Thursday, February 27, 2020

China January 2020

 Resultado de imagem para Made in China Model 3

Tesla Model 3 shines in disrupted market

After the December sales peak, January signaled the expected hangover, but with some 49,000 passenger PEVs, the numbers were worse than expected, as sales fell 50% YoY. 

While it is true that January had fewer selling days, because the Chinese New Year this time happened in that month, and the Corona Vírus could have started to make itself felt in the second half of the month, the fact is that both events also hit the regular automotive market, and yet the overall market saw its registrations drop just 22%.

As a consequence of this, the PEV share started the year at 3.2% (2.3% BEV), a step below from the 5.5% of 2019, but we hope that after all the doom and gloom currently happening here, the second half of the year witnesses the return to growth in China.

Last month, the Chinese OEMs represented roughly 64% of all PEVs registered, a significant drop, especially considering that in 2019 they had around 85% of the market.

So, as it wasn’t enough for local OEMs the fact that plugin sales were dropping by half, they also saw their grip on the native market being lost, in favor of foreign brands, like Tesla and others… 

In January, plug-in hybrids better less worse (-28% YoY) than pure electric models (-56%), allowing them to recover some relevance in the market, as they represented 29% of sales, up 9% regarding 2019.

Proving that foreign models are weathering the storm better than local brands, for the first time we have three foreigners in the Top 5, and the Tesla Model 3 even managed to win the January Best Seller trophy, a first for a foreign model in China.

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

#1 – Tesla Model 3
The poster-child for electric mobility delivered 3,183 units, (including 578 imports), winning its first monthly Best Sellers title, a first for any foreign model here. And while it’s not (yet) the disruptive result that many expect from the Tesla sedan, let’s remember it was still the first full month of the Made-in-China Model 3, so the sporty silhouette of the Model 3 should become a common sighting in Chinese streets soon.

#2 – SAIC Roewe Ei5
This model was something of a shot in a dark for the Shanghai Auto, as station wagons aren’t common in China, but it has paid off, as the nameplate became the 2nd best selling plugin of SAIC’s stable last year, and now in 2020 the compact wagon came close to win its first monthly Best Seller award, losing only to the Tesla midsizer by 115 units. Still, with 3,068 units, it was its best performance since June or, as it now starting to be known, BSC (Before the Subsidies Change). Based on the GM platform Delta II (think Chevrolet Cruze, Opel Astra, or the Buick Velite 6 sibling), the Chinese wagon profits from a quality design and unique body, and SAIC is now said to be preparing its introduction in Europe later in the year, as an MG, where I am sure many wagon-lovers will buy it.

#3 – BMW 530Le
The rise and rise of BMW’s luxury sedan in China is impressive in more than one way, first the steady increase in demand, regardless of the surrounding depressing environment, and second, the full-size sedan is running in the top positions with much cheaper models, as the 2nd best selling full-size model (Li Xiang One) had a third of its sales. Winning its first podium position last month (and for the first time we have two foreigners in the Podium), with 3,000 units, the Bimmer sedan continues to thrive, even without access to subsidies (then again, let’s face it, subsidies for cars at this price level don’t really make that much of a difference, the owners just use the money for some nicer alloys or optional creature comforts…), so the undisputed leader in the Luxury category should continue selling around 3,000 units per month, which is well above its direct competitors, that are happy to reach 1,000 units in one month.

#4 – GAC Aion S
Things continue to go well for the Aion S, with the sleek sedan securing another Top 5 presence, thanks to 2,648 units. And before the GAC fans out there (“Everybody from Guangzhou, put your hands up, put your hands up…”), mention the Toyota iA5, I should remember y’all that if we count the badge-engineered Toyota sedan into the Aion S tally, it is after all, just an “S” with a Toyota badge, then GAC’s Model 3-inspired sedan would have been January’s Best Seller. 

#5 – VW Passat PHEV
First of all, a disclosure: this moniker includes two different plugin hybrid models, both named “Passat”. Confused? Then, let’s explain, the Made-in-China Passat, which is based, but not the same, of the larger US-made VW Passat, has a PHEV version that makes up for most of sales of the moniker. But Volkswagen also imports direcly from Germany to China the slightly smaller VW Passat GTE, that Europeans are used to see in their streets, adding a few hundreds of units to the tally. Now that we have this out of the way, the German moniker had 2,217 units, confirming its role of bread and butter model for the brand, at least until the MEB-based models don’t arrive to Chinese lands.


