捷豹路虎发布首款纯电揽胜,起售价超20万美元
Range Rover's First Fully Electric Model Costs Over $200,000
传统车企高端新能源车型落地,涉及定价、产能规划及宏观贸易环境应对,对汽车板块估值逻辑有直接影响,建议关注相关产业链动态。
Jaguar Land Rover unveils its first fully electric Range Rover, with a price tag starting at more than 200,000 U.S. dollars, making it one of the most expensive EVs on the market. The launch comes as higher fuel prices have helped drive demand for electric vehicles. I am pleased to say Nigel Blenkinsop, chief operating officer of Jaguar Land Rover, joins us now. Congratulations, Nigel. I think the quintessential image of the Land Rover is, you know, the Queen driving around the Highlands in Scotland, right in her defender.
捷豹路虎发布了其首款纯电动揽胜,起售价超过20万美元,使其成为市场上最昂贵的电动汽车之一。此次发布正值燃油价格上涨推动电动汽车需求之际。我很高兴地说,捷豹路虎首席运营官奈杰尔·布卢金斯普现在与我们连线。恭喜,奈杰尔。我认为路虎最具代表性的形象是,你知道的,女王驾驶着卫士在苏格兰高地巡游,对吧。
What made you want to make an electric Land Rover? Well, the the introduction of the battery electric, uh, Range Rover is the final piece of our portfolio for Range Rover and represents the key element in the flexible propulsion strategy and enables us to sell Range Rover pretty much in every market globally. Uh, and we're really excited about the capability of the vehicle, the quality of the vehicle. And I think it's going to be a great success, um, around the world, but particularly in the, in the United States, where a Were customers asking for it.
是什么促使你们想要制造一款电动路虎?嗯,推出电池电动版揽胜是我们揽胜产品组合的最后拼图,代表了灵活推进战略的关键要素,使我们能够在全球几乎所有市场销售揽胜。嗯,我们对车辆的性能和质量感到非常兴奋。我认为它将在全球范围内取得巨大成功,尤其是在美国,那里有客户一直在询问这款车。
Because it does seem like a Land Rover. You know, it's all terrain. It's hardy, hefty climates and so on. We're customers looking for an electric version. Well, first and foremost rate Range Rover is, um, is our luxury brand. Um, and I think we represent that luxury brief, uh, attributes in design. Um, the beautiful design of our vehicle. Um, we're really, really pleased with the capability of the propulsion system as an electric propulsion system.
因为它确实看起来像一辆路虎。你知道,它是全地形车。它坚固、厚重,适应各种气候等等。我们有客户正在寻找电动版本。嗯,首先,揽胜是我们的豪华品牌。嗯,我认为我们在设计中体现了这种豪华定位的属性。我们车辆的设计非常精美。嗯,我们对作为电动推进系统的推进系统性能非常满意。
We actually think it adds to the capability and actually takes the Range Rover to the absolute pinnacle in terms of luxury and refinement. How did you come to the price tag? It's $208,000, is $420, and more than 65,000 more than the regular internal combustion engine version. How did you get to that price tag? Well, that's the price of the launch vehicle, the special edition that we're putting into production right now.
我们认为它实际上增强了性能,并将揽胜在豪华感和精致度方面推向了绝对巅峰。你们是如何确定这个价格标签的?它是208,000美元,即420英镑(注:原文疑为笔误,结合语境应为美元相关数值),比常规内燃机版本多出65,000多美元。你们是如何得出这个价格的?嗯,这是首发车型的价格,也就是我们现在投入生产的特别版车型。
We recognize, Um, that price point in the market, working with our colleagues in the United States, we think that it's competitively priced, and we think it position's Range Rover and the luxury of Range Rover effectively in the in the US market. How many units do you expect to sell in the first year? Nigel. Um, but we're starting production now at a steady rate of climb. We need to make sure that we protect, um, our quality, and we deliver to the highest possible standards.
我们认识到,嗯,这一价格点在市场上的情况,与美国同事合作,我们认为它具有竞争力的定价,并且我们认为它有效地将揽胜及其豪华感定位在美国市场。奈杰尔,你预计第一年能卖出多少辆?嗯,但我们现在开始以稳定的爬坡速度进行生产。我们需要确保保护我们的质量,并以尽可能最高的标准交付。
Over the next 5 to 6 months, we expect to build somewhere between 12 and 15,000 of these units, and they will be distributed globally. Um, and a significant proportion of those will go into the to the US market. The Trump administration hasn't been very EV friendly. Mostly the Detroit automakers have pulled back from EVs. How will you go about marketing this to us? Plans, as you say, are your primary plans for this? Well, I think the the beauty of our portfolio and the fact that we have a flexible propulsion system around Range Rover gives us the ability to sell at a regional level, um, to customers that are particularly interested in EV, but also in the US at a subregional level, we know that certain markets and subregional markets in the US are particularly interested in the EV, and we're really excited.
