福斯為何不國產化? - 汽車
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By Megan
at 2020-11-28T03:01
at 2020-11-28T03:01
Table of Contents
※ 引述《cutsadh (呦呦呦)》之銘言:
: 世界知名日系品牌,很多都在國產化了,其他則是福特、賓士等有。唯獨全世界銷量最大
: 的福斯汽車,為何不來跟台灣廠商合作國產化呢?
: 之前聽說福斯曾經有動作要在台灣國產化,後來因種種因素中止了,怎麼沒考慮試試?
你要國產化就等於在台灣要有生產線,要麻找找台灣的代工廠來合作生產
要麻自己下來投資設廠
但機具設備這些都是要折舊的,模具也是要錢
你生產量太少,模具費和生產設備攤到每台車上去那價格就很高,以福斯在台銷量來看
國產化出來的價格搞不好比進口還要高
(為什麼三菱的c+那麼便宜,因為同一車型生產了十幾年,所有設備和模具成本早攤完了
就算降價賣一台賺的錢比以前還要多,當然就是降價大促銷賣越多賺越多
那個價格帶沒有對手可以和他搶)
再講一下大陸那邊的車廠營業環境
大陸那邊國外品牌車沒有「獨資」,只有「合資」
合資就是股權50%外企,50%陸企(大致比例差不多在這數字)
所以這些外企車廠在大陸只能分到獲利的約50%
這背景先記著
為什麼前幾年貨貿有談到台灣整車出口到大陸,外企就跑來台灣考察了?
因為在台設廠,再出口給大陸,賺的錢是100%進外企車廠口袋
對外企車廠來說就是非常高的誘因
外企車廠也不用什麼車型都在台灣生產再出口,只要利潤最高的車款在台灣生產再出口
至大陸,獲利很有可能就比在大陸生產還要多
台灣這邊也不一定要無限制可以出口到大陸,就大陸那邊只給台灣50萬輛的進口配額
這個數量就比台灣全年汽車銷售數量還要多,等於台灣現有汽車銷量再加50萬輛
外企車廠來台投資意願就會高很多(可以出口大陸,還可以兼賣一些在台灣本地)
但現在這誘因可能沒了
原本是給特斯拉在上海設廠的誘因之一就是可以100%獨資
大陸今年開放這些合資車企,外企可以單獨持股過50%了
福斯今年就從江淮集團買下股份,持股己經達到75%
(大眾江淮是福斯在大陸發展的電動車合資企業)
我猜測未來這類外企持股過50%以上的事情會越來越多
台灣這種獨特的機會應該是不會有了
--
: 世界知名日系品牌,很多都在國產化了,其他則是福特、賓士等有。唯獨全世界銷量最大
: 的福斯汽車,為何不來跟台灣廠商合作國產化呢?
: 之前聽說福斯曾經有動作要在台灣國產化,後來因種種因素中止了,怎麼沒考慮試試?
你要國產化就等於在台灣要有生產線,要麻找找台灣的代工廠來合作生產
要麻自己下來投資設廠
但機具設備這些都是要折舊的,模具也是要錢
你生產量太少,模具費和生產設備攤到每台車上去那價格就很高,以福斯在台銷量來看
國產化出來的價格搞不好比進口還要高
(為什麼三菱的c+那麼便宜,因為同一車型生產了十幾年,所有設備和模具成本早攤完了
就算降價賣一台賺的錢比以前還要多,當然就是降價大促銷賣越多賺越多
那個價格帶沒有對手可以和他搶)
再講一下大陸那邊的車廠營業環境
大陸那邊國外品牌車沒有「獨資」,只有「合資」
合資就是股權50%外企,50%陸企(大致比例差不多在這數字)
所以這些外企車廠在大陸只能分到獲利的約50%
這背景先記著
為什麼前幾年貨貿有談到台灣整車出口到大陸,外企就跑來台灣考察了?
因為在台設廠,再出口給大陸,賺的錢是100%進外企車廠口袋
對外企車廠來說就是非常高的誘因
外企車廠也不用什麼車型都在台灣生產再出口,只要利潤最高的車款在台灣生產再出口
至大陸,獲利很有可能就比在大陸生產還要多
台灣這邊也不一定要無限制可以出口到大陸,就大陸那邊只給台灣50萬輛的進口配額
這個數量就比台灣全年汽車銷售數量還要多,等於台灣現有汽車銷量再加50萬輛
外企車廠來台投資意願就會高很多(可以出口大陸,還可以兼賣一些在台灣本地)
但現在這誘因可能沒了
原本是給特斯拉在上海設廠的誘因之一就是可以100%獨資
大陸今年開放這些合資車企,外企可以單獨持股過50%了
福斯今年就從江淮集團買下股份,持股己經達到75%
(大眾江淮是福斯在大陸發展的電動車合資企業)
我猜測未來這類外企持股過50%以上的事情會越來越多
台灣這種獨特的機會應該是不會有了
--
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