阿斯顿马丁CEO谈新超跑Valon:全球最快前置V12,限量150台
Aston Martin CEO Adrian Hallmark Talks New Supercar | Bloomberg Talks
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Luxury sports car manufacturer Aston Martin revving up its newest vehicle, the Aston Market Martin Valon from its V12 series. The company touting it as the most powerful front engine Aston Martin in its 113-year history. And it's limiting production well to just 150 cars worldwide. Joining us right now is the chief executive officer of Aston Martin, Adrien Hallmark. Adrian, uh, great to have you here. Uh, I I mean, I am curious.
豪华跑车制造商阿斯顿·马丁正在推出其最新车型——V12系列的阿斯顿·马丁 Valon。该公司宣称这是其113年历史上最强大的前置发动机阿斯顿·马丁,并且全球限量仅150辆。现在加入我们的是阿斯顿·马丁的首席执行官阿德里安·霍尔马克。阿德里安,很高兴你来到这里。呃,我的意思是,我很好奇。
Uh, just talk to me about the specs real quick. When we talk about the most powerful, uh, I mean, I remember the Vanquish. I mean, what was that? Something like 135 uh, uh, horsepower. What are we talking about here uh, for the new Valon?
呃,快速跟我聊聊规格吧。当我们说到最强大的时候,呃,我记得 Vanquish。它有多少马力?好像是135马力?那么新的 Valon 是多少呢?
Okay, so thanks for having us on the show. And the Veilen is more powerful than a Vanquish. It's 850 PS and 1,000 Newton meters of torque. And I forget what those numbers are in imperial measurements, but a lot more than any car that we've done before. So, it's the fastest 12cylinder front engine car from us, but also from any other car company. It's the it's the world's fastest.
好的,感谢邀请我们上节目。Valon 比 Vanquish 更强大。它有850马力(PS)和1000牛米的扭矩。我忘了这些数字换算成英制单位是多少,但比我们之前做过的任何车都要多。所以,这是我们最快的12缸前置发动机车型,也是其他任何汽车公司中最快的。这是世界上最快的。
Well, so give me a sense here, though. Um, I mean, why why did you feel the need to go from whatever that 835 PS up to the the 150 plus uh PS? I mean, it's it's notable, but did you need to do that? Um,
那么,给我一个概念。嗯,我的意思是,为什么你觉得需要从那个835马力提升到150多马力?我的意思是,这很显著,但你有必要这样做吗?嗯,
it's that segment of the marketplace. So, the car is not all about the engine. The engine is absolutely the heart of the vehicle, but if you take the whole concept of the car, it uses our components from that aluminium space frame technology and then a full carbon fiber body. It's way lighter than any of our 12cylinder cars that we've ever built, apart from the Valkyrie hypercar, of course. uh and combined with this engine uh a GT motorsport gearbox, a different rear axle ratio, the whole driving experience is completely different to any road car that we offer.
这是市场细分决定的。所以,这辆车不仅仅关乎发动机。发动机绝对是车辆的心脏,但如果你考虑整辆车的概念,它使用了我们的铝制空间框架技术组件,以及全碳纤维车身。它比我们制造过的任何12缸车型都要轻得多,当然除了 Valkyrie 超级跑车之外。呃,再加上这款发动机、GT赛车变速箱、不同的后轴传动比,整个驾驶体验与我们提供的任何公路车都完全不同。
So, it really is a specialist car, the top of our range for collectors and connoisseurs. That's the whole point of the car. Well, let's talk about those collectors and connoisseurs. Only 150 of this. So, that by default makes it a uh a collector's item. Uh roughly uh $2 million each. So uh definitely uh you have to be not only a connoisseur but also have deep pockets here. What is the goal uh of releasing a product like this overall for your business model uh with Aston Martin as it's a relatively new CEO?
所以,这确实是一款专业车型,是我们产品线中面向收藏家和鉴赏家的顶级之作。这就是这辆车的全部意义。好吧,让我们谈谈那些收藏家和鉴赏家。这款车只有150辆。所以,这自然使它成为收藏品。呃,每辆大约200万美元。所以,呃,你不仅必须是鉴赏家,还得财力雄厚。那么,作为相对较新的CEO,发布这样一款产品对阿斯顿·马丁的整体商业模式有什么目标呢?
