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].

当地时间10日，路透社援引两名知情人士消息称，法国雷诺集团已终止与法雷奥集团联合开发新型无稀 土电动汽车电机的项目，转而寻求成本更具优势的中国供应商。雷诺方面称，不排除与中国伙伴合作的 可能。法雷奥则拒绝置评。 据报道，包括雷诺、美国通用汽车、德国宝马集团在内的汽车制造商，以及德国采埃孚、美国博格华 纳、法雷奥等供应商，都在推进无需稀土的电动汽车电机研发。 雷诺自2012年起便开始使用无稀土电机，法雷奥则凭借新型铜线技术，在定子领域提供专业支持。2023 年末，雷诺曾宣布与法雷奥合作开发一款功率更高、体积更紧凑的新型无稀土电机，并称其为"法国制 造的创新成果"。 据悉，这款代号为E7A的电机功率将达到200千瓦，较雷诺现有车型电机提升25%，同时配备800伏电压 系统，为当前雷诺电动车电压的两倍，充电时间将大幅缩短。 "E7A电机项目已不再与法雷奥合作，整个价值链将完全由雷诺内部完成，仅定子可能从中国供应商处 采购"，一名消息人士告诉路透社。两名消息人士均指出，成本控制是此次变动的核心原因，中国供应 商的报价非常具有竞争力。 雷诺旗下电动汽车子公司安培的一名发言人对此回应道，"不排除与中国合作伙伴合作的可能性 ...