4200blu

Si certo, ma anche le passat erano/sono 90% aziendale, come anche tutto il resto del seg D e E.

No. Le batterie ad alto voltaggio dell'eDrive Gen6 sono state sviluppate internamente, consentendo all'azienda di Monaco di Baviera di avvalersi dei propri centri di competenza e degli stabilimenti pilota di Parsdorf, Hallbergmoos e del Centro di ricerca e innovazione (FIZ) di Monaco di Baviera, nonché di specificare con precisione ai fornitori delle celle ciò che è necessario e quali prezzi sono realistici. Poi solo la industrializzazione delle celle e ralizzato con insieme con i fornitori, dopo questo step le celle cilindriche della sesta generazione eDrive vengono infine assemblate negli stabilimenti Bmw, garantendo il rispetto dei più elevati standard di qualità.

EVE Energy e Catl, BMW non fa piu single sourcing.

E fatta su MEB+, quindi Bev-only. Ma prima id.Polo parte a Marzo il fratello Raval con quale i giornalisti fanno gia test drives

Si vero, ma questi 21% sono il risultato di un output di anche ca. 20% in medi dalla potenza installata totale. questa e esattamente il problema, un rendimento medio del impianto abbastanza scarso, anche in un paese molto solegiato, figurati al nord con spesso mal tempo come Germania o Polonia. (electricitymap)

un millione al anno era una volta……..

…..quindi - lessons learned: 2 fabbriche su 5 in Francia e almeno 3 su 5 in Italia possono e devono essere chiuse per diventare competitive…...

Spain announces $1.5 billion package to boost electric vehicle market MADRID, Dec 3 (Reuters) - Spain will provide nearly 1.3 billion euros ($1.52 billion) to support its electric vehicle market and industry next year as part of a plan to lift the share of EVs produced in the country to 95% by 2035, Prime Minister Pedro Sanchez said on Wednesday. In the first 10 months of 2025, the share of fully electric and plug-in hybrid vehicles made in Spain totalled around 10%, industry data show. Self-charging hybrids accounted for 26.7%. Around 20% of vehicles across the EU last year were fully electric or plug-in hybrids. Spain's plan includes 400 million euros in direct subsidies in 2026 for consumers to buy EVs and another 580 million euros under the country's EU-funded scheme supporting industrial investment. It will also add 300 million euros to install charging points along roads still lacking coverage. Spain is stepping up support for its automotive sector as Chinese EV brands like BYD (002594.SZ), opens new tabrapidly expand, undercutting European rivals and exploiting the country's lack of a strong domestic carmaker. The plan intends to help the domestic auto sector maintain jobs as production shifts to EVs and ensure Spain remains Europe's second-largest car manufacturer, Sanchez said. Foreign battery projects such as Chinese company CATL's (300750.SZ), opens new tab 4 billion euro plant with Stellantis (STLAM.MI), opens new tab are creating jobs in Spain, but without domestic backing the country risks losing know-how and market share. Under the Spanish roadmap, sales of electrified models are targeted to reach 100% by 2035. (Reuters)

China: FAW allegedly ready to invest in LeapmotorThe potential equity investment by the FAW Group in Leapmotor appears to be nearing completion, with signing expected later this year. However, it is becoming clear that FAW will take a smaller stake than initially anticipated. Rumours about the state-owned automaker’s potential investment in the rapidly growing EV startup had already surfaced over the summer. Since spring 2025, the two companies have collaborated on their first joint vehicle project. The progress achieved, Leapmotor’s consistently strong sales figures, and its financial performance appear to have convinced FAW’s decision-makers to invest in the company. Leapmotor’s founder, chairman, and CEO, Zhu Jiangming, has now confirmed the ongoing discussions, stating that the company will not relinquish actual control. According to the latest reports, FAW intends to acquire around 5 per cent of Leapmotor—half the stake previously assumed. Earlier in the summer, the Chinese media outlet Cailian Press had reported that Leapmotor was seeking a 10 per cent investment, though those plans were still in the early stages at the time. Leapmotor’s largest single shareholder is the Stellantis Group, which acquired a multi-billion-euro stake in the company in 2023 and currently holds 21.26 per cent. Zhu Jiangming and other members of the founding team collectively hold approximately 25.8 per cent through ‘direct and indirect holdings,’ according to the portal Car News China. While the founders, together with Stellantis, do not hold a majority stake, they effectively retain control of the company. It remains unclear how much FAW would need to invest for the five per cent stake in Leapmotor—even though the figure now appears to be lower than previously anticipated. Leapmotor does not currently seem to be under significant financial pressure. In the third quarter, the company reported revenue of 19.45 billion yuan (2.36 billion euros), representing an increase of over 97 per cent compared to the same quarter last year and a 36.7 per cent rise from Q2 2025. For the coming year, Leapmotor’s Vice President Li Tengfei has projected a net profit of five billion yuan (currently around 610 million euros). On the other hand, pressure on the FAW Group is mounting to boost its comparatively weak electric vehicle sales. New Energy Vehicles (including battery-electric cars, plug-in hybrids, range-extender vehicles, and fuel cell models) currently account for only around ten percent of the group’s total sales, while the NEV share in the overall market stands at approximately 50 percent. FAW must close this gap and is hoping to gain technical insights and learning effects from Leapmotor, which exclusively offers battery-electric vehicles and range-extender models. (electrive.com)

