Morning_老虎社区_美港股上老虎

2021-11-29

Morning

Hertz-Tesla Deal Signals Broad Shift to EVs for Rental-Car Companies<blockquote>赫兹-特斯拉交易标志着租车公司广泛转向电动汽车</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":600683295,"tweetId":"600683295","gmtCreate":1638147086420,"gmtModify":1638147136363,"author":{"id":4088412711170620,"idStr":"4088412711170620","authorId":4088412711170620,"authorIdStr":"4088412711170620","name":"41e183","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Morning</body></html>","htmlText":"<html><head></head><body>Morning</body></html>","text":"Morning","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/600683295","repostId":1151024269,"repostType":4,"repost":{"id":"1151024269","kind":"news","pubTimestamp":1638145831,"share":"https://www.laohunote.com/m/news/1151024269?lang=zh_CN&edition=full","pubTime":"2021-11-29 08:30","market":"us","language":"en","title":"Hertz-Tesla Deal Signals Broad Shift to EVs for Rental-Car Companies<blockquote>赫兹-特斯拉交易标志着租车公司广泛转向电动汽车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151024269","media":"WSJ","summary":"Car-rental customers could soon see more electric-vehicle options on airport lots and other places w","content":"Car-rental customers could soon see more electric-vehicle options on airport lots and other places where they are looking to reserve a ride.<blockquote>汽车租赁客户可能很快就会在机场停车场和其他他们希望预订乘车的地方看到更多电动汽车选择。</blockquote> The rental-car industry, long a big bulk-purchaser of new models in the car business, is sharpening efforts to add&nbsp;more battery-powered vehicles to fleets, the latest in a broader global shift among companies embracing greener technologies to cut their greenhouse-gas emissions.<blockquote>长期以来，租车行业一直是汽车行业新车型的大宗购买者，该行业正在加大力度在车队中增加更多电池驱动汽车，这是全球企业采用更环保技术以减少温室气体排放的更广泛转变的最新举措。</blockquote> Two of the biggest car-rental firms—Hertz Global HoldingsInc.&nbsp;and&nbsp;Avis Budget Group—recently revealed plans to expand their plug-in offerings as the auto industry rolls out more options for drivers looking to avoid gasoline. Privately held Enterprise Holdings Inc., which owns brands such as National and Alamo, also has said it is looking to add more electrics, particularly for clients that are renting or leasing small vehicle fleets.<blockquote>两家最大的汽车租赁公司——赫兹全球控股公司（Hertz Global HoldingsInc.）和安飞士预算集团（Avis Budget Group）——最近透露，随着汽车行业为希望避免使用汽油的司机推出更多选择，他们计划扩大其插件产品。拥有 National 和 Alamo 等品牌的私营企业控股公司 (Enterprise Holdings Inc.) 也表示，正在寻求增加更多电动汽车，特别是为租赁或租赁小型汽车车队的客户。</blockquote> “If you look now, 2% or thereabouts of all cars manufactured in the U.S. are electric,” Avis Chief Executive Joe Ferraro said on an earnings call earlier this month. “That number will go to about 10% in 2025, and maybe north of 30% in 2030. And we’ll play a big role in that.”<blockquote>“Avis 首席执行官乔-费拉罗（Joe Ferraro）在本月早些时候的财报看涨期权上说：”如果你现在看，美国生产的所有汽车中约有 2% 是电动汽车。“到 2025 年，这一数字将达到 10% 左右，到 2030 年可能会超过 30%。我们将在其中发挥重要作用”。</blockquote> This shift is expected to come with challenges. Electric vehicles are typically more expensive, creating higher upfront costs for rental-car companies and potentially raising prices for renters. Additionally, a&nbsp;dearth of public charging networks could prove difficult for leisure travelers, who might not know how and where to charge their cars, analysts and executives say. That frustration could hurt the customers’ experience, they say.<blockquote>这种转变预计会带来挑战。电动汽车通常更昂贵，给汽车租赁公司带来了更高的前期成本，并可能提高租车者的价格。此外，分析师和高管表示，缺乏公共充电网络可能会给休闲旅行者带来困难，他们可能不知道如何以及在哪里给汽车充电。他们说，这种挫败感可能会损害顾客的体验。</blockquote> Car-rental companies and their corporate clients are facing greater pressure from Wall Street to make environmental issues a higher priority and to outline steps they are taking to combat climate change, analysts and executives say.<blockquote>分析师和高管表示，汽车租赁公司及其企业客户正面临来自华尔街的更大压力，要求他们更加重视环境问题，并概述他们正在采取的应对气候变化的措施。