<p>據《漢堡商報》報道，來自大眾汽車集團的消息稱，該公司的 PowerCo 五年計劃現在只涉及中個位數十億歐元的數字。一位發言人向德國商業報確認，擴張將 “在時間上拉長” 並 “相應減少”。PowerCo 的預算已經逐步削減：從最初的 150 億歐元降至 120 億歐元，再降至 100 億歐元。“我們現在的預算顯著低於 100 億歐元，” 首席財務官阿諾·安特利茨最近表示。</p>
<p>為了為其電池子公司融資，這家德國製造商據報道正在尋求替代資金來源。根據《漢堡商報》的報道，大眾汽車正在為 PowerCo 探索外部投資者。新的合資結構，例如針對單個工廠的合資，也在考慮之中。此外，PowerCo 正在調查國家資金的機會。從長遠來看，首次公開募股（IPO）仍然是一個可能性。</p>
<p>與此同時，第一款統一電池單元預計將在 PowerCo 位於薩爾茨基特的工廠於 12 月中旬下線。製造商在 9 月份展示了這一新型內部電池的生產版本。它將在即將推出的大眾汽車、斯柯達和庫普拉的小型電池電動車中首次亮相。當大眾汽車在 2021 年春季公佈其十年的電池路線圖時，統一電池引起了廣泛關注。它旨在降低複雜性和成本，並根據最初的計劃，預計到 2030 年將安裝在集團 80% 的電動車中。</p>
<p>PowerCo 在未來幾年需要以顯著較少的集團資本運營，源於歐洲和北美電動車採用速度低於預期。許多人會記得，PowerCo 最初計劃建設六個電池單元工廠。現在只有三個將得以實現：分別位於薩爾茨基特、瓦倫西亞和加拿大聖托馬斯。即使在這些工廠，到十年末所需的產能也僅為最初計劃的一半，《漢堡商報》瞭解到。因此，歐洲工廠的產能提升速度將比最初假設的要慢。</p>
<p>與此同時，PowerCo 今年的虧損再次高於去年的水平。自成立以來，這家大眾汽車子公司已使集團損失超過 25 億歐元。然而，集團內部不再認為對 PowerCo 的持續高投資是不可或缺的。電池子公司在即將到來的規劃週期中將獲得的確切金額可能最早在週四揭曉。根據《漢堡商報》的報道，大眾汽車的監事會當天將召開會議，以最終確定五年計劃。</p>
<p>這意味着大眾汽車進度滯後。多年來，該集團在 11 月最終確定所謂的 “規劃週期” 已成為慣例，在此期間確定未來五年將在何處生產哪些車型。就在幾天前，《汽車週刊》報道説，今年的規劃週期可能根本不會在今年結束，可能會推遲到 2026 年，因為關於車型戰略的關鍵決策尚未做出。無論如何，更多細節將在本週末之前披露。</p>
<p>順便提一下：去年，該公司也錯過了 11 月的截止日期，因為勞資糾紛阻礙了規劃。直到 2024 年聖誕節前夕，作為工資協議的一部分，關於車型和工廠的重要決策才得以做出——包括德累斯頓的玻璃工廠將在 2025 年停止生產。</p>
<p>handelsblatt.com（德語）</p>
<p><em>本文最初由 Cora Werwitzke 為 electrive 的德語版發佈。</em></p>

<p>大眾汽車集團因歐洲和北美電動車採用速度放緩，正在減少對其電池子公司 PowerCo 的資金支持。預算已從 150 億歐元削減至低於 100 億歐元。大眾汽車正在尋求外部投資者，並考慮合資企業和國家資金支持。PowerCo 的虧損有所增加，計劃中的六座電池工廠中僅有三座將會建成。該公司的五年計劃已被推遲，更多細節預計很快會公佈</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>據《漢堡商報》報道，來自大眾汽車集團的消息稱，該公司的 PowerCo 五年計劃現在只涉及中個位數十億歐元的數字。一位發言人向德國商業報確認，擴張將 “在時間上拉長” 並 “相應減少”。PowerCo 的預算已經逐步削減：從最初的 150 億歐元降至 120 億歐元，再降至 100 億歐元。“我們現在的預算顯著低於 100 億歐元，” 首席財務官阿諾·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>為了為其電池子公司融資，這家德國製造商據報道正在尋求替代資金來源。根據《漢堡商報》的報道，大眾汽車正在為 PowerCo 探索外部投資者。新的合資結構，例如針對單個工廠的合資，也在考慮之中。此外，PowerCo 正在調查國家資金的機會。從長遠來看，首次公開募股（IPO）仍然是一個可能性。</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>與此同時，第一款統一電池單元預計將在 PowerCo 位於薩爾茨基特的工廠於 12 月中旬下線。製造商在 9 月份展示了這一新型內部電池的生產版本。它將在即將推出的大眾汽車、斯柯達和庫普拉的小型電池電動車中首次亮相。當大眾汽車在 2021 年春季公佈其十年的電池路線圖時，統一電池引起了廣泛關注。它旨在降低複雜性和成本，並根據最初的計劃，預計到 2030 年將安裝在集團 80% 的電動車中。</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 在未來幾年需要以顯著較少的集團資本運營，源於歐洲和北美電動車採用速度低於預期。許多人會記得，PowerCo 最初計劃建設六個電池單元工廠。現在只有三個將得以實現：分別位於薩爾茨基特、瓦倫西亞和加拿大聖托馬斯。即使在這些工廠，到十年末所需的產能也僅為最初計劃的一半，《漢堡商報》瞭解到。因此，歐洲工廠的產能提升速度將比最初假設的要慢。</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>與此同時，PowerCo 今年的虧損再次高於去年的水平。自成立以來，這家大眾汽車子公司已使集團損失超過 25 億歐元。然而，集團內部不再認為對 PowerCo 的持續高投資是不可或缺的。電池子公司在即將到來的規劃週期中將獲得的確切金額可能最早在週四揭曉。根據《漢堡商報》的報道，大眾汽車的監事會當天將召開會議，以最終確定五年計劃。</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>這意味着大眾汽車進度滯後。多年來，該集團在 11 月最終確定所謂的 “規劃週期” 已成為慣例，在此期間確定未來五年將在何處生產哪些車型。就在幾天前，《汽車週刊》報道説，今年的規劃週期可能根本不會在今年結束，可能會推遲到 2026 年，因為關於車型戰略的關鍵決策尚未做出。無論如何，更多細節將在本週末之前披露。</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>順便提一下：去年，該公司也錯過了 11 月的截止日期，因為勞資糾紛阻礙了規劃。直到 2024 年聖誕節前夕，作為工資協議的一部分，關於車型和工廠的重要決策才得以做出——包括德累斯頓的玻璃工廠將在 2025 年停止生產。</p>
</div><p>handelsblatt.com (in German)</p>
<div class="lb-trans"><p>handelsblatt.com（德語）</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 為 electrive 的德語版發佈。</em></p>
</div>

大眾集團似乎削減了對其電池子公司 PowerCo 的資金支持