Scelte strategiche gruppo Stellantis NV

[4200blu]

Alfa Romeo poised to double sales with arrival of Tonale
With the Tonale, Alfa Romeo's first new model since it launched the Stelvio midsize SUV in 2016, the Stellantis subsidiary is joining the compact SUV segment for the first time. In Europe alone, this segment accounts for 2.5 to 3 million sales a year, Alfa CEO Jean-Philippe Imparato said, which is why he believes a successful launch of the Tonale could double Alfa's global volume to more than 100,000 by 2023. Imparato shared his sales outlook for the brand with Automotive News Europe Associate Publisher & Editor Luca Ciferri and Correspondent Andrea Malan.
How did Alfa Romeo perform in 2021?
Last year we delivered 55,000 cars worldwide, down from 63,300 in 2020. That figure included 14,400 units of the Giulietta compact hatchback, which we stopped making in late 2020, but still accounted for 4,800 sales last year. Remove the Giulietta from both years and we grew by 1,300 units last year to 50,200 units versus 2020. Europe accounted for 50 percent of our global sales, with half of that volume coming from Italy. A third of our global sales were in North America, with the Asia-Pacific region accounting for the rest. In the D (midsize) segment, if we only count models powered by internal combustion engines -- which is what we currently offer on the Giulia and Stelvio -- our share was up everywhere, except China.
How much of a hit did Alfa take in Europe because it doesn't have electrified versions of the Giulia and Stelvio, especially with fleet customers?
On fleets, which account for roughly half of Alfa's sales in Europe, no having electrified models cost us 30 percent of our potential sales. That translates into about 15 percent of our total sales. We also lost sales with private customers in countries such as France and Belgium, where cars that have high CO2 emissions are heavily taxed. The shift to electrified models has also been rapid. For example, electrified sales in Italy in the segment where we compete rose to 79 percent in late 2021 from 29 percent in early 2020. To compete, you have to react quickly. That is why the new Tonale compact SUV will be offered with hybrid powertrains from the start.
How many Tonale plug-in hybrids do you expect to sell?
It's really difficult to say at the moment. We will launch the 275-hp plug-in hybrid version in October. That means, the plug-in hybrid will hit the market in 2023, at which time I want it to have a very high share. Much will depend on the CO2 regulations in each European market. In countries with strict CO2 rules the Tonale plug-in hybrid version's share might reach 80 percent. Another key factory is the CO2 level we have to reach within Stellantis' EU-wide strategy.
How many Tonales does Alfa plan to sell?
It's not about volume because volume does not equal profitability. One percent of Europe's compact SUV market would be 25,000 cars; 3 percent 75,000. We have great flexibility at our plant in Pomigliano, Italy [where the Tonale will be built]. Given that the Tonale will debut in June, we'll be happy if we sell 30,000 units this year. For the full year, the Tonale's global sales potential could be in the range of 70,000 to 80,000 units. Europe could account for 45,000 to 60,000 units, with 10,000 to 15,000 possible in the U.S.
Does that mean the Tonale's break-even point is just 45,000 units?
It's much lower than that. We don't have to push the product to keep the Pomigliano plant open because the factory builds the [high-volume] Fiat Panda. If we make 30,000 Tonales, that won't be a problem. That's a strategic choice. We're know where we are starting from. You can't build a premium brand if you are under pressure to make high volumes.

 

(ANE)

 

[Auditore]

Interessante la parte su Giulia E Stelvio; i volumi sarebbero potuto essere molto maggiori. Spero mettano una pezza ai motori prima possibile

[stev66]

In effetti visto la richiesta di elettrificati, mi aspetto la versione mhev nell'mca. 

[4200blu]

22 minuti fa, stev66 scrive:

In effetti visto la richiesta di elettrificati, mi aspetto la versione mhev nell'mca. 

 

..con la legislazione speciale d'Italia una versione mhev senza dubbio da una spinta qua, ma fuori Italia non si interessa nessuno, se una Giulia e mhev o no.

Cosi una mhev aiuta in Italia per aumentare le vendite, ma per il resto del mondo non cambierebbe niente.

 

[The Krieg]

Ma quindi il piano prodotti è il 1 marzo?