</blockquote> Stocks in companies focused on electric vehicles&nbsp;have shot up in recent months, even though sales of battery-powered models remain low—less than 3% of the total new-car market—and many drivers are still nervous about not having enough places to plug in.<blockquote>近几个月来，专注于电动汽车的公司的股票飙升，尽管电池驱动车型的销量仍然很低（不到整个新车市场的 3%），而且许多司机仍然担心没有足够的地方插电。</blockquote> Hertz’s news in late October that it had&nbsp;placed a 100,000-vehicle order&nbsp;from electric-car pioneerTeslaInc.sent shares in both companies soaring, pushing Tesla’s valuation over $1 trillion for the first time. While the two companies are still working out details, Hertz said at the time that the order would increase its mix of electric cars to 20% of its overall fleet.<blockquote>10 月底，赫兹宣布已向电动汽车先驱 Teslainc.10 万辆汽车订单，这使得两家公司的股价飙升，特斯拉的估值首次突破 1 万亿美元。虽然两家公司仍在制定细节，但赫兹当时表示，该订单将使其电动汽车组合增加到其总车队的 20%。</blockquote> Avis’s stock also rallied earlier this month when executives said they were working to expand electric options for renters, making it a centerpiece of the company’s efforts to reduce greenhouse-gas emissions by 30% over the next decade. Following the disclosure,Avis’s shares more than doubled&nbsp;that day, the stock’s largest single-day percentage gain ever.<blockquote>本月早些时候，Avis 的股价也出现反弹，当时高管表示他们正在努力扩大租房者的电力选择，使其成为该公司在未来十年内将温室气体排放量减少 30% 的核心目标。信息披露后，安飞士的股价当天上涨了一倍多，创下该股有史以来最大的单日百分比涨幅。</blockquote> Currently,the pickings are relatively limited&nbsp;for customers looking to rent an electric or hybrid model. For Avis, the share of hybrid and electric vehicles in its global fleet is around 3%, the company said earlier this year.<blockquote>目前， 对于希望租用电动或混合动力车型的客户来说， 选择相对有限。该公司今年早些时候表示，对于 Avis 来说，混合动力汽车和电动汽车在其全球车队中的份额约为 3%。</blockquote> Chris Haffenreffer, an executive in charge of Enterprise’s electric-vehicle strategy, said it sees the most potential for electrics in its commercial-rental fleets and fleet-management business, which mostly serves companies looking for longer-term arrangements. These business clients tend to be more cost conscious and see value in the lower maintenance and operating costs afforded by battery-powered vehicles, he said.<blockquote>Enterprise 负责电动汽车战略的高管 Chris Haffenreffer 表示，Enterprise 认为其商业租赁车队和车队管理业务最具电动汽车潜力，该业务主要服务于寻求长期安排的公司。他说，这些商业客户往往更注重成本，并看到电池驱动汽车较低的维护和运营成本的价值。</blockquote> Enterprise is still studying how to make electric cars a better fit for leisure travelers, who are more likely to worry about finding enough charging stations, Mr. Haffenreffer said.<blockquote>Haffenreffer 先生表示，企业仍在研究如何让电动汽车更适合休闲旅行者，他们更有可能担心找到足够的充电站。</blockquote> The shift to electrics can benefit rental-car companies in other important ways. It helps them shrink their own carbon footprints by integrating more zero-emissions vehicles into their overall rental fleets. That, in turn, can help improve their&nbsp;environmental, social and governance, or ESG, standing&nbsp;with investors, executives and analysts say.<blockquote>向电动汽车的转变可以在其他重要方面使汽车租赁公司受益。它通过将更多零排放车辆整合到他们的整体租赁车队中，帮助他们减少自己的碳足迹。投资者、高管和分析师表示，这反过来又有助于改善他们的环境、社会和治理（ESG）。</blockquote> “ESG-associated names like Tesla usually get a much higher multiple,” said Hamzah Mazari, an analyst with Jefferies Group who covers the rental-car industry.<blockquote>“杰富瑞集团（Jefferies Group）负责租车行业的分析师哈姆扎-马扎里（Hamzah Mazari）说：”像特斯拉这样与 ESG 相关的公司通常会获得更高的倍数。</blockquote> Corporate clients also see an advantage because the more clean vehicles they rent, the more they can count the emissions-reduction efforts toward their own ESG ratings, analysts say.<blockquote>分析师表示，企业客户也看到了优势，因为他们租用的车辆越清洁，他们就越能将减排努力计入自己的 ESG 评级。</blockquote> Still, hurdles remain for rental-car providers looking to electrify their lots.<blockquote>尽管如此，对于寻求停车场电气化的租车提供商来说，障碍仍然存在。</blockquote> Battery-powered vehicles are typically more expensive than their gas-engine counterparts, requiring companies to make more upfront investment, said Maryann Keller, an independent consultant who previously served on the board of Dollar Thrifty Automotive Group, which is now part of Hertz.