Uh it's it's absolutely essential for our future success. Um we have a core range of cars that we're very proud of. We go from an SUV to a mid-enine hypercar to three amazing front engine GTs. But we're one of the few brands in the world that can and have successfully in the past offer cars in the one to $3 million range at at significant volumes and the contribution we get from those cars is a real boost to the overall performance of the business.
嗯,这对我们未来的成功绝对至关重要。嗯,我们有一系列核心车型,我们为此感到非常自豪。从SUV到中置引擎的超级跑车,再到三款出色的前置引擎GT跑车。但我们是世界上少数几个能够并且过去已经成功地在100万到300万美元价格区间内以可观销量提供汽车的品牌之一,而这些汽车带来的贡献对我们整体业务表现是真正的推动。
So we now have about a,000 customers worldwide that spend more than a million dollars with us every year. And for those customers, we like to create every two years or so something extraordinary, very collectible, very special and at the leading edge of design, technology and our capabilities. And this is one such example.
所以我们现在在全球大约有1000名客户,他们每年在我们这里花费超过100万美元。对于这些客户,我们喜欢每两年左右创造一些非凡的、极具收藏价值的、非常特别的东西,处于设计、技术和我们能力的前沿。这就是一个这样的例子。
You know, it's funny. I I I thought V12s were were dying out here. I mean, uh, yeah, regulation, uh, electrification, you know, all the sort of push back there. And I know that this is obviously a a somewhat niche product here, but I I am curious as to whether this maybe is sort of a testament of the V12 maybe outliving uh all of those concerns and all of those forecasts about where it seemed like we were going a few couple years ago.
你知道,这很有趣。我以为V12发动机正在消亡。我的意思是,是的,法规、电气化,你知道,所有这些阻力。而且我知道这显然是一个有点小众的产品,但我很好奇这是否可能证明了V12发动机可能比那些担忧和那些关于我们几年前似乎走向何方的预测更长寿。
You're right. I mean, the change in policies in many countries around the world in the last 24 [music] 36 months has been pretty dramatic. Uh we're now in a situation where all of our future planning indicates that we can continue to sell the 12cylinder versions of our cars through to 2035 in most countries and in most regions. Uh we will of course make them compliant with the next level of [music] emission standards that appear in 2728 calendar years.
你说得对。我的意思是,过去24到36个月里,世界许多国家的政策变化相当剧烈。嗯,我们现在的情况是,我们所有的未来规划都表明,我们可以继续在大多数国家和大多数地区销售我们的12缸版本汽车,直到2035年。嗯,我们当然会让它们符合27、28日历年出现的下一级排放标准。
Uh but we have a clear road map for the next 9 years to still be able to offer 12 cylinder engines. And the reason we do it with this car is very clearly that for the the real collectors and the car enthusiasts of which this is the biggest collection in the world [music] at Quail and Pebble Beach, they just love this kind of powertrain. Uh it may be close to the end of the this era of automotive history and they want to make the most of [music] it and we help them to do so.
嗯,但我们有一个清晰的路线图,在未来9年内仍然能够提供12缸发动机。我们用这辆车这样做的原因非常清楚,因为对于真正的收藏家和汽车爱好者来说,这是世界上最大的收藏,在Quail和Pebble Beach,他们就是喜欢这种动力系统。嗯,这可能接近汽车历史这个时代的尾声,他们想充分利用它,我们帮助他们做到这一点。
Uh you're coming up on your uh 2-year anniversary uh as head of Aston Martin Laganda. I am curious uh about the sense of uh how much sort of the path back to profitability for this company runs through cars uh like uh the new Veilen uh versus say you know the core that we all tend to think about with regards to the DB12 etc advantage.
嗯,你即将迎来担任阿斯顿·马丁拉贡达负责人的两周年纪念。我很好奇,这家公司恢复盈利的道路在多大程度上依赖于像新款Valiant这样的汽车,而不是我们通常想到的关于DB12等的核心车型。
Yeah. Um I think first of all we need to be more profitable with our core products. So you probably recognize that over the past year and a half or so, we made major strides to basically bring down the cost structure of the company so that we can be profitable [music] and cash generative at a much lower volume than we previously planned. Uh this isn't a retreat from growth. It's a different way of getting there. It's to create a solid foundation of a business with the core models to the Valhalla of which this year we'll probably sell 500 cars at 1.4 for $1.5 million.
