隨著利潤(rùn)和銷售暴跌，中國(guó)準(zhǔn)備收購(gòu)斯特蘭提斯的標(biāo)志性品牌（一）
China prepares to buy Stellantis' iconic brands as Profits and sales CRASH
譯文簡(jiǎn)介
網(wǎng)友：我認(rèn)為堅(jiān)持投資不受經(jīng)濟(jì)政策影響的股票很重要。人工智能股票有潛力推動(dòng)和改變未來(lái)的技術(shù)。似乎大多數(shù)公司都在走人工智能的發(fā)展軌跡，甚至包括老牌的 FAANG 公司。也許還有其他建議？
正文翻譯
China prepares to buy Stellantis' iconic brands as Profits and sales CRASH.
隨著利潤(rùn)和銷售暴跌，中國(guó)準(zhǔn)備收購(gòu)斯特蘭提斯的標(biāo)志性品牌。
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隨著利潤(rùn)和銷售暴跌，中國(guó)準(zhǔn)備收購(gòu)斯特蘭提斯的標(biāo)志性品牌。
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I think it's important to stick to stocks that are immune to economic policies. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?
我認(rèn)為堅(jiān)持投資不受經(jīng)濟(jì)政策影響的股票很重要。人工智能股票有潛力推動(dòng)和改變未來(lái)的技術(shù)。似乎大多數(shù)公司都在走人工智能的發(fā)展軌跡，甚至包括老牌的 FAANG 公司。也許還有其他建議？
I manage a stellantis dealership. By far this is the worst I've ever seen, lying, holding seperate meetings with dealerships, trying to get dealers to order more cars by giving empty promises.
我管理一家斯特蘭提斯經(jīng)銷店。到目前為止，這是我見(jiàn)過(guò)的最糟糕的情況，撒謊、與經(jīng)銷店單獨(dú)開(kāi)會(huì)、試圖通過(guò)給出空洞的承諾讓經(jīng)銷商訂購(gòu)更多汽車。
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Chinese automakers are smart. Too smart to be conned into buying the dued “Jeep” name.
中國(guó)汽車制造商很聰明。他們太聰明了，不會(huì)受騙購(gòu)買貶值的“吉普”品牌。
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Useless, underperforming and grossly overpaid CEO, did I mention that he is GROSSLY overpaid?
無(wú)用、表現(xiàn)不佳、薪水過(guò)高CEO，我有沒(méi)有提過(guò)他的薪水過(guò)高？
Stellantis is what happens when a bunch of failing legacy auto companies tries to survive...
當(dāng)一群瀕臨失敗的傳統(tǒng)汽車公司努力生存時(shí)，就會(huì)發(fā)生斯特蘭提斯這種事......
Chinese automakers should not buy their brand names because I remember during my school days 40 yrs ago that Alfa and Fiat cars were highly unreliable. Why would I want to associate myself with such a tarnished reputation.
中國(guó)汽車制造商不應(yīng)該購(gòu)買他們的品牌，因?yàn)槲矣浀?40 年前我上學(xué)的時(shí)候，阿爾法和菲亞特汽車非常不可靠。我為什么要把自己與這種聲譽(yù)不佳的品牌扯上關(guān)系。
PSA was doing quite well and when they bought Opel from GM it took just two years for Opel to turn its first profit in decades. The merger with FCA was too big a byte to swallow.
標(biāo)致雪鐵龍集團(tuán)表現(xiàn)相當(dāng)不錯(cuò)，當(dāng)他們從通用汽車手中收購(gòu)歐寶時(shí)，歐寶僅用了兩年時(shí)間就實(shí)現(xiàn)了數(shù)十年來(lái)的首次盈利。與 菲亞特克萊斯勒的合并對(duì)標(biāo)致雪鐵龍集團(tuán)來(lái)說(shuō)是一個(gè)難以接受的打擊。
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If I were Chinese companies, I would not buy American brands, Jeep, Chrysler, Dodge. I might consider Italian brands such as Maserati and Alfa.
如果我是中國(guó)公司，我不會(huì)購(gòu)買美國(guó)品牌，比如吉普、克萊斯勒、道奇。我可能會(huì)考慮意大利品牌，比如瑪莎拉蒂和阿爾法。
They have a 10 year supply already on dealer lots
經(jīng)銷商手上已經(jīng)有10年的供應(yīng)量了
Your assessment is on-the-money.
