Pamusangano wake wekutanga wevatori venhau semutungamiriri mutsva uye wekutanga we Stellantis , ChiPutukezi Carlos Tavares akatizivisa nhamba dzehofori itsva yemotokari yakaguma nekubatanidzwa pakati peFCA (Fiat Chrysler Automobiles) neGroupe PSA, pamwe chete neshungu nematambudziko emakore anotevera.
Ngatitangei chaizvo nenhamba. Hazvisi pasina kuti tinotendeukira kuStellantis sehofori itsva muindasitiri yemotokari, iyo ichava nedzimbahwe rayo muAmsterdam, Netherlands.
Kusimba kwakasanganiswa kwemapoka maviri aya anokwana gumi nemana emhando dzemotokari, kuvepo kwekutengesa mumisika inodarika zana nemakumi matatu, mashandiro emaindasitiri munyika dzinopfuura makumi matatu nevashandi vanopfuura 400,000 (uye vemarudzi anopfuura zana nemakumi mashanu).
Padivi rezvemari, nhamba dzakabatanidzwa hadzina kushomeka. Kana tikabatanidza mhedzisiro yeFCA neGroup PSA muna 2019 - gore ravakazivisa kubatanidzwa - taizotaura purofiti inosvika mabhiriyoni gumi nemaviri emadhora, muganho wekushanda ungangoita 7% uye mabhiriyoni mashanu emaeuro mukuyerera kwemari - pamwe kamwe chete, nhamba dze2019. ; izvo zva2020 hazvisati zvaziviswa uye, nekuda kwedenda, zvichange zvadzikira.
Status quo
Zvino seStellantis, isu tine boka rine huvepo hwakasimba zvakanyanya munyika, kunyangwe paine mamwe mapeji ekuzadza.
Kudivi reFCA, tine huvepo hwakasimba uye hune pundutso muNorth America neLatin America (3/4 yemari yakaitwa muna 2019 yakabva kudivi rino reAtlantic); apo paGroup PSA tine Europe semutambi mukuru (yaimiririra 89% yemari inowanikwa muna 2019), pamwe nekuva nenheyo dzakakodzera (mapuratifomu emagetsi akawanda) kubata nemirairo inodiwa ye "kondinendi yekare".
Iyo Ram inotora haingori iyo yakanyanya kuburitswa modhi yeiyo hofori itsva Stellantis, asiwo imwe yeayo anobatsira zvikuru.
Mune mamwe mazwi, Groupe PSA, iyo yakanga ichitsvaga kupinda muNorth America, ikozvino inokwanisa kuita izvi kuburikidza nemusuo mukuru, uye kune mikana mikuru yekubatana muLatin America; uye FCA, iyo yaitora matanho ekutanga mukutarisisa patsva yekumutsiridza mashandiro ayo eEurope muzvikamu zvevhoriyamu yepamusoro, ikozvino yave nekuwana iyo yazvino Hardware yakakodzera nguva dzinouya (yemagetsi nehybrid).
North America, Latin America neEurope ndiwo matunhu matatu ane Stellantis itsva yakasimba, asi vachine huvepo hwakakura muMiddle East neNorth Africa. Nekudaro, pane gaka rakakura muStellantis uye iyi inonzi China. Musika mukuru wemotokari pasi rose hauna kubudirira kune FCA kana Groupe PSA.
Nyorera kune tsamba yedu
Carlos Tavares anobvuma zvinoodza moyo mhedzisiro muChina, asi hazvireve kuti vakanda mapfumo pasi pamusika uyu wakakosha - zvakatosiyana. Sezvo iye pachake achifambira mberi, ivo vanotanga vanoda kunzwisisa zvechokwadi kuti chii chakakanganisika, vaumba rimwe boka rekushanda panyaya iyi iro risingazongozivi zvikonzero zvekukundikana, asi richaratidzawo zano idzva kuitira kuti Stellantis agonewo kubudirira mune izvi. China.
Kubatanidza, Kubatanidza uye Kuwedzera Kubatanidza
Pasinei nezvipingamupinyi, chokwadi ndechokuti mapoka maviri aya akanga akasimba panguva yekuzivisa kwekubatana muna October 2019. Asi simba racho pacharo haringave rakakwana kuti ribudirire mune ramangwana rakanga rakurukurwa kwemakore, uye kare kare munhu asati afungidzira. kuti nyika yaizomira muna 2020 nekuda kweiyo coronavirus.
