说明

发表于 2020年2月05日

• Production
• Volkswagen
• Germany

VW plans 100,000 units per year of the new VW ID 4 and Seat/Skoda versions

- After presenting the Volkswagen ID 3 at the Frankfurt Motor Show last September, the German carmaker unveiled few weeks after the Volkswagen ID 4 which a SUV variant of the ID 3. It has all the technical characteristics of the ID 3, is marketed in the C segment as the ID 3  and will be produced in the same production plant, in Zwickau (Germany).

- As for the ID 3, the ID 4 will be also marketed under Seat and Skoda brands, which will also be produced in Zwickau. All together, six different models from 3 different brands (3 sedans and 3 SUVs) will be produced in this plant.

- As a reminder, Volkswagen has set the production capacity of the Zwickau plant at 200,000 units per year of BEVs (Battery Electric Vehicles), including 100 000 units for the ID 3 and its Seat and Skoda rebranded versions, and 100 000 units for the ID 4 and its Seat and Skoda versions.

- This volume should be reached in the second part of the 2020s, as the production will grow slowly and gradually. The market is not yet ready to buy massively a BEV.

- The ID 4 should be slightly more expensive than the ID 3, could be estimated at around 40,000 euros, also slightly heavier due to its larger dimensions.

- The following models of the VW BEV range should be unveiled in 2020 and 2021. It should be the ID1 (A segment), ID 2 (B segment) and the ID Buzz which will be the alternative to the Kombi and Transporter (LUV/Mini Van) . An ID 5 (D segment) could complete the range in 2021 or 2022 as an alternative of the Passat.

    

 

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阅读全文... VW plans 100,000 units per year of the new VW ID 4 and Seat/Skoda versions

说明

发表于 2020年2月05日

• Production
• Daimler AG
• Germany

Inovev forecasts 150,000 units per year of the new Mercedes GLA

- Mercedes has unveiled the new generation of its C segment SUV, the GLA, which is based on the recent Class A and Class B. It therefore takes up the MFA platform but slightly increases its dimensions (like the Class A and CLA) which allows you to have a third side window, which completely changes its physiognomy since it is closer to a real SUV, while the previous GLA looked more like an enhanced Class A than a real SUV.

- The new GLA will use engines already supplied for the A Class, namely 1.3 petrol engines developing 110hp, 136hp or 163hp, 2.0 developing 225hp or 306hp, and 1.5 diesel engines developing 116hp, 2.0 developing 150hp or 190hp.

- The new GLA will be produced at the German site in Rastatt, alongside the A Class A and B Class. It is to note that the A Class is partly produced in Rastatt and partly produced in Kecskemét in Hungary.

- Inovev forecasts a volume of 150,000 sales per year, while the production of the old GLA fell to 110,000 units in 2019, after reaching a peak of 140,000 units in 2017. Its body design is more in line with the market demand can help the increase in production predicted by Inovev.

- GLA's main competitors are the BMW X2 and Audi Q2, two Premium C segment SUVs.

- The GLA is the smallest SUV in the Mercedes range which is made up of the GLC (segment D), GLE (segment E) and GLS (segment F), as well as the G-Class which falls into the category of SUVs called "rustic" like the Jeep Wrangler.

    

 

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阅读全文... Inovev forecasts 150,000 units per year of the new Mercedes GLA

说明

发表于 2020年2月05日

• China
• Production
• BMW
• Great Wall

BMW and Great Wall ally to produce Mini BEV cars in China

- The BMW group, already in JV with Brilliance for the production of BMW models in China, this time ally with Great Wall to produce Mini models in China.

- BMW informed that the Mini made in China with Great Wall would be 100% electric models (BEV), with the objective to comply with the quotas set up by the Chinese government. Great Wall already produces BEVs with 40,000 units sold in 2019 under the ORA brand. Two models are sold: the ORA R1 (A segment/sedans), which has sold 29,000 units while the iQ(C segment/SUV) has sold it at just over 10,000 units.

- The JV plant, which will be located in Jiangsu Province, will start in 2022 and will have a production capacity of 160,000 vehicles per year. This volume represents 30% of BMW's current sales in China but the production volume will be probably less. Actually, It is not certain, that BMW will be able to sell 160,000 BEV Mini per year from 2022. It will take several years before this volume is reached or rather approached.

- The B segment models (all engines combined) are not very popular in China (far behind the C and D segment models). And this is also the case for the BEV market where segment B represents only 11% of the market in 2019. In addition, the Mini EV will compete with BYD Yuan, the best selling BEV of B segment, with nearly 62,000 units in 2019. A model marketed at around 25,000 Euros (without subsidies) in its most powerful version (120 KW of Battery capacity - 535 Km of autonomy announced).

- The BEV products offer in B segment is certainly still far from being saturated, with less than 15 different models proposed (which is already much more than on other global markets), and only BYD Yuan exceeds 10,000 units. The Mini EV will therefore have to offer strong added value to face the local competition in order to be able to take a share of the market.

    

 

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阅读全文... BMW and Great Wall ally to produce Mini BEV cars in China

说明

发表于 2020年2月05日

• China
• Registrations

The Chinese market for Battery Electric Vehicles (BEV) grew by 4% in 2019 despite the subsidies reduction

- The market of passenger cars (PC) produced in China, all engines combined, fell by almost 10% in 2019 compared to 2018, to stand at 21.36 million units. In this context, the Battery Electric Vehicles (BEV) market managed nevertheless to experience growth of 4% compared to 2018, with a volume of just over 825,000 units. This volume only takes into account locally produced vehicles, in particular without taking into account imports as Tesla ones.

- The Chinese market remains the world's largest for this type of engine, ahead of the European Union + Norway + Switzerland market (Inovev estimates at 355,000 units) and ahead of the United States market (236,000 units). China, however, experienced some disturbances in 2019, not only because of the market overall development but also because of political decisions which had a direct impact on BEV demand.

- Indeed, at the end of March 2019, the government announced its new incentive policy regarding the purchase of so-called “NEV” vehicles (for New Energy Vehicles - PHEV + BEV + FCEV) with decreasing subsidies, passing for instance from 50,000 Yuan (nearly 7,300 Euros) to 25,000 Yuan (3,650 Euros) in the case of a BEV with a range superior than 400 km (NEDC cycle). This subsidies drop has the long-term objective of “cleaning-up” the market, avoiding dependence on subsidies and overcapacity, keeping only financially viable carmakers, which are not relying solely on subsidies and developing products with high technological content. In addition, and in order to maintain demand in the long term, the budget previously dedicated to subsidies will now be allocated to the development of charging infrastructure.

- These decisions had a direct impact on the short term demand, as the market had a disturbed evolution, with a sharp increase of 54% in sales in June 2019 (in anticipation of the application of the new politic) and a sharp fall of the same order at -58% the following month. However, and despite the possible announcement of a total end of subsidies, in the medium and long term, demand and supply of electric vehicles should continue to grow through the use of other levers (quotas, standards on vehicles and batteries, development of charging infrastructure….).

    

 

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阅读全文... The Chinese market for Battery Electric Vehicles (BEV) grew by 4% in 2019 despite the subsidies...