<ul>
<li>马自达原本计划在明年推出其首款长续航电动车，但现在将该计划推迟至 2029 年或更晚。</li>
<li>不仅推迟了项目，其首席执行官还承认在计划变更之前，公司并未采取任何重大步骤来推进电动车的生产。</li>
<li>马自达必须在开发下一代电动车的需求与美国市场转型速度低于预期以及现金储备远小于竞争对手之间取得平衡。</li>
</ul>
<p>在打造引人注目、价格合理的长续航电动车的竞赛中，形容马自达为 “落后” 是过于宽容的。更准确地说，该公司实际上并没有真正参与竞争。它在美国仅推出了一款电动车 MX-30，该车于 2021 年上市，规格让人觉得像是 2011 年的产品：EPA 续航 100 英里，售价 35,000 美元。不出所料，它在我们的市场上两年内就 “夭折” 了。在我们的市场上消亡。</p>
<p>因此，该公司需要一款真正的、长续航的电动车，基于定制平台。原本计划在 2027 年交付。但正如 Automotive News 首先报道的那样，该公司又将其推迟了两年，称最早将在 2029 年到来。更糟糕的是，其首席执行官承认在推迟计划时，公司甚至还没有接近生产开始的阶段。</p>
<p>“我们是否需要减值或注销任何设施？我们没有，” Moro 在 5 月 12 日的财报电话会议上表示，依据 <em>Automotive News</em> 的报道。“我们在开始之前就做出了这个决定。对于电池电动车，我们一直很谨慎。”</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Mazda MX-30" original-src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>马自达 MX-30 是一款短命的电动车，EPA 续航仅为 100 英里。它仍然是马自达在我们市场上提供的最佳选择。</p>
<p>我想强调这一点：“我们在开始之前就做出了这个决定。”</p>
<p>在终结其首款电动车多年后，面对行业未来的风险，马自达对电气化的承诺如此薄弱，以至于它没有采取任何无法免费撤回的行动。细读其间的含义，这可能意味着没有任何工厂进行重新工具，没有任何固定的供应商合同，什么都没有。称其为撤退对其他正在重新调整电动车投资的汽车制造商是不公平的；他们在撤退，而马自达从未前进。</p>
<p>该公司将把更多资源分配给内燃机和混合动力开发，计划推出 CX-5 紧凑型跨界车的混合动力版本。与使用丰田技术和丰田发动机的 CX-50 混合动力车不同，CX-5 混合动力车将是内部设计，至少这是一个进步。预计在本十年结束之前还会推出更多混合动力车型。</p>
<hr/>
<p>告诉我们你的想法！</p>
<p>查看</p>
<p>评论</p>
<hr/>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Mazda CX-50 Hybrid" original-src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>马自达将在明年推出 CX-5 的混合动力版本。与使用丰田发动机和混合动力技术的 CX-50 混合动力车（如图所示）不同，它将使用马自达自己的系统。</p>
<p>照片来源：Kevin Williams/InsideEVs</p>
<p>该公司现在预计到 2030 年仅投资 75.2 亿美元用于电气化。这只是福特、通用汽车，甚至丰田在电动车上投资的一小部分。到同年，现代预计仅在美国的电动车供应链上花费 260 亿美元。</p>
<p>当然，马自达没有这些公司的资源。它在全球汽车市场中是一个规模更小的参与者，资金储备也远小于竞争对手。这带来了自身的挑战。虽然福特或丰田可以承担一些资金的错误分配并在后期赶上，但马自达的容错空间更小。</p>
<p>因此，谨慎是有道理的。该公司需要确保不浪费资金。然而，如果你的目标是拥有未来，风险规避和缓慢的策略通常不是成功的策略。调查反复显示，电动车客户满意度高且极具忠诚度。而且优势也会累积。你开发的电动车越具吸引力，你的规模就越大，你的团队在电动车设计、制造和支持方面的经验也就越丰富。如果一家公司等到 2029 年或 2030 年才去学习这些艰难的教训，他们可能会发现消费者已经失去了耐心。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Mazda CX-6e" original-src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>马自达 CX-6e 是一款外观出色的电动跨界车。但它只是由一家中国汽车制造商开发的车型的重新设计版本。真正由马自达开发的电动车仍然遥遥无期。</p>
<p>照片来源：马自达</p>
<p>好消息是 马自达的电动车开发在中国仍在继续。该公司已经在中国推出了一些外观吸引人的电动车，设计优良，技术得到了当地合作伙伴的支持。该公司对轻量化设计和驾驶乐趣的关注也将是我们电动车市场的一个很好的补充。然而，要实现这一目标，该公司必须学会在竞争对手投入大量资本的情况下生存和创新。</p>
<p>这并不是一项简单的工作。但正如任何大学新生都能告诉你的，拖延一项艰难的项目并不会让它变得更容易。总有一天，你必须开始。</p>
<p><em>联系作者：Mack.Hogan@insideevs.com</em></p>
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马自达汽车(ADR)