<blockquote>曾在 Dollar Thrifty Automotive Group（现为赫兹旗下）董事会任职的独立顾问玛丽安·凯勒 (Maryann Keller) 表示，电池驱动汽车通常比燃气发动机汽车更贵，这需要公司进行更多的前期投资。</blockquote> They also require rental providers to install charging stations in their parking areas and to educate consumers about how to use the vehicles, she said. A steep learning curve could be a major turnoff for clients, she added.<blockquote>她说，他们还要求租赁提供商在停车场安装充电站，并教育消费者如何使用车辆。她补充说，陡峭的学习曲线可能是客户的一大障碍。</blockquote> There is also uncertainty around the resale market and how much an electric model will hold its value, a factor that is particularly important to rental-car companies because they turn over fleets frequently, analysts say.<blockquote>分析师表示，转售市场以及电动车型的保值能力也存在不确定性，这一因素对于租车公司来说尤为重要，因为它们经常更换车队。</blockquote> Enterprise’s Mr. Haffenreffer said developing a more robust network of public charging stations would be critical to broadening EVs’ appeal to renters.<blockquote>Enterprise 的 Haffenreffer 先生说，发展一个更强大的公共充电站网络对于扩大电动汽车对租户的吸引力至关重要。</blockquote> “The conventional wisdom for EV owners right now is that the vast majority of charging is going to happen at home, but for our renters, that charging is going to happen in the public,” he said.<blockquote>“他说：”目前电动汽车车主的传统观点是，绝大多数充电将在家中进行，但对于我们的租房者来说，充电将在公共场所进行。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hertz-Tesla Deal Signals Broad Shift to EVs for Rental-Car Companies<blockquote>赫兹-特斯拉交易标志着租车公司广泛转向电动汽车</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHertz-Tesla Deal Signals Broad Shift to EVs for Rental-Car Companies<blockquote>赫兹-特斯拉交易标志着租车公司广泛转向电动汽车</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nWSJ2021-11-29 08:30\n\n</h4>\n</header>\n<article>\nCar-rental customers could soon see more electric-vehicle options on airport lots and other places where they are looking to reserve a ride.<blockquote>汽车租赁客户可能很快就会在机场停车场和其他他们希望预订乘车的地方看到更多电动汽车选择。</blockquote> The rental-car industry, long a big bulk-purchaser of new models in the car business, is sharpening efforts to add&nbsp;more battery-powered vehicles to fleets, the latest in a broader global shift among companies embracing greener technologies to cut their greenhouse-gas emissions.<blockquote>长期以来，租车行业一直是汽车行业新车型的大宗购买者，该行业正在加大力度在车队中增加更多电池驱动汽车，这是全球企业采用更环保技术以减少温室气体排放的更广泛转变的最新举措。</blockquote> Two of the biggest car-rental firms—Hertz Global HoldingsInc.&nbsp;and&nbsp;Avis Budget Group—recently revealed plans to expand their plug-in offerings as the auto industry rolls out more options for drivers looking to avoid gasoline. Privately held Enterprise Holdings Inc., which owns brands such as National and Alamo, also has said it is looking to add more electrics, particularly for clients that are renting or leasing small vehicle fleets.<blockquote>两家最大的汽车租赁公司——赫兹全球控股公司（Hertz Global HoldingsInc.）和安飞士预算集团（Avis Budget Group）——最近透露，随着汽车行业为希望避免使用汽油的司机推出更多选择，他们计划扩大其插件产品。拥有 National 和 Alamo 等品牌的私营企业控股公司 (Enterprise Holdings Inc.) 也表示，正在寻求增加更多电动汽车，特别是为租赁或租赁小型汽车车队的客户。</blockquote> “If you look now, 2% or thereabouts of all cars manufactured in the U.S. are electric,” Avis Chief Executive Joe Ferraro said on an earnings call earlier this month. “That number will go to about 10% in 2025, and maybe north of 30% in 2030. And we’ll play a big role in that.”<blockquote>“Avis 首席执行官乔-费拉罗（Joe Ferraro）在本月早些时候的财报看涨期权上说：”如果你现在看，美国生产的所有汽车中约有 2% 是电动汽车。“到 2025 年，这一数字将达到 10% 左右，到 2030 年可能会超过 30%。我们将在其中发挥重要作用”。</blockquote> This shift is expected to come with challenges. Electric vehicles are typically more expensive, creating higher upfront costs for rental-car companies and potentially raising prices for renters. Additionally, a&nbsp;dearth of public charging networks could prove difficult for leisure travelers, who might not know how and where to charge their cars, analysts and executives say. That frustration could hurt the customers’ experience, they say.<blockquote>这种转变预计会带来挑战。电动汽车通常更昂贵，给汽车租赁公司带来了更高的前期成本，并可能提高租车者的价格。