![\"\"](\"https:\/\/www.electrive.com\/media\/2020\/07\/mckinsey-comparison-july-2020.png\" "\\"\\"")
<\/p>\nLa consultora de gesti\u00f3n McKinsey ha desmontado y analizado diez populares coches el\u00e9ctricos de fabricantes chinos para un nuevo estudio. De \u00e9l, los consultores extrajeron algunas afirmaciones interesantes sobre los posibles beneficios y las perspectivas de mercado de los fabricantes internacionales.<\/p>\n
Para el estudio titulado \"C\u00f3mo impulsar el dise\u00f1o ganador de veh\u00edculos el\u00e9ctricos de bater\u00eda\", se analizaron coches el\u00e9ctricos populares de producci\u00f3n china, tanto de grupos establecidos como SAIC y la marca Buick de GM, como de start-ups como Nio o World Champions.<\/p>\n
Uno de los resultados: Para poder introducir r\u00e1pidamente los veh\u00edculos el\u00e9ctricos en el mercado, muchos fabricantes han optado por una v\u00eda de baja inversi\u00f3n, por ejemplo, transformando los modelos existentes con motor de combusti\u00f3n interna. La proporci\u00f3n de proveedores locales es correspondientemente alta. Adem\u00e1s, los fabricantes utilizan conceptos y tecnolog\u00edas de producci\u00f3n ya existentes, as\u00ed como componentes disponibles en el mercado y un alto grado de modularizaci\u00f3n para el premontaje. \"Este enfoque crea un caso de negocio potencialmente rentable para al menos algunos de los modelos BEV de referencia\", afirma el estudio - tan pronto como las empresas sean capaces de utilizar plenamente su volumen de producci\u00f3n y lograr las correspondientes econom\u00edas de escala.<\/p>\n
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McKinsey considera que los fabricantes consolidados est\u00e1n mucho m\u00e1s cerca del umbral de rentabilidad que las empresas de nueva creaci\u00f3n: los grandes ya disponen de instalaciones de producci\u00f3n que pueden utilizarse de forma m\u00e1s flexible cuando se emplean plataformas de combusti\u00f3n. Adem\u00e1s, el tama\u00f1o ayuda en el desarrollo y las compras. Para los m\u00e1s peque\u00f1os, la atenci\u00f3n se centra en las estructuras y en un menor volumen de veh\u00edculos. Pero: Seg\u00fan los consultores, siete de los diez veh\u00edculos analizados podr\u00edan ser rentables si se aprovecha bien la producci\u00f3n. Tres modelos, sin embargo, tienen unos costes fijos demasiado elevados para alcanzar el umbral de rentabilidad - curiosamente, un modelo cada uno con unos costes fijos muy bajos, medios y uno muy alto.<\/p>\n
En el an\u00e1lisis, los expertos tambi\u00e9n constataron que todav\u00eda no existe una \"bala de plata\" en el dise\u00f1o y la adquisici\u00f3n de componentes de propulsi\u00f3n el\u00e9ctrica para los BEV chinos, como ocurre con los modelos europeos. En dos de los diez veh\u00edculos, todos los componentes se desarrollaron internamente, en tres se compraron todos los componentes de propulsi\u00f3n y cinco optaron por una v\u00eda intermedia entre el desarrollo interno y la subcontrataci\u00f3n. Tambi\u00e9n hay diferentes enfoques en el dise\u00f1o de las bater\u00edas, as\u00ed como en la interconexi\u00f3n e integraci\u00f3n de los sistemas de propulsi\u00f3n.<\/p>","protected":false},"excerpt":{"rendered":"
La consultora de gesti\u00f3n McKinsey ha desmontado y analizado diez populares coches el\u00e9ctricos de fabricantes chinos para un nuevo estudio. De \u00e9l, los consultores extrajeron algunas afirmaciones interesantes<\/p>","protected":false},"author":22,"featured_media":129037,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9930],"tags":[3701,75,98,224,707,8091,959,7405,9957,13946,13248,6939],"class_list":["post-136181","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automobile","tag-bev","tag-buick","tag-china","tag-general-motors","tag-mckinsey","tag-nio","tag-saic","tag-startup","tag-study","tag-suppliers","tag-weltmeister","tag-wm-motor"],"acf":{"inhalt_teil2":"
However, the picture is not yet uniform. For example, those who purchase many drive components (in the analysis, models 4, 8 and 10) deal with these components differently. McKinsey attests Model 8 a very high level of system integration, with virtually all components from the AC charger to the inverter, the motor and the battery cooling system being networked together. Model 4 has a low level of system integration, whereas in Model 10 the systems do not exchange data. Models 2 and 5, which both have components developed completely internally, do not have the thermal management of the motor and chargers connected to that of the battery, for example. Each manufacturer, therefore, has its own strategies for development, purchasing and system layout – which according to McKinsey offers room for optimization.<\/p>\n
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In the course of the study, McKinsey also conducted a survey of potential customers about the reasons for buying. The highest-rated point was the brand (reliable and credible) with 89 per cent approval, followed by performance with 87 per cent – in addition to quality and comfort level, criteria such as range and energy consumption were also considered. This is followed by low operating costs (86 per cent), connectivity (84 per cent) and only then security (80 per cent). Since all of the factors mentioned are very close to each other, it is clear that a manufacturer should not neglect any of these issues.<\/p>\n
Just how important the combination of performance and operating costs is, for example, can be seen in another evaluation: Chinese electric cars generally offer a better ratio between the purchase price and range. While among the vehicles analyzed, the models manufactured in China offer an average NEDC range of over 500 kilometres at a price of around 250,000 yuan (approx. 31,500 euros), “international” BEVs do not even reach 300 kilometres of NEDC range. In absolute terms, some of the international BEVs offer higher ranges, but at a disproportionately higher price. Three of the China BEVs come over the mentioned 500 NEDC kilometres but cost only between 25,000 and 40,000 Euros.<\/p>\n
In other words: Chinese electric cars now offer a lot for their money, and a strong supplier network makes this possible. So international manufacturers have to hurry to participate in market growth.<\/p>\n
Incidentally, the consultants consider the slump in demand following the subsidy cuts in China to be only temporary: the e-models would become increasingly attractive for customers even without subsidies. In addition: “Regulations on ride-hailing and government fleets, as well as restrictions on traffic in city centres, will also keep up BEV demand.”<\/p>\n
With reporting by Sebastian Schaal, Germany.<\/em><\/p>\n Source: press release via email<\/em><\/p>\n"},"_links":{"self":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/136181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/comments?post=136181"}],"version-history":[{"count":0,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/136181\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/media\/129037"}],"wp:attachment":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/media?parent=136181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/categories?post=136181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/tags?post=136181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}