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个人简介:金融与经济 都是知识 呵呵呵呵
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李小乾
2022-11-09
$亚朵(ATAT)$
中国现在处于产业升级阶段,可能现在提到比较多的是制造业,科技,等一些大国利器;但是消费服务行业的产业升级也在悄无声息的来到我们生活的各个方面。
李小乾
2021-01-22
$老虎证券(TIGR)$
涨到二十五应该没问题
李小乾
2021-01-15
$阿里巴巴(BABA)$
反垄断并不是消灭,赚个三四五十个点就撤
李小乾
2020-12-23
诺基亚 结不结实 耐不耐用,可是 还是被 淘汰了。软件定义汽车 ,这才是 智能化时代的趋势。看好小鹏
丰田章男为什么要炮轰电动汽车?
李小乾
2020-12-19
$瑞幸咖啡(LKNCY)$
37块多第一次买入,后来大跌到四块多加仓,最多跌百分之九十。一直拿到现在。
去老虎APP查看更多动态
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href=https://www.jiemian.com/article/5441990.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2017年8月2日,丰田汽车公司社长丰田章男正式开通微博。3年多时间内,这位全球最大车企的掌门人,积累了18万名粉丝,并与中国消费者保持了直接和密切的沟通。其中,令人印象最为深刻的是他的办公室:与其他车企领导人严肃的办公室不同,丰田章男的办公室就像东京秋叶原的一个手办商店,也像一个资深电玩玩家的收藏室,收藏着量身定制的一大批“非贩卖品”。办公桌上还摆着六枚“不正经”的印章,分别刻画着不同的卡通表情...</p>\n\n<a href=\"https://www.jiemian.com/article/5441990.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://k.sinaimg.cn/n/sinakd20201223s/367/w700h467/20201223/47ef-kftfpiv4737885.png/w720fin.jpg","relate_stocks":{"TM":"丰田汽车"},"source_url":"https://www.jiemian.com/article/5441990.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2093853610","content_text":"2017年8月2日,丰田汽车公司社长丰田章男正式开通微博。3年多时间内,这位全球最大车企的掌门人,积累了18万名粉丝,并与中国消费者保持了直接和密切的沟通。其中,令人印象最为深刻的是他的办公室:与其他车企领导人严肃的办公室不同,丰田章男的办公室就像东京秋叶原的一个手办商店,也像一个资深电玩玩家的收藏室,收藏着量身定制的一大批“非贩卖品”。办公桌上还摆着六枚“不正经”的印章,分别刻画着不同的卡通表情图案,以此对应丰田章男对不同问题的态度与看法。比如,当丰田章男表示赞成时,他的下属会在获得批复时看到“ Nice ”、“ MORIZO ”或者“感谢”的图案。然而,这样一个时常将微笑、感谢挂在嘴边,钟情二次元的车企掌门人,近日,却对电动车和特斯拉大加抨击,大大出乎行业对丰田汽车乃至丰田章男的意料。那么,丰田章男究竟因何发怒?隔空开怼的嘴炮最后,隐藏着丰田汽车和其他传统车企怎样的真实想法?“反感”电动汽车在过去10年里,丰田汽车——这家世界上最赚钱的汽车制造商,毫不掩饰自己对纯电动汽车的反感。与此同时,他们又生产和销售了世界上大部分的油电混合动力汽车。但是,2020年,随着特斯拉销量和股价的爆涨,一直在电动汽车领域相对行动迟缓、中庸的丰田汽车终于坐不住了。近日,在日本汽车工业协会年终新闻记者会上,丰田章男以该协会会长的身份对外公开表示,电动车已被过度炒作,其倡导者并未考虑到发电过程中产生的碳排放,以及车企电动化转型所需成本。“如果汽车工业太快转向制造电动汽车,那么汽车工业的当前商业模式将崩溃。”丰田章男直陈自己的看法,并指出,“如果所有汽车都依靠电力运行,日本将在夏季用尽电力。而且日本将需要升级电力基础设施,以支持所有电动汽车的充电”。据他估计,这样做将耗资高达3580亿美元。与此同时,他还表示,“我们制造的电动汽车越多,二氧化碳排放量就会越多,越难实现最终的碳中和。当政客们在外面说‘让我们摆脱所有使用汽油的汽车’时,他们明白吗?”