是的。嗯,我认为首先我们的核心产品需要更盈利。所以你可能已经注意到,在过去一年半左右的时间里,我们取得了重大进展,基本上降低了公司的成本结构,这样我们就能在比原先计划低得多的产量下实现盈利和现金生成。这不是放弃增长,而是实现增长的不同方式。这是为了用核心车型打造坚实的业务基础,最终达到巅峰,今年我们可能会以每辆140万到150万美元的价格卖出500辆车。
These cars then really give us a a turbocharge, if you pardon the pun, uh to the financial performance of the company. So, in the second half of this year and certainly into next year, we should be in a position where we can demonstrate we've turned the corner. We can generate positive cash rather than burning cash. We can generate positive EBIT instead of negative EBIT. And we're on that path with a volume per year of about 6,000 sales with a credible mix of these specials at the top end.
这些车确实会给公司的财务表现带来强劲推动力,请允许我这么说。因此,在今年下半年,当然还有明年,我们应该能够证明我们已经度过了难关。我们能够产生正现金流,而不是烧钱。我们能够产生正EBIT,而不是负EBIT。我们正朝着这个方向前进,年销量约6000辆,并且在高端的特别版车型上有合理的组合。
And that's the basis for the new business model [music] at least for the next 3 years, four years as we transition to the next generation of cars. Yes, we've definitely seen the revenue up, the volume up. Obviously uh the loss is still there but uh as you sort of work your way back uh to uh cash positive. I am curious about how you view the valuation of the stock particularly given uh your one of your main competitors in this luxury space uh Ferrari trades at a luxury multiple uh certainly uh compared to where Aston has been trading which is let's just be blunt it kind of like a distressed uh car maker.
这是新商业模式的基础,至少在未来三到四年内,因为我们正在向下一代车型过渡。是的,我们确实看到了收入和销量的增长。显然亏损仍然存在,但当你努力回到现金流转正时,我很好奇你如何看待股票的估值,特别是考虑到你在豪华车领域的主要竞争对手之一法拉利的交易倍数很高,而阿斯顿·马丁的交易情况,坦率地说,有点像陷入困境的汽车制造商。
Yeah. I mean there's no question that the the performance of the shares has been pretty dramatic over the past well four or five years actually um I think as [music] soon as we demonstrate that we can deliver consistently from a financial point of view the fundamentals are there we have restructured [music] the cost structure we have got the product portfolio that can generate credible contributions [music] uh and with that cost structure and those contributions we have a clear business plan and a roadmap [music] to get to profitability and a much stronger business model.
是的。毫无疑问,过去四五年股价的表现相当戏剧性。我认为一旦我们证明我们能够在财务上持续交付,基本面就在那里,我们已经重组了成本结构,我们拥有能够产生可观贡献的产品组合,有了这样的成本结构和贡献,我们有清晰的商业计划和路线图来实现盈利和更强大的商业模式。
That's been the work of most of my last two [music] years to get us a clearer strategy, a winning strategy that's not driven by achieving super high volumes, but instead getting a much more valuebased growth strategy rather than volume based. And that's been the the change over the past 18 24 months. Talk to me though about the people you need to do that because as you were sort of trying to get cost under control you did cut uh uh several hundred jobs and then you're launching these ambitious products a product that is you know if not bespoke certainly very close to it uh and that requires a lot of human beings I mean it can't all be automated it can't all be done uh uh by machines there's a obviously a lot of thought a lot of design etc that goes into that so how do you maintain the craft and quality of a $
这便是我过去两年大部分时间[音乐]所致力于的工作,旨在为我们制定一个更清晰的战略,一个不以追求超高产量为驱动,而是转向基于价值增长而非数量增长的制胜战略。而这正是过去18至24个月间所发生的变化。不过,请跟我谈谈实现这一目标所需的人才,因为在你试图控制成本的过程中,你确实裁减了数百个工作岗位,而随后你又推出了这些雄心勃勃的产品——即便不是完全定制,也几乎接近定制——这需要大量的人力,我的意思是,这不可能全部自动化,也不可能全部由机器完成,显然其中融入了大量的思考、设计等等。那么,你如何保持工艺和品质,达到$
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