现代汽车宣布2025-2028年对美投资260亿美元
Why Hyundai’s Investing $26B In The U.S.
The US continues to be Hyundai's most important market as it continues its global push into new countries. My top three priorities are USA and USA is helping us to really make good progress. Since 2020, Hyundai has grown its U.S. sales by roughly 50%. It's taken over major players like Honda and Stellantis, and is closing the gap on the third top-selling automaker in the country, Ford. I sat down with Hyundai CEO to discuss why the U.S. has become such an important priority for the company.
美国继续是现代汽车最重要的市场，因为它继续向新国家进行全球扩张。我的三大优先事项是美国，美国正在帮助我们取得良好进展。自2020年以来，现代汽车在美国的销量增长了约50%。它已经超越了本田和Stellantis等主要竞争对手，并正在缩小与国内第三大畅销汽车制造商福特的差距。我与现代汽车CEO坐下来讨论为什么美国已成为公司如此重要的优先事项。
The company has been on a hot streak for years and continues to invest in its U.S. manufacturing capabilities. We localize. We have more engineering capabilities, more technical capabilities in this market compared to global. So depend less on Korean management and Korean R&D and Korean resources and focus more and more here. Honda is in a unique place because it actually needs more production capacity. That means that the demand is outpacing the supply, and that is really unique in today's auto industry.
该公司多年来一直保持强劲势头，并继续投资于其美国制造能力。我们进行本地化。与全球相比，我们在该市场拥有更多的工程能力和技术能力。因此，我们减少对韩国管理层、韩国研发和韩国资源的依赖，而越来越专注于本地。本田处于一个独特的位置，因为它实际上需要更多的生产能力。这意味着需求超过供应，这在当今汽车行业中是独一无二的。
Most companies are having to limit production or have plants that are empty. Hyundai is the exact opposite. They are trying to build new plants and build vehicles as fast as they can. Challenges for the auto industry right now are abundant. I mean, they range from geopolitical concerns and trade and tariffs to slowing market demand. Thus far, that has not really impacted Hyundai too much. They have products that are really selling, and they've been able to navigate through a lot of the tariffs and geopolitical environment.
大多数公司不得不限制生产或拥有空置的工厂。现代汽车则完全相反。他们正试图尽快建造新工厂并生产车辆。当前汽车行业面临的挑战众多。我的意思是，它们从地缘政治关切、贸易和关税到市场需求放缓不等。到目前为止，这并未真正对现代汽车造成太大影响。他们有真正畅销的产品，并且能够应对许多关税和地缘政治环境。
They produce a lot of vehicles in South Korea. That tariff is lower than many other countries, and they're also trying to domesticate the US auto industry here to even help avoid many of those other tariffs that they're currently facing. The US market, it's been through a lot since you've joined the company. I mean, in 2019, we went through Covid, a chip shortage, supply chain shortages, a war. How are you looking at US tariffs right now?
他们在韩国生产大量车辆。该关税低于许多其他国家，他们也在努力使美国汽车产业本地化，以进一步避免目前面临的许多其他关税。自您加入公司以来，美国市场经历了很多。我的意思是，在2019年，我们经历了新冠疫情、芯片短缺、供应链短缺和战争。您现在如何看待美国的关税？
I'm glad I'm not a politician. Right. So and then my my job is to take all the elements that are available to do the business and make the most out of it, right? So I'm not going to enter in judging the situation. But what I will tell you is that for us, tariffs are helping accelerate our localization plan. That's very, very simple. Hyundai plans to invest $26 billion from 2025 through 2028. That's more money than it has invested since it entered the US market 40 years ago.
我很高兴我不是政治家。对吧。所以我的工作是利用所有可用的要素来开展业务并充分利用它，对吧？所以我不打算评判局势。但我要告诉您的是，对我们来说，关税正在加速我们的本地化计划。这非常简单。现代汽车计划在2025年至2028年间投资260亿美元。这比它自40年前进入美国市场以来的投资总额还要多。
Muniz told me the new plant, built in Georgia, is one of the biggest milestones in the company's history and a key growth driver for the automaker. How much more can you increase it without needing a brand new plant? I think roughly, we could stretch to 700,000 to 800,000. A large part of the company's success comes from its breadth of products, from its luxury Genesis brand to its middle tier namesake brand to its value play with Kia.
穆尼兹告诉我，这座建在乔治亚州的新工厂是公司历史上最大的里程碑之一，也是这家汽车制造商的关键增长动力。在不新建工厂的情况下，还能增加多少产能？我认为大致可以扩展到70万到80万辆。公司成功的很大一部分来自于其产品的广度，从豪华品牌捷尼赛思，到中档的同名品牌，再到以性价比著称的起亚。
All have outperformed for years. Genesis, i mean, it's gone way beyond our expectations and became number seven in the US market, overtaking Porsche, Jaguar Land Rover. And even before, we've deployed the entire portfolio of products and technologies that are about to come. Kia has been on a journey, really for the last ten years that we've focused on improving the quality, improving the design of our product, and now improving the perception of our brand.
多年来，这些品牌的表现都超出了预期。捷尼赛思，我是说，它的表现远远超出了我们的预期，在美国市场跃升至第七位，超越了保时捷、捷豹路虎。而且，在我们部署即将推出的全部产品和技术组合之前，就已经取得了这样的成绩。起亚在过去十年里一直在进行转型，我们专注于提升产品质量、改进产品设计，现在则致力于提升品牌形象。
And that's really the trifecta that's led to our rapid sales growth over the last ten years. How are you looking at EVs now compared to, I mean, a few years back? We continue to see EV as a very important market. Today, we account for roughly one third of total vehicles electrified. And then with solid growth on battery EV. Now we're booming on hybrids more than 70% growth for example last quarter here in the US. Hyundai's expansion comes down to product.
这正是过去十年我们销量快速增长的三重驱动力。与几年前相比，您现在如何看待电动汽车市场？我们仍然认为电动汽车是一个非常重要的市场。目前，我们大约三分之一的车辆实现了电气化。纯电动汽车销量稳步增长。现在我们在混合动力车型上也在蓬勃发展，例如上个季度在美国市场增长了超过70%。现代汽车的扩张归根结底在于产品。
That product is what drives the company. It's what drives customers to dealerships to buy its product. And the white space product that it has left are essentially pickup trucks and SUVs. And when we talk about pickups and SUVs, that is the bread and butter segment for legacy players such as Ford Motor Company. Hyundai has been narrowing its sales gap with Ford for several years now, and selling pickup trucks, as well as more rugged SUVs.
产品是推动公司发展的核心。正是产品吸引顾客走进经销店购买。而它所留下的空白市场主要是皮卡和SUV。当我们谈到皮卡和SUV时，这正是福特汽车公司等传统车企的核心业务领域。现代汽车多年来一直在缩小与福特的销售差距，而推出皮卡和更坚固耐用的SUV，可能真正成为推动公司持续向前发展的下一个增长催化剂。
It could really be kind of the next step for that catalyst of growth to continue to drive the company forward.
这确实可能成为推动公司继续向前发展的下一个增长催化剂。
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