自动驾驶和电动汽车 ETF - GlobalX

<p>马自达汽车推迟了其首个长续航电动车项目，预计将在 2029 年或更晚时推出，并承认在生产方面的进展微乎其微。该公司计划专注于混合动力车型，推出一款使用自有技术的新款 CX-5 混合动力车。到 2030 年，马自达预计在电气化方面投资 75.2 亿美元，但在竞争对手如福特和现代面前显得滞后，这引发了人们对其在电动车市场未来的担忧。该公司的谨慎态度可能会妨碍其有效竞争，因为消费者对电动车的耐心正在减弱</p>

<ul>
<li>Mazda was supposed to launch its first long-range EV next year, but it just kicked the can down the road, with the EV now planned for 2029 or later.</li>
<li>Not only is it delaying the project, but its CEO also admitted that the company had not taken any major steps toward production of the EV before the change of plans.</li>
<li>Mazda has to balance its need to develop next-gen EVs with a slower-than-expected transition in the U.S. and a much smaller cash pile than its competitors.</li>
</ul>
<div class="lb-trans"><ul>
<li>马自达原本计划在明年推出其首款长续航电动车，但现在将该计划推迟至 2029 年或更晚。</li>
<li>不仅推迟了项目，其首席执行官还承认在计划变更之前，公司并未采取任何重大步骤来推进电动车的生产。</li>
<li>马自达必须在开发下一代电动车的需求与美国市场转型速度低于预期以及现金储备远小于竞争对手之间取得平衡。</li>
</ul>
</div><p>In the race to build compelling, affordable, long-range EVs, it would be charitable to describe Mazda as &#34;behind.&#34; It's more accurate to say the company isn't really competing. It has launched just one EV in America, the MX-30, which launched in 2021 with specs you'd have expected to see in 2011: 100 miles of EPA range for $35,000. Unsurprisingly, it died in our market within two years.</p>
<div class="lb-trans"><p>在打造引人注目、价格合理的长续航电动车的竞赛中，形容马自达为 “落后” 是过于宽容的。更准确地说，该公司实际上并没有真正参与竞争。它在美国仅推出了一款电动车 MX-30，该车于 2021 年上市，规格让人觉得像是 2011 年的产品：EPA 续航 100 英里，售价 35,000 美元。不出所料，它在我们的市场上两年内就 “夭折” 了。在我们的市场上消亡。</p>
</div><p>The company therefore needs a real, long-range EV on a bespoke platform. It was supposed to deliver one in 2027. But, as Automotive News reported first, the company has delayed it another two years, say it will arrive in 2029 at the earliest. Worse still, its CEO admitted that the company wasn't even close to the start of production when it kicked the can down the road.</p>
<div class="lb-trans"><p>因此，该公司需要一款真正的、长续航的电动车，基于定制平台。原本计划在 2027 年交付。但正如 Automotive News 首先报道的那样，该公司又将其推迟了两年，称最早将在 2029 年到来。更糟糕的是，其首席执行官承认在推迟计划时，公司甚至还没有接近生产开始的阶段。</p>
</div><p>“Did we have to impair or write off any facilities? We have not,” Moro said May 12 during an earnings call, per <em>Automotive News</em>. “We made the decision before we started. For battery EVs we were always careful.”</p>
<div class="lb-trans"><p>“我们是否需要减值或注销任何设施？我们没有，” Moro 在 5 月 12 日的财报电话会议上表示，依据 <em>Automotive News</em> 的报道。“我们在开始之前就做出了这个决定。对于电池电动车，我们一直很谨慎。”</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png" alt="Mazda MX-30" original-src="https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>The Mazda MX-30 was a short-lived EV with only 100 miles of EPA range. It's still the best Mazda has offered in our market.</p>
<div class="lb-trans"><p>马自达 MX-30 是一款短命的电动车，EPA 续航仅为 100 英里。它仍然是马自达在我们市场上提供的最佳选择。</p>
