现代汽车能否在中国市场实现逆转?

现代汽车集团正努力在中国恢复影响力,但分析师认为在这一高度竞争的市场中,实现重大转机的可能性很小。北京现代在声明中表示,将开放其在电动化和智能技术方面的核心能力,并引入高端品牌。

现代汽车集团通过其与北汽集团的合资企业北京现代,正试图在中国汽车市场重获竞争力。1月中旬,现代汽车CEO何塞·穆诺斯与北汽董事长张建勇举行了第二次年度会晤。北汽承诺共享资源、建立联合研发平台,并在人才部署和营销方面提供支持,以推动高端定位和本地化。

然而,前景并不乐观。现代仍在向合资企业开放电动化能力,而新能源车已占中国汽车销量一半以上。竞争对手如大众和丰田早已授权中国团队定制产品。

诺穆拉中国汽车及零部件技术研究分析师乔尔·英表示:“中国汽车市场的焦点已转向本土品牌。”核心技术和开发方向如今主要由中国车企和供应链主导。

一位不愿具名的分析师质疑现代的决心:“现代强调中国战略重要性,但其真正重点长期在西方市场。这解释了为什么全球前四车企在中国最大市场成为边缘玩家。”例如,现代直到2019年才将中国运营部门从首尔迁至北京。2020年左右招聘多名中国高管,但许多人因缺乏足够权限很快离职。

产品层面滞后明显。北京现代仅有一款电动车Elexio,于10月底推出,续航722公里,使用中国企业海摩的智能驾驶方案(海摩濒临破产)。11月销量221辆,12月228辆,在月销150万辆新能源车市场微不足道。

北京现代计划到2030年推出20款车型,包括14款新能源车,年销量目标50万辆,较2025年的21万辆翻番。这是八年下滑后的首次增长,部分得益于6万辆出口。2016年峰值114万辆,2024年降至不足16万辆。

江苏悦达起亚合资企业2025年交付25.4万辆,同比增长2.3%,也靠出口支撑。穆诺斯提及引入高端品牌,可能通过北京现代经销商销售创世纪车型。新CEO李峰刚曾任一汽奥迪高管。

创世纪品牌虽已进入中国,但表现未达预期。1月任命新中国CEO,为2021年重返后的第四位,仅售汽油车型,15家经销商远逊一汽奥迪的600家。前CEO朱一志曾称3-5年内本地生产,8月辞职。

匿名分析师称:“创世纪在中国成功的几率很小。外资品牌魅力减退,且现代不像欧洲品牌那样在中国消费者心中唤起奢华形象。”

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