4200blu

Un corvo non caverebbe mai gli occhi a un altro corvo. (Proverbio tedesco)

L'approvvigionamento degli stabilimenti spagnoli avviene dall'Ungheria o dal Marocco?

Con un mercato di circa 14 milioni di unità, che sicuramente non crescerà nel medio termine, i nuovi concorrenti asiatici che prendono volumi in questo mercato già limitato, una struttura di modelli che non è vendibile a livello globale (ad eccezione forse di alcuni prodotti di nicchia molto piccoli) e una crescente pressione sui costi, sarà inevitabile procedere a massicci adeguamenti delle capacità.

Oppure vendere a Geely 🤣

Potrebbe essere un buon affare per il caso Che faranno un spin off 1:1 per il parte RAM-Jeep. Se questa nuove aziende tornerebbe alla profitabilita dei tempi di Marchionne, poi almeno con questa parte hai una buona redditizia.

Esatto, ma ciò è tanto più grave in quanto nel sistema anglo-americano one-board il ruolo del presidente è operativamente molto più influente rispetto a quello del presidente del consiglio di sorveglianza nel sistema dualistico tedesco.

…..e evidente che il consiglio di sorveglianza ha fallito completamente riguardo a Tavares.

….rimane solo la domanda: perché il suo capo lo ha lasciato agire indisturbato per così tanto tempo..??

Direi che Filosa si trova di fronte alle macerie di un gruppo aziendale ridotto allo stremo dai tagli drastici operati dal suo predecessore, che ora deve faticosamente ricostruire.

H2 finance costi garanzia (Stellantis) e la reazione alla borsa……..

Shipments Q4 per regione (Stellantis)

Leapmotor aims to break 1 million units sales in 2026, COO shared The Stellantis-backed Chinese automaker Leapmotor aims to break 1 million units in global sales in 2026, the company’s COO Xu Jun shared. It is 76% more than the brand’s worldwide deliveries in 2025. Leapmotor is a rapidly developing Chinese automaker that made headlines in late 2023 with Stellantis acquiring a 20% of its stake in the company for 1.5 billion EUR (1.77 billion USD). In December 2025, Chinese state-owned enterprise FAW acquired 5% equity in Leapmotor for around 3.74 billion yuan (530 million USD). Last year, Leapmotor delivered 596,555 units worldwide, up 103% Y-O-Y. The brand’s current model line includes nine vehicles: the Lafa 5 (B05) and the T03 hatchbacks, the B01 and the C01 sedans, and the A10 (B03X), the B10, the C10, the C11 & the C16 crossovers. This year, the automaker will also launch the D19 flagship SUV with an 80.3 kWh battery and the D99 luxury MPV. Leapmotor 2026 sales targetIt seems that Leapmotor’s top managers expect to get a sales boost from the launches of new models and the broadening of international presence. The brand’s chief operating officer, Xu Jun, revealed the brand’s exact sales target for 2026 in his letter to colleagues dedicated to the Chinese New Year celebration. According to the letter, Leapmotor aims to sell 1,050,000 units in 2026, up 76% year-over-year. It is worth noting that Leapmotor delivered 32,059 cars in January 2026. It is 27.4% more than the same period last year. However, the brand’s monthly sales declined by 47%. Leapmotor COO Xu Jun highlighted that the company will act in a “protective mode” this year, ensuring that each model achieves stable sales instead of creating blockbuster models. Other goals of the automaker are simplifying policies and increasing profits. (CNC)

Mi piacerebbe che queste ipotesi corrispondessero alla realtà, ma al giorno d'oggi, in cui motore, sistema di controllo, impianto elettrico di bordo e l'intero sistema di assistenza alla guida formano un'unità interconnessa, mi è difficile immaginare che un tale scambio sia possibile su tutta la gamma di modelli a costi ragionevoli.

S68 in spec Euro7 perdera 41CV, da 585 a 544CV. Alla M5 e XM questa perdita di potenza della ice sara compensata dal motore elettrico, la potenza complessiva a entrambe rimane invariata a 727 e 748CV.