Indasitiri yemotokari yaive… uye iri kuita shanduko huru iri kuitika nekumhanya kukuru, ichiperekedzwa nemitengo mikuru. Matambudziko anofanirwa kukundwa anonzi decarbonization uye (inosungirwa) electrification, kufamba sevhisi, (kunyangwe) vatambi vatsva vane mukana wekukanganisa (seTesla), mota dzinozvimiririra uye kubatana (5G kuenderana, semuenzaniso, yatove pa agenda).
Ndosaka Tavares akataura kuti mutengo wemotokari mumakore gumi anotevera, zvakare nekuda kwemirau uye hutsva, inogona kukwira nepakati pe20% ne40%.
Mamiriro ezvinhu asingatsungiririki, sezvo nemotokari inosvika ku40% inodhura, kune njodzi huru yekubvisa chikamu chakakosha chevatengi, avo vane simba rekutenga richave risingakwanisi kuwana ichi chizvarwa chitsva chemagetsi uye akabatana mota.
Kuchengeta mitengo yekufambisa ichisvikika kune vese kana vangangoita vese, vavaki vanogona kutora mari nekudzikisira mibairo yavo (uye panguva imwechete ichiisa panjodzi kusimba kwekambani), kana neimwe nzira, mhinduro dzakasimba dzehupfumi dzinodiwa dzinovabvumira kubata. mari.
FCA neGroup PSA vafunga kubatanidzwa kuti vatarise zviri nani ramangwana rakaoma kudaro. Iyo ndiyo nzira yekubatanidza (uye zvakare kuderedza) kuedza mukutsvaga nekusimudzira uye kuderedza iwo mitengo yakafanana nemamwe mayuniti anogadzirwa / anotengeswa. Kubatanidzwa kunotanga kutaridzika se "yekudzivirira kufamba", asi kunozopedzisira kwave "kunogumbura mafambiro", maererano naTavares.
Ingotarisa zvakaziviswa uye zvakadzokororwa (mumwedzi gumi neshanu yapfuura) mutengo wekuchengetedza unotarisirwa kubva mukubatanidzwa uku: anopfuura mabhiriyoni mashanu emaeuro! Kuwana zvakakura zvakadaro zvinogoneka nemabatiro anotarisirwa: mukuvandudza nekugadzirwa kwemotokari pachadzo (40%), mukutenga (35%) uye mune zvese uye zvekutonga mari (25%).
Nezvekusimudzirwa nekugadzirwa kwemotokari, semuenzaniso, kuchengetedza kuchawanikwa maererano nekuronga, kusimudzira uye kugadzira. Kuenda zvishoma zvakadzika, tarisira mune ramangwana kusanganiswa kwepuratifomu (yakawanda-simba uye chete magetsi), modules uye masisitimu; kubatanidzwa kwekudyara mukati meinjini dzinopisa, magetsi uye mamwe matekinoroji; uye kubudirira kunowanikwa mumagadzirirwo ekugadzira uye maturusi ane hukama.
Ivo vachazopedzisira vaine brand kana kuvhara fekitori?
Kubva pakutanga zvakavimbiswa kuti hapana mafekitari aizovharwa. Tavares akasimbisa vimbiso iyi kakawanda pamusangano wekutanga weStellantis, asi iye pachake haana kunyatsovhara musuwo iwoyo, nekuti muindasitiri mune shanduko yekukurumidza kudaro, chii chaive chokwadi nhasi, mangwana hazvichavepo.
Haisi chete, zvisinei, nezve indasitiri yemotokari. Brexit, somuenzaniso, inokanda kusava nechokwadi pamusoro penguva refu yeramangwana reEllesmere chirimwa muUK; kunewo mafekitari akati wandei (kunyanya ekuEurope) eboka idzva ari kushanda pasi pesimba, saka haasi kuita pundutso; uye shanduko dzakakosha dzezvematongerwo enyika dziri kuitika (kusarudzwa kweBiden muUS, semuenzaniso) izvo zvinokanganisa zvirongwa zvakatsanangurwa.
