Tuesday, June 19, 2018

China May 2018

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Beijing Auto goes into Warp Speed



The Chinese PEV market is at full charge, with some 97,000 units registered in May, up 128% YoY, and just 5,000 units less than the current record of 102,000 units, set last December. If sales continue progressing this fast, expect a new all-time record in June.



Consequently, the PEV share hit a record 5% PEV in May, pulling the 2018 share to 3%, well above the 2.1% of 2017, and with sales expected to pick up significantly as the year advances, the 2018 PEV share should end North of the 3% 4% threshold (Maybe 5%?), with December possibly reaching 7%.



Last month, the Chinese OEMs represented over 50% of all PEVs registered globally, an impressive number, that is sure to increase during 2018.



With symbolic export numbers, the domestic market is more than enough to absorb the current Chinese production, helped by the fact that it is still a protected market and foreign OEMs hadn’t yet looked seriously at this niche, but with PEV quotas to be fulfilled in the near future, foreign brands are finally putting an effort, proof of that is that overseas makers now have a record 7% share. Of this (small) cake, 3% belong to Tesla, 2% to BMW, with the remaining manufacturers sharing the final 2%.



In May, it was a Titanic race between the resurgent BAIC and the leader BYD, with both brands represented by two models, with the EC-Series high above the competition, while the Zhidou D2 EV continues to collect Top 5 presences.





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


Image result for BJEV EC200 

#1 – BAIC EC-Series: The little EV is back at five-digit performances, with the EC-Series registering 12,624 units in May, tripling sales regarding the same month last year, which may mean that the 2017 Global Best Selling EV is not handing out its crown to the Tesla Model 3 without a fight. In fact, it should be the only model with a real chance to beat Tesla’s new baby in the 2018 race. The little EV continues to disrupt the Chinese market, reaching #37 in the mainstream ranking, and winning 8 of the last 9 Monthly Best-Selling trophies. A cute design helps the EC-Series to be a popular choice in the Chinese Mega-Cities, also helped by a competitive price ($24,500, before subsidies).


Image result for byd qin phev 

#2 – BYD Qin PHEV: With the second-generation Qin just a few months from landing, the first generation had another surprisingly good performance in May, with 4,496 units (year best), being BYD’s “Model 3” 9th consecutive “3 to 4 thousand units/month” result (Talk about consistency!). Sales are still going strong for BYD’s sports-sedan, and should continue in the 4,000-something level, at least until the new one arrives. As for the new generation, sales above 5,000/month should become the norm, becoming the Best Selling BYD.


Image result for zhidou d2 ev

#3 – Zhidou D2 EV: If the EC-Series can be considered “cute”, this bare-basics city vehicle design is as dull as a dishwasher. Nevertheless, they continue to be sold in large quantities (4,262 units in May, year best), due to a combination of bargain-basement prices and big fleet deals, aided by updated specs in 2018. This vehicle is sold as a Quadricycle (Think Renault Twizy class) in some European countries, with the following specs: 18 kWh battery, 155 kms range, 100 kms max.speed, all this for some 16,000€.


Image result for bjev ex360 

#4 – BAIC EX-Series: BAIC’s electric compact Crossover landed two years ago, but somehow, it has been overshadowed since, by the remaining lineup, a strange event, considering that it sits on one of the hottest segments around. Nevertheless, its time has come and thanks to revised specs (48kWh battery, 318 kms/199 mi NEDC range) and pricing ($28,500, before subsidies) in 2018, Beijing Auto’s Ugly Duckling is finally spreading its wings, having registered a record 4,034 units. Will the automaker find here the lineup’s second-in-comand aide for the EC-Series?     


Image result for BYD e5 2018

#5 – BYD e5: BYD’s Plain Jane electric sedan, a favorite among taxi-drivers, registered 3,883 units in May, slightly down on April, but still up 24% YoY. This second youth is due to a facelift and, most importantly, a larger battery, allowing it to improve specs (61 kWh, 400 kms range NEDC, 218 hp), for a competitive price (CNY 220,650 / USD 34,600), the model is a something of a workhorse for the maker, playing an important role in fleet deals.





Image result for Roewe Ei5
Roewe Ei5: A future Best Seller?


2018 ranking



There weren’t many changes on the top positions, the most important was the BYD Qin PHEV switching places with its Song PHEV stablemate, with the sedan now in Second Place, while the tiny Zhidou D2 EV also took the time to climb one position, to Sixth Place.



But significant changes happened in the lower end of the table, with the BAIC EX-Series storming through to #15, thanks to a record 4,034 deliveries, a new record for the Crossover nameplate.



Speaking of records, there were plenty in this Top 20, six in total: Besides the aforementioned BAIC EX-Series, the #8 Roewe eRX5 PHEV also broke its personal best (3,030), just like the #9 JMC E200 (3,372), or the #20 Hawtai xEV260 (1,559). 



