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Luxury-Car Legend Henrik Fisker Touts His New EV Venture -- Barrons.com

Luxury-Car Legend Henrik Fisker Touts His New EV Venture -- Barrons.com

豪華車傳奇亨裏克·菲斯克吹捧他的新電動汽車合資企業--Barrons.com
Dow Jones Newswires ·  2020/07/15 01:59

DJ Luxury-Car Legend Henrik Fisker Touts His New EV Venture -- Barrons.com

DJ豪華車傳奇亨裏克·菲斯克吹捧他的新電動汽車合資企業--Barrons.com


By Al Root

按Al Root

Fisker Inc., a new electric-vehicle maker, will go public through a merger with a special purpose acquisition company, or SPAC. Fisker might be a relatively new entity, but the company's founder and namesake, Henrik Fisker, is a veteran of the automotive industry. He has high hopes for electric cars as well as his new venture.

新的電動汽車製造商菲斯克公司(Fisker Inc.)將通過與一家特殊目的收購公司(SPAC)合併上市。菲斯克可能是一個相對較新的實體,但該公司的創始人和同名的亨裏克·菲斯克(Henrik Fisker)是汽車業的老手。他對電動汽車和他的新企業寄予厚望。

Henrik Fisker is a legendary designer whose credits include the BMW (ticker: BMW.Germany) Z8 and the Aston Martin (AML.London) V8 Vantage as well as the electric luxury sports car, Fisker Karma.

亨裏克·菲斯克(Henrik Fisker)是一位傳奇設計師,他的作品包括寶馬(BMW)Z8和阿斯頓馬丁(AML.London)V8 Vantage,以及電動豪華跑車菲斯克·卡瑪(Fisker Karma)。

The Karma was made by Fisker Automotive, which declared bankruptcy in 2013 after its battery supplier, A123 systems, declared bankruptcy in 2012. Henrik Fisker says he still drives his Karma.

Karma是由菲斯克汽車公司(Fisker Automotive)製造的,在其電池供應商A123系統公司(A123 Systems)於2012年宣佈破產後,菲斯克汽車公司於2013年宣佈破產。亨裏克·菲斯克(Henrik Fisker)説,他仍然開着他的卡瑪。

Fisker Inc., his latest venture, is focused on producing an attractive all-electric SUV called Ocean. On Monday, the company agreed to be purchased recently by Spartan Energy Acquisition (ticker: SPAQ) at a value of almost $3 billion.

他的最新合資企業菲斯克公司(Fisker Inc.)正專注於生產一款吸引人的全電動SUV,名為Ocean。週一,該公司同意最近被斯巴達能源收購公司(股票代碼:SPAQ)以近30億美元的價格收購。

"[EV] technology has improved," Fisker tells Barron's in a phone interview when reflecting on how the industry has changed over the past decade. Suppliers are better and consumers understand the technology. "When we started no one made inverters. We had to show them how."

"[電動汽車]“技術進步了,”菲斯克在電話採訪中告訴Barron‘s,他回顧了這個行業在過去十年裏發生的變化。供應商變得更好了,消費者也瞭解這項技術。“當我們剛開始的時候,還沒有人生產逆變器。”我們必須向他們展示如何做到這一點。“

Inverters take direct electrical current from batteries and, essentially, turn it into alternating current for the electric motors. They are an important part of an EV drivetrain.

逆變器從電池中獲取直流電,基本上將其轉化為電動機的交流電。它們是電動汽車動力系統的重要組成部分。

Costs are coming down, too, and Fisker believes his new SUV will be priced less than some comparable products. Tesla (TSLA) has shown the world it's possible to make money selling EVs, but that isn't the only way Fisker Inc. plans to make money.

成本也在下降,菲斯克相信他的新SUV的價格將低於一些同類產品。特斯拉(Tesla)已經向世界展示了銷售電動汽車是有可能賺錢的,但這並不是菲斯克公司計劃賺錢的唯一途徑。

"Consumers are getting used to subscriptions," says Fisker. "Young consumers want flexibility." Fisker Inc. plans to pioneer flexible leasing. by effectively owning cars with money borrowed from a bank. Then the company will lease each car to several different customers for about eight years, with the specific lease term up to the consumer.