Resultado de imagem para lixiang automotive
Li Xiang One
Outside the Top 5, and even in the midst of the current dark scenery, there are a few Ray of Lights, like the good behavior of the local EV Startups, with 4 representatives in the Top 20, with the NIO ES6 jumping to #6, thanks to 1,493 units, the Li Xiang One full size SUV landing with a bang in #14 and 1,180 units, starting its career immediately as the full-size SUV leader, while the Weltmeister EX5 is #16, and the Neta N01 from Hozon surprisingly joins the Top 20, in #18.

Toyota(!) also joined the ranking, and not with one model, but two(!), although we should remember that the Toyota iA5 is a badge-engineered GAC Aion S, so…It should be counted as GAC, right? 

And by the way, if we were to add the IA5 to the Aion S tally, the GAC electric model would have been January’s Best Seller, with 3,884 units…

Anyway, the Toyota Corolla PHEV made it to the Top 20, in #19, being the fifth plugin hybrid in the ranking. 

Looking at the manufacturers ranking, the current disruption is being felt, with SAIC and BYD sharing the leadership, both with 14% share (BYD is ahead by 120 units), all while Tesla and BMW (both with 7%) are chasing the new #3 GAC, with 9% share. 

Wednesday, February 26, 2020

Denmark January 2020

Resultado de imagem para korean plugin vehicles

VW e-Golf stuns in fast growing market (7% Share!)

Sales continue to grow fast in Denmark, with the 1.286 units registered last month meaning a 99% growth rate, placing the 2020 PEV share at 6.9% in the first month of the year, a stark departure from the 4,2% of last year, which was helped by a 12% drop in the overall market.

The VW e-Golf came out of nowhere to the leadership in 2020, with an amazing 180 registrations, when its previous best in Denmark had been just 17 units, back in December 2015...Could this unexpected result have been the result of a fleet deal? Can anyone confirm this?

The German hatchback was closely followed by another veteran model scoring a record result, with the Mitsubishi Outlander PHEV registering a record 172 units, while the #3 Kia Optima PHEV also performed a record score, with 107 units.

Just outside the Podium, we have another Kia model, the #4 Niro PHEV, with 96 units, while the Peugeot plugin hybrids landed with a bang, with the crossover 3008 PHEV landing in #5, with 83 units, while the midsizer 508 PHEV was #7, with 61 units. 

Between the two French models, we have the Nissan Leaf, in #7, with its 72 registrations representing the model's best performance in this market in the last 15 months, a rare beam of hope for the Japanese model in the present days.

In the Manufacturers ranking, Volkswagen (22%) is the Best Seller, closely followed by Kia (20%) in Second Place, and Mitsubishi (13%) in a distant Third Spot, while Peugeot (11%) is on the lookout to get a podium position soon.

Monday, February 24, 2020

Finland January 2020

Image result for Porsche Panamera vs Volvo S90
Volvo: Big in Finland

14% Share!

Despite a harsh climate and small incentives, Finland has become a major plug-in market, thanks to some impressive growth rates, with 2020 continuing with the outlandish (+132% YoY) rates, and with the mainstream market falling significantly (-8% YoY), the 2020 PEV Share started at an amazing 14%, the first time the yearly share goes into two-digits, thanks to a record 1.443 registrations last month.

This continues to be a PHEV-friendly market, with BEVs representing just 12% of sales, as the 100% PHEV Top 10 shows. The Best Selling BEV last month was the Renault Zoe, that managed to score a record 29 registrations, ahead of nameplates like the Tesla Model 3 (13 units), Nissan Leaf (21), Hyundai Kona EV (25), or the Audi e-Tron (20).

Looking at the models ranking, Volvo got a 1-2 win, with the XC60 PHEV and S/V60 PHEV models starting 2020 where they ended 2019, and with record performances to boot, with these two Swede models alone securing 25% of the market for the brand.

But the surprise of the month was the thunderous landing of the Skoda Superb PHEV, jumping straight into #3, with 95 registrations, confirming the local taste for midsize wagons (there are 4 of them in this Top 10).

Another recent landing is the BMW X5 PHEV, that has started ramping up deliveries and started the year in #5, with a record 80 registrations, becoming the Best Selling BMW in the table, ahead of the #6 BMW 530e and #8 BMW 330e.

Another two recent reinforcements in the plugin bandwagon are the Audi Q5 PHEV, in #8, and the #10 Mercedes C300e/de twins.

