6,366
edits
Volkswagen:Quarterly Results/2024 Q3: Difference between revisions
Volkswagen:Quarterly Results/2024 Q3 (view source)
Revision as of 10:27, 26 November 2024
, 26 November 2024→Products
| Line 191: | Line 191: | ||
* Lutz said the start of deliveries for the 911 GTS and the new electric Macan should boost deliveries in Q4, hence they expect a better quarter compared to Q3. " The GTS will start now in the fourth quarter, and then we will have a very steep ramp-up curve in the first half of '25. And in the second half of the year, also the 911 Turbo will start with the better results from at from the technology point of view. It's the battery cell is very stable," he said. "And as already mentioned, in 2025, this situation will be much better when it comes to the 911 mix and the entire product availability also for the E-Macan in the different world regions," he added. | * Lutz said the start of deliveries for the 911 GTS and the new electric Macan should boost deliveries in Q4, hence they expect a better quarter compared to Q3. " The GTS will start now in the fourth quarter, and then we will have a very steep ramp-up curve in the first half of '25. And in the second half of the year, also the 911 Turbo will start with the better results from at from the technology point of view. It's the battery cell is very stable," he said. "And as already mentioned, in 2025, this situation will be much better when it comes to the 911 mix and the entire product availability also for the E-Macan in the different world regions," he added. | ||
* Lutz pointed out that demand for BEVs in U.S. and Europe remains challenging as well. "And in the rest of the world in the states and in Europe, we see, yes, a slowdown in the BEV transition. And the customer demand is, yes, not satisfying overall. | * Lutz pointed out that demand for BEVs in U.S. and Europe remains challenging as well. "And in the rest of the world in the states and in Europe, we see, yes, a slowdown in the BEV transition. And the customer demand is, yes, not satisfying overall. A'''nd a lot of customers, first of all, in the premium and luxury segment are looking in the direction of combustion engine cars," he said.''' | ||
* Analyst Patrick Hummel of UBS pointed out that they are hearing issues with the E-Macan in United States and China. "The E-Macan, what we hear in North America, Europe -- sorry, North America and China doesn't look that great either," he said. | * Analyst Patrick Hummel of UBS pointed out that they are hearing issues with the E-Macan in United States and China. "The E-Macan, what we hear in North America, Europe -- sorry, North America and China doesn't look that great either," he said. | ||
* Analyst Horst Schneider also said he gets the feeling that the order intake for the E-Macan may not be that great. " I get the feeling it's maybe not as great as you wanted, but you shared until April some numbers on the order intake," he asked. | * Analyst Horst Schneider also said he gets the feeling that the order intake for the E-Macan may not be that great. " I get the feeling it's maybe not as great as you wanted, but you shared until April some numbers on the order intake," he asked. | ||
* Björn Scheib couldn't share the order intake for the E-Macan because of competitive reasons but said that it remains robust except in China. | * Björn Scheib couldn't share the order intake for the E-Macan because of competitive reasons but said that it remains robust except in China. | ||
* Lutz said the situation remains challenging for Taycan in 2024 due to the market situation in China. He expects a recovery in the demand for Taycan in 2025. | * Lutz said the situation remains challenging for Taycan in 2024 due to the market situation in China. He expects a recovery in the demand for Taycan in 2025. | ||
* '''Lutz pointed out that their product lineup is flexible. "And of course, we will rely also in plug-in hybrids and also on our electrified cars. I mentioned already that we are very flexible when it comes to our production footprint we can produce combustion engine and plug-in hybrids and electrified cars in 1 production line in Leipzig," he said. "And when it comes to research and development, then you will see also flexibility in the upcoming years in the direction that we will develop also new combustion engine derivatives in order to give the right answer to the customer demand in the different regions."''' | |||
==== 2025 CO2 emissions ==== | ==== 2025 CO2 emissions ==== | ||