DOCSLIB.ORG

Observatorio Automoción 2Q2021

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Observatorio Automoción 2Q2021 OBSERVATORIO AUTOMOCIÓN 2Q2021 15 de Julio de 2021 OBSERVATORIO AUTOMOCIÓN 2Q2021. 15 Julio 2021 Índice Perspectiva global ......................................................................................................................................... 4 1.1. Overview ...................................................................................................................................... 5 1.2. Ventas y Producción de Vehículos Ligeros .................................................................................. 6 1.2.1. Ventas ..................................................................................................................................... 6 1.2.2. Producción .............................................................................................................................. 7 1.3. Vehículo eléctrico ...................................................................................................................... 10 1.3.1. Overview ............................................................................................................................... 10 1.3.2. Ventas ................................................................................................................................... 10 1.3.3. Producción ............................................................................................................................ 12 1.4. Vehículo conectado y autónomo ............................................................................................... 16 1.5. Overview sobre evolución de materias primas en el sector ...................................................... 19 Panorama por regiones ............................................................................................................................... 21 2.1. Europa ....................................................................................................................................... 22 2.1.1. Alemania ............................................................................................................................... 24 2.1.2. Francia ................................................................................................................................... 26 2.1.3. España ................................................................................................................................... 28 2.1.4. Reino Unido ........................................................................................................................... 30 2.1.5. Italia ....................................................................................................................................... 31 2.1.6. Rusia ...................................................................................................................................... 33 2.1.7. República Checa .................................................................................................................... 35 2.1.8. Turquía .................................................................................................................................. 36 2.2. América ...................................................................................................................................... 39 2.2.1. EE.UU. .................................................................................................................................... 41 2.2.2. México ................................................................................................................................... 43 2.2.3. Brasil ...................................................................................................................................... 44 2.3. Asia ............................................................................................................................................ 47 2.3.1. China ..................................................................................................................................... 49 2.3.2. Japón ..................................................................................................................................... 51 2.3.3. India ....................................................................................................................................... 53 2.3.4. Corea del Sur ......................................................................................................................... 55 Movimientos estratégicos de principales OEMs y Tier1 ............................................................................. 57 3.1. OEMs europeos ......................................................................................................................... 59 2 3.1.1. Stellantis ................................................................................................................................ 59 3.1.2. Volkswagen ........................................................................................................................... 59 3.1.3. Renault .................................................................................................................................. 60 3.1.4. Daimler .................................................................................................................................. 61 3.1.5. BMW ..................................................................................................................................... 62 3.1.6. JLR ......................................................................................................................................... 63 3.1.7. Volvo ..................................................................................................................................... 64 3.2. OEMs americanos ...................................................................................................................... 65 3.2.1. GM ......................................................................................................................................... 65 3.2.2. Ford ....................................................................................................................................... 66 3.3. OEMs asiáticos ........................................................................................................................... 67 3.3.1. Toyota ................................................................................................................................... 67 3.3.2. Nissan .................................................................................................................................... 68 3.3.3. Honda .................................................................................................................................... 69 3.3.4. Hyundai Kia ........................................................................................................................... 69 3.3.5. Dongfeng Motor .................................................................................................................... 70 3.4. Tier 1 europeos .......................................................................................................................... 73 3.4.1. BOSCH ................................................................................................................................... 73 3.4.2. Continental ............................................................................................................................ 73 3.4.3. ZF ........................................................................................................................................... 73 3.4.4. Faurecia ................................................................................................................................. 74 3.4.5. Valeo ..................................................................................................................................... 74 3.5. Tier 1 americanos ...................................................................................................................... 75 3.5.1. Magna ................................................................................................................................... 75 3.5.2. Lear Corporation ................................................................................................................... 75 3.5.3. Tenneco ................................................................................................................................. 76 3.5.4. AAM ....................................................................................................................................... 76 3.5.5. Borgwarner............................................................................................................................ 77 3.6. Tier 1 asiáticos ........................................................................................................................... 77 3.6.1. Denso .................................................................................................................................... 77 3.6.2. Hyundai Mobis ...................................................................................................................... 78 3.6.3. Aisin ....................................................................................................................................... 78 3.6.4. Yanfeng.................................................................................................................................