你的評(píng)估很準(zhǔn)確。
Most of it is because of them doing some of the worst markups ever in history during the tail end and after the pandemic....it was so bad, some people have swore off the brands.
大部分原因是他們?cè)谝咔槟┢诤鸵咔檫^(guò)后進(jìn)行了歷史上最糟糕的漲價(jià)......情況非常糟糕，有些人已經(jīng)放棄了這些品牌。
In SEA Maserati is known as a cheap expensive brand.
在東南亞，瑪莎拉蒂被稱為廉價(jià)而昂貴的品牌。
Dodge and Jeep are toast. They are no longer affordable!
道奇和吉普完蛋了。它們不再便宜了！
It is simple
Europe has too much pride in their brands. It is emotional. Your first love next to you in your small 500cc fiat cruising through Toscane. Fiat is a feel. Not only a brand. It has nostalgia. Europe is not getting it. That time has past. We need a clean planet with new transportation . China took the lead since they do not have any sentiment and are looking forward.
I predict that the Europeans will soon build cars for the Chinese to keep Jobs. It is over with luxury european lifestyle. Pronto
很簡(jiǎn)單，歐洲人對(duì)他們的品牌太過(guò)自豪了。這是一種情感。你的初戀坐在你的 500cc 菲亞特小車?yán)?，在托斯卡納巡游。菲亞特是一種感覺(jué)。不僅僅是一個(gè)品牌。它有懷舊之情。歐洲人沒(méi)有領(lǐng)會(huì)到這一點(diǎn)。那個(gè)時(shí)代已經(jīng)過(guò)去了。我們需要一個(gè)清潔的地球和新的交通方式。中國(guó)率先行動(dòng)，因?yàn)樗麄儧](méi)有任何類似情緒，而且充滿期待。
我預(yù)測(cè)歐洲人很快就會(huì)為中國(guó)人制造汽車，以保住工作。奢華的歐洲生活方式已經(jīng)結(jié)束。
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I have had 2 jeep Cherokees in last 7 years loved them both stayed to buy another nothing in stock and no answer when? The price point was great and a med. Size suv.
過(guò)去 7 年我擁有過(guò) 2 輛吉普切諾基，兩輛都很喜歡，后來(lái)又買了一輛，但庫(kù)存不足，也沒(méi)有人回答什么時(shí)候有？?jī)r(jià)格很合適，是一款中型 SUV。
Auto Makers are on their own this time around . The US Government is in no position to Bail them out for their insane decision making .
這次汽車制造商只能靠自己了。美國(guó)政府沒(méi)有能力為他們瘋狂的決策提供救助。
Imagine if China bought every single car company.
想象一下，如果中國(guó)收購(gòu)了所有的汽車公司。
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Stellantis has been one of the most profitable car company in the world.
I think they went too far in the premiumisation.
斯特蘭蒂斯 一直是全球最賺錢的汽車公司之一。
我認(rèn)為他們?cè)诟叨嘶矫孀龅锰^(guò)了。
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Stalans can only get in trouble if they falsify their financials or provide bogus investor guidance. Consumers can sue them over a defect in one of their cars. I’m not sure what other grounds they could be sued on.
斯特蘭蒂斯只有在偽造財(cái)務(wù)數(shù)據(jù)或提供虛假投資者指導(dǎo)時(shí)才會(huì)惹上麻煩。消費(fèi)者可以因汽車缺陷起訴他們。我不確定他們還會(huì)因什么其他理由被起訴。
The brands were bought by stelantis but never improved. The only think that happened is they raised prices. You can only hide behind a brand name for so long before the truth comes out
這些品牌被斯特蘭蒂斯 收購(gòu)，但從未改善。唯一發(fā)生的事情是他們提高了價(jià)格。在真相大白之前，你只能在一個(gè)品牌名稱背后躲藏一段時(shí)間
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Having European executive Carlos run groups like Jeep or RAM and expecting them to do well is pure hubris. He would have no concept of the ethos either of those brands.
