裕隆新能源車布局 跳過油電 直上純電動車 - 汽車
By Quanna
at 2020-11-19T10:46
at 2020-11-19T10:46
Table of Contents
原文連結:https://www.chinatimes.com/newspapers/20201119000219-260202?chdtv
原文內容:裕隆新能源車布局 跳過油電 直上純電動車
工商時報/陳信榮
裕隆汽車加速提列車型開發損失,第三季全數提列開發PHEV(插電式油電車)平台7.8億
元減損,藉此宣示未來新能源車開發計畫,將跳過油電車這過度時期產品,「直上」純電
動車,會是採鴻華先進MIH平台開發而來的電動車。
裕隆孫公司鴻華先進為國際汽車大廠FCA開發電動車的業務,今年因歐洲疫情嚴重影響進
度,裕隆透露將全力追趕,仍朝既定的2022年問世首款電動車目標努力。
裕隆汽車上半年營運轉正,但第三季單季卻出現1.11億元的營業損失,在18日法說會上引
起法人關注。裕隆解釋,主要因全數提列開發PHEV平台的7.8億損失所致,並非日前進入
破產清算程序的大陸東風裕隆汽車銷售公司所致,東裕銷售的相關損失早在去年之前都已
認列。
市場解讀,裕隆此一財務動作,意味未來自主品牌納智捷,或集團其他汽車品牌的新能源
車開發,將跳過油電車,直接進入純電動車領域。裕隆指出,與鴻海合資的鴻華先進開發
車型,都會優先委託裕隆代工生產,樂觀合作案的前景。裕隆主管也強調,已全數認列開
發損失的PHEV平台,仍有實現商品化的可能,「不一定要由裕隆來做!」會持續尋求有意
接手的買家。
此外,裕隆的裕隆新店城商場開發計畫,18日在法說會上公布會在2022年第四季開幕,較
前季法說會公布的時點再延後半年。裕隆解釋,主要為變更設計等因素,目前已經完成地
面層鋼構工程,並於9月完成建照變更。
心得/說明:裕隆國產車的開發將跳過油電車,直接進入純電動車領域。
油電車被視為是過渡性產品,但十多年後將是純電動車為主的市場,
不再虛擲研發資源在沒有未來潛能的油電車款。
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