tag:blogger.com,1999:blog-1399793419425111085.post6214572087196304362..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Global Top 5 - Mid Game Bet (Jan.-Oct.)José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-1399793419425111085.post-15519133532678807812018-11-16T11:08:48.473+00:002018-11-16T11:08:48.473+00:00i wonder how many of them will be badge-engineered...i wonder how many of them will be badge-engineered jobs...José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-26286896370486114802018-11-15T11:31:00.504+00:002018-11-15T11:31:00.504+00:00Jose,
It seems that VW wants to introduce up to 3...Jose,<br /><br />It seems that VW wants to introduce up to 30 new Plug-In models to the Chinese market during 2019 and 2020. That's a heck of a lot of new Plug-In models. Not all of them will be produced in China. In the coming months we should hear more details about these plans.<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-75355955443151639792018-11-13T15:08:53.899+00:002018-11-13T15:08:53.899+00:00Yeah, the Yuan is probably better, but the Chinese...Yeah, the Yuan is probably better, but the Chinese market is so big that it can have both models in five-digit sales and still not cannibalizing sales of each other.<br /><br />I mean, the Beijing metro área alone is enough to absorb the whole production of the EC-Series...José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-54736070788778953162018-11-12T13:25:13.285+00:002018-11-12T13:25:13.285+00:00As BYD was nearly 20k behind Tesla in the end of S...As BYD was nearly 20k behind Tesla in the end of September they would probably need to deliver 105-110k EVs to beat Tesla wish I have very hard to believe. Only way I see it is that Tesla makes a weak Q4 for some reason.Viktor https://www.blogger.com/profile/18124659328381348070noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-34909879094850452862018-11-12T11:15:56.759+00:002018-11-12T11:15:56.759+00:00Wow,
BAIC EC once more at full tilt. With these nu...Wow,<br />BAIC EC once more at full tilt. With these numbers BAIC goes for the bronze ahead of Renault group. BYD (>25k October) still having a (small) chance for the gold. The race was never as much fun as this year. Ahmet Gizhttps://www.blogger.com/profile/17455686936256129791noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-31344422221075709972018-11-12T09:12:43.867+00:002018-11-12T09:12:43.867+00:00Some of us thought that BAIC lost momentum to BYD....Some of us thought that BAIC lost momentum to BYD. You know, BYD Yuan is a better car :)drobchakhttps://www.blogger.com/profile/05760684120736934543noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-50888573805331928512018-11-12T06:36:09.219+00:002018-11-12T06:36:09.219+00:004-5k per month? If you look back you see that befo...4-5k per month? If you look back you see that before June then BAIC EC was updated it had several months with sales around 10k/month. So yeah, 20k/month is higher but it was just a question of time before it would reach this level.Viktor https://www.blogger.com/profile/18124659328381348070noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-81653594035738346112018-11-11T15:11:15.150+00:002018-11-11T15:11:15.150+00:00That's quite the jump for the EC-Series! Went ...That's quite the jump for the EC-Series! Went from 4K in September (47K YTD) to 21K in October (68K YTD).<br /><br />I had estimated that the Tesla Model 3's cumulative numbers would overtake those of the BAIC EC-Series in December, but that was with the expectation that they'd continue at the 4-5K/month rate that they've gone so far this year.<br /><br />If 21K/month is the new normal and not just a stepping stone on a dramatic ramp, I don't expect it to be overtaken by the Model 3 until May of next year... that's assuming Tesla manages to start having months where they deliver over 30K Model 3 in Spring...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-55136646515731211302018-11-11T14:02:13.148+00:002018-11-11T14:02:13.148+00:00Jose,
"In October, the BAIC EC-Series will b...Jose,<br /><br />"In October, the BAIC EC-Series will beat the Tesla Model 3 by 2000 units (21.000 vs 19.000)"<br /><br />Wow<br /><br />That really is amazing.<br /><br />If the sales numbers in November and December will be similarly good, then the BAIC EC-Series will be the second Plug-In model with more than 100,000 annual sales in 2018.<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.com