说明

发表于 2020年10月19日

• Registrations
• Germany

Germany is the 1st European market for electrified cars in 2020

- Germany is first European market for electrified vehicles (HEV, PHEV, BEV). In the first half of 2020, this market purchased 135,678 vehicles of this type, which can be broken down into 25,647 non-rechargeable hybrid vehicles (HEV), 67,197 plug-in hybrid cars (PHEV) and 42,834 100% battery electric vehicles (BEV).

- Germany therefore represents 19% of European sales of electrified cars, while this country represents 18% of European sales, all engines combined.

- France is the second largest market of this type of vehicle, with 97,772 units sold (32,394 HEV + 46,131 BEV + 19,247 PHEV), followed by UK, with 90,820 units (41,864 HEV + 32,277 BEV + 16 679 PHEV). Italy has registered 39,297 units (22,499 HEV + 9,912 BEV + 6,886 PHEV) and Spain 35,351 units (23,882 HEV + 5,440 BEV + 6,029 PHEV). These figures do not include “mild-hybrids" for vehicles equipped with 48V batteries.

- The European countries which bought the most BEVs are France, Germany, Great Britain and Norway. The other countries have very low BEV sales, except the Netherlands for which these vehicles represent almost 10% of the market in 2020. Tesla and Renault occupy 35% of this BEV market in equal parts (17.5% each ) in the first half of 2020.

- The European countries which have bought the most PHEVs are Germany, Sweden, France and Great Britain. German carmakers and Volvo are highly involved in the design and marketing of PHEV.

- Finally, HEVs are very popular in Great Britain, France, Germany, Spain and Italy.

    

 

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说明

发表于 2020年10月19日

• France
• Registrations

Analysis: Which vehicles will be covered by the potential tax on the “heaviest” light vehicles sold in France

- A bill project has been communicated these recent weeks, which intends to tax vehicles sold in France according to their weight. The bill project targets vehicles over 1400 kg (curb weight) and for this purpose envisages a penalty of 10 euros per kilo above a weight of 1400 kilos. No tax would be applied for models under 1400 kilos. The aim of the bill is to push buyers to acquire lighter vehicles and small electric vehicles, mainly from the A-segment, a category where the offer is still underdeveloped.

- Inovev analysed the models sold in France that would be the most affected by this measure and established a scenario based on vehicles sold and produced in France in 2019.

- Thus, totally, 33% of vehicles sold in France in 2019 could be impacted, i.e. 890,000 units. Of these 890,000 units sold, 350,000 are produced in France and would therefore be affected by this decision (ie 39%). These 347,000 units produced in France represent 16% of the yearly production in France.

- Which vehicles could be impacted?

• For passenger cars (PCs), the most impacted segments in France (based on 2019 sales) would be the upper C/D/E/F segments which represent 52% of the 890 000 units. In the B-segment (7% of the vehicles impacted) consists mainly of battery electric vehicles, including the Renault Zoé. However, the impact of this measure on the Renault Zoe should be moderate, because on one hand the penalty would be quite low (around 700 Euros) and on the other hand the bonuses available today would strongly offset this tax.
It should be noted that among all the vehicles affected, SUVs represent 352,000 units or 66% of them.

• Light utility vehicles (LUVs) represent 38% of the vehicles affected, mainly in the upper segments N1-2 and N1-3, but also the N1-1 in electric motorization. Pick-ups represent another highly impacted category, but low in volume (15,000 sales).

- In France, the carmakers who would be the most affected would be Renault (18% of the vehicles targeted) which markets and produces in France all of its utility vehicles, the electric Renault Zoé and its high range (Scénic, Talisman, Espace). Volkswagen (10%) and Peugeot (10%) would also be strongly impacted.

- In terms of volume, the most impacted passenger cars would be the Renault Scénic, Citroën C5 Aircross, Peugeot 5008, Volkswagen Tiguan, Volkswagen T-Roc, Nissan Qashqai and Renault Zoé. The most impacted LUV models would be the Renault Master, Renault Trafic, Fiat Ducato, Peugeot Boxer, Citroën Jumper, Peugeot Expert and Citroën Jumpy.