Load more

Recommended publications
  • Le 17H00 26/11/2020
    LE 17H00 26/11/2020 ATHLON FRANCE TRAVAILLE AU DÉPLOIEMENT D’UNE OFFRE DE MOBILITÉ Opérationnelle aux Pays-Bas, l’offre Athlon Flex, anciennement ChangeMyCar, sera testée en France en 2021 auprès d’un client pilote. « Athlon International avait conclu après une longue étude que les conducteurs avaient besoin de beaucoup plus de flexibilité, de pouvoir changer de voiture beaucoup plus souvent, alors que les contrats de LLD courent généralement sur trois ou quatre ans et bloquent tout changement sur cette période. Or il se trouve que la vie des conducteurs peut changer, ils peuvent par exemple avoir des enfants et avoir donc avoir besoin d’un véhicule plus grand », explique Gérard de Chalonge, directeur commercial et marketing d’Athlon France. L’idée centrale d’Athlon Flex est que les employés choisissent et modifient les solutions qui correspondent à leurs besoins de mobilité changeants. Un jeune diplômé qui commence tout juste son premier emploi peut combiner une voiture, un vélo et les transports en commun. Les employés peuvent conduire à une voiture électrique au quotidien tout en conservant la flexibilité nécessaire pour revenir à une voiture thermique pour les vacances. Les jeunes familles peuvent quant à elle passer à une voiture familiale pour s’adapter à leurs enfants. Il s’agit en quelque sorte d’un budget mobilité dernière génération qui repose sur une application mobile. La prochaine étape sera un déploiement sur le marché français. Gérard de Chalonge précise que l’offre sera testée en 2021 auprès d’un client pilote, l’objectif étant « d’adapter le dispositif à notre culture, au contexte et aux besoins locaux car la maturité des Pays-Bas sur les questions de mobilité est plus avancée que la nôtre ».
    [Show full text]
  • Pressure's On
    SEPTEMBER 14, 2020 • 3 HAAH’s vehicles will be based on Chery’s Exeed The HiPhil X from and Tiggo lineups, which include the 4, shown. Human Horizons HAAH adds budget brand An unnamed concept from from Chery Volkswagen’s ID series to U.S. plan A recent teaser of the Voyah i-Land Startup in nal stages EV concept of search for plant site Laurence Iliff [email protected] LOS ANGELES — e California startup HAAH Motor Holdings is nalizing plans for its second U.S. crossover brand based on existing models Nissan’s upcoming Ariya from Chinese automaker Chery Automobile Co. AUTOMOTIVE NEWS ILLUSTRATION HAAH CEO Duke Hale told Automotive News last week that it will add a mainstream brand to be called T-GO to its U.S. business plan. HAAH previously announced that it will market a brand called Vantas, consisting of “near premi- Global automakers are Arcfox Alpha-T um” vehicles designed by Chery but built in the growing their EV portfolios United States and sold through U.S. and Canadian for the Chinese market. dealers. Hale said both sets of vehicles will be built at a U.S. manufacturing site that HAAH is now seeking. He said the company is in the nal stage of its search for an abandoned man- ufacturing site to transform in- PRESSURE’S ON to its assembly plant. e Americanized brands will Beijing auto show to highlight competition for local EV makers be based on Chery’s upscale Ex- Yang Jian to notice a wave of global competition eed marque and its mass-mar- [email protected] A show at last heading to local showrooms.