当全球政府都在大力推动汽车产业的电动化转型、投资客在推高新能源车企股价的时候,丰田章男为何逆流而上,大加指责甚至否定电动汽车的发展?这和丰田汽车的技术路线,以及各国市场的燃油车禁售时间表,有着很大的关系。近些年,各国政府都制定了相对明确的燃油车禁售时间表。其中,日本政府已开始大声疾呼,在2030年之前禁止销售搭载汽油和柴油发动机的汽车,而且,目前尚不清楚该禁令是否包括混合动力和插电式混合动力汽车。此举正是受到英国、欧盟和美国加利福尼亚州等类似计划的启发。但是,从各国禁售时间的变动来看,日本乃至其他地区市场的燃油车禁令不会那么耐心,给予所有车企充分的准备、转型时间,丰田章男显然清楚这一点。这就意味着,如果他的公司要保持业绩的延续性和应对政策的灵活性,就必须在2021年开始全面销售电动汽车。但这对于丰田汽车将会是一个严峻的考验。毕竟,丰田汽车长期以来一直是混合动力汽车的销量冠军,混合动力技术是公司向电动化过渡的最大保障。但是,这样的保障也并不保险。以丰田油电混合技术的代表车型普锐斯为例。数据显示,普锐斯的销量已经出现断崖式下跌:2012年,四款普锐斯车型的销量为23.7万辆。去年,这个总数是8.76万辆(包括普锐斯Prime插电式混合动力车),仅为六年前的三分之一。截至2020年11月,丰田才售出6.37万辆普锐斯。此外,今年4月,丰田宣布将向任何想要获得油电混合动力传动系统知识产权的制造商,提供免版税许可。这摆明了是要拉人入伙,扩大油电混合的市场影响力,从而抗衡以特斯拉为代表的纯电动车势力。可惜的是,在国内除和比亚迪、广汽展开合作之外,这一消息几乎没有引起行业更多的关注。或许,只有那些没有能力开发自己纯电动车的小型制造商才会感兴趣,比如马自达和斯巴鲁。但是,这样的体量组合,并不会对电动车市场的走向产生太大的影响。在电动汽车市场, 丰田汽车的产品投放也处于相对迟缓的状态。比如在中国市场,雷克萨斯和丰田汽车仅仅推出了UX和C-HR的纯电动版本,而且整体产品力相对竞品没有太多优势。丰田电动SUV概念图而电动SUV,对丰田来说并不是什么新鲜事:它于1997年制造了第一台电池供电的RAV4 EV,随后在2012年推出了由特斯拉提供动力的Encore。现在,尽管另一款基于eTNGA架构打造的丰田电动SUV即将面世,但是它并不能改变政策、市场所决定的产业转型节点。此前,在丰田汽车看来,最早要到2030年,全球市场电动汽车销量才能达到100万辆。而且,电动汽车的整个战略都在等待新的电池技术(例如固态电池)的完善,这种情况最快预计要到几年后才会发生。但是,行业的迅速发展大大超出了丰田汽车的规划。此外,在丰田汽车重磅押宝的氢能源汽车领域,丰田汽车试图让Mirai成为锂电池路线之外的替代品,但是氢基础设施同样需要大量投资。值得注意的是,在日本市场,氢燃料电池汽车(FCV)的单车补贴将提高到每辆新车225万日元(约合21,780美元),比此前的政策增加了“几十万日元”。而这几乎是入门级全新电动汽车补贴之后的价格。当氢燃料电池汽车的单车补贴达到如此“虚高”的程度,也就意味着这类车型相比其他类型车辆完全没有市场竞争力。这,对于丰田汽车不啻为一个打击。不过,抛开政策窗口、产品投放和技术路线等原因,作为全球市场销量第一的车企,丰田汽车同样躲不过“船大难掉头”的市场规律。毕竟,饭还得一口一口吃,老业务还得接着做。抛开每年1000多万的燃油车主,迅速转型,甚至将凯美瑞等车型迅速电动化,既不现实也不一定能够争取到消费者的买单。而在中国市场——丰田汽车的第二大单一市场,也是最具增长潜力的地区市场,丰田汽车目前还处于燃油车业务“加大投放”、混动车型“刚有起色”、电动车型“零星布局”的阶段。由此也可见一斑,想要在2025年前实现全面转型,对于丰田汽车会是一个巨大且很难完成的挑战。嘴炮向左,转型向右丰田章男极力抨击电动汽车的背后,或许,也隐藏着丰田汽车的“创新者困境”。即太过专注于其开创性的油电混合动力技术,以至于选择性忽视了产业格局的变化和汽车的未来发展方向。早在2010年,丰田汽车曾对特斯拉投资5000万美元,持股大约2.4%;与此同时,特斯拉以4200万美元收购了丰田加州工厂,也就是现在的特斯拉弗里蒙特超级工厂。彼时,特斯拉和丰田还计划共同研发电动版RAV4,并搭载特斯拉的电池组和电动机。但在2017年6月,丰田汽车正式宣布:截止2016年底,该公司已经全部出售了特斯拉的股份,取消了与其联合开发电动汽车的计划。丰田发言人表示,“我们与特斯拉的发展伙伴关系已经结束了,因为在这方面没有任何新的发展,于是决定卖掉了剩余股份。”简单来讲,丰田的目的是要特斯拉的电动车技术,而特斯拉的目的就是要丰田的工厂。但是当工厂到手以后,马斯克就开始对丰田敷衍了事,而且在技术上对丰田严防死守。