讓歐洲高管卡洛斯管理 Jeep 或 RAM 等集團(tuán)，并期望它們?nèi)〉贸晒兇馐强裢源蟆Ｋ静涣私膺@兩個(gè)品牌的精神。
As more countries join BRICS and China buys up all the car brands, the increased market for cars from the BRICS countries could use up all the Chinese produced vehicles leaving none for USA and Europe.
隨著越來(lái)越多的國(guó)家加入金磚國(guó)家，中國(guó)收購(gòu)所有汽車品牌，金磚國(guó)家汽車市場(chǎng)的擴(kuò)大可能會(huì)消耗掉中國(guó)生產(chǎn)的所有汽車，從而導(dǎo)致美國(guó)和歐洲的汽車庫(kù)存減少。
Good for you calling out on their lies
你揭穿他們的謊言真是太好了
Did you day Stalantis made a profit. That's a novelty in the car industry atm.
你知道斯特蘭蒂斯盈利了嗎？這在汽車行業(yè)目前還是新鮮事。
MG and Volvo were rebuilt by their Chinese owners. I think more brands will be sold to them. Japan might have to follow when they start to fold. I'm thinking Nissan, Diahatsu, Suzuki, Mazda and eventually Mitsubishi and Subaru. With a 70+% reduction in the motor vehicle market worldwide, there are not going to be many brands left unscathed.
MG 和沃爾沃被中國(guó)所有者重建。我認(rèn)為會(huì)有更多的品牌被賣給他們。當(dāng)它們開(kāi)始倒閉時(shí)，日本可能不得不效仿。我認(rèn)為日產(chǎn)、戴哈特、鈴木、馬自達(dá)以及三菱和斯巴魯最終也會(huì)倒閉。隨著全球汽車市場(chǎng)萎縮 70% 以上，不會(huì)有多少品牌能毫發(fā)無(wú)損。
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I would suggest that the real problem with all of the legacy automakers are their boards of directors. The choose the executives who run these companies and they set the agenda.
Herbert was removed from his position by the board of directors of the VW group and look how bad that turned out for VW.
我認(rèn)為所有傳統(tǒng)汽車制造商的真正問(wèn)題在于他們的董事會(huì)。他們選擇了管理這些公司的高管，并制定議程。
赫伯特被大眾集團(tuán)董事會(huì)免職，看看這對(duì)大眾來(lái)說(shuō)有多糟糕。
Car sales collapse when people can't afford them. The biggest market is the bottom end. There must be a lower limit to cost, just based on the cost of materials. Even if your factory is all automation and robots, you still need to hire people to take care of the machines, and move material.
當(dāng)人們買不起汽車時(shí)，汽車銷量就會(huì)下降。最大的市場(chǎng)是低端市場(chǎng)。成本必須有一個(gè)下限，僅基于材料成本。即使你的工廠全自動(dòng)化和機(jī)器人，你仍然需要雇人來(lái)照看機(jī)器和搬運(yùn)材料。
The last traditional American brand car I owned was a Ford EXP. It was a nice looking car and ran fine for a few years but at one point it started to have electrical issues and it would leave me stranded and it would simply refuse to start until it suddenly would decide to start again. This massively turned me off from buying an American car. My next 6 cars were Toyota cars and everyone ran wonderful and lasted 10 years and then I sold them so I could get a new car again. Recently I bought two Tesla cars. The first 5 months has been great for the model Y. My model 3 is being shipped in another month. I am also happy to buy an American car again. I would be willing to buy another Toyota since it served me so well. I wanted to try an electric and the cost savings for local driving is incredibly desirable. Being able to charge your car without having to go to a gas station is also cool.
我擁有的最后一輛傳統(tǒng)美國(guó)品牌汽車是福特 EXP。這輛車外觀漂亮，開(kāi)幾年都很好，但有一次它開(kāi)始出現(xiàn)電氣問(wèn)題，讓我陷入困境，根本無(wú)法啟動(dòng)，直到它突然決定重新啟動(dòng)。這極大地打消了我購(gòu)買美國(guó)汽車的念頭。我接下來(lái)的 6 輛車都是豐田車，每輛車都使用良好，開(kāi)了 10 年，然后賣掉了它們，這樣我就可以再次購(gòu)買一輛新車。最近我買了兩輛特斯拉汽車。Model Y 在前 5 個(gè)月的表現(xiàn)非常好。我的 Model 3 將在下個(gè)月發(fā)貨。我也很高興再次購(gòu)買美國(guó)車。我愿意再買一輛豐田，因?yàn)樗鼘?duì)我而言非常好用。我想試試電動(dòng)車，而且在當(dāng)?shù)伛{駛時(shí)節(jié)省的費(fèi)用非常誘人。不用去加油站就能給車充電也很酷。
Stellantis has already hit the iceberg. They're rearranging the proverbial deck chairs as the orchestra warms up.