BMW Group sets new climate target for 2035: At least 60 million tons of CO2e savings compared to 2019 – another milestone on the road to net zero Munich, 2 December 2025. The BMW Group has defined a new 2035 milestone for cutting CO2e emissions on the road to net zero. The company aims to reduce its CO2e emissions by at least 60 million metric tons compared to 2019 levels, an additional reduction of approximately 20 million tons of CO2e beyond the existing 2030 target. In doing so, the BMW Group is pursuing a comprehensive decarbonization strategy along the entire life cycle, with the goal of achieving net zero by 2050 at the latest. This represents a firm commitment to the goals set out in the Paris Agreement. To date, the target has been to cut at least 40 million metric tons of CO2e across the entire life cycle (scopes 1, 2 and 3) by 2030 compared to 2019 levels. The new 2035 milestone is a logical next step on this road toward advancing decarbonization. At the same time, the climate impact of the BMW Group’s business model will also be drastically reduced. By 2035, each euro generated will see less than half as much CO2e emitted compared to 2019. The key measures for achieving these results include the increasing use of renewable energies in production and the supply chain, the increased utilization of secondary raw materials, efficiency improvements in the use phase, as well as product and process innovations. The latter are being implemented across all drive variants as part of the BMW Group’s technology-neutral approach. In addition, an increasing proportion of the vehicle fleet will continue to be electrified. Decarbonization along the entire life cycle The BMW Group has intentionally set itself the additional 2035 milestone to consistently advance its decarbonization strategy. Global customer demand for electric vehicles alone will not be sufficient to achieve the CO2e targets set for 2030 and 2035. The comprehensive approach to reducing CO2e emissions therefore spans the entire vehicle life cycle, irrespective of the drive variant. In the supply chain, which is increasingly relevant in terms of CO2e emissions, especially for electric models, the company focuses on expanding the use of secondary raw materials and renewable energies. The specific priorities are highly CO2e-emitting components such as high-voltage batteries, aluminum, and steel. In addition, the company will be implementing product and process innovations, such as in the BMW Group’s sixth generation (Gen6) of battery technology. The BMW Group also applies high standards in production: for example, since 2020, all electricity sourced from external suppliers for all plants worldwide has come exclusively from renewable sources. The BMW Group also works continuously on replacing fossil fuels. The new iX3 plant in Debrecen, Hungary, is the BMW Group’s first car factory to produce vehicles without any fossil fuels such as oil and gas in standard operation. To lower CO2e emissions during the use phase, the BMW Group is implementing additional efficiency measures such as BMW EfficientDynamics, in addition to electrifying its vehicle fleet. As a result, efficiency potential in all vehicle subsystems, such as the drive system, tires, and aerodynamics, is consistently identified and implemented, regardless of the drive technology. The new BMW iX3, for instance, uses up to 20% less energy (WLTP combined) than its predecessor. Reaching the new milestone will also depend on a variety of external factors, such as the transformation of the steel industry in favor of more CO2e-reduced steel, the expansion of the charging infrastructure, progress in the circular economy, and the advancement of battery cell technologies. This is why the BMW Group continues to pursue a number of strategic initiatives, such as the ongoing expansion of in-house expertise in state-of-the-art battery cell centers of excellence and innovative circular economy projects. (BMW Group)

Euro7 e down sizing non sono amici….😁

UKL non e piu in uso, tutti i FWD oggi sono FAAR e FAAR WE (Weiter_Entwicklung, quindi evoluzione) Le RWD sono su CLAR. in versione CLAR WE (G2x, vecchie Xx) e CLAR 2 (G60/70). NCAR e una archittetura completamente nuova e diversa bev-only, con la batteria come parte della struttura usabile come RWD, ma anche FWD come la prossima NB5. Una volte era pensato come piattaforma unica per tutto, ma con il probabile prolungamento della era dei ice/Phev al momento sono in considerazione diverse alternative come andare avanti. Per le Ice-RWD la soluzione e quasi fissato, per le FWD e completamente aperto, non ha priorita questo segmento. non conosco le dimensione esatte, ma secondo me G50 sara come oggi le G23/G26, quindi qualcosa tra 4,75 e 4,80, NA0 sara un po piu compatta.

Una 1er bev al momento non e deciso/deliberata.

…..Forse avrebbe più senso sostituire Elkann e Vasseur…..😎

(AM&S)