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  • Hello and welcome to another episode of CNBC s Beyond the Valley, I m Arjun Kharpal in

    大家好,歡迎收看CNBC的另一集《超越山谷》,我是Arjun Kharpal。

  • Guangzhou China

    中國廣州

  • Ralph how are you, thanks for joining us on CNBC s Beyond the Valley.

    拉爾夫,你好,感謝你參加CNBC的《超越山谷》節目。

  • RALPH: Happy to be with you.

    RALPH:很高興和你在一起。

  • ARJ Q1: So let's kick off the conversation.

    ARJ Q1:那麼讓我們開始對話吧。

  • In a recent report, you guys noted that the electric vehicle market will start rapidly

    在最近的一份報告中,你們指出,電動汽車市場將迅速開始

  • scaling around the year 2024.

    在2024年左右擴大規模。

  • So what's happening now and until then, what's going to be driving that?

    那麼,現在和在此之前發生的事情,將是什麼在推動?

  • RALPH A1: now a lot of plans that have been issued, the years before are materializing.

    RALPH A1:現在很多已經發布的計劃,前幾年都在實現。

  • The products are coming to the market.

    產品正在進入市場。

  • is the number of vehicles electric vehicles, which are available for customers are quickly

    是電動汽車的數量,可供客戶快速使用。

  • racing in between 2022 and 2025, from 100 to 200.

    在2022年和2025年之間的賽車,從100到200。

  • And there are more plans to come.

    而且還有更多的計劃即將出臺。

  • And we see that also on the very top.

    而我們在最上面也看到了這一點。

  • Mercedes, for example, just launched the EQ s, the electric s class we saw from Porsche

    例如,奔馳剛剛推出了EQ s,即我們從保時捷那裡看到的電動S級。

  • they take on Audi is launching.

    他們對奧迪採取的是推出。

  • So as cars, GM is coming.

    所以作為汽車,通用汽車來了。

  • The Japanese Nissan is strengthening their plans, Toyota is doing a lot QIA has introduced

    日本的日產公司正在加強他們的計劃,豐田公司正在做很多事情,QIA已經推出了

  • an entire verity of electric cars.

    一個完整的電動汽車品種。

  • Car producers, car manufacturers, you have now a bundle of different cars to be purchased.

    汽車生產商,汽車製造商,你現在有一捆不同的汽車需要購買。

  • So that we have, let's say, first time, a situation where we are not just discussing

    是以,我們有,讓我們說,第一次,一個情況,我們不只是在討論

  • electromobility.

    電動汽車。

  • it is reality.

    這就是現實。

  • ARJ Q2: And are consumers ready for electric vehicles at this point, and has the COVID

    ARJ Q2:消費者此時是否已經為電動汽車做好準備,COVID是否已經準備好了?

  • pandemic accelerated that in any way?

    大流行病是否以任何方式加速了這一點?

  • RALPH A2: Yeah, we do believe they are ready.

    RALPH A2:是的,我們確實相信他們已經準備好了。

  • in the beginning, there was a lot of uncertainty in terms of mileage, of battery costs, recycling

    一開始,在里程數、電池成本、回收方面有很多不確定性。

  • topics, charging, etc.

    主題、充電等。

  • It's getting now more and more clear to customers how to deal with these things, we see that

    現在客戶越來越清楚如何處理這些事情了,我們看到

  • leverage ranges 300 to 400 kilometers, you can drive those cars with a high level of

    槓桿範圍為300至400公里,你可以駕駛這些汽車,並具有很高的水準。

  • reliability, you can charge them, it's not a significant problem anymore.

    可靠性,你可以向他們收費,這已經不是一個重大問題了。

  • And we see that during the COVID pandemic, there was a lot of stimulation programs being

    我們看到,在COVID大流行期間,有很多刺激性項目正在進行中

  • issued by different governments, for example, in Europe, if you take Germany, it's 10 or

    由不同的政府發行,例如,在歐洲,如果你以德國為例,它是10或

  • more 1000 euros, direct subsidization for purchasing an electric car and hybrid plug

    超過1000歐元,對購買電動車和混合動力車的直接補貼

  • in hybrid.

    在混合型。

  • So that this is a simulation, for sure.

