<p>据《汉堡商报》报道，来自大众汽车集团的消息称，该公司的 PowerCo 五年计划现在只涉及中个位数十亿欧元的数字。一位发言人向德国商业报确认，扩张将 “在时间上拉长” 并 “相应减少”。PowerCo 的预算已经逐步削减：从最初的 150 亿欧元降至 120 亿欧元，再降至 100 亿欧元。“我们现在的预算显著低于 100 亿欧元，” 首席财务官阿诺·安特利茨最近表示。</p>
<p>为了为其电池子公司融资，这家德国制造商据报道正在寻求替代资金来源。根据《汉堡商报》的报道，大众汽车正在为 PowerCo 探索外部投资者。新的合资结构，例如针对单个工厂的合资，也在考虑之中。此外，PowerCo 正在调查国家资金的机会。从长远来看，首次公开募股（IPO）仍然是一个可能性。</p>
<p>与此同时，第一款统一电池单元预计将在 PowerCo 位于萨尔茨基特的工厂于 12 月中旬下线。制造商在 9 月份展示了这一新型内部电池的生产版本。它将在即将推出的大众汽车、斯柯达和库普拉的小型电池电动车中首次亮相。当大众汽车在 2021 年春季公布其十年的电池路线图时，统一电池引起了广泛关注。它旨在降低复杂性和成本，并根据最初的计划，预计到 2030 年将安装在集团 80% 的电动车中。</p>
<p>PowerCo 在未来几年需要以显著较少的集团资本运营，源于欧洲和北美电动车采用速度低于预期。许多人会记得，PowerCo 最初计划建设六个电池单元工厂。现在只有三个将得以实现：分别位于萨尔茨基特、瓦伦西亚和加拿大圣托马斯。即使在这些工厂，到十年末所需的产能也仅为最初计划的一半，《汉堡商报》了解到。因此，欧洲工厂的产能提升速度将比最初假设的要慢。</p>
<p>与此同时，PowerCo 今年的亏损再次高于去年的水平。自成立以来，这家大众汽车子公司已使集团损失超过 25 亿欧元。然而，集团内部不再认为对 PowerCo 的持续高投资是不可或缺的。电池子公司在即将到来的规划周期中将获得的确切金额可能最早在周四揭晓。根据《汉堡商报》的报道，大众汽车的监事会当天将召开会议，以最终确定五年计划。</p>
<p>这意味着大众汽车进度滞后。多年来，该集团在 11 月最终确定所谓的 “规划周期” 已成为惯例，在此期间确定未来五年将在何处生产哪些车型。就在几天前，《汽车周刊》报道说，今年的规划周期可能根本不会在今年结束，可能会推迟到 2026 年，因为关于车型战略的关键决策尚未做出。无论如何，更多细节将在本周末之前披露。</p>
<p>顺便提一下：去年，该公司也错过了 11 月的截止日期，因为劳资纠纷阻碍了规划。直到 2024 年圣诞节前夕，作为工资协议的一部分，关于车型和工厂的重要决策才得以做出——包括德累斯顿的玻璃工厂将在 2025 年停止生产。</p>
<p>handelsblatt.com（德语）</p>
<p><em>本文最初由 Cora Werwitzke 为 electrive 的德语版发布。</em></p>

<p>大众汽车集团因欧洲和北美电动车采用速度放缓，正在减少对其电池子公司 PowerCo 的资金支持。预算已从 150 亿欧元削减至低于 100 亿欧元。大众汽车正在寻求外部投资者，并考虑合资企业和国家资金支持。PowerCo 的亏损有所增加，计划中的六座电池工厂中仅有三座将会建成。该公司的五年计划已被推迟，更多细节预计很快会公布</p>

<p>This was reported by <em>Handelsblatt</em>, citing sources within the VW Group. The company’s five-year plan for PowerCo is now said to involve only a mid-single-digit billion-euro figure. A spokesperson confirmed to the German business newspaper that the expansion would be ‘temporally stretched’ and ‘accordingly reduced.’ The budget for PowerCo has already been gradually cut: from an original €15 billion to €12 billion, then to €10 billion. “We are now significantly below €10 billion,” CFO Arno Antlitz stated recently.</p>
<div class="lb-trans"><p>据《汉堡商报》报道，来自大众汽车集团的消息称，该公司的 PowerCo 五年计划现在只涉及中个位数十亿欧元的数字。一位发言人向德国商业报确认，扩张将 “在时间上拉长” 并 “相应减少”。PowerCo 的预算已经逐步削减：从最初的 150 亿欧元降至 120 亿欧元，再降至 100 亿欧元。“我们现在的预算显著低于 100 亿欧元，” 首席财务官阿诺·安特利茨最近表示。</p>
</div><p>To finance its battery subsidiary, the German manufacturer is reportedly seeking alternative funding sources. According to <em>Handelsblatt</em>, VW is exploring external investors for PowerCo. New joint-venture structures, such as for individual plants, are also under consideration. Additionally, PowerCo is investigating state funding opportunities. In the long term, an initial public offering (IPO) remains a possibility.</p>
<div class="lb-trans"><p>为了为其电池子公司融资，这家德国制造商据报道正在寻求替代资金来源。根据《汉堡商报》的报道，大众汽车正在为 PowerCo 探索外部投资者。新的合资结构，例如针对单个工厂的合资，也在考虑之中。此外，PowerCo 正在调查国家资金的机会。从长远来看，首次公开募股（IPO）仍然是一个可能性。</p>
</div><p>Meanwhile, the first unified battery cell is set to roll off the production line at PowerCo’s Salzgitter plant in mid-December. The manufacturer presented the production version of this new, in-house cell in September. It will debut in the upcoming small battery-electric vehicles from VW, Skoda, and Cupra. The unified cell made headlines when Volkswagen unveiled its battery roadmap for the decade in spring 2021. It was designed to reduce complexity and costs and, according to the original plans, would be installed in up to 80 per cent of all the group’s electric vehicles by 2030.</p>