Finally, the Haima Aishang EV jumped three positions, to #16, thanks to a record 3,278 units, while the second newcomer on the Top 20, the #18 Roewe Ei5 EV, registered 2,996 units in only its third month on the market. Has SAIC struck gold with its standalone wagon?



Looking at the manufacturers ranking, BYD (18%, down 3%) is losing ground fast, having lost 6% share in the last 2 months, to the profit of the runner-up BAIC (17%, up 2%), that not only has its EC-Series sales champ in full charge, but it also now has the EX-Series helping decisively.



In Third Place, the Shanghai-based Roewe (11%, up 1%) holds the last place of the podium, with a significant advantage over #4 JAC (6% share), but if we look at SAIC’s global result (Roewe+MG+Baojun+Maxus), the share adds up to 15%, confirming it as one of the Big Three Chinese OEMs in the plug-in market.

e) Estimate

Monday, June 18, 2018

Germany May 2018

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Mercedes E350e Shines 

The German PEV passenger car market cooled off somewhat in May, by growing just 24% YoY, to 4,711 registrations, with PHEVs slowing down significantly (+6%), while BEVs continue growing on a healthy pace (+52%). In 2018, with all-electrics are reaching 1% share, while plug-in hybrids  are dropping their share to 0.9%, making a total PEV share of 1.9%.

But the most interesting story on the fuels mix is the Titanic-like drop of diesel vehicles sales, in May sales sank  27%(!), to the benefit of all other kinds of fuels, with diesel now only representing 31% of sales...At this pace, Diesel sales could be dead in this market by 2021...Inconceivable? Well, i thought 27% drops in diesel sales were also unthinkable, and yet…

Looking at May Best Sellers, the Renault Zoe won another Best Seller trophy, but the news of the month were the Mercedes E350e reaching Second Place, with a record 479 units (vs 62 units in May'17), putting that result into context, this number represented 13% of all Merc E-Class sales, which is the category Best Seller, and in May the E350e version outsold the total sales of the Mercedes CLS (343 units). It seems fleet buyers are ditching the classic Mercedes diesel buy, for a PHEV setup with a crappy electric range, now imagine how sales would be if it had a decent range...

Just outside the Top 5, we find the Audi A3 e-Tron, with 228 units, scoring its best performance this year, will this mean that the 2017 Best Seller has got its mojo back?

Pl
Model
Sales  
1
Renault Zoe
507
2
Mercedes E350e
479
3
VW e-Golf
366
4
BMW i3
320
5
Kia Soul EV
231

In a market known for its constant changes, May delivered plenty to talk about, with several plots and sub-plots, firstly the last month leader Smart Fortwo ED dropped two positions, to Third, to the benefit of the new leader VW e-Golf and runner-up Renault Zoe, both up one position.

But the changes in the front group didn't ended there, the BMW i3 surpassed the Kia Soul EV and is now the new Fourth Placed, but with only 372 units separating the 5 front-runners, there's still a lot to expect from this race until December, almost reminding the best races in Formula E

In the second group, where most models race for the PHEV trophy, big winner was the aforementioned Mercedes E350e, jumping four positions to #6, but with the VW GTE siblings not far off (Passat is just 13 units behing and the Golf, 43 units), it promises also to be an entertaining race to follow. Especially if the recovery-mode (Up 3 positions, to #15)Audi A3 e-Tron joins this group…

But the fun stuff hasn't ended yet, we should also mention that the Nissan Leaf and Kia Niro PHEV both climbed one position, to #12 and #13, respectively, while the Hyundai Ioniq Electric stepped up one position in the ranking, now being #19.

As for Tesla, the only fact worthy of mention were the 88 Model X deliveries, the nameplate best off-peak performance in a year, but far behind the category Best Sellers, like the Mercedes GLE (1,027 units), BMW X5 (731) or even the Volvo XC90 (566).

In the brands ranking, Volkswagen (18%, down 1%) continues in the lead, but BMW (16%) is dangerously close, while the Third Placed Smart (12%, down 1%) is running from Mercedes (11%) and Kia (10%), as it tries to keep its podium place. 

Source: kba.de


Friday, June 15, 2018

Israel May 2018

Image result for Volvo XC60 PHEV Israel


Back from the Dead

After a looong absence, Israel is back at EVS, since then a lot has happened, the Better Place project went belly up, and with it the local plug-in market also disappeared (Down from a 0.4% peak in 2012), but in the meantime, regular HEVs surged and became mainstream, with the current leader in the general ranking being the Hyundai Ioniq Hybrid, while the Kia Niro is also a Top 10 presence, with Israel becoming a sort of HEV Holy Land, so are PHEVs also surfing the Hybrid wave?   