此外，分析师和高管表示，缺乏公共充电网络可能会给休闲旅行者带来困难，他们可能不知道如何以及在哪里给汽车充电。他们说，这种挫败感可能会损害顾客的体验。</blockquote> Car-rental companies and their corporate clients are facing greater pressure from Wall Street to make environmental issues a higher priority and to outline steps they are taking to combat climate change, analysts and executives say.<blockquote>分析师和高管表示，汽车租赁公司及其企业客户正面临来自华尔街的更大压力，要求他们更加重视环境问题，并概述他们正在采取的应对气候变化的措施。</blockquote> Stocks in companies focused on electric vehicles&nbsp;have shot up in recent months, even though sales of battery-powered models remain low—less than 3% of the total new-car market—and many drivers are still nervous about not having enough places to plug in.<blockquote>近几个月来，专注于电动汽车的公司的股票飙升，尽管电池驱动车型的销量仍然很低（不到整个新车市场的 3%），而且许多司机仍然担心没有足够的地方插电。</blockquote> Hertz’s news in late October that it had&nbsp;placed a 100,000-vehicle order&nbsp;from electric-car pioneerTeslaInc.sent shares in both companies soaring, pushing Tesla’s valuation over $1 trillion for the first time. While the two companies are still working out details, Hertz said at the time that the order would increase its mix of electric cars to 20% of its overall fleet.<blockquote>10 月底，赫兹宣布已向电动汽车先驱 Teslainc.10 万辆汽车订单，这使得两家公司的股价飙升，特斯拉的估值首次突破 1 万亿美元。虽然两家公司仍在制定细节，但赫兹当时表示，该订单将使其电动汽车组合增加到其总车队的 20%。</blockquote> Avis’s stock also rallied earlier this month when executives said they were working to expand electric options for renters, making it a centerpiece of the company’s efforts to reduce greenhouse-gas emissions by 30% over the next decade. Following the disclosure,Avis’s shares more than doubled&nbsp;that day, the stock’s largest single-day percentage gain ever.<blockquote>本月早些时候，Avis 的股价也出现反弹，当时高管表示他们正在努力扩大租房者的电力选择，使其成为该公司在未来十年内将温室气体排放量减少 30% 的核心目标。信息披露后，安飞士的股价当天上涨了一倍多，创下该股有史以来最大的单日百分比涨幅。</blockquote> Currently,the pickings are relatively limited&nbsp;for customers looking to rent an electric or hybrid model. For Avis, the share of hybrid and electric vehicles in its global fleet is around 3%, the company said earlier this year.<blockquote>目前， 对于希望租用电动或混合动力车型的客户来说， 选择相对有限。该公司今年早些时候表示，对于 Avis 来说，混合动力汽车和电动汽车在其全球车队中的份额约为 3%。</blockquote> Chris Haffenreffer, an executive in charge of Enterprise’s electric-vehicle strategy, said it sees the most potential for electrics in its commercial-rental fleets and fleet-management business, which mostly serves companies looking for longer-term arrangements. These business clients tend to be more cost conscious and see value in the lower maintenance and operating costs afforded by battery-powered vehicles, he said.<blockquote>Enterprise 负责电动汽车战略的高管 Chris Haffenreffer 表示，Enterprise 认为其商业租赁车队和车队管理业务最具电动汽车潜力，该业务主要服务于寻求长期安排的公司。他说，这些商业客户往往更注重成本，并看到电池驱动汽车较低的维护和运营成本的价值。</blockquote> Enterprise is still studying how to make electric cars a better fit for leisure travelers, who are more likely to worry about finding enough charging stations, Mr. Haffenreffer said.<blockquote>Haffenreffer 先生表示，企业仍在研究如何让电动汽车更适合休闲旅行者，他们更有可能担心找到足够的充电站。</blockquote> The shift to electrics can benefit rental-car companies in other important ways. It helps them shrink their own carbon footprints by integrating more zero-emissions vehicles into their overall rental fleets. That, in turn, can help improve their&nbsp;environmental, social and governance, or ESG, standing&nbsp;with investors, executives and analysts say.<blockquote>向电动汽车的转变可以在其他重要方面使汽车租赁公司受益。它通过将更多零排放车辆整合到他们的整体租赁车队中，帮助他们减少自己的碳足迹。投资者、高管和分析师表示，这反过来又有助于改善他们的环境、社会和治理（ESG）。</blockquote> “ESG-associated names like Tesla usually get a much higher multiple,” said Hamzah Mazari, an analyst with Jefferies Group who covers the rental-car industry.<blockquote>“杰富瑞集团（Jefferies Group）负责租车行业的分析师哈姆扎-马扎里（Hamzah Mazari）说：”像特斯拉这样与 ESG 相关的公司通常会获得更高的倍数。</blockquote> Corporate clients also see an advantage because the more clean vehicles they rent, the more they can count the emissions-reduction efforts toward their own ESG ratings, analysts say.