，除了这些计划在明年推出的产品，还有不少用来「展现决心」的期货，比如雪铁龙的 C5 AIRCROSS 概念车、雷诺 Twingo E-Tech，大众 ID.GTI 概念车等，和几个中国车企的展台，形成了不小的反差。
▲雪铁龙的 C5 AIRCROSS
与这些欧洲车企的概念车相比，一些自主品牌的部分车型，反而更像是概念车，而且是已经落地了的「概念车」。
就拿开头提到的问界来说，从重庆到巴黎这 1.5 万公里的行程中，华为 ADS 3.0 智驾系统处理了超过 8800 公里的路程，占比达到 58%。
另一边小鹏的参展规模也不小，法国总统马克龙也跑过来参观了一下。不仅有全新车型小鹏 P7+、MONA M03，还有 G6、G9、X9 全系车型，其中小鹏 P7+以 20.98 万元的价格开启预售。
▲巴黎街头的 P7+
零跑 B10 也在巴黎车展全球首发亮相，落位 10-15 万元级的 B10 采用零跑全新 LEAP3.5 技术架构，依旧是经典的四域合一中央超算基座以及 CTC 电池底盘，车顶还配备了瞭望塔式激光雷达，将搭载高阶智驾系统。
▲零跑 B10
成本控制一直都是零跑的强项，CEO 朱江明曾表示，「在部件自研的基础上，如果零跑和其他车企毛利一样，就可以多出很多钱来提升配置，这就是零跑多出来的竞争力。」
回过头一看，这不就是一众欧洲车企所追求的「性价比」吗？不难发现，无论是落地速度还是成本控制，中国车企都领先了一大截。
这就是中国车企出海的底气。
面对高关税，有人迎难而上，有人浑水摸鱼
上周，欧盟委员会通过了对进口中国电动车征收 35% 反补贴税，叠加在原有的 10% 进口税基础之上，预计 11 月落实，为期 5 年。另一边，美国和加拿大今年先后对中国电动车征收 100％关税。
不过北美与欧洲的差别是，前者尚未大规模进口中国电动车，关税是预防措施，后者则已成为中国电动车的重要市场之一。
根据联合国数据，2023 年中国总共出口 150 万辆电动汽车，其中有近 50 万流向了欧洲市场。
欧盟委员会指出，中国制造的电动车在欧盟市场的的注册量占比从 2020 年的 3.5%，增加到了 2024 年二季度的 27.2%。根据他们的预测的数据，中国每年需要出口 300 万辆电动车的闲置产能，这相当于欧盟电车市场规模的两倍。
在欧盟看来，中国的新能源车企，这是中国车企迫切进入欧洲市场的原因。在本届巴黎车展上，确实有不少以开拓欧洲市场为主要目标的中国车企。
比如说，小鹏的出海目标就定得很高，CEO 何小鹏年初表示，将与欧洲、东盟、中东、拉美、大洋洲等区域布局核心市场，从产品、智能驾驶和品牌层面打造一套全球化的新路径。在 4 月份的北京车展上，何小鹏还透露，今年下半年小鹏车型会加速出海。
目前，小鹏汽车已经在挪威、荷兰、瑞典及丹麦开设了交付和服务中心，P7 和 G9 车型也已在德国上市。
大动干戈把车开来欧洲的问界也是如此。
几个月前，赛力斯花费 25 亿元从华为手里买来了问界相关商标及专利，次日，赛力斯发布补充公告，解释购买原因是「助力公司把 AITO 问界打造成世界级新豪华汽车领先品牌」。
当时，这一举措被外界解读为问界在为出海做准备，而赛力斯方面也并未否认此传闻，其相关负责人回应媒体称：「这是 AITO 问界品牌走向国际化的开始。」
英文版:
In January 1907, a challenge was issued to drivers and adventurers around the world by an advertisement in the French newspaper "Le Matin":
"Starting from the capital of China, Beijing, crossing the vast expanse of Siberia, traversing the Eurasian continent, all the way to Paris, France. This is an unprecedented competition, the ultimate test of car reliability and endurance."
And so, the first-ever car rally in history was born: The Beijing-Paris Rally.