    [Show full text]
  • Morning Research Focus Table of Contents 目录
    股 票 研 Research 究 [Table_Title] Equity Research Department Morning Research Focus 11 December 2020 [Table_Summary] Table of Contents 目录 Focus 今 News Focus 新闻焦点 晨 Industry and Company Focus 行业和公司焦点 焦 Research Infrastructure Sector: S&P Dow Jones to Remove 10 Chinese Companies from Over 48 Indices Starting on 点 21st December Morning 基建行业: 标普道琼斯指数将于 12 月 21 日起将 10 家中资公司剔出逾 48 只指数 PICC Group (01339 HK) PICC P&C (02328 HK):Motor Premiums Continued to Declined 人保集团 (01339 HK) 中国财险 (01339 HK)：车险保费继续下滑 GCL Poly (03800 HK) & GCL New Energy (00451 HK): Disposal of Subsidiaries and Business Update on 证 FBR Granular Silicon 告 券 研 报 保利协鑫能源 (03800 HK)及协鑫新能源 (00451 HK)：出售附属公司以及对硅烷流化床法颗粒硅的业务更新 究 究 报 研 Latest Reports 最新报告摘要 告 券 Equity Research Report Company EPS Code Title TP Chg Rating Chg 证 Name Est.Change? 代码 标题 目标价 评级 变动 z 公司名称 盈利预测是否改变 Household Consumption as Key Dali Foods 03799 HK HK$6.30 -- Buy -- Y Growth Driver, Maintain "Buy" 达利食品 03799 HK 家庭消费成为关键增长动力，维持“买入” HK$6.30 -- 买入 -- 是 Expected to Benefit from the IPO of A CICC 03908 HK HK$24.67 ↑ Buy ↑ Y shares, Upgrade to "Buy" 中金公司 03908 HK 预计将受益于 A 股 IPO，上调至“买入” HK$24.67 ↑ 买入 ↑ 是 Automobiles & Sector Report: A Race to Components -- Outperform -- 是 Revolutionize the Auto Industry Sector 汽 车 及 零 部 件 行业报告:颠覆汽车行业的竞赛 -- 跑赢大市 -- 否 行业 Dongfeng A-Share IPO to Boost Valuation, 00489 HK HK$8.96 ↑ Accumulate -- Y Motor Group Maintain "Accumulate" 东风汽车 00489 HK A 股 IPO 有助于提高估值，维持“收集” HK$8.96 ↑ 收集 -- 是 Technologically Ready for L4 ADAS, Nexteer 01316 HK HK$10.20 ↑ Accumulate ↑ Y Upgrade to "Accumulate" 技术层面上 ADAS 已达 L4 级别，上调至 耐世特 01316 HK HK$10.20 ↑ 收集 ↑ 是 “收集” Great Wall Promising Sales Trend, Upgrade to 02333 HK HK$18.18 ↑ Accumulate ↑ Y Motor "Accumulate" 长城汽车 02333 HK 确定的销量趋势，上调至“收集” HK$18.18 ↑ 收集 ↑ 是 See the last page for disclaimer 1 of 13 Morning Research Focus Appendices：Chinese Version of the Industry and Company Focus, Latest Reports.
    [Show full text]
  • 2020 Annual Results Announcement
    Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. DONGFENG MOTOR GROUP COMPANY LIMITED* 東風汽車集團股份有限公司 (a joint stock company incorporated in the People’s Republic of China with limited liability) (Stock Code: 489) 2020 ANNUAL RESULTS ANNOUNCEMENT The Board of Directors (the “Board”) of Dongfeng Motor Group Company Limited (the “Company”) is pleased to announce the audited consolidated results of the Company and its subsidiaries (the “Group” or the “Dongfeng Motor Group”) for the year ended 31 December 2020 together with the comparative figures in 2019. In this announcement, unless otherwise specified, all references to business, including manufacture, research and development, outputs and sales volume, market share, investment, sales network, employee, motivation, social responsibility, corporate governance include all relating to the Dongfeng Motor Group, subsidiaries, joint ventures and associates (including subsidiaries, joint ventures and associates of the Company in which the members of the Group have direct or indirect equity interests). DONGFENG MOTOR GROUP COMPANY LIMITED CONSOLIDATED INCOME STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2020 Year ended 31 December 2020 2019 Notes RMB million RMB million Revenue 4 107,964
    [Show full text]
  • DONGFENG MOTOR GROUP COMPANY LIMITED* 東風汽車集團股份有限公司 (A Joint Stock Company Incorporated in the People’S Republic of China with Limited Liability) (Stock Code: 489)
    Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. DONGFENG MOTOR GROUP COMPANY LIMITED* 東風汽車集團股份有限公司 (a joint stock company incorporated in the People’s Republic of China with limited liability) (Stock Code: 489) 2020 INTERIM RESULTS ANNOUNCEMENT The Board of Directors (the “Board”) of Dongfeng Motor Group Company Limited (the “Company”) is pleased to announce the unaudited consolidated results of the Company and its subsidiaries (the “Group” or the “Dongfeng Motor Group”) for the six months ended 30 June 2020 together with the comparative figures of the corresponding period of 2019. The 2020 interim financial information has been reviewed by the Company’s audit and risk management committee and the Company’s auditor, PricewaterhouseCoopers, in accordance with Hong Kong Standards on Review Engagements 2410 “Review of Interim Financial Information Performed by the Independent Auditor of the Entity” issued by the Hong Kong Institute of Certified Public Accountants. In this announcement, unless otherwise specified, all references to business, including manufacture, research and development, outputs and sales volume, market share, investment, sales network, employee, motivation, social responsibility, corporate governance includes all relating to Dongfeng Motor Group, subsidiaries, joint ventures and associates (including subsidiaries, joint ventures and associates of the Company in which the members of the Group have direct or indirect equity interests).
