The ambitious strategy is likely to focus on electrification and on downmarket local brands, aiming to lift Dongfeng Motors — the JV between Dongfeng Group and Nissan — from sales of 1.5m units a year in 2017 to 2.6m by 2022, the company said on Monday. 日产周一表示,这项雄心勃勃的战略很可能围绕着汽车电动化和低端本土化品牌展开,力求把东风集团(Dongfeng Group)与日产成立的合资公司东风汽车(Dongfeng Motors)的销量从2017年的150万辆提高到2022年的260万辆。
In 2017 Nissan ranked fifth in China in terms of sales, according to the China Association of Automobile Manufacturers. 根据中国汽车工业协会(CAAM)的数据,2017年日产在中国市场上的销量排名第五。
But China-based analysts said ramping up sales volumes by 1m would be difficult because there are no obvious unfilled spaces in the market. 但中国的分析师表示,把销量提高100万并不容易,因为市场上并没有明显的待填补空白。
“This will not be easy, especially if you consider that Nissan has filled its product line-up in almost every single segment already,” said Yale Zhang of Autoforesight, a Shanghai auto consultancy. “这并不容易,尤其是如果考虑到日产已经在几乎每一个细分市场都有自己的产品线,”上海的汽车咨询公司Auto Foresight的张豫(Yale Zhang)说。
The pursuit of an aggressive sales target also could come with a cost. 追求雄心勃勃的销售目标可能也是有代价的。
Analysts note that when Japan’s second-largest carmaker, which also has an alliance with 分析师们指出,日本第二大汽车制造商——与雷诺(Renault)和三菱汽车(Mitsubishi Motors)也结成联盟——曾在以往的中期计划中寻求拿下8%的全球汽车市场份额,最终未能实现,反而导致其在美国等关键地区的盈利能力因旨在扩大销售的激励增加而受损。
Renault and Mitsubishi Motors, sought and eventually failed to reach an 8 per cent share in the global automotive market in its previous midterm plan, profitability in key regions including the US was compromised due to a rise in incentives to expand sales. 瑞信(Credit Suisse)驻东京分析师Masahiro Akita表示:“对日产来说,在增加市场份额和确保盈利能力之间取得平衡至关重要。我们希望他们不要太过重视销售数字。”
“It’s critical for Nissan to strike a balance between increasing market share and ensuring profitability. We hope they will not become too fixed on the sales figure alone,” said Masahiro Akita, an analyst at Credit Suisse in Tokyo. 日产表示计划在未来五年期间将销量提高100万辆,重点将放在使用日产旧有技术打造的本土品牌启辰(Venucia),以及日产高端品牌英菲尼迪(Infiniti)上,该公司希望这两个品牌在销量上能提高三倍。
Nissan said its plans to boost sales by 1m vehicles over the next five years would focus on the local brand Venucia, which is built using old Nissan technology, and on Infiniti, Nissan’s luxury brand, both of which it would like to treble in volume. 该公司表示,东风汽车的目标是成为中国三大合资汽车制造商之一,以及可持续发展领先品牌。
Dongfeng Motors “aims to be among the top three joint venture automakers and the most sustainable brand in China”, the company said. 该投资计划可以媲美日产那些地位更强的竞争对手的计划。中国销量最高的外国汽车制造商大众(Volkswagen)去年表示,将支出100亿欧元为中国市场打造电动汽车。
The investment plan rivals those of better placed Nissan competitors. Volkswagen, the largest foreign seller of automobiles in China, last year said it would be spending €10bn to build electric vehicles for the Chinese market. 作为全球最大的电动车卖家,日产表示到2022年其在华汽车销量的30%将是电动汽车,这也是中国政府鼓励汽车制造商生产更多电动车的努力的一部分。
Nissan, which is the world’s biggest seller of electric vehicles, said 30 per cent of its vehicle sales in China would be electrified cars by 2022, part of a push by Beijing to encourage carmakers to make more EVs. 译者/何黎