<div class="lb-trans"><p>与此同时，第一款统一电池单元预计将在 PowerCo 位于萨尔茨基特的工厂于 12 月中旬下线。制造商在 9 月份展示了这一新型内部电池的生产版本。它将在即将推出的大众汽车、斯柯达和库普拉的小型电池电动车中首次亮相。当大众汽车在 2021 年春季公布其十年的电池路线图时，统一电池引起了广泛关注。它旨在降低复杂性和成本，并根据最初的计划，预计到 2030 年将安装在集团 80% 的电动车中。</p>
</div><p>The need for PowerCo to operate with significantly less group capital in the coming years stems from the slower-than-expected ramp-up of electric vehicle adoption in Europe and North America. Many will recall that PowerCo was originally supposed to build six battery cell plants. Only three will now be realised: in Salzgitter, Valencia, and St. Thomas in Canada. Even in these plants, only about half of the originally planned capacity will be required by the end of the decade, as <em>Handelsblatt</em> has learned. As a result, the European sites will ramp up more slowly than initially assumed.</p>
<div class="lb-trans"><p>PowerCo 在未来几年需要以显著较少的集团资本运营，源于欧洲和北美电动车采用速度低于预期。许多人会记得，PowerCo 最初计划建设六个电池单元工厂。现在只有三个将得以实现：分别位于萨尔茨基特、瓦伦西亚和加拿大圣托马斯。即使在这些工厂，到十年末所需的产能也仅为最初计划的一半，《汉堡商报》了解到。因此，欧洲工厂的产能提升速度将比最初假设的要慢。</p>
</div><p>At the same time, PowerCo’s losses for this year are once again higher than the previous year’s level. In total, the VW subsidiary has cost the group more than two and a half billion euros since its inception. However, the consistently high investment in PowerCo is no longer seen as indispensable within the group. The exact amount the battery subsidiary will secure in the upcoming planning round could be revealed as early as Thursday. According to <em>Handelsblatt</em>, VW’s Supervisory Board is meeting that day to finalise the five-year plan.</p>
<div class="lb-trans"><p>与此同时，PowerCo 今年的亏损再次高于去年的水平。自成立以来，这家大众汽车子公司已使集团损失超过 25 亿欧元。然而，集团内部不再认为对 PowerCo 的持续高投资是不可或缺的。电池子公司在即将到来的规划周期中将获得的确切金额可能最早在周四揭晓。根据《汉堡商报》的报道，大众汽车的监事会当天将召开会议，以最终确定五年计划。</p>
</div><p>That means Volkswagen is behind schedule. Over the years, it has become customary for the group to finalise its so-called ‘planning round’ in November, during which it determines, among other things, which models will be built in which plants over the next five years. Just a few days ago, <em>Automobilwoche</em> reported that the conclusion of this year’s planning round may not take place at all this year and could be postponed to 2026, because critical decisions regarding model strategy have yet to be made. One way or another, more details will emerge by the end of the week.</p>
<div class="lb-trans"><p>这意味着大众汽车进度滞后。多年来，该集团在 11 月最终确定所谓的 “规划周期” 已成为惯例，在此期间确定未来五年将在何处生产哪些车型。就在几天前，《汽车周刊》报道说，今年的规划周期可能根本不会在今年结束，可能会推迟到 2026 年，因为关于车型战略的关键决策尚未做出。无论如何，更多细节将在本周末之前披露。</p>
</div><p>By the way: Last year, the company also missed the November deadline, as labour disputes prevented planning. Only just before Christmas 2024, as part of the wage agreement, important decisions regarding models and plants were made—including that production at the Gläserne Manufaktur in Dresden will end in 2025.</p>
<div class="lb-trans"><p>顺便提一下：去年，该公司也错过了 11 月的截止日期，因为劳资纠纷阻碍了规划。直到 2024 年圣诞节前夕，作为工资协议的一部分，关于车型和工厂的重要决策才得以做出——包括德累斯顿的玻璃工厂将在 2025 年停止生产。</p>
</div><p>handelsblatt.com (in German)</p>
<div class="lb-trans"><p>handelsblatt.com（德语）</p>
</div><p><em>This article was first published by Cora Werwitzke for electrive’s German edition.</em></p>
<div class="lb-trans"><p><em>本文最初由 Cora Werwitzke 为 electrive 的德语版发布。</em></p>
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大众集团似乎削减了对其电池子公司 PowerCo 的资金支持