Friday, December 15, 2017

China November 2017


Image result for baic ec series on the road
"Going where no other EV has gone before..."





BAIC EC-Series steps into warp speed (16,000 units!)



The rise and rise of the Chinese PEV market is unstoppable, with yet another record performance in November, with 84,000 new passenger PEVs being registered last month, almost doubling last year result, while pulling the YTD count to over 490,000 units, up 60% YoY.



As consequence of this accentuated growth, in November the PEV share crossed for the first time the 3% share, while the 2017 PEV market share is above 2%, firmly ahead of last year score (1.5%). As sales are expected to grow even further in December, the Chinese PEV market might even reach the 2.5% share by year end.



This is a highly protected market, and November highlighted this, with foreign brands losing 1% share, now just having 5% of all PEV sales. Of this (small) cake, 3% (Or 60% of it) belong to Tesla, with the remaining 2% (40%) being divided by all other auto makers.



In November, small city cars had the upper hand, as rumors are that this class of EVs won’t have such generous subsidies next year, leading to a sales rush of this category, with the BAIC EC-Series being the poster child of them, beating once again the world record for registrations in a single month, with 15,719 units, which are more deliveries that the Tesla brand had in its best sales month globally (14,598 units, last September). Putting this number into context, the EC-Series was the first plug-in to reach a Top 25 position (#22) in China, while in the same month, the best-selling PEV in the USA, the Chevrolet Bolt, was only #113...





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


Image result for baic ec series on the road

#1 – BAIC EC-Series: I would say the 15.719 EC-Series registered last month are an historical landmark, but with ever improving performances, it looks like December should be even higher, will it reach 20,000 units by then? The little city EV is being disruptive in China, owing its success to a trendy design, reminding that of a Crossover, improved specs (Now with 200 kms / 125 miles range) and competitive pricing (USD 22,000), all in a booming market segment. With the Chinese AND the Global editions of the 2017 Best Selling PEV Award already in their hands, the EC-Series is now looking to increase the number of units sold in one year, just after having beaten the all-time record, that belonged to the Nissan Leaf since 2014 (61,013 units). As Master Yoda would say: “Judge not by size, the Force is strong with the EC”


Image result for white jac iEV6S

#2 – JAC iEV6S/E: One of the EV pioneers in China, selling plug-ins since 2010, JAC is trying to regain relevance with its iEV6S/E compact Crossover, which registered a record 4.965 units in November, allowing it to reach the runner-up position last month. A vehicle targeted to hip(ster) urbanites, for a competitive USD 26,000 before incentives, you get a trendy compact vehicle (Kia Soul-sized), with the 33kWh battery providing decent range (251 kms / 157 miles NEDC), covering the needs of the urban jungle, while the engine has enough power (114 hp), to give it the needed “go” for their customers personal Millennium Falcon.


Image result for white 2017 BYD Qin Phev

#3 – BYD Qin PHEV: Thanks to a recently increased range (100 kms / 63 miles), BYD’s sports sedan (0-100 kms/h in 5.9s) got its mojo back and, like Luke Skywalker, is once again a major player, registering a record 4.258 units in November. With a competitive price (USD 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.


Image result for white 2017 Zhidou D2

#4 – Zhidou D2 EV: As appealing as Chewbacca on crack, the little two seater continues to be delivered in large quantities (4.062 units in November), mostly 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 (75 miles), all for some USD 19,000. 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 JMC e200 EV

#4 – JMC E200: A model that would only be considered sexy in Planet Vulcan, it does what is supposed to do, which is urban transportation. Based on a previous version of the Changan Benni EV, the little city car has 150 kms / 94 miles range and a limited 40 hp electric motor. It is, however, great value for money, for only USD 20,000 before subsidies, you get a four seater with decent equipment and a smartphone app! I am just imagining Vulcans and Sheldon Cooper going nuts over this…Like some of the 3,442 new owners of the model in November, possibly did.





Image result for JAC iEV6S on the road
JAC's Crossover has struck a chord among Chinese buyers




Year-to-Date Ranking – JAC iEV6S/E climbs to Fourth



In a stable market, the big news are the JAC iEV6S climbing to #4, at the expense of the BYD e5, being the highest standing for a JAC model since 2013.