    是以,這是一個模擬,是肯定的。

  • And this is helping the car manufacturers introduce those electric cars, despite the

    而這正幫助汽車製造商推出那些電動汽車,儘管

  • fact that the cost for those cars are still higher than for producing combustion engine

    事實上,這些汽車的成本仍然高於生產內燃機的成本。

  • cars.

    汽車。

  • ARJ Q3: Let's talk about the position of traditional automakers in this market at the moment, because

    ARJ Q3:讓我們來談談目前傳統汽車製造商在這個市場的地位,因為

  • one thing we have seen is a number of technology companies jump into the electric vehicle market

    我們看到的一件事是一些技術公司跳入電動汽車市場。

  • in the smart car market, or should the automakers the traditional automakers be worried?

    在智能汽車市場上,汽車製造商和傳統汽車製造商是否應該擔心?

  • RALPH A3: if a fundamental transformation is happening, this is less not less than a

    RALPH A3:如果發生了根本性的轉變,這是少不更事的。

  • disruption to the industry, which has been in stability for 100 plus years.

    對這個已經穩定了100多年的行業造成了破壞。

  • You need to be careful.

    你需要小心。

  • And for the moment, we do believe that traditional automakers have understood that they need

    而就目前而言,我們確實認為傳統的汽車製造商已經明白,他們需要

  • to change and transforms themselves fundamentally.

    以改變和從根本上改變自己。

  • Volkswagen, for example, they have separated the abilities of software competence center,

    例如,大眾汽車公司,他們已經將軟件能力中心的能力分開。

  • they've separated it, they are aiming for 10,000 software engineers.

    他們已經分開了,他們的目標是10000名軟件工程師。

  • They have introduced plans to build a range of six battery factories across the world,

    他們已經推出計劃,在全球範圍內建立一系列六家電池工廠。

  • etc.

    等。

  • So they have understood what does it take to really be successful and come up with totally

    是以,他們已經理解了什麼是真正的成功,並提出了完全的

  • independent electric vehicle architectures for those new cars.

    這些新車的獨立電動汽車架構。

  • It's not compromise.

    這不是妥協。

  • So put all in and have sent finally something.

    是以,把所有的東西都放進去,並有發送終於有東西了。

  • They have learned their lessons they have understood, what does it take, and they can

    他們已經學會了他們的教訓,他們已經明白,需要什麼,他們可以

  • now play their strengths.

    現在發揮他們的長處。

  • And their fundamental strengths are they have a big customer base, they have a solid, aftermarket

    他們的基本優勢是他們有一個大的客戶群,他們有一個堅實的售後市場。

  • business contributing cash wise, they have access to a lot of customers effort, they

    他們有機會接觸到大量的客戶,他們有機會接觸到現金。

  • have a brand which normally gives them reputation in front of customers, they have a financing

    有一個品牌,這通常使他們在客戶面前獲得聲譽,他們有一個融資

  • branch, which allows them to make, let's say, cost affordable by putting together the right

    分支機構,這使他們能夠通過把合適的

  • deals.

    交易。

  • So there is a lot on the other end, there's heritage, there's a lot of infrastructure

    是以,在另一端有很多東西,有遺產,有很多的基礎設施

  • plants, you may not need it in the future anymore.

    植物,你將來可能不再需要它了。

  • So this is a challenge for them.

    所以這對他們來說是一個挑戰。

  • ARJ Q5: Let's talk a bit about electric vehicle adoption, what would you say are the biggest

    ARJ問5:讓我們來談談電動汽車的採用,你認為最大的問題是什麼?

  • challenges at this point to electric vehicle adoption.

    在這一點上,電動汽車的採用面臨著挑戰。

  • RALPH A5: And we see that they are out of the studies we made is four or five criteria

    RALPH A5:我們看到,他們在我們所做的研究中是四或五個標準

  • that drives customer decisions.

    促使客戶作出決定。

  • First, it's uncertainty about, let's say the reliability and let's say usability of those

    首先,它是不確定的,比方說這些的可靠性和比方說可用性

  • cars.

    汽車。

  • I think you said it earlier as this could be solved or is already solved as a problem.