<blockquote>分析师表示，企业客户也看到了优势，因为他们租用的车辆越清洁，他们就越能将减排努力计入自己的 ESG 评级。</blockquote> Still, hurdles remain for rental-car providers looking to electrify their lots.<blockquote>尽管如此，对于寻求停车场电气化的租车提供商来说，障碍仍然存在。</blockquote> Battery-powered vehicles are typically more expensive than their gas-engine counterparts, requiring companies to make more upfront investment, said Maryann Keller, an independent consultant who previously served on the board of Dollar Thrifty Automotive Group, which is now part of Hertz.<blockquote>曾在 Dollar Thrifty Automotive Group（现为赫兹旗下）董事会任职的独立顾问玛丽安·凯勒 (Maryann Keller) 表示，电池驱动汽车通常比燃气发动机汽车更贵，这需要公司进行更多的前期投资。</blockquote> They also require rental providers to install charging stations in their parking areas and to educate consumers about how to use the vehicles, she said. A steep learning curve could be a major turnoff for clients, she added.<blockquote>她说，他们还要求租赁提供商在停车场安装充电站，并教育消费者如何使用车辆。她补充说，陡峭的学习曲线可能是客户的一大障碍。</blockquote> There is also uncertainty around the resale market and how much an electric model will hold its value, a factor that is particularly important to rental-car companies because they turn over fleets frequently, analysts say.<blockquote>分析师表示，转售市场以及电动车型的保值能力也存在不确定性，这一因素对于租车公司来说尤为重要，因为它们经常更换车队。</blockquote> Enterprise’s Mr. Haffenreffer said developing a more robust network of public charging stations would be critical to broadening EVs’ appeal to renters.<blockquote>Enterprise 的 Haffenreffer 先生说，发展一个更强大的公共充电站网络对于扩大电动汽车对租户的吸引力至关重要。</blockquote> “The conventional wisdom for EV owners right now is that the vast majority of charging is going to happen at home, but for our renters, that charging is going to happen in the public,” he said.<blockquote>“他说：”目前电动汽车车主的传统观点是，绝大多数充电将在家中进行，但对于我们的租房者来说，充电将在公共场所进行。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/hertz-tesla-deal-signals-broad-shift-to-evs-for-rental-car-companies-11638009000?siteid=yhoof2\">WSJ</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","HTZ":"赫兹租车","CAR":"安飞士"},"source_url":"https://www.wsj.com/articles/hertz-tesla-deal-signals-broad-shift-to-evs-for-rental-car-companies-11638009000?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151024269","content_text":"Car-rental customers could soon see more electric-vehicle options on airport lots and other places where they are looking to reserve a ride.\nThe rental-car industry, long a big bulk-purchaser of new models in the car business, is sharpening efforts to add more battery-powered vehicles to fleets, the latest in a broader global shift among companies embracing greener technologies to cut their greenhouse-gas emissions.\nTwo of the biggest car-rental firms—Hertz Global HoldingsInc. and Avis Budget Group—recently revealed plans to expand their plug-in offerings as the auto industry rolls out more options for drivers looking to avoid gasoline. Privately held Enterprise Holdings Inc., which owns brands such as National and Alamo, also has said it is looking to add more electrics, particularly for clients that are renting or leasing small vehicle fleets.\n“If you look now, 2% or thereabouts of all cars manufactured in the U.S. are electric,” Avis Chief Executive Joe Ferraro said on an earnings call earlier this month. “That number will go to about 10% in 2025, and maybe north of 30% in 2030. And we’ll play a big role in that.”\nThis shift is expected to come with challenges. Electric vehicles are typically more expensive, creating higher upfront costs for rental-car companies and potentially raising prices for renters. Additionally, a dearth of public charging networks could prove difficult for leisure travelers, who might not know how and where to charge their cars, analysts and executives say. That frustration could hurt the customers’ experience, they say.\nCar-rental companies and their corporate clients are facing greater pressure from Wall Street to make environmental issues a higher priority and to outline steps they are taking to combat climate change, analysts and executives say.