Looking at the manufacturers ranking, Volvo (32%) is a comfortable leader, with BMW (16%) in Second and #3 Volkswagen (8%), keeping a close lead over the #4 Skoda (7%).

Friday, February 21, 2020

Czech Republic January 2020

Resultado de imagem para skoda citigo iv
Resultado de imagem para skoda citigo iv
Resultado de imagem para skoda citigo iv
Resultado de imagem para skoda citigo iv

Skoda makes home market jump to 3% share

The PEV Market in Czech Republic had an historic month in January, with over 600 units registered last month, up 6-fold, with the PEV Share jumping to 3.2%, this being the first time the 1% mark is crossed...And it was done in a big way!

Both powertrain registrations jumped through the roof, with BEVs representing 62% of sales.

This is evidenced by the local heroes Skoda Citigo EV and Skoda Superb PHEV, that on their first real full month on the market, registered 428 units in total, being responsible for a mammoth 69%(!) of the market.

Looking at the remaining 2020 models ranking, Hyundai is the best selling foreign brand, with the #3 Ioniq EV and #4 Kona EV scoring record performances, followed by the #5 Tesla Model 3, with 10 deliveries.

A special mention for the 5 models tied in #6, with BMW placing 2 models (i3 and the new X5 PHEV), along the Mitsubishi Outlander PHEV and VW Passat GTE, while the Renault Zoe scored a record 7 registrations.

In the brands ranking, Skoda in the lead, with 69% share, followed from a far by Hyundai, with 13%, and BMW (5%).

Wednesday, February 19, 2020

Australia January 2020 (Top 5 Draft)

Resultado de imagem para Tesla Model 3 australia

Tesla leads the EV Revolution in Australia
Close to 800 plug-ins were sold last month, up an amazing 156% YoY, with BEVs jumping seven-fold, transforming this usually PHEV-friendly market in BEV turf (72% of registrations belong to pure EVs), and placing the PEV Share at a record 1.1%, which is the first time the needle crosses North of the 1% mark, a number that is highlighted by the fact that the overall market was down a harsh 13% YoY.

This is one of the most flagrant cases where the arrival of the Tesla Model 3, responsible for roughly half of the plugin registrations, sparked the EV Disruption, in what was a dormant market before it.
But looking at the models ranking, the BEV takeover isn't limited to Tesla, as only the Mitsubishi Outlander PHEV resists to the pure electric wave, staying in #2, but with the #3 Hyundai Kona EV expected to have more batteries available throughout the year, Mitsu's Silver Medal is in danger.
In the remaining Top 5 positions, we have two fresh (In Australia, at least) faces, with the Sino-British MG ZS EV jumping to #4, while the Nissan Leaf is #5, with 30 registrations.
In the manufacturers ranking, there is really no competition for Tesla, with 50% share, with the road open for 2020 to be its 4th consecutive Manufacturers title, while the six times winner (2010, '11, '12, '14, '15, '16) Mitsubishi (16%) is Second, followed by Hyundai (13%), securing the last place of the podium.

Tuesday, February 18, 2020

January Ireland 2020

 Resultado de imagem para Hyundai kona EV ireland

Nissan is going after Hyundai's crown in hot market

January had a record 1.459 PEVs registered, with the 2020 PEV share starting at 4.7%, above the 4% score of 2019, and a significant departure from the 3.4% share of January '19.

Also significant is the fact that the mainstream market was down 4% YoY, is disruption already happening in this market?

After nearly stealing the 2017 title from the seven times Best Seller, Nissan Leaf, Hyundai finally did it in 2019, with the Hyundai Kona EV outselling the Japanese hatchback by just 8 units (1.098 units vs 1.090), with the Korean maker adding last year Manufacturers Title too. 

Having lost its first Models title since 2013, Nissan wants to make sure 2020 doesn't get away, so it started the year on a strong note, by registering 296 units, and although it wasn't enough to beat the all-time monthly record (311 units, done by the Kona EV, in January '19), it was good to win a comfortable 101 units lead over the Hyundai Kona EV.

The Kia Niro PHEV started 2020 where it left off in 2019, in the 3rd spot, with 146 units, a new record for the Korean crossover, but this performance was just a part of Kia's outstanding performance in January: Besides the Niro PHEV record result, the Niro EV scored 72 units, which was the exact same amount of Niro EV units that Kia had delivered in the whole year of 2019...More impressive still, the new Kia Soul EV had 69 registrations in January, which was more units in one month than in the whole career of the small Korean crossover in Ireland...

