The Renault plant in Cleon in the age of electric vehicles
- 说明
The Renault plant in Cleon in the age of electric vehicles
- The Cleon plant (France) has been manufacturing combustion engines for Renault since the 1950s. Due to the new direction taken by manufacturers following the various European governance decisions to reduce CO2 emissions, this plant has been transformed to gradually produce electric motors. It will be the only Renault to produce electric motors. It was in 2011 that the transition began on the site with the manufacture of the electric motor (5AX) for the Renault Zoé, Twingo ZE, Kangoo ZE, Master ZE as well as the Smart EQ Fortwo and Forfour. In 2021, these models represented 150,000 electric motors. Since 2021, the Cleon plant has been manufacturing the electric motor (5DH) for the Clio, Captur and Arkana hybrids (identical on the HEV and PHEV), which represented 120,000 additional electric motors. Since 2022, it has been manufacturing a third electric motor (6AM) fitted to the Mégane E-Tech and the future Scénic E-Tech. A fourth less powerful electric motor (6AK) (100 kW instead of 160 kW) will be put into production in 2024 to be fitted to segment B electric cars (R4 and R5) and a fifth (7A) more powerful (200 kW ) to be mounted on the Alpine. The share of electric motors at the Cleon site will increase from 34% in 2021 to 68% in 2025 and 100% in 2030.
- Renault plans to produce 1,100,000 electric motors at Cleon in 2030, including 600,000 for electrics and 500,000 for hybrids and plug-in hybrids. In this context, the factories that currently produce internal combustion engines for Renault, such as Valladolid or Pitesti, will see their engine production volume decrease from year to year, but the assembly of vehicles will continue at these production sites.
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The Stellantis plant in Tremery at the time of the electric vehicle
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The Stellantis plant in Tremery at the time of the electric vehicle
- The Tremery plant has been manufacturing combustion engines for PSA since the 1980s. Due to the new direction taken by manufacturers following the various decisions of European governance to reduce CO2 emissions, this plant has been transformed to gradually produce engines electrical. It will be the only Stellantis in Europe to produce electric motors. It was in 2019 that the transition began on the site with the manufacture of the electric motor for the Peugeot 208, Peugeot 2008, Citroën DS3 Crossback, Opel Corsa, Opel Mokka and that of light commercial vehicles such as the Citroën Berlingo, Peugeot Partner, Opel Combo , Citroën Jumpy, Peugeot Expert, Opel Vivaro. In 2021, these models represented 125,000 electric motors. Since 2020, the Tremery plant has been manufacturing the electric motor for the group's hybrid vehicles, such as the Peugeot 3008 or Opel Grandland. New electric models have been added to the old ones, such as the Citroën C4, as well as new hybrid models such as the Peugeot 308 and Opel Astra. Their engines are manufactured at the Tremery site.
- The current electric Fiat 500, whose design dates from before the merger of PSA with FCA, will keep its electric motor manufactured in Hildesheim (Germany) by Bosch, but for the future generation, the electric motor will be manufactured in Tremery, which will increase the site production volume of 100,000 to 150,000 units per year.
- In total, Inovev is counting on 350,000 electric motors manufactured in Tremery for BEVs in 2025 plus 200,000 for PHEVs. In 2030, Inovev forecasts 700,000 units for BEVs plus 200,000 for PHEVs. The Douvrin plant will become a battery plant for electric cars.
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Chinese car sales in Europe in the first six months of 2022
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Chinese car sales in Europe in the first six months of 2022
- The volume of Chinese cars sold in Europe (29 countries) reached 75,000 units in the first half of 2022, which augurs for a volume of 150,000 units for the whole year. In 2021, this volume had not exceeded 80,000 units, which demonstrates that sales will probably double this year compared to the previous year.
- It should be remembered that sales of Chinese cars (for the most part equipped with a 100% electric engine) started in 2017 with the MG brand (ex-British brand) which began to invest in the British market before expanding to all of Europe. In 2018, sales of Chinese cars in Europe had reached 9,000 units, then 14,000 in 2019 and 30,000 in 2020.