斯特蘭蒂斯已經(jīng)撞上了冰山。隨著樂(lè)隊(duì)的熱身，他們正在重新安排甲板上的椅子。
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If you were in Telecommunication industry, you will find out what happened in the last 25 years, and the Automotive industry WILL follow the same way :)
如果你從事電信行業(yè)，你就會(huì)發(fā)現(xiàn)過(guò)去 25 年發(fā)生了什么，汽車行業(yè)也將走上同樣的道路
Who would have thunk that $100k ICE pickup trucks would not sell?
誰(shuí)會(huì)想到售價(jià) 10 萬(wàn)美元的 ICE 皮卡賣不出去？
What I find interesting is US auto dealerships are complaining about declining sales, but their owners are making money. The auto manufacturers may follow the Cummins and Pepsi mold and purchase all their US distributorships. Not only will the manufacturers make more money by cutting overhead, but they will also be closer to their end customers.
我覺(jué)得有趣的是，美國(guó)汽車經(jīng)銷商抱怨銷量下滑，但他們的老板卻在賺錢。汽車制造商可能會(huì)效仿康明斯和百事可樂(lè)，收購(gòu)它們?cè)诿绹?guó)的所有經(jīng)銷權(quán)。通過(guò)削減管理費(fèi)用，制造商不僅能賺取更多利潤(rùn)，而且也能更接近最終客戶。
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Peugeot and Jeep brands are entered Thailand officially. (I am not sure about the other Stellantises.) They are in premium segments, due to expensive prices. Very low sales there.
標(biāo)致和吉普品牌正式進(jìn)入泰國(guó)。（我不確定其他斯特蘭提斯品牌的情況。）由于價(jià)格昂貴，它們屬于高端市場(chǎng)。那里的銷量很低。
I have a Volvo EX30. What a crap. Bugs all over the places
Yesterday I was charging I could not open my car to remove the plug it took 4 mn.
The screen did freeze several times. Terrible quality.
I’ve read that many people just gave their car back to the dealer. I understand these guys
我有一輛沃爾沃 EX30。真是糟糕。到處都是毛病。
昨天我在充電時(shí)無(wú)法打開(kāi)車子拔掉插頭，花了 有4 分鐘。
屏幕確實(shí)凍結(jié)了好幾次。質(zhì)量太差了。
我看到過(guò)很多人把車還給了經(jīng)銷商。我理解這些人
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That's not correct, Stellantis is centralizing their production. The Italian State is not happy about it because currently Stellantis is not giving the italian production sites a priority. So, multiple production sites in italy are not in use. The state was threatening Stellatis to inappropriate 2 historic car brands (Innocenti, Autobianchi) and offer the brands to cinese manufacturer if they agree to produce the cars in italy.
這不是真的，斯特蘭提斯正在集中生產(chǎn)。意大利政府對(duì)此并不高興，因?yàn)?斯特蘭提斯目前沒(méi)有優(yōu)先考慮意大利生產(chǎn)基地。因此，意大利的多個(gè)生產(chǎn)基地沒(méi)有投入使用。意大利政府威脅斯特蘭提斯將侵占兩個(gè)歷史悠久的汽車品牌（Innocenti 和 Autobianchi），如果中國(guó)制造商同意在意大利生產(chǎn)這些汽車，那么他們將把這兩個(gè)品牌提供給中國(guó)制造商。
What's that neon green car at the beginning? I want me one!
開(kāi)頭那輛霓虹綠色的車是什么？我想要一輛！
Dodge and Jeep have been sold many times, nobody could make money with the two brands.
道奇和吉普已經(jīng)被出售多次，沒(méi)有人能靠這兩個(gè)品牌賺錢。
Chrysler and Dodge ruined their lineups. They discontinued everything they made between then except the Pacifica minivan and Durango SUV with no replacements ready, or realistically in sight.