    我想你之前說過,這可以作為一個問題來解決,或者已經解決了。

  • Second is charging.

    第二是充電。

  • So he says sufficient opportunity to charge my car in my surrounding in my environment.

    所以他說有足夠的機會在我周圍的環境中為我的汽車充電。

  • So governments and industry have understood that they need to speed up and ramp it up

    是以,政府和工業界已經明白,他們需要加快和提高它的速度

  • quickly and initiatives are underway.

    迅速,並正在採取舉措。

  • So we do not see that this is on the long run.

    是以,我們沒有看到這是在長期的。

  • Because significant hurdle.

    因為重大的障礙。

  • So that is the cost of cars compared to traditional offers.

    是以,這就是與傳統報價相比,汽車的成本。

  • So as I said earlier, as your subsidy programs in place, making up let's say for the price

    是以,正如我先前所說,由於你的補貼項目已經到位,彌補了讓我們說的價格

  • difference, you normally have those This is for the moment, not a big deal.

    差異,你通常有那些 這是暫時的,不是一個大問題。

  • And behind this price difference, the major impact is created by battery cost.

    而在這種價格差異的背後,主要影響是由電池成本造成的。

  • And we see that cost of batteries are coming down very quickly.

    而且我們看到,電池的成本正在迅速下降。

  • And the concepts of let's say, putting, let's say the right size of battery in the cars

    比方說,把合適大小的電池放在汽車裡的概念。

  • is advancing so that we see that in 2425, there will be a cost parity.

    正在推進,以便我們看到,在2425年,將有一個成本平價。

  • And finally, it's a cost of ownership.

    最後,這是一個所有權成本。

  • And there we also see that, let's say electric cars impacted by the cost of purchasing the

    在這裡我們也看到,比方說電動汽車受到購買成本的影響。

  • car, make up and finally it would be in favor of electric cars and there's Also, let's say

    汽車,組成,最後它將支持電動汽車,還有,讓我們說說

  • from governments, co2 fines, etc, the taxation of combustion engines is handled in a way

    從政府、二氧化碳罰款等方面來看,對內燃機的徵稅是以一種方式處理的

  • that it's getting more expensive.

    那就是越來越貴了。

  • a lot of arguments are playing in favor of EVs.

    很多論點都在支持電動車。

  • ARJ Q6: Let's talk a little bit or look a little bit further into the future and talk

    ARJ問6:讓我們談一談,或者說把眼光放遠一點,談一談未來。

  • about autonomous driving, because this, of course, is something that the automakers are

    關於自動駕駛,因為這當然是汽車製造商正在進行的事情。

  • getting very excited about.

    變得非常興奮。

  • But there's also a discrepancy in terms of which markets are ahead in the development

    但是,在哪些市場的發展領先方面也存在著差異

  • of that, you know, we know the US is pushing quite aggressively in this area in China,

    你知道,我們知道美國正在相當積極地在中國推動這一領域的工作。

  • of course, as well.

    當然,也是如此。

  • But you know, mass adoption of autonomous driving still feels like a long way off.

    但是你知道,大規模採用自動駕駛仍然感覺是一個漫長的過程。

  • I mean, in your view, what are the steps to get there, and how far off might we be?

    我的意思是,在你看來,有哪些步驟可以達到這個目標,我們可能還差多遠?

  • RALPH A6: First, we also thought that autonomous driving would come much earlier, because we

    RALPH A6:首先,我們也認為自動駕駛會更早到來,因為我們

  • underestimated the complexity of this technology.

    低估了這項技術的複雜性。

  • And it is not about making a car and driving straight in an autonomous mode on motorways,

    而且,這並不是要製造一輛汽車並在高速公路上以自主模式直接行駛。

  • without cross traffic.

    沒有交叉交通。

  • The problem is coming if you have free flow system, in a in a crowded city, for example,

    如果你有自由流動的系統,例如在一個擁擠的城市裡,問題就來了。

  • with a lot of unexpected events happening.

    有很多意外事件發生。

  • So this was underestimated.

    所以這被低估了。

  • And there's consensus in the industry, that in such situations, we will be able from maybe

    業界有一個共識,即在這種情況下,我們將能夠從也許

  • 2028 onwards, to have this technology in an affordable way.

