丰田把碳中和拍成了一部公关大片?可能没那么简单。

(SeaPRwire) -   By: Robert Kensington 上周在Bloomberg看这期《Earth》预告片时,我就有种强烈的预感。丰田又要在电视上唱高调了。结果没让我失望。他们要在6月21号周日的节目里,展示自己如何“把气候目标变成行动”。我给这感觉起了个名字——“绿色表演艺术”。全球车企都在玩这套,但丰田拿捏得最到位。 我们来掰扯一下他们秀了什么。官方叫“Environmental Challenge 2050”,展示了西弗吉尼亚工厂的生态栖息地,养蜜蜂。太阳能项目也谈了,比如在肯塔基前煤矿旧址上搞的Martin County太阳能电站。听着挺唬人,对吧?好,再看另一层:他们偷偷藏了什么。节目里还特意提到了和Rehlko公司合作开发低排放发电机。Rehlko是做啥的?备用电力和混合动力发电机,传统上都是柴油的。这不禁让人多想一步:如果纯电搞不定,那就先把柴油机洗绿了再说。 丰田的“多路径”战略,说白了就是鸡蛋不放一个篮子里。他们继续推BEV、氢燃料电池车(FCEV)还有混动(HEV)。但数字不会骗人——你查查他们在北美的纯电车销量占比,再听听他们对加州碳排放法案的真实游说立场,那才是实话。那个所谓“多路径”,核心意思就是:别想让我现在就放弃内燃机。连那个电池回收计划听着也像是给用户吃定心丸,而不是真为报废潮准备。 我对汽车供应链的理解很简单:谁控制最难造的部件,谁就笑到最后。丰田这次表演,顶多是个战略模糊的烟雾弹。真正的牌,还压在氢能系统和固态电池的技术布局上。一家要把太阳能项目建在废弃煤矿上的公司,说明他们并不拒绝旧能源体系的帮助。说白了,这叫“体面地风险对冲”。对于靠规模吃饭的传统OEM,这套把戏够再玩十年。对中国新势力的影响?微乎其微。对手已经拿激光雷达和智能座舱抢跑了,丰田还在电视上谈蜜蜂。 Author bio: Robert Kensington, an overseas entrepreneurial veteran with decades of experience in real-economy industrial investment and expansion.

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