- The MG brand was soon joined by other Chinese brands, such as Polestar, Lynk&Co, Aiways, NIO, Dongfeng, JAC, BYD, Hongqi, BAIC, Xpeng, Maxus, in short, a dozen brands are now present on the European market.
- The customers who buy this type of car are mainly attracted by the lower prices than European electric vehicles in the same segment, even lower than Korean electric vehicles. This clientele is put off by the excessively high prices of European electric vehicles. European (and now Korean) manufacturers favor margin over volume, which leaves an entire section of the market (that of the least expensive cars) at the mercy of Chinese manufacturers. Japanese manufacturers have not yet really invested in the electric car market. As for the Dacia Spring, it comes from China, which explains its very low price but its small size does not suit some BEV customers.
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Review of the Chinese market (PC+UV) over the first six months of 2022
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Review of the Chinese market (PC+UV) over the first six months of 2022
- The Chinese automobile market (PC+UV) fell by 6.5% in the first half of 2022 compared to the first half of 2021, to 12.05 million units compared to 12.88 million, and by 2.2% compared to in the first half of 2019, but this drop is attributable solely to commercial vehicles (UVs) which saw their sales fall by more than 40% over this period, while passenger cars (PCs) saw their sales continue to grow (+3, 5%). China is also the only major global market to grow in the first half of 2022, with all markets showing a drop of more than 10% on average.
- In terms of bodywork, sales of sedans and SUVs were balanced in the first half of 2022, with 4.93 million sedans (+6%) and 4.89 million SUVs (+3%). Minivans (385,000 units) and minivans (153,000 units) continue to become scarce, with a respective drop of 15.7% and 13.7%.
- The decline in commercial vehicle sales is a consequence of the decline in economic growth in China, linked both to a slowdown in world trade due to the consequences of the war in Ukraine (Russia and Ukraine are major suppliers of essential products) and the successive confinements observed in China in recent months. The WTO has thus revised downwards its growth forecast for international trade in goods for 2022, to 3% instead of 4.7% previously. In this context, Chinese brands are making strong progress on the Chinese market, now accounting for 49% of PC sales and 56% of PC+UV sales. The share of foreign manufacturers is therefore shrinking accordingly, despite the arrival of Tesla.
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The GM-Wuling Mini EV: the small electric that thinks big
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The GM-Wuling Mini EV: the small electric that thinks big
- The Wuling Hongguang Mini EV is currently the best-selling car in China, all engines combined. It is also the best-selling electric car in China and one of the best-selling electric cars in the world, with 554,133 units sold in its first two years on the market in China (127,651 units in 2020 and 426 482 in 2021). In the first half of 2022, its sales volume amounted to 214,188 units, suggesting a volume close to 450,000 units for the year as a whole. The model is manufactured at the Liuzhou (Guangxi) site.
- The Wuling brand previously focused on small rustic minivans, has completely renewed its strategy, at a not very distant time when it saw its sales dwindle.
- It remains to be seen whether the success of the Wuling Hongguang Mini EV, a small three-door sedan 2.92 m long equipped with a 17.5 hp electric motor and a 9.2 kWh LFP battery allowing a range of 120 km or a 13.8 kWh LFP battery allowing a range of 170 km, will be sustainable and if this success can be exported. As of now, the cheapest vehicle in China is marketed in Lithuania for a price of 10,000 euros excluding bonus, while a Dacia Spring is billed at 19,000 euros less the bonus of 5,000 euros. The price of the Wuling is closer to the Citroën Ami cart (7,000 euros) which is even shorter (2.41 m) and therefore less habitable. The Ami, launched the same year as the Wuling, has garnered only 23,000 sales since its launch. Its engine develops 12 hp and its battery offers a capacity of 5.5 kWh allowing a range of 70 km.
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