大众订购480亿美元电动汽车电池，几乎和特斯拉当前市值相当

埃隆·马斯克怒斥分析师问题毫无想象力事件刚过去不久，大众汽车（Volkswagen）就表示它为电动汽车电池开出的支票几乎和特斯拉的市值相当。

大众签下了价值400亿欧元（480亿美元）的电池采购合同，比几周前宣称的规模提高了一倍。距其计划的500亿欧元采购目标也仅有咫尺之遥。上周四，大众首席执行官赫伯特·迪斯在股东大会上对投资者表示，该公司计划到2025年使纯电动汽车年销量达到300万辆。

虽然马斯克更喜欢自己业界颠覆者的角色，但随着投资者审查特斯拉的业绩，加之戴姆勒、大众等老牌汽车制造商进入他的“领地”，马斯克发现自己越来越多地成了一名“捍卫者”。大众四天的汽车产量就可超过特斯拉的年产量，而且大众正在凭借自身强大的资金和技术能力来收复“排放门”丑闻中的失地。

在业绩发布电话会议上，马斯克批评了提出“无聊”问题的分析师，还打断了分析师对特斯拉资金需求的询问。这表明特斯拉在与日俱增的压力之下开始有了“裂隙”。

迪斯说：“到2020年，我们将为消费者推出逾25款新的纯电动车型和超过20款混合插电式车型。在接下来的几年时间里，我们的目标是让世界上最大的电动汽车队伍上路，而且这支队伍将覆盖所有品牌和地区。”

奥迪品牌是大众最大的利润来源，它将从8月底开始生产首款纯电动SUV，其姊妹品牌保时捷也将在明年生产四门四座纯电动跑车Mission E。大众品牌则将从2020年开始推出新型I.D.系列电池动力车，价格将和类似燃油车处于同一水平。

迪斯指出，随着汽车厂商推出新型电动车，有“清晰”迹象表明应重启在欧洲建立电池产能的谈判，以满足不断增长的需求。全球最大汽车零件制造商罗伯特·博世（Robert Bosch）今年早些时候曾决定不自行生产电池，原因是投资需求旺盛。（财富中文网）

译者：Charlie

审校：夏林

A few days after Elon Musk berated analysts for what he perceived as unimaginative questions, Volkswagen AG said it was writing a check for batteries that almost match Tesla’s entire market value.

VW has awarded battery-purchasing contracts worth 40 billion euros ($48 billion), double from just a few weeks ago. The deals take the German manufacturer within striking distance of a sought-for 50 billion-euro total. By 2025, VW plans to sell as many as 3 million all-electric cars per year, Chief Executive Officer Herbert Diess told investors last Thursday at the annual shareholder meeting in Berlin.

While Musk has perfected the role as industry iconoclast, he’s finding himself increasingly on the defensive as investors probe Tesla’s finances and established manufacturers from Daimler to VW push aggressively into his niche. VW makes more cars in four days than Tesla does in a year, and is harnessing its immense financial financial and engineering firepower to make up for ground lost in the self-inflicted diesel-cheating scandal.

Cracks from mounting pressure on the California-based electric vehicle maker started to show when Musk criticized analysts for asking “boring” questions and cutting off queries about the company’s capital needs during earnings call.

“By 2020 we will offer our customers more than 25 new electric models and more than 20 plug-in hybrids,” Diess said. “In just a few years’ time, then, across all brands and regions, we aim to put the world’s largest fleet of electric vehicles on the road.”

VW’s Audi brand, the group’s largest earnings contributor, will start production of its first all-electric SUV at the end of August, followed by the four-door coupe Mission E from sister brand Porsche next year. VW’s namesake brand will start to roll out the new I.D. range of battery-powered vehicles from 2020, which will be priced at comparable levels to similar combustion engine vehicles.

As carmakers roll out their electric lineups, Diess said there were “clear” indications to restart talks to establish manufacturing of battery cells in Europe to satisfy growing demand. Robert Bosch, the world’s largest car-parts maker, decided against starting an own battery cell production earlier this year citing high investment demands.