European exports to Russia fell to 100 000 in 2016
- European exports to Russia have collapsed since 2012. Two reasons for this:

1/ The Russian market as a whole has collapsed since 2012 from 2.94 million that year to 1.43 million in 2016, a fall of more than 50% in four years. The economic sanctions against Russia have been largely responsible for the collapse of the Russian market, but it is also worth mentioning the fall in the price of oil, which has further depleted the Russian economy, already severely affected by the sanctions.

2/ The Russian government has encouraged Russian customers to buy cars manufactured in Russia and to boycott cars manufactured abroad and imported into Russia. This message was heard as the fall in imports reached 70% in four years, from 1.0 million in 2012 to 0.3 million in 2016. And the fall in European imports was even more important as it surpassed 80% in four years, from 560 000 in 2012 to 100 000 in 2016.

- With the re-start of the Russian market observed in 2017, Inovev expects a slow and gradual recovery of imports from Europe, but which will remain imperceptible this year. It won’t  be until 2018 and 2019 that this recovery in imports  becomes really significant. The main winner is Russian production, which supplies 85% of the Russian market in 2017, compared with 79% in 2016, 75% in 2015, and 70% in 2014.


17-18-7   

Contact us: info@inovev.com 

Sales of electric and plug in hybrid vehicles in the first 6 months of 2017
Global sales of rechargeable electric and hybrid cars amounted to 450,000 units in the first half of 2017, compared with 307,000 units in the first half of 2016, an increase of 46.5 percent.

- Sales by region were as follows: 179,000 sales in China (+ 44.7%), 133,000 in Europe (+ 34.8%), 88,500 in the United States (+ 37.6%) and 17,500 in the Japan (+ 18.1%). The rest of the world shares the remaining 32,000 units (up 600%).

- Sales by group are as follows: Renault-Nissan is the leader with 62,000 sales, ahead of Tesla (47,000 sales), BMW (42,500 sales), BYD (35,000 sales), BAIC (30,000 sales), Volkswagen (28,000 sales), Toyota (27,000 sales) and GM (23,000 sales). These eight groups account for 65% of sales of electric and hybrid rechargeable cars.

- Sales by brand are as follows :Tesla is the leader with 47,000 sales, ahead of BMW (42,000 sales), BYD (35,000 sales), BAIC (30,000 sales), Nissan (29,000 sales), Toyota (27,000 sales) ), Chevrolet (23,000 sales) and Renault (20,000 sales).

Sales by model are as follows: Toyota Prius PHEV (27,000 sales), Nissan Leaf (26,500 sales), Tesla Model S (25,500 sales), Tesla Model X (21,500 sales), Zhidou D2 EV(18,500 sales ), BAIC (18,000 sales), Renault Zoé (17,500 sales), BMW i3 (14,500 sales), Chevrolet Volt (13,500 sales) and Mitsubishi Outlander PHEV (12,500 sales).


17-18-8   

Contact us: info@inovev.com 

European exports to the USA and China reached a plateau in 2016
European exports of vehicles to the United States and China reached a plateau in 2016. Indeed:

1/ in the USA, the volume of European exports of vehicles, which had fallen to 650 000 units at the height of the economic and financial crisis of 2009, had increased steadily since then, reaching 1 000 000 units in 2014 and nearly 1,100,000 units in 2015, following the evolution of the US market as a whole. The year 2016 marks a stagnation of these exports, in line with a sluggish US market. According to Inovev, exports are forecast to decline in 2017, for the first time since 2009, due to the US market decline (-3% in the first 7 months of the year) and the transfer of production of the Audi Q5 and VW Tiguan from  Germany to Mexico.

2/ In China, the volume of European exports of vehicles increased significantly between 2005 and 2015, from less than 100 000 units to 600 000 units, but the year 2016 marked a halt in this increase, due to the less dynamic Chinese market in which independent Chinese manufacturers are increasing their market share, and the gradually shifting production of German models from Germany to China (Audi, BMW, Mercedes). According to Inovev, these exports are expected to decline in 2017 for the first time since 2005, due to a Chinese market expected to continue to slow and a market share of independent manufacturers expected to continue to rise.


17-18-6   

Contact us: info@inovev.com 

Number of Chinese OEMs should move gradually from 46 to 23
By 2016, China had 46 domestic manufacturers producing VP, VUL, trucks and buses. According to the president of Changan (the first independent Chinese manufacturer, with 1.38 million vehicles produced in 2016), only half of Chinese manufacturers will survive by 2022, due to increased competition in China and abroad, and to shifting consumer demand (connectivity, electronics, electric power, autonomous driving, etc.).

These challenges will, according to Changan's president, represent increasing financial and technological difficulties, which many Chinese manufacturers will not be able to overcome, even with the help of the Chinese government, and even with the prospect of a continually growing Chinese market.

According to him, only 23 Chinese manufacturers will remain in 2022. It is clear that major manufacturers such as Changan, Beijing (BAIC), Dongfeng (DFM), Geely, Great Wall, FAW, Chery, Anhui (JAC) SAIC, GAC, BYD and Brilliance will continue to exist and increase their market share without necessarily merging  between themselves (this makes 12 manufacturers). The most threatened will be the smallest manufacturers, and those who already struggle to survive today in a tight competitive environment. Some of them will have to associate or merge, but it seems very unlikely today that any will come under the control of foreign manufacturers, as the Chinese government will not hesitate to block any such agreements.


17-18-5   

Contact us: info@inovev.com 

Renault creates a second JV in China with Brilliance
Already partnering with China's Dongfeng for the manufacture of passenger cars in Wuhan, China, Renault will create another joint venture (JV) with another Chinese manufacturer, Brilliance. It will manufacture and market light commercial vehicles primarily in China.

- Brilliance manufactures and markets passenger cars in partnership with German BMW, but it also has a subsidiary that manufactures small commercial vehicles (Shenyang Brilliance Jinbei Automobile) that is totally foreign to the agreement between Brilliance and BMW. Renault will have a 49% interest in the new JV, while Brilliance will retain 51%. According to the press release issued today, Renault aims to become a major player in the LCV market in China, a market estimated at 3 million units per year In 2016.

Shenyang Brilliance Jinbei Automobile sold 62,673 vehicles in China and 43,178 units in the first half of 2017, representing 2% of the Chinese LCV market. The road will be long for Renault, with the help of Brilliance, to become a major player in the LCV market in China, but the agreement signed this month marks the beginning of a new opportunity for Renault to progress on the Chinese market, on which Renault arrived later than all other major western manufacturers. The objective of Renault is to sell 800,000 vehicles in China in 2020, in partnership with both Dongfeng and Brilliance.


17-18-4   

Contact us: info@inovev.com 

 
Inovev プラットフォーム  >
まだ登録していませんか?
By keeping on browsing, on this site, you accept the use of cookies and TCU (Terms and Conditions of Use) of Inovev site (www.inovev.com)
Ok