The response is a loud "YES!", despite BEVs being still a symbolic presence (Basically a couple of dozen Zoe), plug-in hybrids joined the current Hybrid Fever, mostly thanks to the European Premium brands, allowing the PEV market to reach an impressive 1.3% this year.

The current leader is the Volvo XC60 PHEV, followed by two other Midsize SUVs, the Mercedes GLC350e and the Mitsubishi Outlander PHEV, while outside the podium, two other Mercedes make the Top 5.

Just below this Top 5, we find the BMW PHEVs and the Audi A3 e-Tron, all above the three digits. 



Thursday, June 14, 2018

Switzerland May 2018

Image result for 2018 BMW i3

BMW i3 reigns supreme

The Swiss PEV market was up 32% last month, by registering 703 units, placing the 2018 registrations at 3,486 units, up 30% YoY, with the PEV Share at 2.8%.

In an off-peak month for Tesla, it was up for the BMW i3 to pull the market up, with the Bimmer winning May's Best Seller award, by scoring 108 registrations, increasing its lead over the Tesla Model S.

The Renault Zoe is Third, comfortably ahead of the VW e-Golf, making a 100%* Top 4, while the Top 10 has 8 BEVs...You can see where the market is going, right?

In the manufacturers ranking, BMW (25%) profits from the i3 performance and the extensive PHEV lineup to lead, leaving Tesla (14%) and Volkswagen (10%) well behind.

Renaut (9%) is just outside the podium, and could surpass VW anytime soon.

Source: Auto Suisse


* - For the sake of the argument, let's consider the BMW i3 as BEV. After all, the 100% electric version is now outselling the Rex by an order of 3 to 1...

Tuesday, June 12, 2018

Global May '18 Top 5 - Mid game bet





It seems EVS readers found a new sport, betting on the Global Best Selling models with over 1/2 month still to go...

Anyone interested in betting against?

France May 2018

Resultado de imagem para Tesla Model S


Tesla Model S jumps four positions 

The French PEV passenger car market registered 3,099 registrations, up just 4% YoY, with all-electric models growing (slightly) faster than plug-in hybrids (PHEVs +2%, BEVs +5%), something that hadn't been happening lately.

The 2018 PEV share remained stable at 1.8%, with BEVs alone having 1.3% share.

Looking at May Best Sellers, the Zoe collected another win, but registrations were down (-12%) regarding the same month last year, something that the runner-up Nissan Leaf  can't  really complain, due to the new generation, with the Japanese hatchback scoring 375 deliveries, up 40% YoY. 

A new face shows up on the Monthly Top 5, with the Volvo XC60 PHEV ending in Fourth, with 113 registrations
.

Pl
Model
Sales  
1
Renault Zoe
1085
2
Nissan Leaf
331
3
BMW i3
204
4
Volvo XC60 PHEV
113
5
Mercedes GLC350e
108

In a market known for its stability, the only Top 10 change is the Volvo XC90 PHEV climbing one position to #8, thanks to 100 deliveries, and getting dangerously close to the #6 Kia Soul EV. Will we see two Volvo's in the Top 6?

But it's on the second half of the ranking that the fun stuff happens, first of all, the Tesla Model S jumped 4 places, to #12, thanks to 63 deliveries (same as last year's May), while the BMW X5 PHEV did even better, leaping 5 places, from #18 to #13, while scoring 82 sales, the nameplate best result ever

The VW Golf GTE rejoined the Top 20, in #19, thanks to 46 units (Year best), while a telling change happened in #14, with the Hyundai Ioniq PHEV surpassed its BEV sibling, which seems to confirm rumours that the Korean brand dealerships are trying to divert prospective Ioniq BEV buyers into the PHEV version, as Hyundai tries to prioritize the lower kWh  versions. (1 BEV battery uses as much kWh as 3 PHEVs, allowing it to triple production. And profit, of course). 

In the brands ranking, Renault (36%) continues in the driver seat, followed at a distance by BMW (12%, up 1%) and Nissan (11%). 

PlFranceMayYTD%
1Renault Zoe1085607936
2Nissan Leaf331177911
3BMW i320410766
4Mercedes GLC350e1085733
5Volvo XC60 PHEV1135193
6Kia Soul EV513892
7Smart Fortwo ED683842
8Volvo XC90 PHEV1003752
9VW Passat GTE803632
10Porsche Panamera PHEV653322
11Peugeot iOn633172
12Tesla Model S632952
13BMW X5 PHEV822782
14Hyundai Ioniq PHEV362712
15Hyundai Ioniq Electric202642
16Mini Countryman PHEV82612
17BMW 225xe Active Tourer122542
18Peugeot Partner Tepee EV82181
19VW Golf GTE462141
20Mitsubishi Outlander PHEV412131
 Others515237314
 TOTAL309916827100

Source: Avere France