“尾气门”对大众中国影响不大

在中国环保部门对大众柴油车型的排放水平表示“极度关切”后，大众汽车召回数千辆出口到中国的相关车型。但对于该公司庞大的在华业务来说，此次召回事件的直接影响很可能非常有限。

尽管事态的发展无疑给大众带来了巨大的公关压力，但相比大众在华合资企业2014年创下的销售数字（300万台），此次召回的数量（根据该公司的一份声明，大约1950辆）可谓九牛一毛。目前，大众只是召回了进口到中国的途观车型。大众表示，国产化车型并未安装那款能够掩盖发动机有害物排放水平的作弊软件。

大众汽车迫切希望能把此次柴油车“尾气门”丑闻对中国业务的影响降到最低，因为该公司的销量和利润都严重依赖中国市场。大众在全球近三分之一的产量来自在华合资企业，并且一直与美国通用汽车争夺中国市场最大的国外汽车品牌这一宝座。投资界也一直把大众集团在中国的市场地位视为其最大的战略优势之一。

相较于欧洲，中国一直采取一种更为均衡的减排方式，这在客观上也给大众帮了忙。由于更注重削减总体污染水平，而不仅仅是二氧化碳排放水平，中国更倾向于推广电动汽车来逐渐取代汽油汽车。因此，在中国，柴油汽车是一个比美国更小众的市场。

据彭博社报道，2014年8月至2015年8月，柴油车的出货量占中国汽车市场总出货量的比重仅为0.4%。而相比之下，欧洲地区2014年每卖出两辆乘用车，其中就有一辆是柴油车。

中国政府已经宣布将大幅削减小型汽车的销售税，这是大众不会因为“尾气门”而在中国感到“压力山大”的另一个原因。这项新政将让大众获益良多。据路透社报道，在华最畅销的10款大众车型中，有5款是能够享受减税政策的小型汽车。（财富中文网）

译者：朴成奎

审校：任文科

Volkswagen AG recalled thousands of diesel vehicles exported to China, after the country’s environmental protection ministry voiced “extreme concerns” about their emissions level, but the immediate impact on its massive business there is likely to be limited.

Although the development is a potentially major PR headache for the company, the number of vehicles affected–1,950 according to a company statement–is a tiny fraction of the 3 million it sold through local JVs in 2014. For now, the company is only recalling Tiguan models that were exported to China. It says that locally-made cars weren’t running the cheating software that allowed them to mask the true level of harmful emissions put out by their engines under normal driving conditions.

VW is anxious to keep its extensive operations in China insulated from the scandal over its past doctoring of emissions tests, due to its heavy reliance on China for sales and profits. Nearly one-third of its global production is at its joint ventures in China, where it vies with General Motors Co. GM 0.21% for the status of the biggest foreign automaker. The investment community has long seen VW’s market position in the Middle Kingdom as one of its greatest strategic strengths.

VW is helped by the fact that China has had a more balanced approach to reducing emissions than Europe. Because China has been more focused on cutting overall levels of pollution rather than just carbon dioxide emissions, it has preferred to promote electric vehicles as an environmentally friendly alternative to gasoline. As a result, diesel cars occupy an even smaller niche in China than they do in the U.S..

According to Bloomberg, they accounted for only 0.4% of total deliveries in the 12 months through August. By contrast, every second car sold in Europe last year was a diesel. .

Another reason why VW might not lose too much sleep over the news is that the Chinese government have announced a big cut in the sales tax on small autos. That will benefit VW disproportionately as it makes five of the 10 best-selling models in that category in Chins, according to Reuters.