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豐田凱美瑞王者歸來(lái)

豐田凱美瑞王者歸來(lái)

Doron Levin 2012-11-08
經(jīng)歷了數(shù)年的困頓和麻煩后,豐田今年的收入足以讓投資者擊掌相慶。更大的好消息是,,它的頭號(hào)主打車(chē)型凱美瑞銷售業(yè)績(jī)十分喜人。10月份,凱美瑞是全美最暢銷的車(chē)型,共售出了344,714臺(tái),比去年增長(zhǎng)了37%,,遠(yuǎn)超第二名,。

????隨著豐田汽車(chē)(Toyota)最新?tīng)I(yíng)收?qǐng)?bào)告的出爐,,對(duì)其業(yè)績(jī)正在反彈的所有懷疑都一掃而空,。這份報(bào)告顯示,豐田在美國(guó)一舉登頂,,贏得了最大的市場(chǎng)份額,。這對(duì)豐田的投資者來(lái)說(shuō)值得擊掌相慶。更好的消息是,,絕大多數(shù)增長(zhǎng)都是靠在家用轎車(chē)領(lǐng)域一統(tǒng)天下的凱美瑞(Camry)所斬獲,。

????11月5日,豐田宣布,,第二財(cái)季利潤(rùn)高達(dá)32億美元,,比去年全年的利潤(rùn)還高,同時(shí)使其今年預(yù)期利潤(rùn)提高2.6%,,達(dá)到97億美元,。考慮到豐田和其他日系車(chē)企近期在中國(guó)碰到的各種麻煩,,這個(gè)成績(jī)尤其讓人眼前一亮,。上個(gè)季度,由于中日雙方在釣魚(yú)島問(wèn)題上發(fā)生爭(zhēng)端,中國(guó)消費(fèi)者普遍對(duì)日系品牌汽車(chē)進(jìn)行了抵制,。

????而在美國(guó),,卻完全是另一番光景。豐田正在恢復(fù)鼎盛時(shí)期的勢(shì)頭,,一舉拿下了美國(guó)輕型車(chē)輛市場(chǎng)14.4%的份額,,比去年同期提高了近2個(gè)點(diǎn)——這一增幅意味著一年多賣(mài)出了近30萬(wàn)輛車(chē)。過(guò)去兩年來(lái),,豐田飽受困擾,。先是因質(zhì)量門(mén)而廣受質(zhì)疑,后又受到日本海嘯的沖擊,,可謂禍不單行,。但隨著美國(guó)汽車(chē)市場(chǎng)的增長(zhǎng),豐田的運(yùn)勢(shì)也開(kāi)始好轉(zhuǎn),。

????豐田的幸運(yùn)之處在于,,作為去年才首度亮相的全新車(chē)型,凱美瑞上市的時(shí)間頗為巧妙,,恰好趕在各款競(jìng)爭(zhēng)車(chē)型推出樣車(chē)再試產(chǎn)擴(kuò)量這段時(shí)間當(dāng)中的空檔期,。專業(yè)汽車(chē)網(wǎng)站Edmunds.com的分析師米歇爾?克雷布斯特別指出,豐田還為這輛車(chē)提供了零利率貸款和租用補(bǔ)貼,??死撞妓狗Q:“豐田正努力趁著新品閃亮登場(chǎng)這個(gè)階段大賺其錢(qián)?!彼赋?a href="../../../../global500/67/2012">日產(chǎn)汽車(chē)(Nissan)的新款阿蒂瑪(Altima)剛投產(chǎn)不久,,福特汽車(chē)(Ford)的新款Fusion和雪佛蘭(Chevrolet)的新款邁瑞寶(Malibu)也是如此。

????10月份,,凱美瑞是全美最暢銷的車(chē)型,,共售出了344,714臺(tái),比去年增長(zhǎng)了37%,,遠(yuǎn)超排名第二,、售出276,196臺(tái)的本田雅閣(Honda Accord)。同時(shí),,就在最暢銷的豪華車(chē)品牌寶馬(BMW)和奔馳(Mercedes)在美國(guó)的市場(chǎng)份額有所損失時(shí),,豐田的豪華品牌雷克薩斯(Lexus)的份額卻一直在增長(zhǎng)。

????二十世紀(jì)80年代,,凱美瑞第一次出現(xiàn)在美國(guó)市場(chǎng)時(shí)就是性能和高品質(zhì)的杰出代表,。它深受大批消費(fèi)者的青睞,同時(shí)卻又常常受到一些車(chē)迷的輕視,,被稱為“乏味無(wú)趣”和“平庸無(wú)奇”,。而現(xiàn)在推出的這款最新車(chē)型則是豐田努力打造的升級(jí)版SE系列,,旨在吸引那些更喜歡動(dòng)感車(chē)型的年輕車(chē)主。全美運(yùn)動(dòng)汽車(chē)競(jìng)賽協(xié)會(huì)(NASCAR)車(chē)手凱爾?布斯克為這款車(chē)做廣告代言,。公司表示,,現(xiàn)在運(yùn)動(dòng)版已占總銷量的40%,而老款中這個(gè)數(shù)字只有11%,。