    2028年以後,要以可負擔得起的方式擁有這項技術。

  • the different story is Robo caps, where you have, let's say, an autonomous driving mode

    不同的故事是機器人帽,在那裡你有,比方說,一個自動駕駛模式

  • in a fenced and defined area so that you can make it part of a public transportation system

    在一個有圍欄和規定的區域,這樣你就可以把它作為公共交通系統的一部分。

  • in the city etc.

    在城市等。

  • And not just for people but also for for goods delivery.

    不僅僅是為人,也為貨物運送。

  • And we do believe that because technological challenges, not as high as in this free flow

    我們確實相信,因為技術挑戰,並不像在這個自由流動中那麼高。

  • mode.

    模式。

  • And the regulator situation is a different one, this can come earlier.

    而監管機構的情況是不同的,這可以更早的到來。

  • And say we see that up to mid of this tick 2025, we will have, let's say situations,

    說我們看到,到2025年的中期,我們將有,比方說情況。

  • especially in China, where you have, let's say the government driving this and pushing

    特別是在中國,你有,比方說,政府推動這個和推動

  • this significantly.

    這一點很重要。

  • Then we will see and certain areas in US because regulatory situations are different to European

    然後,我們將看到美國的某些地區,因為監管情況與歐洲不同。

  • Union and European Union will be quite often a bit behind because complexity of regulation

    由於監管的複雜性,聯盟和歐盟往往會有點落後。

  • is higher than in other areas, because we need to link, let's say the cross country

    比其他領域要高,因為我們需要連接,比方說越野車。

  • traffic, also in an autonomous way.

    交通,也是以一種自主的方式。

  • And there you have, let's say was 28 European countries a different situation.

    而你有,讓我們說是28個歐洲國家的不同情況。

  • ARJ Q7: Now, Ralph, if you then looked on a global landscape about electric vehicles,

    ARJ問7:現在,拉爾夫,如果你再看看關於電動車的全球景觀。

  • and you were to use a metaphor of a race to electric vehicle adoption, between the US

    如果你用一個比喻來形容美國和日本之間的電動汽車採用競賽,那麼你就會發現,美國和日本之間的電動汽車採用競賽是非常激烈的。

  • between Europe and China, I mean, who's ahead right now, then who's going to win?

    在歐洲和中國之間,我的意思是,現在誰領先,那麼誰就會贏?

  • RALPH A7: We have a bit different perspective.

    RALPH A7:我們有一點不同的觀點。

  • It is not, let's say having a complete country, being front running or running behind, we

    這不是說,讓我們擁有一個完整的國家,在前面跑或在後面跑,我們

  • have a situation where we need to compare urban areas, for example, New York can be

    有一種情況是,我們需要比較城市地區,例如,紐約可以是

  • compared to Shanghai.

    與上海相比。

  • Because the problems everywhere is the same.

    因為各地的問題都是一樣的。

  • So we see that from an regulatory aspect.

    是以,我們從監管方面看到了這一點。

  • The government need to influence mobility in a way that there's no traffic collapse

    政府需要以一種沒有交通崩潰的方式來影響流動性。

  • happening and you need to come up with different solutions for public transportation systems

    發生,你需要為公共交通系統想出不同的解決方案

  • etc.

    等。

  • Despite this, China in the in the urban dense areas will be first in us and then we have

    儘管如此,中國在城市密集區將首先在我們,然後我們有

  • in Europe or certain areas like Amsterdam, we have let's say half of The population of

    在歐洲或某些地區,如阿姆斯特丹,我們有一半的人口

  • the Netherlands commuting around this area or Berlin or something Paris, London has those

    荷蘭人在這一地區或柏林或其他地方通勤,巴黎、倫敦都有這些情況。

  • big areas.

    大的領域。

  • And then you have, let's say the more rural areas, we will see compression engines, quite

    然後你有,比方說更多的農村地區,我們將看到壓縮引擎,相當的

  • long as it's the same in China, we will see that in India, Delhi, Mumbai, Bangalore, Chennai,

    只要在中國是一樣的,我們就會在印度看到,德里、孟買、班加羅爾、欽奈。

  • etc will have a significant level of electric mobility, but the rest of India will be still

    等地將有相當水準的電動汽車,但印度其他地區仍將是

  • on combustion engines.