    [Show full text]
  • Stanphyl-Capital-Letter-8-20.Pdf
    Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP August 31, 2020 Friends and Fellow Investors: For August 2020 the fund was down 15.4% net of all fees and expenses. By way of comparison, the S&P 500 was up 7.2% while the Russell 2000 was up 5.6%. Year-to-date 2020 the fund is down 20.9% while the S&P 500 is up 9.7% and the Russell 2000 is down 5.5%. Since inception on June 1, 2011 the fund is up 21.7% net while the S&P 500 is up 215.5% and the Russell 2000 is up 109.5%. Since inception the fund has compounded at 2.2% net annually vs 13.2% for the S&P 500 and 8.3% for the Russell 2000. (The S&P and Russell performances are based on their “Total Returns” indices which include reinvested dividends. The fund’s performance results are approximate; investors will receive exact figures from the outside administrator within a week or two. Please note that individual partners’ returns will vary in accordance with their high-water marks.) What the hell happened this month, and for that matter, the first eight months of 2020? The short answer is: I’m a “long value/short bubbles” investor in a market where “the bubbles” are hugely outperforming “the value,” and thus losses from our short positions overwhelmed the gains from our longs, which on their own are up considerably. Now, here are the long answers, and why I think things are about to turn around for us… First, here is the approximate year-to-date (for stocks we’ve held since January 1) or “since purchase” (for stocks bought during 2020) performance for our longs; these figures are approximate because I’ve added to or trimmed these positions along the way, sometimes booking profits at higher or lower levels: ASYS: +43% AVNW: +54% DAIO: +23% EVOL: +14% (I also took profits on approx.
    [Show full text]
  • Car Industry
    Welcome Global Light Vehicle Outlook Briefing from Shanghai 22nd October 2020 AGENDA Session 1: China 13:00 5min Intro and housekeeping Volker KRUEGER LMC Automotive 13:05 15min Macro Economic Outlook Louis KUIJS Oxford Economics 13:20 15min China PV Outlook Alan KANG LMC Automotive 13:35 15min China NEV Outlook Lancy ZHANG LMC Automotive 13:50 10min China CV Outlook John ZENG LMC Automotive 14:00 10min Q & A Session 2: Regional Overview 14:10 15min Customer Satisfaction Jun SU J.D. Power 14:25 10min Asia May ARTHAPAN LMC Automotive 14:35 10min Europe Justin COX LMC Automotive 14:45 10min Americas Jeff SCHUSTER LMC Automotive 15:00 15min Q & A 15:15 10min Global wrap-up Pete KELLY LMC Automotive 15:30 END © 2020 LMC Automotive Limited, All Rights Reserved. 2 The outlook for China and Asia in a tumultuous world Louis Kuijs, Head of Asia Economics [email protected] Outline of webinar • The post-Covid recovery • Globally • China • APAC • Longer-term outlook for China and Asia • Headwinds to China’s external conditions • Role of US elections • China’s policy response: ‘Dual circulation’ • Outlook Global recovery to be slow; risks skewed to the downside 2 Central bank interest rates lower for longer 3 China’s has recovered but consumption still lags 4 Exports and imports bounce back sharply 5 The PBoC allows the CNY to strengthen further 6 APAC: containment is key to economic recovery Progress towards recovery varies greatly in APAC (I) 8 Progress towards recovery varies greatly in APAC (II) 9 Our baseline has a strong rebound
    [Show full text]
  • Pengyuan Credit Rating (Hong Kong) Co.,Ltd
