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“只租不卖”不到2周 蔚来考虑在欧洲提供买断选项_我的网站

A |     The timing of the London visit by Taipei’s trade negotiator John Deng was important, says Dr. Victor Teo, political scientist specializing in international relations in the Asia-Pacific, because if China were to join the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) before the island, “it would mean the certain exclusion of Taiwan from this trade body in the future.”,After the reported trade talks in London on 16 June, Beijing, whose official policy envisions a peaceful unification of Taiwan with Mainland China, was quick to reiterate its stance.,“Taiwan is an inseparable part of China, it is not a country, which is universally recognized by the international community,” a Chinese diplomatic spokesperson was cited by Politico as saying.,The UK Trade Department stopped short of offering any clarifications, while confirming the meeting of its officials with Deng.,The British side was governed by “political and economic interests” when it opted to risk igniting China’s wrath, suggests Dr. Victor Teo.,The trade talks between the UK and Taiwan may also reflect a “change in UK’s policy toward Taiwan as a result of changes in its China policy,” notes Dr. Zhang Baohui, director of the Center for Asian Pacific Studies at Lingnan University in Hong Kong.,“The US led this trend by comprehensively upgrading its relations with Taipei since the Trump administration,” says Baohui, adding that Britain tended to tread with caution in its relations with Taiwan in the past. However, now the UK is “adjusting its China policy.”,The clash over Hong Kong, according to Dr. Zhang Baohui, “significantly enhanced their differences and mutual strategic mistrust.”,“For example, it sent an aircraft carrier to the South China Sea last summer, very much to the disliking of Beijing. The UK also formed a new trilateral security mechanism with Australia and the US last year while not naming China as its target. The UK's trade talk with Taiwan could be consistent with this new trend,” he said.,Beijing's reaction to any improper statement such as challenging Taiwan as an inseparable part of China can be expected, insisted Dr. Chang Ching, research fellow at the Taiwan-based Society for Strategic Studies.,However, the British government has a clear policy towards the sensitive One-China issue, the prominent military expert on the People's Liberation Army and regional security in Taiwan noted.,China Urges US to ‘Revoke Arms Sales Plan’ With Taiwan on News of $120 Million Deal for Ship Parts9 June, 20:46 GMT,“In the aspect of trade and commerce, any discussion with representatives from Taipei regarding the participation in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership trading arrangement does not violate the One-China principle kept by Her Majesty's government. Nonetheless, it is originated by a media report and cannot be fully verified as the British official position,” he stated.,Dr. Chang Ching advised against defining such a statement as a “policy shift” within British government diplomacy.,US Provokes China in New Row Over Taiwan17 June, 09:14 GMT,‘Trade With China’ Factor,Regarding the regional fallout from a possible row between the UK and China over Taiwan, it is too early to predict the consequences, according to Dr. Zhang Baohui.,Underscoring that unlike Sino-US relations, Britain and China are not “strategic competitors,” he clarified:,“The UK has already boosted its presence in the region by its new trilateral security pact with Australia and the United States. It has also enhanced defense cooperation with Japan, by jointly developing the next generation jet fighter. However, Britain should have less incentives, compared to the US to have a contentious relationship with China.”,Sino-British relations should not have a major impact on the region in the foreseeable future, Dr. Zhang Baohui concluded.,Any spat over Taiwan would boost tensions in UK-China relations and West-China relations, Dr. Victor Teo suggested, but underscored the “declining economic circumstances” currently being faced by many countries. Accordingly, trade with China would likely become more important, according to him.,“As most Western countries have agreed on the 'One China Principle', it is hard to see how they can persist in promoting Taiwan’s interests steadfastly at the expense of their relationship with China,” Dr. Victor Teo said.,A row between London and Beijing would not affect anything in the region at all, Dr. Chang Ching asserted, adding:,“After all, Beijing is very near and London is too remote."。    （文/潘昱辰 编辑/周远方）日前，蔚来已在部分市场开启首款车型ET7的交付。但与此同时，有网友在蔚来APP向蔚来总裁秦力洪发出建议，称国外许多潜在用户都对“只租不卖”的商业模式存在意见，认为在蔚来租金并不便宜的前提下，应该向用户提供买断使用的权利。对此秦力洪表示认同，但并未给出具体的时间表。

B | 秦力洪承认蔚来考虑在欧洲开放买断选项 图片来源：蔚来蔚来将在欧洲四国的商业模式称为“订阅”，共提供短期和长期2种订阅服务。具体来看，短期方案用户需至少订阅1月，可提前两周取消当月订阅，也可任意更换车辆；长期方案用户只可选择一款车型，订阅周期在12至60个月不等，但订阅费用则更为优惠。

C | 蔚来在欧洲“只租不卖”的价格选项 图片来源：蔚来秦力洪曾在欧洲发布会期间表示，相比其他长租模式，蔚来是“一价全包”，除用车外还包括服务，如果将服务费用计入租金，那么蔚来订阅模式相较当地其他长租服务仍较为优惠。对于先期“只租不卖”，蔚来创始人、董事长兼CEO李斌在接受媒体采访时承认，发布会后蔚来欧洲版APP上有很多用户留言，对没有购买选项非常失望，而这也在蔚来的预期之中。据他预计，欧洲主流市场约20%-25%的用户有买断意愿。但他希望蔚来欧洲整个团队，包括换电站及服务体系都非常成熟后再作打算，“肯定不是现在”。他认为，从订阅转卖车，只是增加一个卖的选项，但从卖车转订阅是“降维打击”，因而希望整个团队能够先挑战较难的选项。蔚来欧洲发布会 图片来源：蔚来值得一提的是，在推出“只租不卖”模式之前，蔚来曾在欧洲单一市场提供过买断选项。2021年5月，蔚来率先在挪威销售旗舰车型ES8，售价在60万挪威克朗（约合人民币40万元）以上。但根据EU-EVs的统计数据，2021年蔚来在挪威仅卖出200辆汽车，今年1-7月，蔚来在挪威累计销量为550辆。对此，李斌曾表示出海主要看长期的意义，可能要5至10年后才有实际结果。此番全面进军欧洲市场，李斌则声称希望蔚来在海外“四分天下有其一”，不过他没有给出达成目标的确切时间。自欧洲发布会以来蔚来股价走势 图片来源：富途牛牛而此番蔚来全面进军欧洲及“订阅”模式的推出，也并未引起资本市场的足够共鸣。自发布会结束两周以来，蔚来在美国纽交所和港交所股价整体呈下跌态势，相较欧洲发布会结束已累计下跌20%以上。

D | 截至10月19日美股收盘，蔚来跌10.57%，报收10.92美元；截止10月20日中午，蔚来在港股跌7.07%，报86.10港元。

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