\nStocks in companies focused on electric vehicles have shot up in recent months, even though sales of battery-powered models remain low—less than 3% of the total new-car market—and many drivers are still nervous about not having enough places to plug in.\nHertz’s news in late October that it had placed a 100,000-vehicle order from electric-car pioneerTeslaInc.sent shares in both companies soaring, pushing Tesla’s valuation over $1 trillion for the first time. While the two companies are still working out details, Hertz said at the time that the order would increase its mix of electric cars to 20% of its overall fleet.\nAvis’s stock also rallied earlier this month when executives said they were working to expand electric options for renters, making it a centerpiece of the company’s efforts to reduce greenhouse-gas emissions by 30% over the next decade. Following the disclosure,Avis’s shares more than doubled that day, the stock’s largest single-day percentage gain ever.\nCurrently,the pickings are relatively limited for customers looking to rent an electric or hybrid model. For Avis, the share of hybrid and electric vehicles in its global fleet is around 3%, the company said earlier this year.\nChris Haffenreffer, an executive in charge of Enterprise’s electric-vehicle strategy, said it sees the most potential for electrics in its commercial-rental fleets and fleet-management business, which mostly serves companies looking for longer-term arrangements. These business clients tend to be more cost conscious and see value in the lower maintenance and operating costs afforded by battery-powered vehicles, he said.\nEnterprise is still studying how to make electric cars a better fit for leisure travelers, who are more likely to worry about finding enough charging stations, Mr. Haffenreffer said.\nThe shift to electrics can benefit rental-car companies in other important ways. It helps them shrink their own carbon footprints by integrating more zero-emissions vehicles into their overall rental fleets. That, in turn, can help improve their environmental, social and governance, or ESG, standing with investors, executives and analysts say.\n“ESG-associated names like Tesla usually get a much higher multiple,” said Hamzah Mazari, an analyst with Jefferies Group who covers the rental-car industry.\nCorporate clients also see an advantage because the more clean vehicles they rent, the more they can count the emissions-reduction efforts toward their own ESG ratings, analysts say.\nStill, hurdles remain for rental-car providers looking to electrify their lots.\nBattery-powered vehicles are typically more expensive than their gas-engine counterparts, requiring companies to make more upfront investment, said Maryann Keller, an independent consultant who previously served on the board of Dollar Thrifty Automotive Group, which is now part of Hertz.\nThey also require rental providers to install charging stations in their parking areas and to educate consumers about how to use the vehicles, she said. A steep learning curve could be a major turnoff for clients, she added.\nThere is also uncertainty around the resale market and how much an electric model will hold its value, a factor that is particularly important to rental-car companies because they turn over fleets frequently, analysts say.\nEnterprise’s Mr. Haffenreffer said developing a more robust network of public charging stations would be critical to broadening EVs’ appeal to renters.\n“The conventional wisdom for EV owners right now is that the vast majority of charging is going to happen at home, but for our renters, that charging is going to happen in the public,” he said.","news_type":1,"symbols_score_info":{"TSLA":0.9,"CAR":0.9,"HTZ":0.9}},"isVote":1,"tweetType":1,"viewCount":920,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600683295"}