Wednesday, October 18, 2017

China September 2017

Image result for 2018 BYD Qin DM 100 





(Yet Another) Record Month



The rise and rise of the Chinese PEV market seems unstoppable, with another record performance in September, with 59.000 new passenger plug-ins being registered last month in China, growing 80% regarding the same month last year, pulling the YTD count to over 338.000 units, up 48% YoY.



As consequence of this, the PEV market share is at record level, with 1.8% share, firmly ahead of last year score (1.5%), as sales are expected to grow even further until the end of the year, the Chinese PEV market is sure to surpass the 2% share by year end.



This is still a highly protected market, where 94% of sales belong to domestic brands. Of the 6% left for foreign brands, 4% belong to Tesla, 1% to BMW, with the remaining 1% being divided by all other auto makers.



In September, small city cars remained popular, with the EC-Series beating the monthly record, with over 8.400 deliveries, with a second BYD (Qin PHEV) joining the Song PHEV in this month Top 5.





Here’s September Top 5 Best Selling models individual performance:


Image result for white BAIC EC180

#1 – BAIC EC-Series: A consistent seller this year, the EC-Series, formerly known as EC180, last month improved its already impressive August result (6.726 units), by registering 8.419 units, a new all-time high for a single model anywhere in the world. The little city EV owes its success to a trendy design, reminding that of a Crossover, improved specs (Now with 200 kms range) and competitive price (19.000€). Will it be enough to win the 2017 Best Seller award? Right now it is the most likely winner, which will be a first for BAIC, and with ever growing sales, I wouldn’t be surprised if it was the first EV to reach five-digits in one month.


 Image result for white Zhidou D2 EV

#2 – Zhidou D2 EV: Bare-basics city vehicle that doesn’t inspire anyone, but continues to be delivered in record quantities (5.084 units in September, new pb), probably due to fleet deals. This vehicle is sold as a Quadricycle (Think Renault Twizy) in some European countries, with the following specs: 12 kWh battery, 120 kms range, 90 kms max. speed, all this for some 16.000€. The brand has ambitious plans to market it as a car-sharing vehicle in Europe, but will local consumers want to drive it?


Image result for white BYD Song PHEV

#3 – BYD Song PHEV: This is BYD’s “Model Y”, a VW Tiguan-sized SUV, here in plug-in hybrid version, last month it registered 3.745 units, dropping some 400 units regarding the previous month. Production constraints or is demand already fading? I believe the full potential of this version should be around 5.000 units/month, adding some 2.000 units from the BEV version, it should be enough to have the Song singing to the tune of 7.000 units/month, both versions counted.



Image result for 2018 byd qin dm
#4 – BYD Qin PHEV: Thanks to a recently increased range (100 kms), BYD’s sports sedan (0-100 kms/h in 5.9s) recovered its mojo and had 3.554 units registrations in September, the nameplate’s best result in over two years. With a competitive price (31.000$ before incentives) and full access to government incentives, sales are expected to remain high, as long as BYD manages to make enough of them, in order to satisfy demand.


Image result for 2018 chery eq

#5 – Chery eQ: The little electric Chery delivered 2.652 units in September, allowing it to reach the Top 5. A popular choice among city dwellers, for 24.200$ before incentives, you get a fairly funky city car, with the 22kWh battery providing decent range (200 kms), and the engine giving just enough power (57 hp), so that it doesn’t feel underpowered.



 
Roewe eRX5

  

Year-to-Date Ranking – BYD Qin PHEV jumps six positions



In a stable market, we have to go all the way down to #14 in order to see a significant change, with the BYD Qin PHEV jumping six positions, while the other significant news is the Roewe eRX5 BEV joining the Top 20, thanks to 1.940 units (new pb).



The remaining positions haven’t seem much action, but there were some personal records being broken across the ranking, besides the aforementioned BAIC EC-Series, Zhidou D2 EV and Roewe eRX5 BEV performances, another model also broke its personal best: The JAC iEV6S registered 3.021 units, more than it had delivered in the whole year of 2016.



Looking at the manufacturers ranking, BYD (19%, down 1%) is comfortable at the Throne, keeping the former leader BAIC (15%) at a safe distance. At least for now.



In Third Place we have Zhidou, with 10% share, with Roewe in its tail (8%, down 1%), with the Shanghai-based manufacturer trying to reach the podium, in its bid to become the Third of China’s “Big 3 PEV” club.



Pl
China
Sept.
YTD
%
1
BAIC EC-Series
8419
37152
11
2
Zhidou D2 EV
5084
32591
10
3
BYD Song PHEV
3745
19846
6
4
BYD e5
2288
18263
5
5
Geely Emgrand EV
2437
16248
5
6
JAC iEV6S
3021
15724
5
7
Chery eQ  
2652
14766
4
8
SAIC Roewe eRX5 PHEV
1437
13449
4
9
Changan Benni EV   e)
2586
11743
3
10
BYD Tang
1077
10461
3
11
JMC E100
1693
10417
3
12
Zotye E200
1167
9263
3
13
BAIC EU-Series
234
8244
2
14
BYD Qin PHEV
3554
7835
2
15
Tesla Model S   e)
364
6159
2
16
Tesla Model X   e)
514
5978
2
17
JMC E200
540
5587
2
18
Zotye Cloud EV
684
5564
2
19
SAIC Roewe eRX5 BEV
1940
4827
1
20
BYD Qin EV300
115
4646
1
Others
15435
79247

TOTAL
58986
338010





Tuesday, October 17, 2017

Germany September 2017 (Updated)

Image result for Audi A3 e-Tron


Record Month

The EV Fever has caught on in Germany, with yet another record month, 5.255 plug-in passenger cars were registered last month, a 70% increase YoY, with the YTD PEV share at a record 1.4%.

