说明

发表于 2020年9月30日

• France
• Production
• Registrations
• Renault-Nissan-Avtovaz

Renault Zoe will probably reach 100,000 sales in 2020

- Initially planned to be produced at 150,000 units per year by the former management of Renault, the Zoé will probably reach 100,000 units for the first time in 2020.

- The signs that allow this forecast to be advanced are linked to the demand recorded on this model during the first seven months of 2020. Sales of the Zoé have indeed totalled 46,511 units over this period and the monthly trend in June and in July is 10,000 units per month, which means that at the current rate, the Zoe could reach 100,000 units over the whole year.

- Everything will depend on the demand observed between August and December 2020, but given that the demand for electric cars is increasing, supported in particular by subsidies or taxes reduction in various European countries, and that the first half of 2020 was weighed down by two months of lock-down, we can assume that Zoe's sales during the second half of the year will be higher than those of the first half.

- The Renault Zoé is one of the ten best sellers in France for the first time in its history. It also became the best-selling electric car in Europe, ahead of the Tesla Model 3, in the first seven months of 2020.

- It sells for twice as much as the Volkswagen e-Golf and three times as much as the Nissan Leaf, Hyundai Kona EV or Peugeot 208 EV, which means it is far ahead from its European competitors. Regarding the Tesla Model 3, the situation is more complicated because this model evolves on the European market by cycle.

    

 

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阅读全文... Renault Zoe will probably reach 100,000 sales in 2020

说明

发表于 2020年9月30日

• China
• Registrations
• Renault-Nissan-Avtovaz

Jinbei Shinerai is Renault Group's best-selling model in China

- The Chinese brands Jinbei and Huasong were taken over by the Renault group (Renault, Dacia, Samsung, Alpine, Lada) in 2018. Huasong is a brand specialised in vans and light utility vehicles, created in 2015 by the Chinese car carmaker Brilliance which is BMW partner in passenger cars. Following the creation on January 1, 2018 by Brilliance and Renault of the Renault-Brilliance-Jinbei Automotive Company joint venture, the Huasong brand has since been consolidated, like its sister brand Jinbei, by the Renault Group. Surprisingly, Jinbei's vehicles keep their grille reminiscent of BMW brand cars, even after Renault's arrival.

- The two brands Jinbei and Huasong produced 94,295 vehicles in 2019, which is a small quantity considering the volume produced by all Chinese carmakers, but large enough for the flagship model called JinbeiShinerai X30 to become the best selling model of the Renault group in China: 70,973 units in 2019, or 0.33% of the Chinese market.

- In 2019, Renault branded vehicles only represented 16,251 units in China, including 7,183 Koléos, 4,340 Kadjar, 3,169 K-ZE and 1,559 Captur. In 2020, the situation is even better for the Shinerai, as Renault has ceased the production of its SUVs in China. The Shinerai sold 34,319 units in the first seven months of 2020, representing a small increase of 1.5% from the same period of the previous year. Renault branded models represented only 1,380 sales over the same period, sales made only from stocks. This volume breaks down as follows: 578 Koléos, 481 Captur, 224 Kadjar and 97 K-ZE.

    

 

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阅读全文... Jinbei Shinerai is Renault Group's best-selling model in China

说明

发表于 2020年9月30日

• Registrations
• Tesla

Tesla's cyclical sales in Europe

- In 2019, Tesla produced 364,236 battery electric cars (BEVs), of which 49% destined for the United States (for 178,950 sales), 31% for Europe (for 111,714 sales) and 10% to China ( 35,531 units). These three markets accounted for 90% of Tesla's sales last year.

- In the first seven months of 2020, Tesla produced 215,893 BEVs, of which 45% destined for the United States (97,500 units), 19% destined for China (40,698 units) and 18% destined for Europe (38,285 units). The share of the three big markets now represents only 82% of Tesla's sales. This may mean Tesla is attacking new markets or restocking.

- But while the overall production volume of the Tesla brand evolves in a fairly standard way for an automobile carmaker (with seasonality), and while sales in the United States follow this same trend, sales in Europe present a atypical evolution similar to a sinusoidal movement, meaning with a strong diffusion that takes place every three months (March 2019, June 2019, September 2019, December 2019, March 2020 and June 2020) followed by a very weak registrations over the next two months.

- This cyclical sales phenomenon can be explained by Tesla's own production strategy in its American plant (Freemont), which consists of first producing vehicles intended for export in the first half of each quarter and then vehicles intended for the local American market. This policy called "Wave" aims to limit vehicle stocks on the production site. Taking into account the logistical time required to get vehicles to destination markets, we therefore find this cyclical phenomenon in registrations. The Chinese market is less impacted by this cycle, because Tesla has started to produce the Model 3 there in April 2020.

- This strategy will probably continue in Europe until 2023, provisional year for the opening of the future Tesla plant in Germany, where the Models 3 and Y will be produced. Cyclical sales should therefore continue for the Model S and X but their low volumes does not affect the European (or Chinese) market.

    

 

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阅读全文... Tesla's cyclical sales in Europe

说明

发表于 2020年9月30日

• Production
• Registrations
• Volkswagen
• Czech Republic

Inovev forecasts 25,000 units per year of the new Skoda Enyaq

- Skoda (Czech subsidiary of the Volkswagen group) has unveiled its first 100% electric SUV, the Enyaq, which with a length of 4.65 m is part of the D-segment, like the Skoda Kodiaq (4.70 m), the Seat Tarraco (4.74m) or the VW TiguanAllspace (4.80m).

- This is the second 100% electric model of the Skoda brand, after the small Citigo sedan (A-segment) and the second official model of the new 100% electric family of the Volkswagen group based on the MEB platform which has already unveiled its ID3 (C-segment sedan) but not yet its ID4 (D-segment SUV).

- The price of the Enyaq is set at 40,800 euros (excluding subsidies and/or taxes reduction) for the entry level version (400 km of autonomy) and 47,300 euros for the highest level version (500 km of autonomy), i.e. a very low price difference compared to a VW ID3 (38,000 euros). An even cheaper version (340 km of autonomy) will be launched next year, therefore at the price of a VW ID3.

- Skoda is marketing models with prices lower than Volkswagen's, explaining why this price distortion of the Enyaq compared to ID3 and future ID4.

- Contrary to what Volkswagen had announced, the Enyaq will be produced at the Czech plant of Mlada Boleslav and not at the Zwickau or Emden plant. This change is certainly due to the postponement of the construction of the Volkswagen plant in Turkey which should have allowed capacities in Emden (with the transfer of Passats from Emden to Turkey). Given the attractive price of the Enyaq, Inovev expects 25,000 sales per year of this 100% electric model.

    

 

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阅读全文... Inovev forecasts 25,000 units per year of the new Skoda Enyaq