捲速感
捲速感
小捲|陳奕宏
EP017|台灣汽車製造業的全球新局
,Volkswagen T-Roc、Mazda CX-5新世代即將登台!
40 minutes Posted Jun 28, 2026 at 4:32 pm.
0:00
40:05
Download MP3
Show notes
節目摘要
這週台灣車壇話題相對精煉,但每個都值得細聊。Volkswagen T-Roc 大改款在台灣境內被目擊,傳出預計 7 月上市。Mazda CX-5 新世代則通過安審,預計年底前進入台灣市場,但油耗與稅制劣勢是它必須面對的現實。Hyundai 在釜山移動展發表全新 Elantra,南陽實業已將其納入美規進口引進計畫。最後小捲從鴻海波蘭合作案切入,深度分析台灣汽車製造業如何從內需導向走向技術輸出的全球新格局。
本集重點 / Episode Highlights
這集少了大量新車發表的資訊轟炸,但每個話題都有深度可以挖。從兩款進口中型休旅的市場挑戰,到房車市場的小眾回春,再到台灣汽車產業走向全球的戰略分析,值得靜下來好好聽。
🚙 Volkswagen T-Roc 大改款台灣境內現身,傳 7 月上市:採用全新 MQB Evo 平台,車身尺碼放大,導入懸浮式中央觸控螢幕。動力首波預計引進 1.5 eTSI 搭配 48V 輕油電複合動力系統,分 116hp 與 150hp 兩種輸出,取代現行純燃油設定。小捲分析,原廠今年 4 月才正式發表的 1.5 升 Hybrid 油電複合動力系統最快要等到 2027 年上半年才有機會來台。若 7 月如期上市,首波仍以 48V 輕油電車型為主。
🔑 Mazda CX-5 新世代安審過關,年底前望進台灣:車長拉長至 4.69 米、軸距延伸至 2.81 米,向來被戲稱「神秘的東瀛空間」的空間問題預計大幅改善。內裝配備 12.9 或 15.6 吋懸浮式觸控螢幕,全數位儀表標配,但取消實體空調按鈕引發外界討論。動力仍採 2.5 升 e-Skyactiv G 輕油電,油耗 15.2km/L(WLTC),難以達到台灣油電貨物稅減半徵收門檻每公升 19 公里,加上排氣量超過 2.0 升不符合新購減稅優惠,在稅制上相較日韓同級競品處於明顯劣勢,上市定價策略將是關鍵。
🚗 Hyundai Elantra 新世代釜山移動展全球發表,台灣進口引進有望:外觀維持強烈稜角設計語言,導入搭載 Android Automotive OS 的全新車載系統,整合大型語言模型與雲助理,支援 OTA 雲端更新。韓國提供 2.0 升汽油及 1.6 升油電複合動力,其中油電版具備類電動車動能回收系統。南洋實業已將新世代 Elantra 納入美規進口引進計畫,目標借助美規車關稅降至 0% 的政策優勢,以進口方式彈性引進這款小眾個性化房車,避免組裝線建制的庫存壓力。
🌍 台灣汽車製造業走向全球,從技術輸出開闢新路:國瑞汽車持續外銷中東市場,今年 10 月起更將承接 Toyota Voxy 與 Noah 右駕版本生產,逆輸出至日本市場,證明台灣車廠生產品質符合一線國際標準。鴻海旗下鴻華先進則走出另一條路——不輸出整車,而是輸出電動車平台技術與解決方案,與波蘭 EMP 合作建立歐洲生產基地,並與 Mitsubishi 合作開發澳紐市場右駕電動車,商用車領域更與三菱扶桑合資開發次世代電動巴士。小捲認為,在去中化供應鏈重組與資安意識抬頭的時代背景下,台灣電動車技術平台正逢其時,有機會帶領整體汽車製造與零件供應鏈走向以台灣為基地、向全球輸出的全新格局。
**Episode Highlights **
This episode takes a deeper look at two incoming models, a revived sedan segment, and a strategic analysis of where Taiwan's auto industry is headed on the global stage.
🚙 Volkswagen T-Roc New Generation Spotted in Taiwan, July Launch Rumored: Based on the new MQB Evo platform with a larger footprint and a floating central touchscreen. The first wave in Taiwan is expected to arrive with 1.5 eTSI + 48V mild hybrid options (116hp and 150hp), replacing the current pure-petrol setup. The more capable full HEV system — debuted globally in April 2025 — likely won't reach Taiwan until H1 2027 at the earliest.
🔑 New Mazda CX-5 Clears Taiwan Safety Certification, Year-End Launch Expected: Body length grows to 4.69m and wheelbase to 2.81m, addressing the famously "mysterious disappearing space" issue of previous generations. A 12.9 or 15.6-inch floating touchscreen takes center stage, though the removal of physical climate controls has drawn criticism internationally. The 2.5L e-Skyactiv mild hybrid's 15.2 km/L WLTP fuel economy falls well short of Taiwan's 19 km/L threshold for hybrid tax relief, and the 2.5L displacement disqualifies it from purchase tax rebates — leaving pricing strategy as its key competitive lever.
🚗 Hyundai Elantra (Avante) Revealed at Busan Motor Show, Taiwan Import Planned: Sharp new styling continues the bold design language, with Android Automotive OS featuring large language model integration and OTA update support. Korea offers 2.0L petrol and 1.6L hybrid powertrain options, with the hybrid incorporating regenerative braking behavior closer to an EV. Nanyang Enterprise has confirmed plans to import the US-spec Elantra — leveraging the zero-tariff US vehicle import policy to bring in a niche, personality-driven sedan without the overhead of domestic assembly.
🌍 Taiwan's Auto Industry Charts a Global Course Through Technology Export: Kuozui Motors already supplies the Middle East and will begin producing right-hand-drive Toyota Voxy and Noah MPVs for Japan from October — a reverse-import milestone validating Taiwan's production quality. Foxconn's Hon Hai Advanced Technology is taking a different path: exporting EV platform technology rather than finished vehicles. Partnerships include a Poland joint venture with EMP for European EV production, a right-hand-drive EV development deal with Mitsubishi for Australia and New Zealand, and a commercial EV bus joint venture with Mitsubishi Fuso targeting Japan and global markets. With de-Sinicization of supply chains accelerating globally, Taiwan's EV tech platform is well-positioned to lead domestic manufacturers and suppliers toward a new era of global outreach.
--
Hosting provided by SoundOn