Friday, April 21, 2017

CHINA March 2017

Image result for mg dynamo
MG Dynamo EV Concept

1-3 win for BAIC

The Chinese market had more than 32.000 new EV's zooming the streets last month, a 89% increase over the same month last year, with the annual growth rate now at 31%, the EV market share is firmly above the 1% barrier, at around 1.4%. As the year proceeds and sales expand, expect market share to rise above last year result (1.45%), maybe reaching North of 2% share.

All this while 95% of the market continues to belong to domestic brands. And of the 5% left for foreign brands, 4% belong to Tesla, with the remaining 1% divided by all other auto makers.

BAIC once again won the models and manufacturers titles in March, and with lofty goals for this year (170.000 units!) it seems Beijing Auto will be a tough cookie for BYD to beat… 

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



#1 - BAIC EC180: Winning the Best Seller status for the second month in a row, this little model is making a (small) earthquake on Chinese EV sales, and it should too, as this is probably the first (Only?) little city EV that private buyers must be proud to have, with Crossover-ish looks, decent specs and interiors/equipment, the 3.605 units sold last month are proving this model is here to stay and is leading the ranking with full merit…


#2 – Zhidou D2 EV: …The same can’t be said about this little bugger, a bare-basics city vehicle that doesn’t inspire anyone to want one. Nevertheless, they continue to be sold in large quantities (3.593 units in March), possibly due to a combination of bargain-basement prices and big fleet deals.

#3 – BAIC EU260: A major player last year, where it reached #5, BAIC’s middle-of-the-road electric sedan had its best performance of the year last month, with 2.608 units, and is now looking to recover lost sales. 
.

#4 – SAIC Roewe eRX5: This PHEV SUV could be to SAIC a bit like what the Tang was for BYD a while back, by delivering 2.478 units in only its third month on the market, it set a new monthly record for any SAIC model, so it seems this rather handsome and trendy Compact SUV is set to become Shanghai Auto Best Selling plug-in and possibly one of the Best Sellers of the Year.


#5 – Geely Emgrand EV: Another electric compact sedan to succeed, Volvo’s owner Geely Emgrand EV returned to the market with a bang, jumping to #5 in March, with 1.804 units, a 218% increase YoY.




Year-to-Date Ranking

In the top positions there weren’t many changes, with the most important involving SAIC models, the Roewe eRX5 jumped seven positions to Fourth, becoming not only the best-selling plug-in hybrid, but also the highest ranked SUV, while its sedan relative, the Roewe e550, was down four places to #7, is this sudden fall due to production constraints (Floor priority to the eRX5), or is demand just not there anymore?

Crossovers and SUV’s are the hottest automotive trend in China and the plug-in market follows suit, as it wasn’t only the eRX5 to climb in the ranking, as the BYD Tang is slowly stepping up production, climbing one position to #6.

The slow production ramp up of BYD is making itself known, now with three models in the Top 10, after the Qin EV300 shooting 11 positions to Ninth, its less fancy relative, the e5, also climbed significantly in the ranking, jumping seven positions to #10.

Looking at the manufacturers ranking, BAIC stays firmly in the lead, with 23% market share, now followed by a recovering BYD (16%), but also by SAIC (12%), which is starting to look as this year dark horse brand among Chinese EV makers.

Pl
China
March
YTD
%
1
BAIC EC180
3.605
7.129
13
2
Zhidou D2 EV
3.593
5.799
10
3
BAIC EU260
2.608
3.521
6
4
SAIC Roewe eRX5
2.478
3.217
6
5
6
7
8
JMC E100
BYD Tang
SAIC Roewe e550
Zotye E200
1.178
1.509
260
838
2.959
2.806
2.338
2.166
5
5
4
4
9
BYD Qin EV300
1.678
2.046
4
10
BYD e5
1.567
1.977
3
11
Geely Emgrand EV
1.804
1.903
3
12
13
14
15
16
17
18
19
20
Kandi EV
BAIC EX200
JMC E200
Zotye Cloud EV
Tesla Model X e)
Changan Benni EV
Horki 300E
BYD e6
Chery eQ
Others
1.800
1.050
548

850
993
763
1.067
719
3.109
1.899
1.697
1.694
1.525
1.524
1.408
1.296
1.259
1.120
7.216
3
3
3
3
3
2
2
2
2
TOTAL Market
32.017
56.499
100


Germany LCV market Q1


Pl
Model
Q1 Sales  
1
StreetScooter Work
839
2
Nissan e-NV200 Van
75
3
Renault Kangoo ZE
39
Others
20
Total
973

Sales are up 156% in the German LCV market, thanks to the StreetScooter EV from Deutsche Post, that singlehandedly owns 86% of the market, with ambitious goals to reach a production of 20.000 units per year.


