Tuesday, October 18, 2016

China September 2016 (Updated)

Image result for SAIC Roewe e950
SAIC Roewe e950


BAIC Shines

The Chinese market had more than 31.000 new EV's zooming the streets in September, with the market remaining flat regarding the previous month, but it was still a 53% increase over the same month last year, below the annual growth rate of 84%.

It is a bit like saying that Lionel Messi only scored the same two goals as in the previous game…Two consecutive doubles are a great performance for any regular player, but somehow we always expect more from Messi. Same with the Chinese EV Market, over 50% growth is great anywhere else, but somehow we always expect three digit growth numbers when we mention this market.

With the EV market share firmly above the 1% barrier, at around 1.3%, the Chinese EV market is headed for some 400 - 450.000 units and 1.5% market share by December, 31st, which will not only beat North America and Europe as major selling markets, both in volume and market share, but would also mean that China will absorb around half of the EV’s delivered in 2016.

BYD is the usual gobbler of trophies here, but this time Beijing Auto, also known as BAIC, managed to steal last month the Models Best Seller title, is BAIC now leaving the shadow of Build Your Dreams (BYD) and becoming this markets Dark Horse

Here are the September Top 5 Best Selling models:


Image result for BAIC EU260
#1 – BAIC EU260: On paper, it sits somewhere the utilitarian BYD e5 and the posh BYD Qin EV300, but with a bit less range, the “260” in the name is the measure of how much it can go in one charge, and also without the Qin sports-sedan pretensions, meaning, only 133hp…Despite this, it looks nice inside and out and BAIC expects to make it the Best Seller of the lineup, last month it has scored 3.800 units, a new monthly record for any BAIC model, so it seems the Qin brothers will have a valuable competitor to deal with in the future.


Image result for 2016 BYD Qin
#2 - BYD Qin: Speaking of Qin, the 300 hp PHEV sedan shows up immediately in Second Place, having registered 3.125 units, its best performance in a year, continuing on its growing sales trend for the seventh eighth time in a row. China’s most popular plug-in, with over 65.000 units zooming around, is still far from its all-time record (4.030 units in July’15), but it will probably beat it until year end if, of course, the Tang demand remains soft…


Image result for 2016 BAIC E-Series
#3 – BAIC E-Series EV: This Mercedes B-Class inspired BAIC hatchback has been the brand plug-in bread-and-butter model over the years, and it hasn’t let the manufacturer down, collecting a number of podium positions over time (#3 in 2013 and 2015), with 2.659 units recorded in September, it seems that BAIC has enough production space to significantly increase the production of the more profitable models (EU260, EX200) without starving its workhorse sales. On the contrary, last month the E-Series broke its two year old sales record, underlining a month of brilliant performances by the Beijing Auto models, something that must have sounded alarms at the BYD HQ…


Image result for 2016 Zhidou D1 EV 
#4 – Zhidou D1 EV: The tiny two-seater reached the Top 5 ranking in September, this time with the D1 version securing the Best Seller status of its class, with 2.193 units, a 119% increase YoY.


Image result for 2016 BYD Tang
#5 - BYD Tang: The 500 hp Chinese Cayenne continues its success story in the EV market, but deliveries dropped for the third consecutive time, to 2.120 units, is the BYD flagship product running out of customers? If so, the Qin siblings will probably cut the slack and make sure BYD will continue producing EV’s at full pace.

Also published at EV Obsession and CleanTechnica.


Year-to-Date Ranking


The Top 5 didn’t had any change, but below it we see the BAIC EU260 jumping six positions to #6, with its eyes lights now turning to the #4 and #5 positions, which seem attainable as long as it sustains the current momentum.

Two models also climbing in the ranking were the BYD Qin EV300 and Zhidou D1 EV, both rising two positions, to #13 and #14, respectively.

The Tesla Model S delivered a record 1.190 units, while at the same time rising to #17 and beating in 9 months the 5.000 sales goal for the entire year, while the BAIC EX200 joined the ranking at #20, underlining BAIC's good performance last month.

Final mention for two new personal bests, with the BYD e5 registering 2.094 units, while the SAIC Roewe e950 barge sedan reached 1.205 sales, coming closer to a Top 20 seat.

Looking at the manufacturers ranking, BYD is the perennial leader, with 33% market share, followed by BAIC (13%, up 1%), which is cementing its dark horse status among the Chinese EV makers, leaving the Third Placed SAIC Roewe (8%) behind by a sizeable distance.