Upon the announcement, drivers from Europe and America responded, with a total of 25 teams signing up. However, the difficulty of this race far exceeded their expectations. The journey was long and fraught with challenges, and in the end, only 5 teams reached Beijing, ready to embark on this historic journey.
After 62 days of arduous trekking, Prince Borghese and his team traveled approximately 16,000 kilometers to arrive in Paris and claim victory. This race not only showcased the potential of cars as a new form of transportation but also represented a collision and exchange of Eastern and Western civilizations.
117 years later, another team accomplished such a feat, starting from China, passing through 12 countries, and reaching Paris in just 38 days, nearly half the time spent a century ago.
This team consists of the display vehicle fleet made up of M9, M7, and M5, who drove directly from Chongqing's workshop to the display stand at the Paris Motor Show.
Even with Chongqing license plates, the image source is from: National Business Daily
### Foreign Brands Engaged in Futures While Domestic Car Companies Seek to Sell Overseas
Similar to the Beijing-Paris Rally, the Paris Motor Show originated in 1898 and is one of the oldest international auto shows in history. As one of the oldest auto shows, the Paris Motor Show has witnessed the development and changes in the automotive industry.
In the previous edition, namely the 2022 Paris Motor Show, many well-known car manufacturers were absent due to the pandemic, with almost only French domestic car brands participating. However, this year's Paris Motor Show showcases the development and progress of the global automotive industry, including the rise of China's new energy vehicle industry.
Not only WensWorld, but a total of 9 brands participated in this year's Paris Motor Show, including WensWorld, BYD, Xiaopeng, Zeekr, SAIC Maxus, GAC, Dongfeng Fengxing, Hongqi, and Coocaa. The number of exhibitors from these car companies exceeded that of any other country.
Specifically, regarding the exhibited new cars, there is a wide variety of models on display. As one of the world's four major auto shows, the participating brands naturally showcase their latest models and cutting-edge technologies.
The Paris Motor Show scene
There is currently a notion online that Europeans have stopped playing with pure electric vehicles, and only China is continuously developing. However, the Paris Motor Show tells us that in fact, pure electric vehicles remain the main theme for many major brands.
However, it is worth noting that the electric road of these European brands has indeed progressed rather slowly.
For instance, BMW from Europe brought the new generation X concept car showcased at the group's financial report annual meeting. Comparing it with the previous concept sedan, it is evident that in the future, the "double kidney grille" will become an important design distinction between BMW sedans and SUVs.
BMW's new-generation X concept car
Apart from this car, the focus of this year's Paris Motor Show also includes several affordable pure electric vehicle models.
In reality, the performance of the European pure electric vehicle market has been poor, mainly due to its high prices. Research conducted by Jato Dynamics in the first half of this year revealed that the average selling price of pure electric cars in Europe reached €65,000, about twice that of gasoline cars.
European car manufacturers seem to have realized this issue. Therefore, the newly launched models at this year's Paris Motor Show carry price tags generally below the above-mentioned average selling price.
Using a few popular examples, let's start with the Renault 4.
Renault 4 has been popular globally since the 1960s, known for its iconic design and fuel economy, becoming Renault's best-selling model. Now its pure electric version, Renault 4 E-Tech, was unveiled at the Paris Motor Show, with Renault CEO Fabrice Cambolive stating that this compact electric car is an important step for Renault to "bring electric cars into the mainstream European market."
Renault 4 E-Tech
Since it is an "important step," the prices of the Renault cars unveiled are expected to be below €40,000. Similar compact cars include Peugeot E-408, and Dacia Bigster.
Moreover, besides the products set to launch next year, there are numerous "showcasing determination" futures, such as Citroen's C5 AIRCROSS concept car, Renault Twingo E-Tech, Volkswagen ID.GTI concept car, along with several Chinese automakers' stands, creating a significant contrast.
Citroen's C5 AIRCROSS
Compared to these European car manufacturers' concept cars, some of the models from domestic brands appear more like concept cars, which have already been implemented as "concept cars."
Take WensWorld, for example, during the 15,000-kilometer journey from Chongqing to Paris, the Huawei ADS 3.0 smart driving system handled over 8,800 kilometers, accounting for 58%.