</div><p>I'm going to emphasize that: &#34;We made the decision before we started.&#34;</p>
<div class="lb-trans"><p>我想强调这一点：“我们在开始之前就做出了这个决定。”</p>
</div><p>Years after killing its first EV, with the future of the industry at stake, Mazda is so uncommitted to electrification that it had not made a single move that could not be undone for free. Reading between the lines, that likely means there had been no retooling at any factory, no firm supplier contracts, nada. To call it a retreat would be unfair to other automakers reworking their EV investments; they're retreating, Mazda never advanced.</p>
<div class="lb-trans"><p>在终结其首款电动车多年后，面对行业未来的风险，马自达对电气化的承诺如此薄弱，以至于它没有采取任何无法免费撤回的行动。细读其间的含义，这可能意味着没有任何工厂进行重新工具，没有任何固定的供应商合同，什么都没有。称其为撤退对其他正在重新调整电动车投资的汽车制造商是不公平的；他们在撤退，而马自达从未前进。</p>
</div><p>The company will instead allocate more of its resources toward internal-combustion and hybrid development, with plans to launch a hybrid version of its CX-5 compact crossover. Unlike the CX-50 Hybrid, which uses Toyota technology and a Toyota engine, the CX-5 Hybrid will be an in-house design, which is at least an improvement. More hybrids are planned to follow before the end of this decade.</p>
<div class="lb-trans"><p>该公司将把更多资源分配给内燃机和混合动力开发，计划推出 CX-5 紧凑型跨界车的混合动力版本。与使用丰田技术和丰田发动机的 CX-50 混合动力车不同，CX-5 混合动力车将是内部设计，至少这是一个进步。预计在本十年结束之前还会推出更多混合动力车型。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p>Tell us what you think!</p>
<div class="lb-trans"><p>告诉我们你的想法！</p>
</div><p>View</p>
<div class="lb-trans"><p>查看</p>
</div><p>Comments</p>
<div class="lb-trans"><p>评论</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png" alt="Mazda CX-50 Hybrid" original-src="https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>Mazda will launch a hybrid version of the CX-5 next year. Unlike the CX-50 Hybrid (pictured), which uses Toyota motor and hybrid tech, it'll use Mazda's own system.</p>
<div class="lb-trans"><p>马自达将在明年推出 CX-5 的混合动力版本。与使用丰田发动机和混合动力技术的 CX-50 混合动力车（如图所示）不同，它将使用马自达自己的系统。</p>
</div><p>Photo by: Kevin Williams/InsideEVs</p>
<div class="lb-trans"><p>照片来源：Kevin Williams/InsideEVs</p>
</div><p>The company now expects to invest just$7.52 billion into electrification by 2030. That's a fraction of what companies like Ford, General Motors, and even Toyota have invested in EVs. By the same year, Hyundai expects to spend $26 billion on its EV supply chain in the United States alone.</p>
<div class="lb-trans"><p>该公司现在预计到 2030 年仅投资 75.2 亿美元用于电气化。这只是福特、通用汽车，甚至丰田在电动车上投资的一小部分。到同年，现代预计仅在美国的电动车供应链上花费 260 亿美元。</p>
</div><p>To be sure, Mazda does not have the resources of these companies. It is a much smaller player in the global auto market, with a much smaller war chest. That presents its own challenges. While Ford or Toyota can afford to misallocate some money and catch up later, Mazda has less room for error.</p>