    在內燃機上。

  • ARJ: Ralph, great conversation.

    ARJ:拉爾夫,偉大的對話。

  • Thanks so much for joining me.

    非常感謝你加入我。

  • RALPH: Appreciate.

    RALPH: 欣賞。

  • Thank you.

    謝謝你。

  • ARJUN LINKS 2

    ARJUN LINKS 2

  • ARJUN: Let s just turn our attention to China I m pleased to introduce brian Gu, whos the

    ARJUN:讓我們把注意力轉移到中國,我很高興地介紹Brian Gu,他是中國的一個重要人物。

  • president of the company.

    該公司的總裁。

  • Good to see you

    很高興見到你

  • Brian how are you?

    布萊恩你好嗎?

  • GUEST 2- Brian Gu

    嘉賓 2- 顧博文

  • BRIAN: Great to see you Arjun

    很高興見到你,阿瓊

  • ARJUN: So let's kick off the conversation.

    ARJUN:所以讓我們開始對話。

  • Of course with the China market.

    當然,隨著中國市場的發展。

  • This is where you're operating quite heavily So, as you look forward now, and what we've

    這是你操作相當嚴重的地方 所以,當你現在向前看時,以及我們已經

  • seen the start of 2021, what's your outlook for the China market over the coming years?

    看到2021年的開始,你對未來幾年的中國市場有什麼展望?

  • BRIAN: Well, I think the China Evie market continue to have a very robust growth momentum.

    BRIAN:好吧,我認為中國Evie市場繼續有非常強勁的增長勢頭。

  • So I think the growth in the next few years, will probably be ahead of the government's

    是以,我認為未來幾年的增長,可能會領先於政府的預期。

  • prediction of 20% by 2025.

    預測到2025年為20%。

  • So that's very exciting for all of us.

    是以,這對我們所有人來說都非常令人興奮。

  • ARJUN: One thing that's been really interesting in the China market is the increasing number

    ARJUN:在中國市場上,有一件事非常有趣,那就是越來越多的人加入到中國市場。

  • of players of course, in the electric vehicle space from from startups to the traditional

    當然,在電動汽車領域,從初創企業到傳統企業,都有很多參與者。

  • automakers.

    汽車製造商。

  • But more recently, we've seen a number of large technology giants also enter this this

    但最近,我們看到一些大型技術巨頭也進入了這一領域。

  • automotive space.

    汽車空間。

  • Does that concern you at all in terms of competition?

    就競爭而言,這是否讓你擔心?

  • And how do you plan to navigate that?

    你打算如何駕馭這個問題呢?

  • BRIAN: Yeah, I think you're right.

    BRIAN:是的,我想你是對的。

  • I mean, I think the waves of competitors are now changing, right?

    我的意思是,我認為競爭對手的浪潮現在正在改變,對嗎?

  • So I think it would be actually quite interesting at that time to see, you know, the competitive

    是以,我認為在那個時候,看到你知道的,競爭激烈的情況,實際上是相當有趣的。

  • dynamic shift towards technology players.

    向技術型企業的動態轉變。

  • And I think we really welcome that.

    我認為我們真的歡迎這一點。

  • ARJUN: Now you have your own autonomous driving system as well called x pilot, which has some,

    ARJUN:現在你們也有自己的自主駕駛系統,叫做X pilot,它有一些。

  • you know, autonomous assisted features for the drivers as well How do you see this playing

    你知道,司機的自主輔助功能也是如此,你如何看待這種情況?

  • out in China?

    在中國?

  • And what what do you see as the road to to where we get full autonomy for these cars?

    你認為通往這些汽車獲得完全自主權的道路是什麼?

  • BRIAN: Well, I think China is probably one of the more advanced and aggressive countries

    布里安:嗯,我認為中國可能是更先進和更積極的國家之一。

  • that to experiment, autonomous driving And with that data, we can actually continue to

    有了這些數據,我們實際上可以繼續進行實驗,自主駕駛。

  • progress towards full autonomy.

    在實現完全自治方面取得進展。

  • I think that gradual sort of approach is what we think is more practical.