The BYD Qin PHEV also had some reasons to be happy in November, climbing to #9 while the JMC E200 reached #14, thanks to a record month.



On the rise is also the Zotye Cloud EV, jumping to #16, thanks to a year best 3,099 deliveries, with other small EVs also surfing the year-end sales rush wave, like the Hawtai EV160 (2,834 units, new record), Zotye E200 (2,651), or Kandi K12 EV (2,194).



Looking at the manufacturers ranking, BYD (19%, down 1%) is watching the runner-up BAIC (17%, up 1%) approach, which could lead to a last minute change in the leadership in December, while in Third Place we (still) have Zhidou, with 8% share, with Roewe (Also 8%) creeping closer and closer, now less than 3,000 units behind, the Shanghai-based manufacturer will play all the cards in December to reach the podium, in its bid to become the Third of China’s “Big 3 PEV” club.





Pl
China
November
2017
%
1
BAIC EC-Series
15719
64910
13
2
Zhidou D2 EV
4062
41155
8
3
BYD Song PHEV
3367
26277
5
4
JAC iEV6S/E
4965
23088
5
5
BYD e5
1806
22455
5
6
Geely Emgrand EV
2570
20560
4
7
Chery eQ  
3372
20134
4
8
SAIC Roewe eRX5 PHEV
1781
16823
3
9
BYD Qin PHEV
4258
16195
3
10
Zotye E200
2651
14263
3
11
BYD Tang
1758
13087
3
12
JMC E100
562
12734
3
13
Changan Benni EV 
564
11720
2
14
JMC E200
3442
10828
2
15
BAIC EU-Series
1255
9911
2
16
Zotye Cloud EV
3099
8939
2
17
SAIC Roewe eRX5 BEV
1169
8807
2
18
Hawtai EV160
2834
8302
2
19
Tesla Model X   e)
900
7970
2
20
Kandi K12 EV
2194
7858
2
Others
24384
132592

TOTAL
84518
490750


 

Thursday, December 14, 2017

Finland November 2017

Image result for Porsche Panamera vs Volvo S90
Volvo: Now in Third

Record Month

Finland has become one of my favorite markets to report, because news are always good, and November was no exception, with a record 357 PEV's sold, up 179% regarding the same month last year, with the PEV Share reaching a best ever 3.7% in November, pulling the 2017 share to a record 2.5%.

The 109% YoY progression this year is even more impressive, considering the overall stagnating (-0.5%) local auto market.

In a traditionally PHEV-friendly market (83% share), BEVs are growing faster (+141%) than plug-in hybrids, which is a good sign for the upcoming long range BEVs, scheduled to arrive next year.  

In a record month, there are plenty of good results across the table, with the leader Mercedes GLC350e scoring 53 registrations, its best result in five months, while the runner-up improved its personal best to 31 deliveries last month.

But the hero of the month was once again Volvo, mostly thanks to the recent XC60 PHEV, grabbing 78 deliveries in its only third month on the market (New monthly record for a single model), jumping to Fifth Place, while the S90 and V90 PHEV twins also impressed, delivering 29 units last month and climbing to #12 in the YTD ranking.

Looking at the manufacturers ranking, Mercedes (20%, down 1%) is at the top, with a 21 units lead over BMW (20%, also down 1%) in Second, while Volvo (15%, up 4%) is now firm in Third, distancing itself from Volkswagen (11%).

PlFinland
Nov.
 YTD '17
   %
Pl '16
1
2
3
3
Mercedes GLC350e
Volkswagen Passat GTE
BMW 530e 
Volvo XC90 T8
53
31
17
18
468
215
163
163
17
8
6
6
15
2
N/A
1
5
6
Volvo XC60 PHEV
Audi Q7 e-Tron
78
8
157
141
6
5
N/A
9
7
8
Tesla Model S
BMW 330e
14
10
126
117
5
4
5
3
9BMW 225xe Active Tourer61044
7
10
10
12
13
14
Mitsubishi Outlander PHEV
Tesla Model X
Volvo S/V90 PHEV
Porsche Panamera PHEV
BMW X5 40e
1
7
29
5
8
89
89
85
70
69
3
3
3
3
3
6
14
N/A
N/A
4
15Nissan Leaf
2
65
2
7
16
17
18
19
20