[GL91]

2 ore fa, 4200blu scrive:

..con la legislazione speciale d'Italia una versione mhev senza dubbio da una spinta qua, ma fuori Italia non si interessa nessuno, se una Giulia e mhev o no.

Cosi una mhev aiuta in Italia per aumentare le vendite, ma per il resto del mondo non cambierebbe niente.

 

Magari può farti fare qualche numero in più nei mercati in cui le tasse sono calcolate in base alla Co2 emessa (anche se i MHEV "base" con BSG non è che riducano tantissimo le emissioni rispetto alla sola benzina, ma sempre meglio di niente).

[stev66]

2 ore fa, 4200blu scrive:

 

..con la legislazione speciale d'Italia una versione mhev senza dubbio da una spinta qua, ma fuori Italia non si interessa nessuno, se una Giulia e mhev o no.

Cosi una mhev aiuta in Italia per aumentare le vendite, ma per il resto del mondo non cambierebbe niente.

 

Aiuterebbe le vendite per le flotte che guardano la CO2. 

Poi ovvio, contro il sistema Paese teutonica possono poco 😁

[AleMcGir]

4 ore fa, The Krieg scrive:

Ma quindi il piano prodotti è il 1 marzo?

 

[4200blu]

Stellantis CEO Carlos Tavares calls EV costs 'the gorilla in the room'
Stellantis CEO Carlos Tavares said automakers would need to find ways to absorb up to 50 percent additional costs of building electric cars.
PARIS -- Stellantis will have to find ways to offset the additional costs of building electric vehicles, CEO Carlos Tavares said, describing it as "the gorilla in the room" that could weigh on profits for at least the next five years.
"We can expect electrification to represent an additional total production cost of around 40 to 50 percent against the conventional vehicle," Tavares told investors on Wednesday. "There is no way we can transfer 40 to 50 percent of the additional total production cost to the customer."
By the same token, he said, Stellantis could not maintain prices at current levels "because we will go in the red and we will have to restructure the company."
"So the only way to move forward is to absorb those 50 percent of additional costs," he added.
A study in 2020 by the consulting company Oliver Wyman found that EVs were about 45 percent more expensive to produce than combustion vehicles, and the cost gap will remain for at least a decade.
Tavares said that for Stellantis to maintain its current double-digit operating margins, it would need to find productivity gains of 10 percent a year for the next five years "in an industry that is used to delivering between 2 to 3 percent" a year.
One way to do that, he said, is to overhaul the distribution model, a process that Stellantis has already started. Last summer, the group canceled all of its dealer contracts in its expanded Europe region, with an eye to implementing a so-called "retailer model."
That would give Stellantis more control over how its vehicles are sold and lower the margin it pays dealers in exchange for taking on some new costs.
The end customer would still pay the dealer, but Stellantis would cover all distribution costs, including inventory and incentives. Stellantis believes the change will reduce overall costs, secure margins, make pricing more transparent and improve customer saisfaction.
It hopes to have the first round of new contracts in place by mid-2023.
'This is a competitive game'
Tavares said that even though Stellantis was doing better than most of its peers -- with an overall adjusted operating margin of 11.8 percent in 2021 -- it would keep pushing to find greater efficiencies.
"I have learned from my 40 years of automotive life that as soon as you stop pushing, you go backward, because this is a competitive game," he said.
Another area where Stellantis is pushing to cut costs is within its supplier base.
Suppliers in North America have expressed concerns about what they say are unfavorable new terms, including a requirement that cost savings be passed on to Stellantis.
Tavares, while not commenting directly on the report, said that suppliers would have to bear some of the burden of EV costs.
Stellantis is doing its share to avoid raising prices on consumers -- and thus potentially depressing sales -- by keeping its break-even point very low, he said.
"We need our suppliers to contribute," he said. Tavares said 85 percent of the value of a car when it leaves  the factory is in outside components, "so there is no surprise that when you have to absorb 50 percent of additional costs coming out of electrification, your suppliers need to be a significant contributor for this additional productivity." 
Some of them are doing that, he said, noting that it will be a "Darwinian transition period" for suppliers as well as automakers.
"This is going to be mostly a cost-reduction race over the next five years to protect affordability in terms of protecting the size of the markets, so that we can keep the middle classes on board on new car sales," he said. 

 

(ANE)

[tipt]

Quindi domani alle 14:00 il grande atteso evento?