<div class="lb-trans"><p>当然，马自达没有这些公司的资源。它在全球汽车市场中是一个规模更小的参与者，资金储备也远小于竞争对手。这带来了自身的挑战。虽然福特或丰田可以承担一些资金的错误分配并在后期赶上，但马自达的容错空间更小。</p>
</div><p>Caution, therefore, makes sense. The company needs to make sure it isn't wasting money. Yet if your goal is to own the future, being risk-averse and slow is rarely a winning strategy. Surveys repeatedly show that EV customers are satisfied and extremely loyal. And advantages also compound. The more compelling EVs you develop, the more scale you have, and the more experience your team gets with EV design, manufacturing, and support. If a company waits until 2029 or 2030 to learn these hard lessons, they may find that consumers have run out of patience.</p>
<div class="lb-trans"><p>因此，谨慎是有道理的。该公司需要确保不浪费资金。然而，如果你的目标是拥有未来，风险规避和缓慢的策略通常不是成功的策略。调查反复显示，电动车客户满意度高且极具忠诚度。而且优势也会累积。你开发的电动车越具吸引力，你的规模就越大，你的团队在电动车设计、制造和支持方面的经验也就越丰富。如果一家公司等到 2029 年或 2030 年才去学习这些艰难的教训，他们可能会发现消费者已经失去了耐心。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png" alt="Mazda CX-6e" original-src="https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>The Mazda CX-6e is a great-looking electric crossover. But it's just a reskinned version of a car developed by a Chinese automaker. A true Mazda-developed EV like this remains a ways off.</p>
<div class="lb-trans"><p>马自达 CX-6e 是一款外观出色的电动跨界车。但它只是由一家中国汽车制造商开发的车型的重新设计版本。真正由马自达开发的电动车仍然遥遥无期。</p>
</div><p>Photo by: Mazda</p>
<div class="lb-trans"><p>照片来源：马自达</p>
</div><p>The good news is that Mazda's EV development lives on in China. The company has already launched some compelling looking EVs in China, with excellent designs and technology developed with the help of local partners. The company's focus on lightweight design and driving enthusiasm would be a great addition to our EV market, too. To get there, though, the company has to learn how to survive and innovate with a fraction of the capital that its competitors are throwing at the problem.</p>
<div class="lb-trans"><p>好消息是 马自达的电动车开发在中国仍在继续。该公司已经在中国推出了一些外观吸引人的电动车，设计优良，技术得到了当地合作伙伴的支持。该公司对轻量化设计和驾驶乐趣的关注也将是我们电动车市场的一个很好的补充。然而，要实现这一目标，该公司必须学会在竞争对手投入大量资本的情况下生存和创新。</p>
</div><p>That isn't easy work. But as any college freshman could tell you, procrastinating a tough project doesn't make it any easier. At some point, you have to get started.</p>
<div class="lb-trans"><p>这并不是一项简单的工作。但正如任何大学新生都能告诉你的，拖延一项艰难的项目并不会让它变得更容易。总有一天，你必须开始。</p>
</div><p><em>Contact the author: Mack.Hogan@insideevs.com</em></p>
<div class="lb-trans"><p><em>联系作者：Mack.Hogan@insideevs.com</em></p>
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Mazda Is Already Behind On EVs. Now, It's Delaying The Next One In Favor Of More Hybrids

InsideEVs

Mazda Motor Corp.

丰田汽车

福特汽车

通用汽车

丰田(ADR)

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

马自达在电动汽车领域已经落后。如今，它决定推迟下一款电动汽车的发布，转而优先推出更多的混合动力车型