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美國(guó)車(chē)企祖?zhèn)?宗罪

美國(guó)車(chē)企祖?zhèn)?宗罪

Alex Taylor III 2013-08-23
不能吸取歷史教訓(xùn)的人注定會(huì)重蹈覆轍,而且會(huì)周而復(fù)始、沒(méi)完沒(méi)了。美國(guó)汽車(chē)業(yè)就存在這樣的問(wèn)題。它身上有8個(gè)毛病堪稱頑疾,始終無(wú)法治愈,不斷反復(fù)發(fā)作。

5.銷(xiāo)量靠批發(fā)

如果大家只看新聞標(biāo)題,難免會(huì)認(rèn)為日本人是靠利潤(rùn)微薄的批量銷(xiāo)售來(lái)推高銷(xiāo)量的,而底特律三巨頭卻正壯士斷腕般地削減批量銷(xiāo)售。比如“車(chē)界內(nèi)幕”(The Truth About Cars)這個(gè)博客就稱:“七月份,底特律三大廠商都稱批量銷(xiāo)售額下降,而日產(chǎn)汽車(chē)(Nissan)、豐田汽車(chē)(Toyota)和現(xiàn)代-起亞汽車(chē)(Hyundai-Kia)的批量銷(xiāo)售額卻大幅上升。”不過(guò),如果你繼續(xù)讀下去就會(huì)發(fā)現(xiàn),底特律車(chē)企是從峰值上逐漸下滑的,而這些亞洲廠商卻是從很低的基數(shù)開(kāi)始逐步上升的。比如七月份福特有22%的批量銷(xiāo)售,而豐田僅有5%。向租車(chē)公司批量銷(xiāo)售這一做法一直就飽受詬病,它會(huì)影響新車(chē)銷(xiāo)售,也會(huì)損害殘值。新的勞動(dòng)合同被認(rèn)為有助于底特律車(chē)企逐漸減少批量銷(xiāo)售,但積習(xí)難改、本性難移啊。

5. Relying on fleet sales

If you just read the headlines, you'd think that the Japanese were inflating their sales numbers with low-margin fleet sales, while the Detroit Three were heroically tapering off. "All three domestic American automakers reported declining fleet sales in July while they were up significantly at Nissan, Toyota, and Hyundai-Kia," reports The Truth About Cars blog. But if you read a little further, you discover that Detroit is coming off a peak, while the Asians are moving up from a very low base. Some 22% of Ford's sales went into fleets in July, while only 5% of Toyota's did. Fleet sales to daily rental companies are a much-maligned practice that sap new car sales and undermine residual values. New labor contracts were supposed to help Detroit gradually withdraw from the business, but old habits are hard to break.

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