Amazingly, the majority of models in this Top 20, 14 to be exact, scored record results, and while some of them were expected, as they are recent models (new BMW 330e, Audi e-Tron, new BMW X5 PHEV), or were recently refreshed (Hyundai Ioniq Electric, Porsche Cayenne PHEV), the truth is that some of them were unexpected, like the Mitsubishi Outlander PHEV, or both Volvo's and Land Rover's. 

Looking at the manufacturers ranking, the race is starting with several candidates to the title, with Nissan, Hyundai and Kia, all having 20% share, with the top three being followed by BMW (15%), not that far away.

Monday, February 17, 2020

Germany January 2020

Resultado de imagem para renault zoe and VW e-Golf 2020

7% Share!

The German PEV passenger car market started the year on fire, jumping 128% YoY, to a record 16,131 registrations, smashing the previous record (12,026 units) set last October,so it seems the German locomotive has (finally) been set in motion.

While BEVs jumped significantly (+61% YoY), the bulk of growth came from PHEVs, with their sales jumping through the roof (+308%!!!), allowing plugin hybrids to recover the lead over ful electrics (46% BEV vs 54% PHEV).

This brilliant performance, added to the fall of the overall market (-7% YoY), allowed the PEV Share to jump from 2.6% a year ago, to the current 6.6%,
with BEVs alone hitting 3.1%, which is already originating significant changes in the fuels mix, with diesel dropping 12% YoY, to 33% share, while gasoline fell 17%, to 52% share.

Looking at January Best Sellers, we have the Renault Zoe leading the way, with 1,798 units, the second best score ever by a plugin, only behind the 2,224 units of the Tesla Model 3, last March, while the VW e-Golf continues to amaze, not only starting its last year on the market in 2nd place, but with a record(!) 1,120 units to boot...

Speaking of record performances, there were plenty of them throughout the ranking, particularly coming from Volkswagen Group, Besides the aforementioned VW e-Golf, the #5 VW Passat GTE registered a record 698 units, the #7 Audi e-Tron did a best ever 572 registrations, while its sibling Q5 PHEV was #6, with 645 units.

But the (not so) surprise of the month was the VW e-Up!, starting the year in the 9th Spot, with a record 463 registrations, a great result, but if we add the Czech (Skoda Citigo EV - 437 units) and the Spanish (Seat e-Mii EV - 70) twins/clones to the tally, we get 970 units, which would place it in the 3rd spot...An amazing score for a city car, isn't it?

And the good news do not end there for the German conglomerate, the new Skoda Superb PHEV midzise model landed in #12, with 425 units, the Audi A3 PHEV came back from the dead, into #18, with 314 registrations, its best score in 16 months, when the WLTP emission rules started (yep, it's been already that long...), while outside the Top 20, the Porsche Taycan hit a 3-digit score (167 units) for the first time, in its ramp up for success, with the only negative note being the VW ID.3, that in its 3rd month in (pre-)production, it had only 84 units registered...Production Hell, anyone?.   

But the VW Group didn't had the exclusive of good news, with PSA and Volvo also having reasons to smile, in the PSA field, the crossover Opel Grandland X had its first full sales month, scoring 449 units and allowing it to start the year in #10, while its French cousin Peugeot 3008 PHEV also started its career in Germany with 261 units, just enough to feature in the Top 20...In #20. 

Outside the Top 20, the fire-sale of the Opel Ampera-e allowed it to score a record 145 units performance, while the Peugeot 208 EV and 508 PHEV have landed, with 142 and 176 registrations, respectively.

As for the Swedish maker, its flagship SUV, the XC90 PHEV, scored a record 282 units, placing it in #19. while its smaller brother XC60 PHEV registered 168 units, also a best ever.

Outside the Top 20, a mention also to the record 227 deliveries of the new BMW X5 PHEV, and also to the fact that several familiar faces were kicked out of the Top 20, like both Smart nameplates, or the increasingly irrelevant Nissan Leaf (#pricecutsneeded), while the Tesla Model 3 was #21, with 257 units, although we shouldn't give too much relevance to this low score, as the Tesla midsizer always performs poorly in the first month of each quarter, expect it to rejoin the Top 20 in February and jump into the first half of the table by March.

In the brands ranking, the Volkswagen Group has a 1-2 lead, with Volkswagen (15%) in the front, followed by Audi, although closely followed by Renault, both with 11% share, while BMW (10%) and Mercedes (8%) remain outside the podium.