克萊斯勒和道奇毀掉了自己的產(chǎn)品線。他們停產(chǎn)了自那時(shí)起生產(chǎn)的所有車型，只留下 Pacifica 小型貨車和 Durango SUV，而且沒(méi)有現(xiàn)成的替代車型，或者說(shuō)，目前還看不到替代車型的跡象。
these brands all needed a massive injection of funds when stellantis was born. They were corporatised and now are dead in the EV age. As you say SAM, the lies are there to prop up the share price, to keep the music going.
這些品牌在斯特蘭提斯 誕生時(shí)都需要大量資金注入。它們被公司化了，現(xiàn)在在電動(dòng)汽車時(shí)代已經(jīng)消亡了。正如你所說(shuō)，謊言的存在是為了支撐股價(jià)，接著奏樂(lè)接著舞。
The Chinese are only interested in the name, so it makes sense to buy Maserati. Also they can sell more expensive cars with higher margin, because of the name. Very clever.
中國(guó)人只對(duì)名字感興趣，所以購(gòu)買瑪莎拉蒂是合理的。而且，有了瑪莎拉蒂，他們就能以更高的利潤(rùn)率銷售更昂貴的汽車。非常聰明。
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Would I be too pessimistic if I said that none of the North American automakers have a reasonable chance of making an affordable EV because they are not vertically integrated which will limit production efficiency. The North American do not have the ability to manufacture an EV battery to compete with the batteries now produced by CATL or BYD. I doubt if they ever will...
如果我說(shuō)北美汽車制造商都沒(méi)有合理的機(jī)會(huì)制造出價(jià)格實(shí)惠的電動(dòng)汽車，因?yàn)樗麄儧](méi)有垂直整合，這將限制生產(chǎn)效率，那么我是否太悲觀了？北美沒(méi)有能力生產(chǎn)電動(dòng)汽車電池來(lái)與 CATL 或比亞迪目前生產(chǎn)的電池競(jìng)爭(zhēng)。我懷疑他們是否能做到……
The problem stelantis has is that every make is competing in the same segment. Which is the Daca competitor, alpha and ds should be against audio (that is a laugh) fiat is probably different if it stays to being specialised in small/supermini cars.
The rest are fighting against each other
斯特蘭提斯的問(wèn)題是每個(gè)品牌都在同一細(xì)分市場(chǎng)競(jìng)爭(zhēng)。Daca 的競(jìng)爭(zhēng)對(duì)手是 alpha 和 ds，他們應(yīng)該針對(duì)音響（真是可笑），如果 fiat 繼續(xù)專注于小型/超小型車，情況可能會(huì)有所不同。
其余的都在互相競(jìng)爭(zhēng)
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Tesla needs a challenger in the US
特斯拉在美國(guó)需要一個(gè)挑戰(zhàn)者
In addition to Maserati, Alfa is a luxury brand. Chrysler Peugeot and Citroen used to compete for luxury but not recently. The highest price Jeeps are de-facto luxury vehicles but it is not a luxury brand.
除了瑪莎拉蒂，阿爾法羅密歐也是豪華品牌?？巳R斯勒標(biāo)致和雪鐵龍?jiān)?jīng)在豪華車領(lǐng)域競(jìng)爭(zhēng)，但最近卻沒(méi)有。價(jià)格最高的吉普車是事實(shí)上的豪華車，但它不是豪華品牌。
Stellantis is cooked, their production lines are old and expensive to run making unaffordable cars.
斯特蘭提斯已經(jīng)完蛋了，他們的生產(chǎn)線老舊而且運(yùn)行成本高昂，生產(chǎn)的汽車讓人買不起。
people in us have been waiting along time first evs like charger, of course gm still has not come out with blazer ev ss. they keeps dragiing there feet and will bite them in the butt
我們這些人已經(jīng)等待 Charger 這樣的首款電動(dòng)汽車很長(zhǎng)時(shí)間了，當(dāng)然，通用汽車還沒(méi)有推出 Blazer EV SSS。他們一直在拖延，最終會(huì)自食其果
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Funny how Tesla profits collapse by 50% but you don't consider that to be a crisis.