Ofni kW che consumi a casa…luce, frigo ecc. Non c‘e differenza per il corrente „normale“ e quella della wallbox. Dipende un po dalla regione/citta, potrebbe essere anche vicino 40ct.

Germania oggi - ricaricare a casa (in Germania a ca. 35ct/kW) solo per quelli che vivono in villette e case independente…. "Dove si ricarica oggi Uno sguardo alla realtà mostra un netto squilibrio. “L'80-85% delle ricariche avviene in ambito non pubblico”, afferma Conrad Hammer (Centro nazionale di coordinamento per le infrastrutture di ricarica), soprattutto nelle abitazioni private, ma anche sul posto di lavoro. Tuttavia, nei condomini solo il 14% circa delle ricariche private viene effettuato finora. Particolarmente drammatico: negli edifici con più di dieci unità abitative, la percentuale di appartamenti con un proprio punto di ricarica è appena dell'1%. Il potenziale è enorme, perché in Germania ci sono circa 21 milioni di appartamenti in condomini e circa nove milioni di posti auto associati." (Electrive / Deepl)

Ancora più importante del primo NA0 in fabbrica è sicuramente il fatto che la linea di assemblaggio completamente nuova, realizzata negli ultimi due anni durante il normale funzionamento dello stabilimento, funziona e opera come pianificata in modo completamente virtuale tramite il digital twin. Questo capolavoro fa parte della promozione di Nedeljkovic da T ad A.

Si, ma questo sviluppo non e un interruttore che si può semplicemente premere, e un sviluppo continuamente e per un brand di nicchia come Jaguar che si ridefinisce completamente (macchine tra 150 e 250k €, non piu tra 80 e 150 come prima) potrebbe essere decisamente più efficace (considerando i costi di sviluppo e produzione in caso di doppio binario) di vendere solo 10.000 unita bev al anno rispetto 20000 bev+ice.

Geely will use Ford factory in Europe to produce vehicles in the region Geely will use Ford factory space in Europe to produce vehicles for the region, Reuters reported. In exchange, Geely will give Ford access to its assisted driving technologies. The two parties have a major goal of cutting manufacturing costs. According to people familiar with the matter, Geely and Ford had a high-level meeting in Michigan last week. Recently, the American automaker sent a delegation to China, aiming to intensify discussion. However, it is reported that talks between the two parties have been underway for months. Ford and Geely officials haven’t shared any concrete information about their cooperation. It is unknown which Ford plant is in the middle of the discussion. Last year, Ford released a statement that its facility in Cologne (Germany) would switch production to single-shift operation from January 2026. Ford also has plants in Saarlouis (Germany) and Valencia (Spain). The utilization of Ford’s European factory space will allow Geely to avoid anti-subsidy tariffs imposed on China-made electric cars by the European Union. Geely Group currently suffers from an additional 18.8% tariff on top of the standard 10%. It was previously reported that tariffs will be replaced with a minimum import price in the EU. However, the tariffs are still in force at the time. What will Ford getIn return, Geely will provide Ford with assisted driving tech. Geely Group owns the ADAS system developer Afari Technology (Qianli Technology) that has recently released the new G-ASD assisted driving system. It utilizes the World Action Model (WAM). The company’s officials shared that it is a world behavior model with self-reflection and evolution capabilities. The cars with G-ASD can perform actions in powertrain control, chassis & driveline control, body & electronic control, and cockpit control areas. It allows the car to autonomously navigate through underground parking garages across floors and roundabouts, or recognize highway gates & parking lot gates. The G-ASD system was already adopted by Lynk & Co and Zeekr cars. (CNC)

Questa domanda da sola la dice lunga sulla conoscenza dell'omologazione di un'auto.

Esatto.

