Volvo has accelerated the transfer of the EX30 from China to Europe
- 詳細
Volvo has accelerated the transfer of the EX30 from China to Europe
- The Swedish carmaker Volvo (a subsidiary of the Chinese group Geely) has brought forward the date for the transfer of production of its compact SUV EX30 (B segment) from China to Europe (for models marketed in Europe) since it began production of the EX30 at the Belgian site in Ghent on April 25, 2025, whereas it had initially planned to begin production in September 2025 (see Auto Analyse 2024-20 of September 25, 2024).
- Volvo has accelerated the process because the EX30 sold very well in Europe last year, with sales reaching 69,000 units, which is a large volume for a model from China. The second reason for this acceleration is the recent implementation of European additional tariffs on vehicles imported from China, which has caused EX30 sales in Europe to plunge in 2025, to 19,000 units over five months (a rate of 45,000 sales over the whole year).
- Meanwhile, Volvo announced it would move production of a model from Gothenburg to its U.S. plant in Ridgeville. (South Carolina). Currently, this plant is largely underutilized (16,000 cars produced in 2024 for 150,000 capacity) and the plan to tax cars imported from Europe on American soil has convinced the Swedish carmaker to redistribute its global car production differently. The model that is most likely to be transferred from Sweden to the United States will be either the XC60 SUV or the XC90 , Volvo's two best-selling models in the United States. In 2024, 39,000 XC60s were sold (compared to 39,700 in 2023) and 39,500 XC90s (compared to 40,000 in 2023).
MG launches the S5 EV, which replaces the battery electric ZS
- 詳細
MG launches the S5 EV, which replaces the battery electric ZS
- MG remains this year the best-selling Chinese brand (British until 2005) in Europe (30 countries = EU + United Kingdom + Switzerland + Norway), with nearly 100,000 sales in the first four months of 2025, ahead of BYD (40,000 sales) and Chery (30,000 sales). The European market is therefore crucial for MG, which last year renewed a large part of its models, notably its HS and ZS SUVs which represent 60% of its sales in Europe.
- Unlike the previous generation of the ZS, the new generation is no longer available in a battery electric version but only in a hybrid version, like the HS which is in a higher category.
- The MG S5 EV is being launched today to replace the all-electric ZS. It is larger than the old all-electric ZS (+25 cm in length, +4 cm in width) and now stretches to 4.48 m in length. The new S5 EV SUV is therefore in the C segment and no longer in the B segment like the old ZS. Larger and better equipped, it is based on the modular MSP platform of the all-electric MG4 and offers two engines: a 170 hp (125 kW) version combined with a 49 kWh LFP battery and a 231 hp (170 kW) version combined with a 64 kWh NMC battery, allowing a range of up to 480 km for the most powerful version. The total weight of the model of 1,725 kg is average for the category.
- Like the previous battery electric ZS, the new S5 EV remains competitively priced (32,500 to 37,500 euros), even compared to a BYD Atto 2 (40,000 euros) with a 150 hp (110 kW) electric motor combined with a 60.4 kWh NMC battery.
Tesla sales continue to plunge in May 2025
- 詳細
Tesla sales continue to plunge in May 2025
- Tesla sales continue to plummet in May 2025, even though the sales decline slows in Europe (-28% compared to May 2024 compared to -50% in April), but this slowdown is mainly due to the growing demand for Tesla in Norway (+213% compared to May 2024, with 2,600 sales). It is important to note that Norway is one of the few European countries where Tesla sales increase in May 2025. All other countries see their sales decline compared to May 2024. Over the cumulative first 5 months of the year, the European results remain very poor, with a 37% decline in sales compared to the first 5 months of 2024. The volume loss reaches 5,457 units over the month and 44,521 over the cumulative first 5 months of 2025.
- While the situation seems to be improving in Europe (thanks to Norway, which now buys 90.5% of BEVs), it is deteriorating in China and the United States, which remain by far Tesla's two main markets.