Xiaopeng also had a substantial presence at the show, with French President Macron visiting their booth. They showcased not only new models like Xiaopeng P7+ and MONA M03 but also the full range of G6, G9, and X9 models, with the P7+ available for pre-sale at a price of ¥209,800.
P7+ on the streets of Paris
Zero-run B10 also made its global debut at the Paris Motor Show. Positioned within the 10-15 million yuan range, the B10 utilizes the new LEAP3.5 technology architecture, featuring the classic four-domain integrated central supercomputing base and CTC battery frame. The rooftop is equipped with a lookout tower-style LiDAR, and it will be equipped with advanced smart driving systems.
Zero-run B10
Cost control has always been a strong suit for Zero-run. CEO Zhu Jiangming once stated, "Starting from self-developed components, if Zero-run can have the same profit margin as other automakers, it can allocate more money to enhance configurations, which is where Zero-run's extra competitiveness lies."
Looking back, isn't this what many European car manufacturers seek - "cost-effectiveness"? It's evident that Chinese car companies are significantly ahead in terms of speed to market and cost control.
This is the confidence of Chinese car companies in going global.
### Facing High Tariffs - Some Rise to the Challenge, Others Skirt the Issue
Last week, the European Commission approved imposing a 35% anti-subsidy tax on imported Chinese electric cars, added to the existing 10% import tax, set to take effect in November for a period of 5 years. On the other hand, the United States and Canada have both imposed a 100% tariff on Chinese electric cars this year.
However, the difference between North America and Europe is that the former has not yet imported Chinese electric cars on a large scale, and tariffs serve as preventive measures, while the latter has become one of the important markets for Chinese electric cars.
According to UN data, in 2023, China exported a total of 1.5 million electric cars, with nearly 500,000 heading towards the European market.
The European Commission pointed out that the proportion of Chinese-made electric cars registered in the EU market has increased from 3.5% in 2020 to 27.2% in the second quarter of 2024. According to their predicted data, China's annual excess production capacity of 3 million electric cars needs to be exported, equivalent to twice the size of the EU electric car market.
In the eyes of the EU, this is why Chinese new energy car companies are eager to enter the European market. At this year's Paris Motor Show, there were indeed many Chinese car companies with a primary goal of expanding into the European market.
For example, Xiaopeng set high goals for its overseas expansion, with CEO He Xiaopeng stating earlier this year that they will establish a presence in core markets such as Europe, ASEAN, the Middle East, Latin America, and Oceania from a product, smart driving, and brand perspective, creating a global new path. At the Beijing Auto Show in April, He Xiaopeng revealed that Xiaopeng models will accelerate their overseas presence in the second half of this year.
Currently, Xiaopeng Motors has established delivery and service centers in Norway, the Netherlands, Sweden, and Denmark, with the P7 and G9 models already launched in Germany.
Taking the initiative to bring cars to Europe, WensWorld has also followed suit.
Months ago, Sailes spent 2.5 billion RMB to acquire the WensWorld-related trademarks and patents from Huawei, with an additional supplementary announcement the next day explaining that the reason for the purchase was to "help the company turn AITO WensWorld into a world-class new luxury leading automotive brand."
At that time, this move was interpreted as preparation for WensWorld's overseas expansion, a theory not denied by the Sailes side, with their relevant spokesperson responding to the media, "This is the start of the AITO WensWorld brand's internationalization."
At the auto show, GAC Group also revealed their "European Market Plan," specifying that their products will initially enter some European countries this year and strive to achieve full coverage of the entire European market by 2028; Zero-run also announced their goal of establishing 500 sales points in Europe by the end of 2025; BYD's second complete vehicle factory in Europe is also in the preparation stage.
In conclusion, the determination of Chinese car companies to go global will not waver due to tariff issues.
However, there are always those who take a different approach. For some car companies, the Paris Motor Show is merely a platform to tell an internationalization story, enhancing brand tone. Going global is just a means, not the end.
中国车企打到家门口了，欧洲的洋品牌还在搞期货
#中国车企打到家门口了欧洲的洋品牌还在搞期货
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