    Corporate China Dongfeng Motor Group Company Limited Credit Report Ratings Overview Issuer Rating ▪ Pengyuan International has affirmed Dongfeng Motor Group Company LT Issuer Credit Rating A Limited’s (DFMG) global scale long-term issuer credit rating (LTICR) at ‘A’. The outlook is stable. Outlook Stable ▪ The Company’s issuer credit rating is supported by its leading position in China as amongst the largest commercial vehicle (CV) manufacturers, its successful joint ventures (JVs) with Nissan and Honda that provide consistently high dividend pay-out, and the consequently strong leverage Contents and profitability profile. The rating is, however, constrained by the earnings drag from some other loss-making passenger vehicle (PV) Business Profile ..................................... 3 businesses, ongoing research and development (R&D) needs and uncertainties in the JV structures. Financial Profile ..................................... 6 Liquidity .................................................. 7 Rating Outlook Government Support .............................. 7 ▪ The rating outlook is stable, which reflects our expectation that DFMG’s Company Background ........................... 8 CV business and its two highly profitable JVs (with Nissan and Honda) Peer Comparison ................................... 8 will continue to deliver stable financial support while the Company’s moderately strong tie with the government, through the parent Dongfeng Rating Scores Summary .......................10 Motor Corporation (DFMC), will sustain and
    [Show full text]
  • Weekly World Car Info By
    WeeklyWeekly WorldWorld CarCar InfoInfo by 01/2020 Imprint Editor: Csaba Delényi. Phone: +36 30 862 7287. E-mail: [email protected] Layout Editor: Katalin Selmeczkiné Böröcz Publisher: Pal Negyesi, ceauto GmbH, Garnisongasse 7/21, 1090 Wien, Austria. E-mail: [email protected], +43 664 883 60 677 http://ceauto.at Weekly World Car Info is published on every Saturday The New Mercedes-Maybach S-Class: A New Definition of Luxury Since the market launch in 2015, around 60,000 examples of the Mercedes-Maybach S-Class have been delivered worldwide. In 2019, with around 12,000 units, more Mercedes-Maybach S-Class cars were sold than ever before. The growth rate in China was in double figures. Alongside China, the main sales markets in recent years have been Russia, South Korea, the USA and Germany. The new Mercedes-Maybach S-Class is set to continue this success story. It combines the perfection and high-tech solutions of the only recently presented Mercedes-Benz flagship model with the exclusivity and tradition of Maybach. The 18 cm longer wheelbase compared to the long variant of the Mercedes- Benz S-Class entirely benefits the rear. Thanks to Executive Seats as standard and the Chauffeur package, the rear section becomes a comfortable working or resting area. They are complemented by exclusive details such as large areas of trim on the rear of the front seats and between the 2 two rear passengers. In a number of markets, look of the dashboard, centre console and armrests sales of the Mercedes-Maybach S-Class will appears to float above an expansive interior commence before the end of this year.
    [Show full text]
  • 3D Cars Models Catalogue (On September 30, 2021)
    3D cars models catalogue (on September 30, 2021) Abarth 001 Abarth 205a Vignale berlinetta 1950 AC Shelby Cobra 001 AC Shelby Cobra 427 1965 002 AC Shelby Cobra 289 roadster 1966 003 Shelby Cobra Daytona 1964 004 AC 3000ME 1979 Acura 001 Acura TL 2012 001 ATS GT 2021 002 Acura MDX 2011 003 Acura ZDX 2012 004 Acura NSX 2012 005 Acura RDX 2013 006 Acura RL 2012 007 Acura NSX convertible 2012 008 Acura ILX 2013 009 Acura RLX 2013 010 Acura MDX Concept 2014 011 Acura RSX Type-S 2005 012 Acura TLX Concept 2015 013 Acura Integra 1990 014 Acura MDX 2003 015 Acura Vigor 1991 016 Acura TLX 2014 017 Acura ILX (DE) 2016 018 Acura TL 2007 019 Acura Integra coupe 1991 020 Acura NSX 2016 021 Acura Precision 2016 022 Acura CDX 2016 023 Acura NSX EV 2016 024 Acura TLX A-Spec 2017 025 Acura MDX Sport Hybrid 2017 026 Acura RLX Sport Hybrid SH-AWD 2017 027 Acura MDX Sport Hybrid with HQ interior 2017 028 Acura RLX Sport Hybrid SH-AWD with HQ interior 2017 029 Acura RDX Prototype 2018 030 Acura ILX A-spec 2019 031 Acura MDX 2014 032 Acura MDX RU-spec 2014 033 Acura RDX RU-spec 2014 034 Acura Type-S 2019 035 Acura NSX 1990 036 Acura RDX A-spec 2019 037 Acura ARX-05 DPi 2018 038 Acura RDX 2006 039 Acura MDX A-Spec 2018 040 Acura TLX Type S 2020 041 Acura TLX A-Spec 2020 042 Acura MDX A-Spec US-spec 2021 AD Tramontana 001 AD Tramontana C 2007 Adler 001 Adler Trumpf Junior Sport Roadster 1935 AEC 001 AEC Routemaster RM 1954 002 AEC Routemaster RMC 1954 Aermacchi 001 Aermacchi Chimera 1957 Aeromobil 001 Aeromobil 3.0 2014 Agrale 001 Agrale 10000 Chassis Truck