BYD’s next-gen megawatt charger leaks: 1,500 kW vs. 1,000 kW first gen Leaked nameplate information and recent Chinese online reports indicate that BYD’s second-generation megawatt flash charging system could support up to 1,500 kW and 1,500 A. This represents a 1.5-times increase over the first-generation system introduced in 2025. Technical specifications cited in forums and news posts indicate a maximum DC voltage of 1,000 V and an input capacity of 2,100 kW to support grid management. The parameters suggest a potential reduction in charging time for high-voltage electric vehicles and higher support for fast-charging battery packs and drivetrain architectures. According to a Chinese tech blogger, the second-generation stations have been partially revealed online. These unofficial reports indicate a peak power of up to 1,360 kW, supporting 10C+ charging, with an estimated five-minute range gain of approximately 400 km. The stations are reportedly compatible with BYD Han, Tang, and other flagship models. The blog also describes a T-shaped dual-gun design with a 1.5 m² footprint, 2 kg liquid-cooled cables, and intelligent power distribution. Single-station energy storage has reportedly doubled compared with the first generation, enabling more than 20 vehicles to charge consecutively. BYD introduced its first-generation megawatt flash charging system at a product launch on March 17, 2025. That system was integrated with a high-voltage electric platform and was disclosed to support a charging current of 1,000 amperes, a peak charging power of 1,000 kilowatts, and a battery pack charging capability of up to 10C. The first-generation system could add approximately 400 kilometers of driving range in five minutes under test conditions. The unofficial reports indicate that second-generation stations support a 500–1000 V wide-voltage platform. Existing first-generation stations can reportedly be upgraded to 500 kW ultra-fast charging via dual-gun and intelligent-boost modifications. A “youth version” of stations with 200–600 kW of power is also said to be in development to accommodate a wider range of vehicles. As of late 2025, BYD had deployed over 500 megawatt-class charging stations across more than 200 cities in China. The company plans to expand the network further in 2026. A three-tier network layout comprising flagship, satellite, and community stations is reportedly planned. Partnerships with Xiaoju Charging and Xindiantu aim to support the construction of more than 15,000 stations by 2026. The leaked nameplate and forum reports suggest that the second-generation system increases electrical limits relative to the first generation. The charger is reportedly designed with IP55 protection and measures to mitigate impacts on the transformer and the grid. An official BYD confirmation has not been issued, and vehicle model applications, battery chemistry updates, and deployment timelines for the 1,500 kW system remain unverified. Ultra-high-power charging is increasingly competitive in China’s electric vehicle market. Tesla’s V4 fast-charging system reaches about 500 kilowatts, Li Auto’s system around 520 kilowatts, Nio’s system approximately 640 kilowatts, and Xpeng’s system around 800 kilowatts. Zeekr has disclosed a 1.2-megawatt charging station, while Huawei and Didi have announced megawatt-class charging solutions. These developments reflect a broader industry push toward ultra-fast charging and high-voltage electric platforms. Chinese manufacturers continue to expand charging infrastructure alongside vehicle development. BYD’s 1000 kW megawatt flash chargershave been integrated into the company’s Super e‑Platform vehicles. Deployment is being scaled nationwide, and international expansion is underway. Other automakers, including Li Auto, Xpeng, and Zeekr, are also increasing ultra-fast charging station construction across China. The leaked specifications define BYD’s second-generation megawatt flash charging system with a maximum current of 1,500 amperes and a maximum power of 1,500 kilowatts. The technical details reported on social media and blogs are unofficial and unconfirmed. (CNC)

Se la 718 bev verrà fermata, la conseguenza sarà che, almeno nel medio termine, non ci sarà più alcuna 718, perché se già l'estensione della 718 bev a una variante phev non è più finanziabile per Porsche, tanto meno lo è uno sviluppo completamente nuovo. Non hanno piu i soldi per modelli di nicchia e piccolo profitto. Con il crollo del mercato cinese non c’e piu la cash cow piu importante.

Ma le due Porsche sono SUV, in particolare la M1 è una classe di veicoli completamente diversa dalla prossima Jaguar, che è una berlina di lusso, mentre la M1 è una Wannabee-Porsche per semi-poveri che non possono permettersi un'auto di lusso.