It's exciting to imagine that China is so serious about electric vehicles that they went so far as to prevent the manufacturer of the country's best-selling EV from gaming the system with short-range electrics...Jose, What is the new range minimum that allows a car to qualify for the subsidy?
Do you have a link that says BAIC has stop selling the EC-Series? The link just talks about subsidies which I doubt a $23,000 USD car would need much of for people to buy it.
Tesla already gave us all the official numbers we need for the first half of the year.
Tesla said in their Q2 report that 18440 were delivered in Q2, and that 8180 were delivered in Q1. So it's 26620 for the first half of the year.
For July, I expect around 15K vs 9K for the Leaf, and then 20K vs 9K in August, having the Model 3 overtake the Leaf in global YTD at that point... if Tesla ramps quickly enough and the Leaf slowly enough, I thin it's possible that the Model 3 ends up doubling the Leaf for this year.
Aa you guys can see, BAIC stopped EC for some time.
ReplyDeleteThis means Tesla will catch it in July and take the lead from Leaf in August
True. With the EC-Series sales stopped until September, the Tesla Model 3 has once again open road for the 2018 title.
DeleteWhat is the reason?
DeleteWhy did BAIC stop deliveries of the EC-Series until September 2018?
New subsidy rules started in June, with small range EVs losing access to them.
DeleteBAIC is working on a new, longer range version, to arrive in September.
It's exciting to imagine that China is so serious about electric vehicles that they went so far as to prevent the manufacturer of the country's best-selling EV from gaming the system with short-range electrics...Jose, What is the new range minimum that allows a car to qualify for the subsidy?
Delete150 kms, with talks of 200kms for next year.
Deletehttps://www.electrive.com/2018/07/08/china-to-sharpen-plug-in-vehicle-policies-further/
Do you have a link that says BAIC has stop selling the EC-Series? The link just talks about subsidies which I doubt a $23,000 USD car would need much of for people to buy it.
DeleteThat'S YTD, right ?
ReplyDeleteYep
DeleteBloomberg wrote 41 k Tesla 3s until end of June
ReplyDelete41k units produced, not delivered.
DeleteTesla already gave us all the official numbers we need for the first half of the year.
DeleteTesla said in their Q2 report that 18440 were delivered in Q2, and that 8180 were delivered in Q1. So it's 26620 for the first half of the year.
For July, I expect around 15K vs 9K for the Leaf, and then 20K vs 9K in August, having the Model 3 overtake the Leaf in global YTD at that point... if Tesla ramps quickly enough and the Leaf slowly enough, I thin it's possible that the Model 3 ends up doubling the Leaf for this year.
Interesting, that Model 3 is so high. US is just 15% of worldwide EV market...
ReplyDeleteJose,
ReplyDeleteChina June 2018 numbers might be interesting.
Will there be new Plug-In models that sell in high numbers?
How will the BYD Plug-In models do in June 2018?
And the SAIC Baojun E100?
When will you post the China June 2018 numbers?
Thanks
The China article will be published this week, just waiting for a few more sources.
DeleteBut as spoiler alert, i can tell you that small BEVs had a terrible month, while the Roewe brand shined.