BAIC could refocus on commercial vehicles
- 说明
BAIC could refocus on commercial vehicles
- While the sales and production of most independent brands of major Chinese manufacturers have been increasing for the past ten years, one major manufacturer has been in free fall since 2016, it is the BAIC group (Beijing Group).
- It is its "passenger cars" division that is experiencing great difficulties, as the "utility vehicles" division is holding up with production of 650,000 units in 2021 compared to 510,000 in 2016 and 670,000 in 2012. There is no growth but stagnation. On the other hand, BAIC's passenger car division plummets from 865,000 units in 2016 to 720,000 in 2017, 560,000 in 2018, 405,000 in 2019, 145,000 in 2020 and 125,000 in 2021. All categories are affected, both sedans, SUVs and even electric cars.
- The group failed to develop the Borgward brand, which it ended up scrapping, and also failed to consolidate its other brands under the Beijing logo as it had announced. Its "Senova" mid-range electric cars have disappointed customers who have overwhelmingly shifted to Chinese-made Teslas.
- One wonders if the BAIC group is not going to abandon its various brands of passenger cars to focus on utility vehicles (category in which it remains the leader) and J.V. (joint venture). BAIC produces Mercedes and Hyundai under license for the Chinese market, which translates into production of 950,000 additional passenger cars in 2021, down from previous years (1,090,000 units in 2020, 1,276,000 in 2019 and 1,480,000 in 2016).
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VW takes over the name Scout which belonged to Navistar
- 说明
VW takes over the name Scout which belonged to Navistar
- Last year, the Volkswagen group bought the American truck brand Navistar (Trucks International) integrated into its truck division Traton, which already included the Swedish brand Scania and the German brand MAN, as well as the VW Trucks brand available on South American markets. With the acquisition of Navistar, Volkswagen can finally compete with the world leaders in heavy goods vehicles such as Volvo Trucks and Daimler Trucks. Like these two leaders, Volkswagen finally has an American truck brand, since Volvo Trucks owns Mack and Daimler Trucks owns Freightliner.
- The acquisition of Navistar by Volkswagen also allows the German manufacturer to relaunch the Scout name which was the property of the American manufacturer and which designated a 4x4 close to the Ford Bronco. The Scout was manufactured from 1961 to 1980. It was then available in SUV and pickup versions and a total of 532,674 units were produced.
- This success, although distant, prompted Volkswagen to take up the Scout name, which from 2026 will designate a range of 100% electric SUVs and pick-ups that will compete with electric SUVs and electric pick-ups such as the GMC Hummer, Rivian, etc… They should resume the design of the old Scout models in broad strokes.
- It will therefore be an autonomous brand within the Volkswagen group which will be active only in the American market, where the name of the German brand has been deemed unsuitable for this type of vehicle. Volkswagen hopes to eventually be able to sell 250,000 Scout brand vehicles a year.
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Renault has started production of the Logan in Tangier
- 说明
Renault has started production of the Logan in Tangier
- We saw in a previous Auto-Analyse 2022-12 that automobile production at the Renault assembly site in Oran fell in 2020 and 2021, from 60,012 units in 2019, to 754 units in 2020 and 5,208 units in 2021. This fall is not specifically linked to Covid since the factories in Europe and in other regions of the world which have been victims of Covid have been inactive for only a few months and not for the whole year.
- This fall would rather be due to problems related to the integration rate deemed too low by the Algerian government. He had decided not to continue the activity of the "screwdriver" factories set up by Renault, Volkswagen and Hyundai-Kia which had agreed to produce vehicles in Algeria following the Algerian government's decision to stop imports. from abroad. However, following the protest of the Algerian government on these "screwdriver" factories, Volkswagen and Hyundai-Kia stopped their assembly activity in Algeria last year.
- There remains Renault which, it is true, has been the leader of the Algerian market for decades and which for the moment is continuing to assemble vehicles in Oran at low rates. It is however interesting to note that the Moroccan site of Tangier started production of the Logan in 2021 (40,000 units) for the first time since its opening, without there being any drop in production at the Romanian site of Pitesti, which means that there may be a connection between the virtual shutdown of Logan production in Oran and the start of Logan production in Tangier. These models could for example be exported to Algeria.
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阅读全文... Renault has started production of the Logan in Tangier
Renault sells Avtovaz and Avtoframos to Russia
- 说明
Renault sells Avtovaz and Avtoframos to Russia
- After closing its Avtoframos plant in Moscow (100,000 vehicles per year) and wondering about the fate of its subsidiary Autovaz (400,000 vehicles per year) in which it holds almost 70% of the capital (the remainder being owned of the Russian arms company Rostec), the Renault group has decided to sell these two companies, the first to the city of Moscow, the second to a scientific institute specializing in the automobile which belongs to the Russian State, the NAMI. The Russian Ministry of Industry and Trade and Renault have both confirmed this information. Remember that Avtovaz manufactures the Lada in Togliatti and Izhevsk, the Renault Logan and Sandero in Togliatti, while Avtoframos manufactures the Renault Duster, Kaptur and Arkana in Moscow.
- Russia represents Renault's second market after France and almost half of its profits, which means that this country is a very important element of the manufacturer's industrial and commercial strategy. Renault employs 41,000 people in Russia, not counting the tens of thousands of other employees who depend directly on Renault's activities.
- This is why this sale is accompanied by a clause allowing Renault to be able to buy back its shares in Avtovaz within six years. But this takeover seems very hypothetical given the various recommendations put forward by the Russian government concerning manufacturers who have decided to leave Russia. Renault had bought Avtovaz in 2013 but this company had suffered losses until 2019. Since 2019, Avtovaz had become profitable thanks to the investments made by Renault to modernize its industrial tool.
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The European passenger car market by engine in the first quarter of 2022
- 说明
The European passenger car market by engine in the first quarter of 2022
- The share of the different types of engine in sales of passenger cars (PCs) in Europe (29 countries) continues to evolve rapidly. The overall picture shows a steady increase in sales of electrified cars (BEV, PHEV, HEV-Full, HEV-Mild) and a steady decline in petrol and diesel engines.
- Over the 12 months of 2020, petrol engines represented 49% of passenger car sales in Europe and diesel engines 27%. Together, these powertrains accounted for 76% of sales. Alternative engines represented 24% of sales, broken down into 9% MHEV, 6% BEV (100% electric cars), 5% PHEV (plug-in hybrids) and 4% HEV (non-plug-in hybrids).
- Over the 12 months of 2021, petrol engines represented 41% of passenger car sales in Europe and diesel engines 18%. Together, these powertrains accounted for 59% of sales. Alternative engines represented 41% of sales, broken down into 15% MHEV, 11% BEV, 9% PHEV and 6% HEV.
- Over the first 3 months of 2022, petrol engines represent 38% of passenger car sales in Europe and diesel engines 15%. Together, these engines represent 53% of sales. Alternative engines represent 47% of sales, broken down into 18% MHEV, 12% BEV, 9% PHEV and 8% HEV. We see for the first time a stagnation in the share of PHEV, while BEV, HEV and MHEV continue to increase.
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阅读全文... The European passenger car market by engine in the first quarter of 2022