Looking at September Best Selling models, the country's Good Son VW e-Golf has finally hit the leadership, thanks to 494 deliveries, a new personal best, a number that can only go up, as it is said the VW electric bread and butter model is said to have a six months waiting list.

Another model in High Voltage is the BMW 225xe Active Tourer, reaching the runner-up status, with the Bavarian scoring a new personal record, with 475 deliveries, last month.


PlModel
Sales  
1Volkswagen e-Golf494
2
BMW 225xe A.Tourer
475
3Audi A3 e-Tron372
4
BMW i3
364
5
Renault Zoe
278

For once, the YTD ranking didn't had much movement at the top, with the most relevant change being the VW e-Golf climbing to #8, changing places with its Passat GTE sibling, a move that speaks volumes on where the car maker is heading (Less PHEVs, more BEVs).

But below the Top 10 action there was plenty to talk about, the VW Golf GTE is now #11, while the Smart Fortwo ED jumped to #14, thanks to 227 deliveries, and its (slightly) larger sibling, the Forfour ED, was up two places, now in #26.

Speaking of recently landed models, the Mini Countryman PHEV joined the ranking, in #27.

In the manufacturers ranking, BMW (21%) is in the lead, with Volkswagen (13%) in Second Place, all while Mercedes and Audi (Both with 11%) are running with Renault (10%) for the last place in the podium.

Regarding the BEV/PHEV share, plug-in hybrids are winning the upper hand, now having 55% share, while last year they were the minority (44%).

A final mention to the DHL Streetscooter Work van performance last month, that with 827 registrations, not only shattered to tiny pieces the model previous best (380 units last January), but is now the new all-time monthly high for a plug-in van, now leading the 2017 Europe's LCV plug-in market, with over 2.700 deliveries, ahead of the Nissan e-NV200 and Renault Kangoo ZE usual best sellers.

A disruptive model in the van segment?

PlGermanySep. YTD%'16 Pl
1
2
Audi A3 e-Tron
Renault Zoe
372
278
3.643
3.543
10
10
4
2
3
4
BMW i3
BMW 225xe Active Tour.
364
475
2.987
2.592
8
7
1
10
5
6
Kia Soul EV
Mitsubishi Outlander PHEV
252
166
1.980
1.758
6
5
7
6
7Tesla Model S
2261.71155
8Volkswagen e-Golf4941.614412
9
10
11
Volkswagen Passat GTE
Mercedes GLC350e
Volkswagen Golf GTE
208
216
229
1.394
1.196
1.152
4
3
3
9
23
8
12
13
Mercedes C350e e)
Tesla Model X
114
120
1.047
908
3
3
15
19
14
15
16
17
Smart Fortwo ED
Volkswagen e-Up!
BMW 530e
Nissan Leaf
227
81
110
51
816
803
721
679
2
2
2
2
35
17
N/A
11
18Mercedes E350e
133
638232
19
20
21
22
23
24
25
26
27
28
29
30

Por. Panamera PHEV
Hyundai Ioniq Electric
Audi Q7 e-Tron
Mercedes B250e
BMW 330e
Volvo XC90 T8
Volvo V60 Plug-In
Smart Forfour ED
Mini Countryman PHEV
Mercedes GLE500e
Porsche Cayenne PHEV
Peugeot iOn
Others
118
47
51
19
28
51
64
94
68
14
15
17
540
619
517
508
505
431
392
382
305
270
266
235
225
2.220
2
1
1
1
1
1
1
1
1
1
1
1
6
30
36
13
18
20
13
25
N/A
N/A
24
20
21

TOTAL
5.255
36.157
100



Source: kba.de


Plug-ins and Regular Hybrids


Pl
Model
Sep. Sales  
1
Toyota Yaris Hybrid
1.125
2
Toyota C-HR Hybrid
926
3
Toyota Auris Hybrid
905
4
Toyota Auris Hybrid
695
5
Volkswagen e-Golf
494



As plug-ins reach new heights, it is now time to compare them with regular hybrids, a class completely owned by Toyota, placing four models in the the Top 4 places, if the podium places seem unaccessible for now, the #4 Auris seems attainable plug-ins, as the PEV market grows.





Tesla Model S & Others


Pl
Model
Sep. Sales  
1
Mercedes S-Class
699
2
BMW 7-Series
435
3
Audi A8
348
4
Porsche Panamera
268
5
Tesla Model S
226

As the Tesla Sports Sedan reaches historic high levels (+13% YoY), it is time to see if it can make a dent on the German flagship models, for now the Mercedes S-Class leads the way, with 699 units last month, while the BMW 7-Series follows, with 435 deliveries, both comfortably ahead of the Californian.


In Third and Fourth Places we have two recent models, with the new Audi A8 in Third, registering 348 units, while the Panamera follows it, with 268 units, 118 of them being of the PHEV variety, or 44% of all of the nameplate sales.

If these numbers are to continue, the Porsche model can be the first to seriously challenge the Model S sales, while at the same time allow the big Sports Sedan to outsell the BMW and Mercedes uber-klasse plug-in models.

Now imagine what the new Cayenne PHEV will do...


Tesla Model X & Others


Pl
Model
Sep. Sales  
1
Jaguar F-Pace
299
2
Range Rover Sport
247
3
BMW X6
206
4
Porsche Cayenne
178
5
Tesla Model X
120


...Speaking of luxury SUV's, Tesla's Sports SUV is starting to tickle its most direct competitors, with the numbers starting to close in to the podium bearers.

But are the 100-something sales the Model X top performance? Will the Model X beat in December its personal best (213 units last March)?