尽管当年丰田章男也是一位电动派,寄希望通过跟特斯拉的合作来稳固丰田汽车的江湖地位,但是最终因为特斯拉的不合作态度,丰田汽车完全走向了氢燃料技术流。也是从那时开始,丰田章男与马斯克之间就此结下“恩怨”。特斯拉股价走势在日本汽车工业协会年终新闻记者会上,一向低调的丰田章男就直接表示:\"特斯拉不仅严重高估了自己4000亿美元的价值,而且还没有成熟到足以影响全球汽车趋势,尤其是在电动汽车技术领域。\"而在2020年丰田汽车公司业绩报告会上,丰田章男也表示,丰田汽车可以从特斯拉在投资者中的成功经验及其商业模式中吸取教训,该商业模式包括电动汽车、监管信用、软件和可再生能源产品的收入。同时,丰田章男还补充道,“特斯拉的业务就像是厨房和厨师一样。他们还没有在现实世界中创造出真正的业务,他们正在尝试交易食谱,而丰田汽车的食谱将来将成为世界标准。”事实上,曾经觊觎特斯拉并对特斯拉充满怨念的车企,并不只有丰田汽车,奔驰就比丰田更早入股特斯拉。2009年,奔驰宣布入股特斯拉,以5000万美元的代价购买了特斯拉9%的股份,附带条件则是奔驰为特斯拉提供零部件技术支持和供应链,双方共同研发电动Samrt。故事最终结局同样并不完美,双方走上了分手的道路。特斯拉对于技术的“严防死守”,在初期树立了诸多行业对手。随着特斯拉车型发布、量产交付新车的增多、增长,美国品牌的车企管理者,也隔空与特斯拉打起了嘴炮。比如,2018年7月,福特欧洲及中东区董事长兼CEO史蒂文 阿姆斯特朗(Steven Armstong)转发马斯克关于周产7000辆的推特,并表示“7000辆车,大约4小时,点赞福特团队”。随即引发了与马斯克之间的论战。又譬如,2017年,通用汽车高管怒斥特斯拉L4/L5级别无人驾驶技术纯属“无稽之谈”。而今,往事都已成风,胜败虽尚未有定论,但是局部的胜负早已区分。奔驰EQS即将面市的车型比如,通用汽车表示,到2025年,将斥资270亿美元推出30种电池供电的车型;福特和大众宣布,他们将共同开发电动汽车;奔驰在9月公布全新的电动化战略;丰田汽车也在丰田章男发声后宣布,将于2021年推出搭载固态电池的原型车。虽然传统车企当年嘴上“喷劲”十足,但是身体却很诚实,纷纷走上了瞄准特斯拉的转型道路。但是,特斯拉与传统车企之间的“恩怨”,并不会随着两者战略的趋同而逐渐弥合。这种“恩怨”背后,不光包含了个人情感,更是传统车企对资本市场中车企估值和销量基数错位的反弹。或许,丰田章男的发声,也代表着部分传统车企对于特斯拉和电动车的“真实心声”,只是发别人所未发,讲别人所不敢讲。毕竟,到目前为止,绝大多数汽车制造商(至少在公开场合)已经表示有意遵守禁售燃油的法规,而不是大声反对与疾呼。也许,你还会对这种猜测心有疑虑,不妨看一看大众汽车CEO赫伯特·迪斯(Herbert Diess)的近来境遇。迪斯或许,业内没有哪位首席执行官会像大众汽车的迪斯一样,对马斯克和特斯拉表示出如此的支持和赞赏。迪斯在今年的一次采访中说:“我们认为特斯拉是一个非常重要的竞争对手”,“因为马斯克确实在拉动这个行业。而且从软件背景来看,特斯拉也是我们的参考。”然而,从迪斯最近被大众汽车监事会发难的经历来看,类似大众汽车这样的传统车企,或许打心底里对于极速转型电动化和贴近特斯拉有着“天然的排斥”。不过,眼下电动化的趋势已然难以阻挡。所以,无论与特斯拉的隔空论战结果如何,传统车企们不妨嘴炮向左,转型向右。比如,在中国品牌阵营,小鹏汽车创始人何小鹏就看热闹“不嫌事小”,发布了一条关于诺基亚的评论,并配上了丰田章男的报道截图。何小鹏在微博上写道,“不禁想起了下面一个故事——2014年4月25日,微软宣布正式完成对诺基亚的收购。彼时,诺基亚现任CEO约玛奥利拉在记者招待会上表示,‘我们并没有做错什么,但不知为什么我们输了。’说完,连同他在内的几十名诺基亚高管情不自禁的落泪。”言下之意也十分明显了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397468027,"gmtCreate":1608310420869,"gmtModify":1703852460134,"author":{"id":"3533019947931854","authorId":"3533019947931854","name":"李小乾","avatar":"https://static.tigerbbs.com/9e60967c71aaaaf503036ca6a2d227ad","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>37块多第一次买入,后来大跌到四块多加仓,最多跌百分之九十。一直拿到现在。","listText":"<a 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