在接下来的5到6个月里,我们预计将生产12,000到15,000台这样的单元,并将在全球范围内分销。嗯,其中很大一部分将进入美国市场。特朗普政府不太支持电动汽车(EV)。底特律的汽车制造商大多已退出了电动汽车领域。你们打算如何向我们营销?正如你所说,这是你们的主要计划吗?嗯,我认为我们的产品组合的优势以及围绕揽胜(Range Rover)的灵活推进系统,使我们能够在区域层面销售给那些对电动汽车特别感兴趣的客户,同时在美国的次区域层面,我们知道美国某些市场和次区域市场对电动汽车特别感兴趣,我们对此感到非常兴奋。
Um, I could see a huge level of interest. We have over 80,000 expressions of interest for the new electric vehicle, and many of those have come from new customers to the Range Rover brand and actually new customers to Jaguar Land Rover. Now it's made in the same production line in the West Midlands as your other vehicles. Curious if you're concerned that the Trump administration will want you to start making or producing in the United States in order to avoid things like tariffs?
嗯,我能看到巨大的兴趣水平。我们有超过80,000份对新电动汽车的兴趣表达,其中许多来自路虎品牌的新客户,实际上是捷豹路虎(Jaguar Land Rover)的新客户。现在它是在西米德兰兹与你的其他车辆相同的生产线上制造的。好奇你是否担心特朗普政府会要求你在美国开始制造或生产以避免诸如关税之类的事情?
Well, the introduction of tariffs last year was, uh, a challenging moment for the business. I think we've adjusted and grown out of that with the stabilization, normalization of the tariffs that were introduced. We've gone away and we've found additional Efficiencies and productivity to offset the the challenge of the tariffs. And what we're trying to do now is to make sure that we position this product to the right point in the market so that it delivers, um, successfully.
嗯,去年关税的引入是业务的一个挑战时刻。我认为我们已经通过稳定和调整已引入的关税而适应并成长起来。我们寻找了额外的效率和生产力来抵消关税带来的挑战。我们现在正试图确保将这款产品定位在市场的正确位置,以便它能成功交付。
And we're also exploring other, um, opportunities, including partnerships that may develop. Um, I wrote the brand defender in the United States, but it's very, very early stages in terms of those discussions. Well, you also don't quite get the range on this that some of your competitors do. So it's 372 miles on a single charge, and in 22 minutes you can go from 10% to 80% charged. But for example, the model from BMW can do just a little bit more than that.
我们也在探索其他机会,包括可能发展的合作伙伴关系。嗯,我写了关于在美国的品牌捍卫者,但这些讨论处于非常早期的阶段。嗯,你也无法获得像一些竞争对手那样的续航里程。因此,单次充电可行驶372英里,在22分钟内可以从10%充至80%。但例如,宝马(BMW)的车型可以稍微多一点。
Do you intend to try to narrow that gap? Will it hurt sales? Yeah, I think if I heard you correctly, you were you were mentioning range. We think that the range is, um, competitive. The battery system on the Range Rover is very, very high density. It's a 400, 800 fold, um, charging system. It gives the customer lots of flexibility. The charge rate is really, really quickly. It's really, really quick. Um, and through the development process, we recognize that we can put approximately 200 miles of range into the battery in less than ten minutes, which is is very, very competitive.
你们打算尝试缩小这一差距吗?这会损害销量吗?是的,我认为如果我理解正确的话,你提到了续航里程。我们认为续航里程具有竞争力。揽胜(Range Rover)的电池系统密度非常高。它采用400/800伏折叠式充电系统。这为客户提供了极大的灵活性。充电速度非常快。真的非常快。嗯,在开发过程中,我们认识到可以在不到十分钟内为电池充入约200英里的续航电量,这非常有竞争力。
Um, gives the customer huge flexibility when they're out on longer journeys. You know, there is a Chinese model that is actually termed the Range Rover, which is a credit to Range Rover. Right? But also, you know, it speaks to the fact that people can now get cheaper versions of this from China. How are you holding back China competition? Well, I think we're, um, we're really, really confident in the strength of our House of brands.
嗯,当客户进行长途旅行时,这赋予了他们巨大的灵活性。你知道,中国有一款实际上被称为“揽胜”的车型,这是对揽胜品牌的认可。对吧?但这也说明人们现在可以从中国获得该品牌更便宜的版本。你们如何应对来自中国的竞争?嗯,我认为我们对旗下品牌集团(House of brands)的实力非常有信心。
Range Rover is our flagship products. We're very, very confident about the strength of those brands and the potential for growth in that brand and our other brands globally. Uh, we're continuing to focus on what we do well and make sure that we're presenting that in the best possible way to to our customers and our customers. We know we're extremely excited about the new products that are coming into the portfolio, and we're looking forward to delivering, you know, extremely impressive, uh, experience for all of those customers.
揽胜是我们的旗舰产品。我们对这些品牌的实力以及该品牌和其他品牌在全球的增长潜力非常有信心。嗯,我们继续专注于我们所擅长的领域,并确保以最佳方式向我们的客户展示这些优势。我们知道,客户对我们即将推出的新产品组合感到非常兴奋,我们期待着为所有这些客户提供极其令人印象深刻的体验。
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