放弃法雷奥，雷诺考虑与中国供应商合作无稀土电机

Core Viewpoint - Renault has terminated its collaboration with Valeo on the E7A project for a new rare-earth-free electric motor, opting instead to seek cost-effective components from Chinese suppliers due to the competitive pricing offered [1][3]. Group 1: Project Details - The E7A motor has a power output of 200 kW, which is 25% higher than current motors used in models like Scenic, and features an 800V system that significantly reduces charging time [3]. - Following the end of the partnership with Valeo, Renault plans to source the stator from Chinese suppliers and utilize silicon carbide modules from STMicroelectronics for the inverter, while other components will be sourced internally [3]. Group 2: Strategic Implications - Renault's strategic plan, disclosed in March, indicates that the new rare-earth-free motor will be integrated into the next generation of compact electric vehicles by 2028 [4]. - The company is also developing a small electric vehicle, Twingo, in collaboration with its Chinese R&D center, which has reduced the development time to under two years after taking over from a previous joint project with Volkswagen that was abandoned due to cost control issues [4]. Group 3: Industry Context - China currently dominates the global rare earth market, controlling 70% of mining and 85% of refining, prompting multinational automakers to explore rare-earth-free projects for supply stability [3]. - Other automotive manufacturers, including General Motors, ZF, and BorgWarner, are also collaborating on the development of rare-earth-free motors, indicating a broader industry trend towards this technology [3].