Finally, looking at the breakdown between BEV’s and PHEV’s, unlike other markets where plug-in hybrids are winning the upper hand, all-electric cars just continue improving its share, now at 70%, up 1% regarding last month.


Pl
China
Sep.
YTD
%
1
BYD Tang
2.120
26.788
12
2
BYD Qin
3.125
18.391
8
3
BAIC E-Series EV
2.659
15.457
7
4
SAIC Roewe e550
851
13.073
6
5
6
7
8
BYD e6
BAIC EU260
BYD e5
Chery eQ
1.241
3.800
2.094
500
12.890
10.147
9.163
8.727
6
5
4
4
9
Zotye Cloud EV
1.076
7.725
3
10
JAC i EV 4
1.055
7.656
3
11
Geely Emgrand EV
923
7.359
3
12
13
14
15
16
17
18
19
20
JMC E100
BYD Qin EV300
Zhidou D1 EV
Zhidou D2 EV
Kandi K17 Cyclone
Tesla Model S
Zotye E200
Changan Eado EV
BAIC EX200
748
1.534
2.193
898
136
1.190
326
234
603
7.351
6.798
6.479
6.139
6.104
5.879
5.786
3.968
3.905
3
3
3
3
3
3
3
2
2
TOTAL Market
31.437
224.535
100

14 comments:

  1. Amazing Model S numbers!!!

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  2. José, your figures for the Model S in this September and all first 9 months of 2016 seems very good, but are you sure that theses numbers are not from both the S and the X, or do you have some inputs about how the X have been selling in China?

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  3. No, these are only S models, X's are still rare in China, i still have an estimate for the X September Deliveries, ranging from 100 to 400 tops, but i think in reality it must be 150, give or take.

    As you will see in the next Europe Article, September X deliveries were all about North America and Europe.

    But i think from now on, we will see strong deliveries of X's in China until year end.

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  4. X demand is much stronger than S in China
    Hundreds people pay 1.47M RMB at this march for pre-ordering sig X

    ReplyDelete
  5. Glad to know that these figures are Tesla S sales only. Thanks. My guess for Model X sales in China for September was also 150, in a chart that I maintain in my desk only for joy...
    In the neighbour Hong-Kong, I was able to gate some numbers for YTD and July figures for Model S sales, if you are interested. For the Model X, I think that there is a lot of clients awaiting for it there.

    ReplyDelete
    Replies
    1. Great, i would appreciate that! I'm a bit blank on HK right now, that's why HK hasn't shown on EVS recently...

      Delete
    2. Well, I found this article: http://www.scmp.com/comment/insight-opinion/article/2004126/can-electric-vehicles-ever-really-meet-hong-kongs-transport, from South China Morning Post 16 August edition which was saying that Tesla sales between January and May were "over 1100".
      Since then, I have been following this chart: http://www.td.gov.hk/filemanager/en/content_4743/table41e.pdf, from Hong-Kong Transport Department every month (that is always two month lagging behind), so in 26 September, they published this chart with July numbers where Tesla sales appears in the third page of this PDF as "Electric" and "Saloon" type car (283).
      I was able to find other figures in older charts from the Transport Department which showed 71 Tesla S sold in May (so to accounted in the "over 1100" cited in the first article), then 185 in June and then 283 in July (August figures should appear at the end of October). So, so far, we can say that more than 1568 Tesla S were sold in Hong-Kong this year, until end of July.

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    3. Thanks, will look into it!

      Delete
  6. August numbers for electric car sales in Hong-Kong have appeared, with 289 total electric cars sold, with 262 Tesla Model S part of it (wonder why Germans are whining about Tesla trusting sales there!:)).

    http://www.td.gov.hk/filemanager/en/content_4744/table41e.pdf

    ReplyDelete
    Replies
    1. Thanks for the input, i honestly expected larger numbers for the BMW i3, i think it suits well the HK market, but apparently buyers do not think the same.

      "The (Tesla) Force runs strong in Hong Kong" :)

      Delete
  7. BestsellingCarsBlog has different numbers for BYD Qin:
    4,659 in SEP and 24,944 YTD
    Other numbers for BYD are the same. Haven't checked other brands.

    ReplyDelete
    Replies
    1. That's because BSCB adds the PHEV and BEV versions in one model, while EVS has them separated.

      Delete
  8. looks like kandi technologie sold like 644 k12's coming back from the dead??? I think so to the nay sayers!

    ReplyDelete