有趣的是，特斯拉的利潤(rùn)下降了 50%，但你卻不認(rèn)為這是一場(chǎng)危機(jī)。
Realistically, if you exclude regulatory credits, Stellantis did better in their latest financial reporting than Tesla. Tesla's net profit for the quarter when excluding regulatory credits was down over 75% YoY. Most of Tesla's net income last quarter was regulatory credits. As Tesla sales are down, they likely pulled some of those credit sales forward to inflate quarterly numbers. Subsidies made them profitable, and Tesla is far more vulnerable to political shifts than Stellantis. Neither one is growing, but Stelantis has a forward P/E ratio of around 3, while Tesla is around 100. In other words, for the each dollar of profit they make this year, you have to pay ~33 times more for Tesla shares.
實(shí)際上，如果排除監(jiān)管信貸，斯特蘭提斯在最新財(cái)務(wù)報(bào)告中的表現(xiàn)要好于特斯拉。特斯拉本季度的凈利潤(rùn)在排除監(jiān)管信貸后同比下降了 75% 以上。特斯拉上季度的凈收入大部分來(lái)自監(jiān)管信貸。由于特斯拉銷量下降，他們可能會(huì)提前部分信貸銷售以虛增季度數(shù)據(jù)。補(bǔ)貼使它們盈利，特斯拉比斯特蘭提斯更容易受到政治變化的影響。這兩家公司都沒(méi)有增長(zhǎng)，但斯特蘭提斯的預(yù)期市盈率約為 3，而特斯拉約為 100。換句話說(shuō)，他們今年每賺一美元，你就得為特斯拉的股票支付約 33 倍的價(jià)格。
What do car companies really own? Factories and machines. An available workforce that can operate the machines, near the factories. A design 'language' that has a proven market ( 'Intellectual Property' ).
Many foreign companies compete unfairly because their countries have little or no standards for pay, safety or pollution. And plentiful corruption!
I don't want to live that way - and I bet you don't either. We should not allow them to be imported.
汽車公司真正擁有的是什么？工廠和機(jī)器。工廠附近有一批可以操作機(jī)器的勞動(dòng)力。一種具有成熟市場(chǎng)的設(shè)計(jì)“語(yǔ)言”（“知識(shí)產(chǎn)權(quán)”）。
許多外國(guó)公司進(jìn)行不公平競(jìng)爭(zhēng)，因?yàn)樗麄兊膰?guó)家?guī)缀鯖](méi)有或根本沒(méi)有薪酬、安全或污染標(biāo)準(zhǔn)。而且腐敗現(xiàn)象猖獗！
我不想過(guò)這樣的生活——我敢打賭你也不想。我們不應(yīng)該允許它們進(jìn)口。
They have way too many brands, their brands are competing with each other not with the other groups or Chinese cars! No competitive advantage except very small cars in very low price points in ICE vehicles. Their electric offerings will be in trouble as soon as Tesla have a smaller model and BYD starts production in Europe. They are already hopeless in other markets.
他們有太多品牌，他們的品牌之間相互競(jìng)爭(zhēng)，而不是與其他集團(tuán)或中國(guó)汽車競(jìng)爭(zhēng)！除了內(nèi)燃機(jī)汽車中價(jià)格非常低廉的小型車外，沒(méi)有任何競(jìng)爭(zhēng)優(yōu)勢(shì)。一旦特斯拉推出小型車型，比亞迪開(kāi)始在歐洲生產(chǎn)，他們的電動(dòng)車產(chǎn)品就會(huì)陷入困境。他們?cè)谄渌袌?chǎng)已經(jīng)絕望了。
Alfa Romeo and Maserati are known for bad electrical components. The wiring harnesses are just of to thin wire and their computer management systems (ECU) software is probable bad written. This is known for decades.
Stellantis has to much brands. Let them sell the American brands like Chrysler. Sell brands or build them outside US and EU. Just supervise the whole process better. Then quality and compete effectively prices are coming back.
Selling to the Chinese is heading to go bankrupt due to a huge competition.
