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The Tesla Model 3 is now the best-selling vehicle in California in all categories, as it already is in the arguably less representative market of the Netherlands. The data is published by the California New Car Dealers Association, which is probably contemplating in despair how the best-selling vehicle is precisely one that does not get distributed through dealers. In short, Tesla’s achievement has been to make electric vehicles more desirable than their internal combustion competitors.

在加州,特斯拉的Model 3是它所有系列里最畅销的一款,因为它已经身处荷兰具有争议的代表性不足的市场中。数据由加州新车经销商协会发布,协会一直想知道畅销车是如何不经由商家就获得分销。简而言之,特斯拉的成功已经使得电动汽车比其他使用内燃机的竞争对手更具魅力。

In case you hadn’t noticed, the automotive market is changing. GM is launching a new electric delivery van in a bid to prevent Tesla taking over that market the same way they did in the consumer segment, and announces plans to introduce at least 20 all-electric models in all categories by 2023. In the same sense, Amazon is working to add 100,000 Rivian all-electric vans to its delivery fleet.

为免你还没注意到,汽车市场已经翻天。通用汽车正推出一款新的电动运输货车,以防止特斯拉推出同样的消费产品占领市场,并且通用汽车宣布在2023年前推出至少20款全电动的车型。类似的想法,亚马逊也正努力在它的运输队伍中加入100000辆Rivian全电动货车。

Electric vehicles are no longer the preserve of the rich: China now produces models with starting prices of around $1,000 that you can buy through Alibaba. More and more manufacturers are accelerating their plans to try to position themselves in a market where it will take them at least several years to cast a shadow on Elon Musk’s company. But one thing is already clear: with much longer lifetimes and significantly cheaper maintenance costs, electric vehicles are changing the economic parameters of driving.

电动汽车不再是富人的特权:中国正推出1000美元起步的车型,并且你通过阿里巴巴就能购买。越来越多的制造商正努力占据市场,这个它们至少要花数年才能给特斯拉造成影响的电动车市场。但有一点已经很清楚:电动汽车的使用寿命更长,维护成本也大大降低,它正改变驾驶市场的经济形态。

Several countries, such as Spain, France or Germany have recently announced new plans to promote the sale of electric vehicles, increasing incentives for their purchase, backed by a range of measures. Others, such as Turkey, are encouraging consortiums to make their own electric vehicles. In Germany, incentives coincide with tax hikes on large diesel vehicles, as well as obliging all petrol stations to install electric recharging points. In Spain, energy giant Iberdrola has accelerated its plans to develop an electric recharging network, also focusing on service stations with fast charging points, and intends to install 150,000 points in homes, businesses and in cities and towns over the next five years. For petrol station chains, meeting this growing demand is increasingly a necessity.

西班牙,法国或德国等几个国家最近宣布了新计划,以促进电动汽车的销售,并采取一系列措施支持购买电动汽车。其他国家,比如土耳其,正鼓励财团研发他们自己的电动汽车。在德国,针对大型柴油车辆发布了一系列激励措施,并增加税收,同时要求所有加油站都安装电动充电桩。在西班牙,能源巨头Iberdrola加快了他们对充电网络的开发,同时重点研究充电更快的加油站,并计划在接下来的5年内在家里、公司和城镇中安装15000个加油站。对加油站连锁点来说,满足这种增长的需求变得越来越有必要。

The clean air we have been enjoying during lockdown seems to have aroused consumer interest in electric vehicles. Some countries, such as the United Kingdom, have now brought forward the date for a ban on the sale of diesel and petrol vehicles to 2035. All those lies about electric vehicles, such as the long tailpipe theory have now been completely disproved by science: every electric vehicle substantially improves air quality, regardless of how the energy used to charge it is generated. The only excuse for not buying an electric vehicle is not having a garage where you can recharge it, although as growing numbers of drivers are showing, with a little organization, there are plenty of ways round that.

在居家隔离期间,我们享受的干净空气似乎引起了消费者对电动汽车的兴趣。一些国家,比如英国,已经将禁止销售柴油和烧油汽车的日期提前到2035年。所有有关电动汽车的谎言,如长排气管理论已经被科学推翻:不管能量是充电而来还是自发产生,所有电动车辆都可以改善空气质量。不买电动汽车的唯一理由就是你没有可充电的地方,但有越来越多的驾驶员和少量组织表示,这还有许多其他解决方法。

Understanding the impact of disruption on a market is fundamental for all its participants, both from the supply and the demand side. The automotive market is about to be seriously disrupted, so whether you’re in the market for a car or you sell or repair them, you might want to bear that in mind.

从供应和需求的角度看,来说,理解“打破市场”的影响对所有的市场参与成员都至关重要。汽车的市场结构将被严重打乱,所以不管你将要买车、卖车或修车,你都有必要牢记这一点。


英文原文:https://medium.com/enrique-dans/the-automotive-market-is-about-to-be-disrupted-where-will-it-leave-you-8576e9978dd9

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