- In China, Tesla sales will decline by 15% in May 2025 compared to May 2024 (compared to -6% in April 2025 compared to April 2024), losing 10,911 units over the month and 62,741 over the cumulative first 5 months of 2025, while the Chinese market continues to grow as a whole.
- In the United States, Tesla sales will decline by 19% in May 2025 compared to May 2024 (compared to -16% in April 2025 compared to April 2024), losing 9,700 units over the month and 25,410 over the cumulative first 5 months of 2025, while the US market continues to grow as a whole.
- In total, Tesla will decline by 18% worldwide in May 2025 and 19% over the first 5 months of 2025.
BMW's Spartanburg plant will produce six different BEVs by 2030
- 詳細
BMW's Spartanburg plant will produce six different BEVs by 2030
- The BMW plant in Spartanburg, South Carolina (USA), was inaugurated in 1994. It was the first to produce the brand's SUVs, first the X5 and then the X6 (E-segment SUVs), then the X3 and X4 (D-segment SUVs), and finally the X7 and XM (F-segment SUVs). These mid-size and larger SUVs were initially targeted for the American market, but were quickly exported worldwide. As a result, the Spartanburg plant gradually became the largest assembly plant in the BMW Group, with a production volume of 400,000 vehicles by 2024, for a production capacity estimated at 450,000 vehicles per year.
- Despite the relative weakness of the BEV market in North America (1.3 million units sold in 2024), the BMW group has decided to produce the battery electric versions of the future X3, X4, X5, X6 and X7 in this factory, undoubtedly encouraged by the Trump administration's proposed tariffs on automobile imports.
- The future BMW X5 (G65) based on the CLAR platform will be launched in 2026 and will be available in petrol, diesel, plug-in hybrid and battery electric iX5 versions.
- The future BMW X6 (G66) based on the CLAR platform will be launched in 2027 and will be available in petrol, diesel, plug-in hybrid and battery electric iX6 versions.
- The future BMW X7 (G67) based on the CLAR platform will be launched in 2027 and will be available in petrol, diesel, plug-in hybrid and battery electric iX7 versions.
- The carmake plans to produce six battery electric models at the Spartanburg site by 2030, meaning the future X3 and X4 will be produced at the site in gasoline, diesel, plug-in hybrid and all-electric iX3 and iX4 versions.
Norway and Germany leaders of the BEV sales growth by 2025
- 詳細
Norway and Germany leaders of the BEV sales growth by 2025
- Norway
• The Norwegian battery electric vehicle (BEV) market is expected to rebound strongly in 2025 after declining in 2023 and 2024 compared to 2022. In the first five months of 2025, BEV sales increased by 36% compared to the first five months of 2024 (51,710 units vs. 37,962) and accounted for 90.5% of new car sales in Norway. This allows the country to remain on track to achieve its target of 100 zero-emission vehicle sales by January 1.
• This recovery appears to be linked to an economic recovery after the start of a recession in 2023, which has boosted consumer confidence. Norway has gradually reduced some tax incentives, but maintains a favorable policy for electric vehicles. Internal combustion vehicles remain heavily taxed, while BEVs benefit from exemptions and practical advantages, such as discounts on tolls and parking.
- Germany
• The German BEV market also shows signs of recovery in 2025, following a sales decline in 2024. In the first five months of 2025, sales reached 201,563 units (compared to 138,973 in the first five months of 2024), an increase of 45%. BEVs account for 17.5% of the German market over the period.
• The end of purchase subsidies at the end of 2023 led to a sales drop in 2024, but lower vehicle prices and improved charging infrastructure appear to be boosting demand. Germany is considering the possibility of new measures to support the purchase of battery electricvehicles, following the example of France, which will implement a new system (CEE = energy savings certificate) on July 1, 2025, which should replace the ecological bonus for private buyers of a battery electriccar.
- Norway and Germany are therefore following different trajectories, but both are expected to experience a strong recovery of their BEV market in 2025. It is worth noting that despite a BEV market share of only 17.5%, Germany registers four times more BEVs than Norway, a country in which the BEV market share is 90.5%.