- Could this project bill be also applied by other European countries? It seems complicated at first glance because European countries rarely agree on a specific economic measure and because the interests are very different from one country to another. Germany, for example, could not take up this proposed measure as it is proposed in France, because the average weight of vehicles produced in this country as well as those sold locally is much higher than in France. However, a measure of this type but at a different level (at a higher weight in Germany?) is not totally impossible, because environmental issues must be played out at a European level.

- Finally, it should be noted that, in France, this bill project will probably not be proposed for the 2021 budget but the proposal could nevertheless come back from 2022.

Note to the reader: This analysis was written and published before the announcement of new amendments, including the latest for a weight tax for non-electric passenger vehicles (thermal and hybrid) with a weight over 1,800 kg. Therefore, a second analysis will be published soon.

    

 

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说明

发表于 2020年10月19日

• France
• China
• Production
• Registrations
• Daimler AG
• Europe
• Slovenia

All-electric strategy impacted Smart sales

- The Daimler group decided last year that all Smart cars produced from October 2019 would only be 100% electric (BEV) and no longer thermal and 100% electric. This decision was valid both for the Smart Fortwo produced at the French plant of Hambach and for the Smart Forfour produced at the Slovenian plant of Novo Mesto.

- It was expected that the transition to all-electric would result in a drop in sales of Smart, as customers of traditional thermal Smart would not automatically switch to the electric motor version which is much more expensive to purchase. This fall was therefore felt from October 2019.

- Consequently, over the first eight months of 2020, Smart sales in Europe fell to 11,015 units, compared to 72,870 units in the first eight months of 2019 and 66,740 units in the first eight months of 2018.

- In these totals, sales of BEVs smart represented 10,951 units in the first eight months of 2020, compared to 8,982 units in the first eight months of 2019 and 8,190 units in the first eight months of 2018.

- Sales of BEVs increased slightly, however, Smart's strategy to switch from thermal to electric ultimately resulted partly in an 85% loss in sales, as the lock down amplified the phenomenon. Recent sales of thermal versions have been made only from stock.

- The Hambach plant will therefore only produce 20,000 vehicles in 2020 against 78,000 in 2019 and 83,000 in 2018. This represents a 75% drop in production. Daimler has announced, however, that it could extend the operation of the Hambach plant in 2021 and 2022, while it is time to finalize the replacement project for the Fortwo which will now be produced in China.

    

 

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说明

发表于 2020年9月30日

• China
• Registrations

The arrival of Chinese models in Europe could materialize with BEVs

- At the beginning of the 2000s a few number of Chinese carmakers attempted to market products in Europe (notably Landwind, Brilliance) but these attempts were unsuccessful. Geely had another strategy (and opportunity): the takeover of a European carmaker in 2010 (Volvo) which quickly enabled Geely to acquire the technologies developed by an established carmaker but also to better understand the European market.

- But the priority for Chinese carmakers is above all to supply their fast-growing national market before focusing on the European market (growth interrupted since 2018 should resume from 2021). The market share of Chinese carmakers in China is still low (it does not exceed 35%) and they can therefore further strengthen their presence in this market. For this, the Chinese government is strongly pushing for a greater concentration of the Chinese automobile industry to create carmakers with the capacity to meet the challenges of today and of the future (electrification, ADAS ...).

- In Europe, however, the presence of Chinese electric vehicles is already a reality. MG (former English brand) is trying to penetrate the European market with a low-cost B-segment electric SUV (10,000 sales per year). Also, the future Electric Smart and Electric Dacia produced in China will be exported to Europe. The electric car market in Europe is emerging, and potentially more easily penetrated than the combustion engine market, especially for low-cost vehicles.

- The switch from the European A-segment from thermal to electric (therefore more expensive) could create an opportunity for Chinese carmakers to establish themselves in this segment, with electric vehicles that are cheaper than European electric vehicles. China has indeed become an expert in 100% electric vehicles at low prices (at least locally). Inovev has analysed and compared the prices of electric vehicles sold in China and in Europe. The results of this analysis will be available soon in a specific study.

    

 

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