    我認為這種漸進式的方法是我們認為比較實用的。

  • ARJUN: Brian, I just want to get back to the competition again, because you know, when

    ARJUN:布萊恩,我只是想再次回到競爭,因為你知道,當

  • a lot of people perhaps hear about expert motors, they read about it on new sites but

    很多人也許聽說過專家馬達,他們在新的網站上讀到過它,但

  • also in terms of Tesla, you know, they have, of course, been around for longer, they're

    在特斯拉方面,你知道,他們當然已經存在了更長時間,他們是

  • delivering more cars than you guys in China, and what are your plans to catch up in this

    在中國交付的汽車比你們更多,你們有什麼計劃在這方面迎頭趕上?

  • space?

    空間?

  • BRIAN: Yeah, I think Tesla is a name that you can avoid talking

    BRIAN:是的,我認為特斯拉是一個你可以避免談論的名字。

  • about when you do EV, right?

    關於你做電動車的時候,對嗎?

  • So we actually learn from all these different players to really form our own strategy.

    是以,我們實際上從所有這些不同的球員身上學習,真正形成我們自己的戰略。

  • ARJUN: You mentioned, of course, your focus on the China driving scenario, but also you

    ARJUN:你提到了,當然,你對中國驅動情況的關注,但你也

  • have begun to lay the groundwork for for global expansion as well.

    也已經開始為全球擴張奠定基礎。

  • So I What are your plans in terms of the international markets?

    那麼,我 你在國際市場方面有什麼計劃?

  • I think you've looked at Europe first, but what are some of the markets you see is ripe

    我想你已經先看了歐洲,但你認為有哪些市場是成熟的?

  • for disruption as it were, and ripe for electric vehicle products that you're bringing into

    顛覆性的,對你帶入的電動汽車產品來說,時機已經成熟。

  • the market?

    市場?

  • BRIAN: Well, I think, at the end of the day, a smart Eevee is going to be a global product.

    布里安:好吧,我認為,在一天結束時,智能埃維將是一個全球產品。

  • I think we want to make sure that we have international growth strategy place where

    我認為,我們要確保我們有國際增長戰略的地方,其中

  • we actually have our third, fourth fifth models ready.

    我們實際上已經準備好了我們的第三、第四和第五個模型。

  • And those models will be designed with international market in mind as well.

    而這些車型的設計也將考慮到國際市場。

  • ARJUN: So Brian, just as we wrap up this conversation, you're sat there at the XPeng headquarters

    ARJUN:那麼,布萊恩,就在我們結束這次談話的時候,你坐在XPeng總部的那裡

  • in Guangzhou, with your design team the regulations, everything like that?

    在廣州,你和你的設計團隊的規定,一切都像這樣?

  • BRIAN : Well, I think this market will grow faster and

    BRIAN : 嗯,我認為這個市場將增長得更快,而且

  • more transforming than people's expected.

    比人們預期的更多轉變。

  • I think there are a few reasons for that, So

    我認為這有幾個原因,所以

  • it will be a very interesting network of autonomous

    它將是一個非常有趣的自主網絡

  • transportation grid in a three dimensional space.

    三維空間中的交通網格。

  • ARJUN: great, Brian, thanks so much for taking the time to chat to me on beyond the valley.

    ARJUN:很好,布萊恩,非常感謝你抽出時間在山谷之外與我交談。

  • It was great to catch up with

    很高興能與大家敘舊

  • you again.

    再來看看你。

  • BRIAN: Great to see

    很高興看到

  • you again.

    再來看看你。

  • Thank you.

    謝謝你。

  • Arjun: So what next?

    阿瓊:那麼接下來呢?

  • Clearly

    清楚地

  • there s going to be big growth ahead as

    將會有很大的增長,因為

  • we ve heard from our guest Thanks for listening and

    我們從嘉賓那裡聽到的消息 謝謝你的聆聽和支持

  • I ll catch you next time.

    我下次再來找你。

Hello and welcome to another episode of CNBC s Beyond the Valley, I m Arjun Kharpal in

大家好,歡迎收看CNBC的另一集《超越山谷》,我是Arjun Kharpal。

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