Is this the “Tesla of Commercial Vans”? Interestingly, the aforementioned Mailing Company contacted first the local automotive OEMs to see if they could provide an electric van that was according to their needs, as the answer as something along the lines of: “Electric vans?!? Why bother?!?”, Deutsche Post got its hands dirty, made an electric van and now has customers outside the company knocking at their door…

Thursday, April 20, 2017

France LCV market Q1


Pl
Model
Q1 Sales  
1
Renault Kangoo ZE
447
2
Peugeot Partner EV
223
3
Renault Zoe Van
140
Others
503
Total
1.313

Sales are up 4% in the French LCV market, but no thanks to the chronical leader Kangoo ZE, down 28% YoY, due to the delay in the delivery of the new 33 kWh version.


Filling the void are the Renault Zoe Van, with the commercial version of the French Best Seller growing 21% YoY, but more surprisingly, the Peugeot Partner EV is up 66%, an interesting development for a model that hasn’t received any upgrade since it arrived. Is Peugeot doing big time discounts?

Wednesday, April 19, 2017

FRANCE March 2016

Zoe ZE40 pulls the market to record levels

The French EV passenger car market had 3.824 registrations last month, up only 3% YoY, but as March 2016 had set the previous sales record, we are back record levels, with YTD numbers now up 15%.

The main reason for the positive numbers is the massive success of the 40 kWh version of the Renault Zoe, selling 1.980 units, a new deliveries record for a single model in the French market, leaving the remaining competition in the dust. 

It seems these new sales levels are now consolidated, which could lead this market to over 3% share by the end of the year, which would double the previous year record. 

In the remaining March main positions, besides the usual Nissan Leaf (#2, with 311 units) and BMW i3 (#4, 159), two Mercedes excel: The GLC350e recorded 169 units, a new personal best for the second time on a row for the SUV, while its regular sedan relative, the C350e, also pulled out a massive 157 units, an impressive result considering the previous sales record of the nameplate had been 32, curiously made in the previous month…

Is Mercedes feeling the stench of Diesel and finally promoting properly their plug-ins in France?  

Pl
Model
Sales  
1
Renault Zoe
1.980
2
Nissan Leaf
311
3
Mercedes GLC350e
169
4
BMW i3 *
159
5
Mercedes C350e
157

In a market known for its stability, the most eventful change was the rise to the Fifth position by the Mercedes GLC350e, now set to overcome the Peugeot iOn next month.

In what can only be considered as a good month for Mercedes, the  C350e model also deserves a mention, jumping nine positions to #8, with the tree-pointed-star model shooting 18 positions in only two months.

In the brands ranking, Renault (52%, down 2%) continues to be the Master In Command, followed at a distance by BMW (8%, down 1%) and Nissan (7%), with Mercedes (6%) now looking to overcome these last two in the following months.

Pl
France
March
2017
%
'15Pl
1
Renault Zoe 
1.980
5.191
52
1
2
Nissan Leaf 
311
733
7
2
3
BMW i3 *
159
440
4
4
4
Peugeot iOn
143
365
4
5
5
Mercedes GLC350e
169
328
3
25
6
Kia Soul EV
64
236
2
7
7
Tesla Model S
106
206
2
9
8
9
Mercedes C350e
Volvo XC90 PHEV
157
68
197
168
2
2
25
10
10
11
12
13
BMW 225xe Active Tourer
Volkswagen Passat GTE
Audi A3 e-Tron
Citröen C-Zero 
64
47
49
33
164
128
117
116
2
1
1
1
18
20
12
11
13
BMW X5 40e
48
111
1
13
14
Tesla Model X
60
99
1
32 23
15
16
17
Porsche Cayenne PHEV
BMW 330e
Audi Q7 e-Tron
51
28
49
92
80
78
1
1
1
16
23
37
18
Hyundai Ioniq Electric
25
74
1
31
19
20
21
22
23
23
25
26
26
28
29
30
31
32
33
33
33
Mercedes E350e
Citröen e-Mehari
Volkswagen e-Up! 
Kia Optima PHEV
Volkswagen Golf GTE
Nissan e-NV200 / Evalia
Mercedes GLE500e
Mitsubishi Outlander PHEV
Mitsubishi I-Miev
BMW 740e
Toyota Prius PHEV
Bolloré Blue Car
Volvo V60 Plug-In
BMW i8
BMW 530e
Mercedes S500e
Volkswagen e-Golf
Others
53
28
28
20
9
17
14
7
9
9

12
1
1
3

1
69
58
49
38
34
34
25
23
23
18
16
12
6
5
3
3
3
2
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
41
19
27
30
6
15
33
22
34
37
38
N/A
40
36
N/A
42
35
TOTAL
3.824
9.345

Source: Avere France


* - 72 BEV + 87 REX