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特斯拉CEO:禁止电动车直销新规“变态”

特斯拉CEO:禁止电动车直销新规“变态”

Kirsten Korosec 2014年03月18日
美国新泽西州出台新规,禁止厂家向消费者直销电动汽车,特斯拉被迫将销售门店改为“陈列室”。特斯拉CEO埃隆•穆斯克在公司博客撰文反击称,特斯拉搞直销是迫于无奈,现在新泽西州政府出台这样的禁令很“变态”。

    穆斯克写道,特斯拉公司之所以决定使用直销模式,很大程度上是由于它认为,经销商在推广传统汽油汽车还是推广电动汽车上存在根本的利益冲突,因为汽油车几乎贡献了他们的所有利润,而电动汽车几乎没有任何利润。

    穆斯克还指出,经销商之所以不愿意销售电动汽车,还因为特斯拉的新技术要求经销商必须投入额外的人员培训;另外,特斯拉电动车相对汽油车的保养成本更低,这一点非常重要——经销商的大部分利益来自维修保养等服务。因此,“他们必然会卖容易赚钱的车,而新公司就GAME OVER了”。

    穆斯克还指出,像菲斯科和Coda等尝试通过经销商系统卖车的电动汽车创业公司最终都失败了。

    就连传统汽车厂商也很难吸引经销商去卖自己的电动汽车。据汽车网站Edmunds.com今年2月报道,通用汽车子品牌凯迪拉克的首款插电式混动豪车ELR就遇到了经销商集体“罢售”的尴尬。凯迪拉克在美国的940家经销商中,有近半决定不销售2014款ELR。

    高德纳介绍道,2013年美国大约卖出了94,000台电动汽车。其中新泽西州占2%到3%,成为全美购买电动汽车的第十大州。

    高德纳说:“新泽西是一个相当大的市场,虽然现在还不清楚其中有多大比例的销量来自特斯拉,但他们肯定占有一席之地。但至少现在来说,这次修法给他们关上了一扇机会之窗,而且是非常重要的一扇。”(财富中文网)

    译者:朴成奎

    Tesla is determined to use the direct sales model largely because the company believes that dealers have a fundamental conflict of interest between promoting gasoline cars, which makes up nearly all of their revenue, and electric cars, which constitute virtually none, Musk wrote.

    Dealers aren't incentivized to sell EVs, Musk argued, because their new technology require additional employee training and less maintenance -- critical, because most dealer profits are made by servicing vehicles. "Inevitably, they revert to selling what's easy and it is game over for the new company," Musk wrote.

    Other electric car startup companies, such as Fisker and Coda, tried to use the auto dealer system. All failed, Musk wrote.

    Even incumbent automakers have had difficulty compelling dealers to sell electric vehicles. Cadillac, owned by General Motors, has had its own problems motivating dealers to sell its luxury ELR plug-in hybrid, the brand's first such vehicle. Nearly half of Cadillac's 940 dealers in the U.S. decided not to sell the 2014 ELR, according to a February Edmunds report.

    About 94,000 electric vehicles were sold in the U.S. in 2013, Gartner said. Two to three percent of those U.S. EV sales were in New Jersey, making it the tenth-largest state in terms of electric vehicle purchases, he added.

    "New Jersey is a reasonably large market, and while it's not clear what percentage of those sales were from Tesla, they definitely had a presence," Gartner said. "At least for now, it closes one window [of opportunity] for them -- an important one."

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