    [Show full text]
  • Automotive Industry Weekly Digest
    Automotive Industry Weekly Digest 30 May – 04 June 2021 IHS Markit Automotive Industry Weekly Digest - June 2021 WeChat Auto VIP Contents [OEM Highlights] Lamborghini lays out electrification strategy 3 [OEM Highlights] Ford executive hints at EV-only future, Ford renames transmission plant 5 [Digital Highlights] Stellantis and Foxconn outline digital cockpit JV 7 [Digital Highlights] VW brand head says digitisation will be the real industry disruptor 9 [EV Highlights] China to fully electrify its public transport vehicles by 2035 11 [EV Highlights] SAIC-GM to build Ultium EV platform in Hubei 11 [GSP] Global Sales and Production Commentary -2021.04 13 [Supplier Trends and Highlights] Changan to launch smart EVs jointly developed with CATL, Huawei 16 [Supplier Trends and Highlights] Hesai to supply lidar sensor for Baidu’s fifth-generation autonomous vehicle 16 [VIP ASSET] Android’s grip tightens on automotive OS 18 Confidential. ©2021 IHS Markit. All rights reserved. 2 IHS Markit Automotive Industry Weekly Digest – June 2021 WeChat Auto VIP [OEM Highlights] Lamborghini lays out electrification strategy IHS Markit perspective Implications Lamborghini, best known for its mid-engine supercars, has set out its strategy for its transition to electrified powertrains, including plans for a battery electric fourth model in the second half of the decade. Outlook Although the brand is synonymous with internal combustion engines (ICEs), and especially those in a V12 configuration, the automaker has also been exploring electrified powertrains in both concepts and ultra-limited-edition models. This strategy now lays out a roadmap towards the electrification of its entire range, but it also go some way towards maintaining the company’s roots.
    [Show full text]
  • Sinocharged: the Bright Future of China's Electric Vehicle Market
    Sinocharged: The bright future of China’s electric vehicle market A special report on electrification Part of the KPMG China Autotech Series kpmg.com/cn Table of Contents 01 Executive Summary China's Leading Autotech 50 - 02 Innovators in Electrification 03 New Energy Vehicle Market Outlook 1. The supercharged past of the NEV market 2. The electrified future for vehicle sales 3. Batteries-as-a-battleground 4. The journey from pump to pile 5. Closing remarks 04 Contributors 01 Executive Summary Evolution of electrification We are in the midst of an auto industry evolution fusing electrification, mobility, service innovation and connectivity. Despite experiencing rapid new energy vehicle (NEV) sales growth in China for several years, sales growth faltered in 2019. China’s NEV market has been historically supply and policy driven. While pioneers like Tesla jump-started awareness among Chinese car buyers, their segmentation has prevented them from addressing mainstream demand. Then came 2020. The dramatic shift over the past year within the NEV market reveals more and more characteristics of a demand- driven marketplace. Nowadays, consumers put more emphasis on a sustainable and environmentally friendly lifestyle. This phenomenon has Norbert Meyring become even more noticeable with the pandemic as more consumers, particularly in China, are demanding sustainable vehicle options in KPMG China distinct price brackets. Automotive Sector Apart from the change in consumer perception, there have also been Head changes in the stance by regulators. For instance, China has now vowed to become carbon-neutral by 2060, partly via the electrification of transportation. This policy shift is taking place not just in China but also in other parts of the world.
    [Show full text]