Kubva pakuvharwa kwemafekitori uye, nekudaro, kurasikirwa kwemabasa kunogona kuitika, takaenderera mberi nebasa rakaoma rekutonga mhando gumi nemana dzemotokari pasi peamburera imwechete: Abarth, Alfa Romeo, Chrysler, Citroen, Dodge, DS Automobiles, Fiat, Fiat Professional, Jeep, Lancia, Maserati, Opel/Vauxhall, Peugeot uye Ram. Pane chichavharwa here? Mubvunzo uri pamutemo. Kwete chete kune mhando dzakawanda pasi pedenga rimwechete, kune zvakare akati wandei anoshanda mumisika imwe chete (kunyanya yeEuropean) uye kunyange kukwikwidzana.
Tichafanira kumirira mamwe mavhiki kana mwedzi mishoma kuti tiwane mhinduro yakanyatsojeka, sezvo aya achiri mazuva ekutanga ehupenyu hwaStellantis. Carlos Tavares akaita zvishoma kana kusaita nezveramangwana reimwe neimwe yemhando gumi nemana, asi haana kumbotaura kuti mumwe wavo aigona kuvhara . Chinangwa chemutungamiri mutsva ndechekuti, ikozvino, kujekesa nzvimbo yeumwe neumwe uye sezvakataurwa naTavares: "mhando dzedu dzose dzichava nemukana".
Zvisinei, kunyange zvazvo aiedza kudzivisa kutaura nezvavo vari voga, haana kukwanisa kuzviita. Semuenzaniso, chinangwa chekuendesa Peugeot kuNorth America - iyo yakatoziviswa kakawanda mumakore maviri apfuura - yakatora danho shure ikozvino, neStellantis, vatova nehupo hwakasimba munharaunda. Chitarisiko chave pamhando dzatovepo.
Opel yakataurwawo naTavares, achitarisira nhau dzakati wandei dzenguva dziri kuuya "nehunyanzvi chaihwo" - aireva mahybrids uye / kana magetsi? Zvine musoro kuti hungu. Alfa Romeo neMaserati, zvisinei nekuita kwekutengesa kuri pasi pezvinotarisirwa mumakore achangopfuura, Tavares inoona kukosha kwayo kwepamusoro muchimiro cheStellantis yekumisikidzwa muzvikamu zvekutanga uye zveumbozha izvo, sekutonga, zvine pundutso kupfuura mamwe.
Iko kugona kwemhando dzakadai seAlfa Romeo uye…
Nezve Fiat (Europe) uye inonyanya kuchembera portfolio, zviitiko zvitsva zvinotarisirwawo kukurumidza kufamba mumakore anotevera 2-3, kuzadza mapundu muzvikamu zvakakosha.
Fiat inogona kutarisira nzira yakafanana neyatakaona paOpel mushure mekunge yatorwa neGroupe PSA, umo Corsa itsva yakakurumidza kugadzirwa iyo "yakabatanidzwa" nePeugeot 208. Izvo Tavares anodana "mota dzehama" ( kugoverana mapuratifomu, mechanics uye zvakasiyana-siyana "zvisingaoneki" zvikamu, asi zvakapatsanurwa muchimiro chekunze nemukati) uye izvo zvinofanirwa kukurumidza kusangana nezvinodiwa zvechiItaly brand.
Mukupedzisa
Achiri mazuva ekutanga eStellantis. Carlos Tavares, mutungamiriri wake wekutanga, anogona kutipa zvishoma kana zvakawanda, parizvino, kupfuura maratidziro akajeka enzira yekutevera Stellantis yakanangana neramangwana rinoita serakaoma kupfuura nakare kose.
Uku kusanganiswa kwevakaenzana kunoratidzika kunge kwakajeka mukukurudzira kwaro: kuwana hukama nehupfumi hwechiyero chinodiwa kuvimbisa kukwikwidza kweboka (idzva) muindasitiri yemotokari inoshanduka uye, nepazvinogoneka, inovimbisawo mafambiro anogona kuenderera mberi. kuwanikwa nevanhu vakawanda sezvinobvira.
Carlos Tavares akaratidza, nekufamba kwenguva, kuti ndiye munhu akakodzera kuita izvi, sezvo akashongedzerwa nehunyanzvi hwakakodzera. Asi zvakare ichokwadi kuti haana kumbobvira asangana nedambudziko rakakura saStellantis.