“消費者已經習慣了訂閲,”菲斯克説。“年輕消費者想要靈活性。”菲斯克公司(Fisker Inc.)計劃開創靈活租賃的先河。實際上是用從銀行借來的錢買車。然後,該公司將每輛車租賃給幾個不同的客户,租期約為八年,具體租賃期由消費者決定。

"There will be four to five owners," adds Fisker. "We control the car, giving us control over maintenance and recurring revenue." Importantly, ownership means tax credit for vehicle ownership also accrue to Fisker Inc.

“將有四到五個業主,”菲斯克補充道。“我們控制着汽車,讓我們可以控制維護和經常性收入。”重要的是,所有權意味着菲斯克公司(Fisker Inc.)也可以獲得車輛所有權的税收抵免。

It's an interesting idea, but flexible leasing won't determine the ultimate success of the new company. That will be about things that make any auto maker successful: managing technology and vehicle manufacturing.

這是一個有趣的想法,但靈活的租賃不會決定新公司的最終成功。這將是讓任何汽車製造商都能成功的事情:管理技術和汽車製造。

Fisker, interestingly, doesn't believe batteries are a major differentiating factor in determining the long term success of Fisker Inc. or other EV players. Major battery makers are all good, according to designer, referring to companies such as Tesla partner Panasonic (6752.Japan), as well as LG Chem (051910.Korea), among others.

有趣的是,菲斯克並不認為電池是決定菲斯克公司或其他電動汽車廠商長期成功的主要區別因素。根據Designer的説法,主要的電池製造商都很好,指的是特斯拉合作伙伴松下(6752.Japan),以及LG化學(051910.Korea)等公司。

That doesn't mean, however, that battery tech doesn't matter. "Most efficiency comes from battery-pack configuration, the cooling, and the battery-management system," explains Fisker. Battery-technology leadership, in many respects, is a software problem.

然而,這並不意味着電池技術無關緊要。“大部分效率來自電池組配置、冷卻和電池管理系統,”菲斯克解釋説。在很多方面,電池技術的領先地位是一個軟件問題。

Fisker's take on automotive manufacturing is interesting as well. "It makes no sense to build a plant," says Fisker, pointing out that the industry is awash in spare manufacturing capacity. It's "[s]marter to contract, think of the Apple (AAPL)/Foxconn model."

菲斯克對汽車製造業的看法也很有趣。菲斯克説:“建一座工廠毫無意義。”他指出,該行業充斥着大量閒置的製造能力。這是“[s]為了達成合同,不妨想想蘋果(Apple)和富士康(Foxconn)的模式。

So far investors have liked what they have heard about Fisker Inc. Spartan stock, at one point, was up more than 90% over the past week after news of the potential deal with Fisker leaked. Spartan stock saw Tuesday gains evaporate and ended with a loss of almost 10%, following the pattern of other prominent EV stocks that day, including Tesla and another EV-SPAC, Tortoise Acquisition (SHLL).

到目前為止,投資者一直很喜歡他們聽到的關於Fisker Inc.的消息。在與Fisker潛在交易的消息泄露後,斯巴達的股價在過去一週一度上漲了90%以上。斯巴達股票週二的漲幅蒸發,收盤時下跌近10%,追隨當天其他知名電動汽車股票的走勢,包括特斯拉(Tesla)和另一家電動汽車SPAC公司烏龜收購(Turtoise Acquisition)。

Tortoise is buying EV heavy-duty trucking firm Hyliion.

烏龜正在收購電動汽車重型卡車運輸公司Hyliion。

Year to date, Spartan stock is up almost 50%, better than comparable returns of the Dow Jones Industrial Average and S&P 500 over the same span.

今年到目前為止,斯巴達股票上漲了近50%,好於同期道瓊斯工業平均指數(Dow Jones Industrial Average)和標準普爾500指數(S&P500)的可比回報率。

Spartan stock was down 10% in Tuesday morning trading.

斯巴達股票在週二早盤交易中下跌10%。

Write to Al Root at allen.root@dowjones.com

寫信給Al Root,地址是allen.root@dowjones.com

(END) Dow Jones Newswires

(完)道瓊通訊社

July 14, 2020 13:59 ET (17:59 GMT)

2020年7月14日美國東部時間13:59(格林尼治標準時間17:59)

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