阿爾法羅密歐和瑪莎拉蒂的電氣元件質(zhì)量很差。線束由太細(xì)的電線組成，而且它們的計(jì)算機(jī)管理系統(tǒng) (ECU) 軟件可能編寫(xiě)得很差。幾十年來(lái)，人們都知道這一點(diǎn)。
斯特蘭提斯的品牌太多了。讓他們賣掉克萊斯勒這樣的美國(guó)品牌吧。在美國(guó)和歐盟以外銷售或生產(chǎn)品牌。只需更好地監(jiān)督整個(gè)過(guò)程。然后質(zhì)量和有效競(jìng)爭(zhēng)價(jià)格就會(huì)回升。
由于競(jìng)爭(zhēng)激烈，賣給中國(guó)人就要破產(chǎn)了。
Sam, you should embrace any EV as it is better for the environment in the long run. To get over the crisis, your company, BYD, had pivoted to hybrids, which is less effective. What is better, a Stalantis EV or a BYD hybrid?
薩姆，你應(yīng)該接受任何電動(dòng)汽車，因?yàn)閺拈L(zhǎng)遠(yuǎn)來(lái)看，它對(duì)環(huán)境更有利。為了度過(guò)危機(jī)，你（喜歡）的公司比亞迪轉(zhuǎn)向了混合動(dòng)力車，但效果不太好。斯特蘭提斯電動(dòng)汽車和比亞迪混合動(dòng)力汽車哪個(gè)更好？
Hedge Fund Group Stellantis did this to themselves -- I love it. Greed never ends well. It's very sad they've destroyed marquee named auto brands. But It's also to be expected when these companies try to run ANYTHING. If a hedge fund is running something -- you best believe it is going to be bean counted into the ground. JEEP is NOT a luxury brand -- so why is the freaking Wranger sold for upwards of 50K? That is insane. The prices for the Grand Cherokee -- outrageous. And no one needs a 115K Wagoneer! They've dug their grave -- now it's a matter of time before they are buried.
對(duì)沖基金集團(tuán)斯特蘭提斯就是這么做的——我很喜歡。貪婪沒(méi)有好下場(chǎng)。他們毀掉了知名汽車品牌，這很可悲。但當(dāng)這些公司試圖經(jīng)營(yíng)任何事情時(shí)，這也是意料之中的。如果對(duì)沖基金正在經(jīng)營(yíng)某件事——你最好相信它會(huì)被徹底摧毀。JEEP 不是奢侈品牌——那么為什么 Wranger 的售價(jià)高達(dá) 5萬(wàn)美元？這太瘋狂了。大切諾基的價(jià)格太離譜了。而且沒(méi)人需要 11.5萬(wàn)美元的 Wagoneer！他們已經(jīng)挖好了墳?zāi)埂裨崴麄冎皇菚r(shí)間問(wèn)題。
Italians might be too proud to part with Maserati or any real italian brands but Jeep has a deep imprint in China being one of the oldest nameplates, and the first foreign one (along with VW) there. So it would make most sense for Chinese to buy jeep if the price is right, but of course no price is right with a dying brand with lousy product lines and even lousier UAW contract.
意大利人可能過(guò)于驕傲，不愿放棄瑪莎拉蒂或任何真正的意大利品牌，但吉普在中國(guó)卻有著很深的印記，它是最古老的品牌之一，也是第一個(gè)進(jìn)入中國(guó)的外國(guó)品牌（與大眾一起）。因此，如果價(jià)格合適的話，中國(guó)人購(gòu)買吉普車是最明智的選擇，但對(duì)于一個(gè)產(chǎn)品線糟糕、UAW合同更差、瀕臨消亡的品牌來(lái)說(shuō)，無(wú)論什么價(jià)格都是不合適的。
RIP Stellantis
安息吧，斯特蘭蒂斯
BYD should buy them and save the company and also enter the USA and European market because they are the best. Buffet is a smart guy ...he bought BYD long time ago.
比亞迪應(yīng)該收購(gòu)它們，拯救該公司，并進(jìn)入美國(guó)和歐洲市場(chǎng)，因?yàn)樗鼈兪亲詈玫?。巴菲特是個(gè)聰明人……他很久以前就投資了比亞迪。
Not surprising if it goes through. The Chinese have done a great job with Volvo, MG and Lotus.
如果成功的話，一點(diǎn)也不奇怪。中國(guó)人在收購(gòu)和經(jīng)營(yíng)沃爾沃、MG 和 蓮花等品牌方面表現(xiàn)非常出色。
BYD will do to Chrysler what Geely did to Volvo.
比亞迪將對(duì)克萊斯勒所做的，一如吉利對(duì)沃爾沃的做法。