Kia Optima PHEV
Hyundai Ioniq Electric
Volkswagen Golf GTE
Mercedes E350e
Renault Zoe
Others
15
2
5
2
9
37
63
54
52
51
50
286
2
2
2
2
2
10

TOTAL3572.677 100


Source: trafi.fi

Wednesday, December 13, 2017

Australia November 2017 (Top 5 Draft)

Image result for Tesla in Australia

Tesla Wins Australia

After a long interruption, Australia is back on the radar, although with unconfirmed data, so if anyone can validate this, it would be much appreciated.

Some 1.563 plug-ins were sold in so far this year, up 3% YoY, but still down 2% regarding 2015, the best year for PEVs in this market, with the PEV Share stuck at 0.14%, a much lower level than the neighboring New Zealand (0.8%).

Looking at the models ranking, the three time Best Seller ('14-'16) Mitsu Outlander PHEV has strangely disappeared from the top spots, leaving the road open to Tesla to make a 1-2 win, with the American brand already breaking their sales record here, with one month to go.

In the remaining Top 5 positions, the BMW i3 is running ahead of the Mercedes C350e for the Bronze Medal.

In the manufacturers ranking, there's really no competition for Tesla, with 56% share, followed by BMW (20%), which benefits from an extensive lineup, while Mercedes (11%) is running to keep its Third position.


Australia  2017Pl '16
Tesla Model S 4602
Tesla Model X425N/A
BMW i3
Mercedes C350e
Volvo XC90 PHEV
Others
137
129
71
341
3
N/A
N/A
TOTAL1.563

Tuesday, December 12, 2017

Switzerland November 2017

Image result for Opel Ampera e Switzerland
Surprise of the month

Record Month

The Swiss PEV market broke into four digit results for the first time, by registering 1.083 units last month, up 181% YoY, with the PEV Share climbing to a record 2.6%.

In an off-peak month for Tesla, it was up for the BMW i3 and the Opel Ampera-e (Whaaat!?!?...) to pull the market up, with the Bimmer scoring 340 registrations, a new all-time record for a single model in Swiss lands, while the Opel model registered 130 units, its best result to date in Europe, allowing both nameplates to jump positions in the table, with the i3 reaching Second Place, while the Ampera-e surged to Fifth Place, a taste of what the Opel hatchback career would look like if it wasn't (severely) production constrained...

In the manufacturers ranking, BMW (26%, up 3%) profited from the i3 exceptional performance, to jump into the leadership, dropping Tesla (24%, down 4%) to Second Place, with Renault (9%, down 2%) in Third Place, trying to resist Volkswagen (8%) and Mercedes (7%), in the race for the Bronze medal.

PlSwitzerlandNov.YTD%'16Pl
1
2
3
Tesla Model S
BMW i3
Tesla Model X
61
340
44
974
874
812
13
13
11
1
2
5
4
5
Renault Zoe
Opel Ampera-e
39
130
678
273
9
4
4
N/A
6
BMW 225xe Act. Tourer e)
20
245
3
16
6BMW 330e e)20245312
8BMW X5 40e  e)20235312
9
10
Volkswagen Passat GTE e)
Audi Q7 e-Tron e)
25
20
230
217
3
3
11
25
11
12
13
14
15
16
17
Mercedes GLC350e  e)
Volkswagen e-Golf   e)
Audi A3 e-Tron   e)
Volkswagen Golf GTE   e)
Nissan Leaf
Volvo XC90 PHEV e)
BMW 530e   e)
15
50
15
30
4
15
25
185
167
155
114
127
120
110
3
2
2
2
2
2
2
29
17
3
6
10
15
N/A
17Mitsu. Outlander PHEV  e)1011027
19
Mercedes C350e   e)
10
1051
18
19Porsche Panamera PHEV e)201051N/A
21
Porsche Cayenne PHEV e)
5
100
1
8
22Smart Fortwo ED e)20901N/A

Others
155
971
13


TOTAL1.0837.273100

e) Estimate

Source: auto-suisse.ch