????隨著通用汽車(chē)(General Motors)和福特紛紛為了利潤(rùn)率而放棄美國(guó)市場(chǎng),,豐田有望再度爭(zhēng)當(dāng)全球銷量老大,哪怕它近期在中國(guó)受到了挫折,。鑒于豐田實(shí)力強(qiáng)勁的財(cái)務(wù)狀況和日元處于強(qiáng)勢(shì),,豐田完全有能力擴(kuò)大全球產(chǎn)能。豐田發(fā)言人斯蒂文?柯提思在一份書(shū)面聲明中稱:“從外觀來(lái)看,,凱美瑞已經(jīng)大為改觀,。”他表示,,公司進(jìn)行的市場(chǎng)調(diào)研發(fā)現(xiàn),,消費(fèi)者現(xiàn)在認(rèn)為凱美瑞除了其他特性外,,還“運(yùn)動(dòng)感十足”,。據(jù)他說(shuō),這款車(chē)今年的銷量有望達(dá)到40萬(wàn)臺(tái),,比預(yù)計(jì)要高11%——這將使凱美瑞成為美國(guó)過(guò)去16年來(lái)最暢銷的乘用車(chē),。

????不過(guò),在通往世界第一的道路上,,豐田還將與大眾汽車(chē)集團(tuán)(Volkwagen AG)狹路相逢——這個(gè)汽車(chē)巨頭同樣實(shí)力雄厚,、荷包鼓鼓,還擁有一群雄心勃勃,、意圖奪取全球霸主地位的杰出工程師,。

????譯者:清遠(yuǎn)

????Any doubts Toyota Motor Corp. is rebounding were erased by its latest earnings report, which arrived on top of large market-share gains in the U.S. That was cause for Toyota investors to cheer. Even better? Much of the gain was made possible by the Camry's dominance of the family sedan segment.

????Toyota (TM) on Nov. 5 announced second-quarter fiscal profit of $3.2 billion, more than triple last year's total, and elevated its forecast for annual profit by 2.6 percent to $9.7 billion. Results were especially impressive given difficulties for Toyota and other Japanese automakers in China, where tension over disputed islands caused a consumer boycott of vehicles by Japanese automakers in the last quarter.

????In the U.S., by contrast, Toyota is returning to previous form, tracking at 14.4% share of all U.S. light vehicles, up nearly two points from this time last year -- an increase representing nearly 300,000 additional vehicle sales on an annual basis. Plagued by bad fortune two years in the form of a tsunami in Japan on top of quality issues in the U.S., Toyota's fortunes have been rising with a growing U.S. automotive market.

????Luckily for the company, the Camrys on lots are of an all-new variety that debuted a year ago during a lull among introductions and production ramp-ups of competitive family sedan models. Michelle Krebs, analyst for Edmunds.com, an automotive website, noted that Toyota also has provided 0-interest financing and subsidized leases. "Toyota is trying to make hay while the sun shines," said Krebs, noting that the new Nissan (NSANY) Altima is in an early stage of production, as is Ford's (F) new Fusion and Chevrolet's (GM) Malibu.

????The Camry was the top-selling car in the U.S. through October with sales of 344,714 units, a gain of 37% from last year, well ahead of No. 2, the Honda Accord, with sales of 276,196. And while top-selling luxury brands BMW and Mercedes have lost share of market in the U.S., Toyota's Lexus luxury unit has been gaining.

????The Camry was a phenomenon of functionality and high quality when it debuted in the U.S. in the mid 1980s. Praised by consumer groups, the model often has been disparaged by enthusiasts as "boring" and "stodgy." For the latest generation, Toyota tried to create an enhanced SE version aimed at younger buyers with sportier tastes. With NASCAR driver Kyle Busch featured in advertising for the model, the sportier version now accounts for 40$ of sales, compared with 11% during the previous model year, the company says.

????With General Motors and Ford both giving up market share of the U.S. in favor of profitability, Toyota again should contend as the global volume leader, even in light of the recent troubles in China. Given Toyota's powerful balance sheet and the strength of Japan's yen, the automaker is in good shape to expand global production."From an image point of view Camry has evolved quite a bit," said Steven Curtis, a Toyota spokesman in a prepared statement. He said company research shows that buyers view their cars as "sporty," among other attributes. Sales of the model are expected to reach 400,000 this year, 11% ahead of forecast, he said -- which would make Camry the best-selling passenger car in the U.S. 15 out of the past 16 years.

????But the road to No. 1 puts Toyota on a collision course with Volkwagen AG -- another strongly-financed behemoth staffed with brilliant engineers that has ambitions for global domination.

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