tag:blogger.com,1999:blog-1399793419425111085.post7009341895204166633..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: China January 2019José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger32125tag:blogger.com,1999:blog-1399793419425111085.post-31349618797442424362019-05-17T13:14:09.567+00:002019-05-17T13:14:09.567+00:00please send me na email (efeelblog@gmail.com)please send me na email (efeelblog@gmail.com)José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-30795137390436051682019-05-17T07:35:09.142+00:002019-05-17T07:35:09.142+00:00Thanks! Do you have Canada numbers for December? ...Thanks! Do you have Canada numbers for December? (usually I can interpolate missing months, using the YTD sums, but that is not an option here) Unknownhttps://www.blogger.com/profile/00108616856552776659noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-21250316966386806562019-03-05T12:42:50.437+00:002019-03-05T12:42:50.437+00:00i) Chinese media (d1ev);
ii) No idea, but i assum...i) Chinese media (d1ev);<br /><br />ii) No idea, but i assume they have more margin on the larger and more expensive Tang.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-45829570829839363372019-03-05T06:37:21.348+00:002019-03-05T06:37:21.348+00:00Hi Jose,
Two BYD queries;
i) Where have you got d...Hi Jose,<br /><br />Two BYD queries;<br />i) Where have you got data for the 40,000 preorders for the Yuan?<br />ii) What are the margins for the Yuan vs the Tang?<br /><br />Such a wonderful blog, many thanks for maintaining it.<br />jmostynhttps://www.blogger.com/profile/04651602656140067900noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-72229694141400135162019-02-26T19:48:04.416+00:002019-02-26T19:48:04.416+00:00There is people "spying" every car carri...There is people "spying" every car carrier with Tesla cars. :)<br />Until last Friday, only "Glovis Symphony" ship had arrived in China with the first 1600 Model 3.<br />Since then, "Morning Cindy" ship has arrived in Shanghai.<br />Then, "Emerald Ace" ship will arrived in Tianjin tomorrow.<br />"Golden Ray" ship is due to arrive in Shanghai in 01/03. Marsusulhttps://www.blogger.com/profile/05509601652812167102noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-62408259044012708192019-02-26T16:35:55.447+00:002019-02-26T16:35:55.447+00:00Here is a good talk to better understand the Chine...Here is a good talk to better understand the Chine market: https://about.bnef.com/summit/sanfrancisco/videos/?vid=316624242Jean-Françoishttps://www.blogger.com/profile/05749175918340102659noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-39519791509869755812019-02-26T14:30:18.810+00:002019-02-26T14:30:18.810+00:00Thank you for the input.Thank you for the input.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-13564656614035979482019-02-26T14:29:26.121+00:002019-02-26T14:29:26.121+00:00Exacly.Exacly.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-30139262826218792662019-02-26T08:37:26.596+00:002019-02-26T08:37:26.596+00:00The 4% EV market share of 2018 was mostly local br...The 4% EV market share of 2018 was mostly local brands (above 90%). So while the new quotas will not put pressure on local car companies, it forces foreign ones, which represent like half of total car market, to step up the game significantly.Ioana Radulescuhttps://www.blogger.com/profile/05804097742372155164noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-71674751781610104182019-02-25T14:04:05.214+00:002019-02-25T14:04:05.214+00:00Long range BEVs can earn up to 6 credits, so this ...Long range BEVs can earn up to 6 credits, so this would only be 1.7% share of NEVs required. The average credits per car in January was 3.93, so only 2.5% NEV market share will be required on average in 2019. Given NEV penetration is already 4-8%, I don't think the NEV credit scheme is enough to be a market driver unless China significantly increases the requirements. ReflexResearchhttps://twitter.com/ReflexFundsnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-49322088619962756262019-02-25T10:25:34.751+00:002019-02-25T10:25:34.751+00:00You can get 2 credits for PHEVs so even with only ...You can get 2 credits for PHEVs so even with only PHEVs you could get as low as 5% of total sales.Mickehttps://www.blogger.com/profile/15289329496869749792noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-84230851646028933222019-02-25T09:33:15.128+00:002019-02-25T09:33:15.128+00:00BAIC BJEV only produced 142 cars in January, produ...BAIC BJEV only produced 142 cars in January, production has been largely shutdown. There are some reports this was due to battery supply issues, and also due to retooling production for EX3 and EC5. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-85125414020324554312019-02-25T08:49:55.724+00:002019-02-25T08:49:55.724+00:00Jose,
President Trump has delayed an increase in ...Jose,<br /><br />President Trump has delayed an increase in tariffs that were initially scheduled for March 1.<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-58399732893669842762019-02-25T08:21:28.218+00:002019-02-25T08:21:28.218+00:00Thank you, it's always good to hear nice words...Thank you, it's always good to hear nice words!José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-13720167528864671412019-02-24T18:50:56.928+00:002019-02-24T18:50:56.928+00:00In reality, the quota on each brand depends, becau...In reality, the quota on each brand depends, because the number can be much lower (3-4%) if the brand takes the credit system to full advantage (eg long range BEVs), but if a given brand only has PHEVs, then it will have have to fulfill the whole 10%.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-53666777571871134172019-02-24T18:44:47.476+00:002019-02-24T18:44:47.476+00:00I think so about BYD and wish they sell cars in Eu...I think so about BYD and wish they sell cars in Europe and USA.(I apprishiate your job, I never commented before but see your blog everyday. Do not stop making this. This is important for EV revolution (I think).)kaxeli_89https://www.blogger.com/profile/13734127877176689990noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-63368027897977134062019-02-24T18:26:14.022+00:002019-02-24T18:26:14.022+00:00That 10% is cradits not actuall market shareThat 10% is cradits not actuall market sharekaxeli_89https://www.blogger.com/profile/13734127877176689990noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-33073700248313617862019-02-24T13:28:46.969+00:002019-02-24T13:28:46.969+00:004.8% in January? I read several times that China h...4.8% in January? I read several times that China has imposed a quota of 10% EV's from 2019 on. Am I mistaken?Sven Dubaihttps://www.blogger.com/profile/01101265667147874010noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-68726601952451823662019-02-23T17:17:40.036+00:002019-02-23T17:17:40.036+00:00In January 2018, Tesla only delivered 500 Model X ...In January 2018, Tesla only delivered 500 Model X and fewer than 360 Model S in China. They'd have to nearly triple the Model X's sales performance to have it make the top 20 list in January 2019.<br /><br />My understanding is that the first Model 3 deliveries to Customers in China only occurred on February 22nd. This first batch only had ~1600 Model 3 in it and ~200 Model S and X on it, and another boat isn't expected to arrive until March, so I think it's quite possible that Tesla won't make the top 20 in China in February, either.<br /><br />I expect several shipments of thousands of Model 3 will arrive in China in March, though, and that should push the Model 3 into the top 5 in China for March.Taylor S. Markshttp://marksfam.comnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-77043504265757361012019-02-23T14:32:59.864+00:002019-02-23T14:32:59.864+00:00Yes, something strange happened in BAIC's plan...Yes, something strange happened in BAIC's plant(s).José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-41002878474323453232019-02-23T14:32:02.971+00:002019-02-23T14:32:02.971+00:00We still do not have imports data.We still do not have imports data.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-38923703168170256572019-02-23T14:31:07.456+00:002019-02-23T14:31:07.456+00:00The 200 Sylphy units are a disappointment, let'...The 200 Sylphy units are a disappointment, let's see how the next months go, but it seems there were some makers antecipating the current disruption, which allowed them to continue producing in high numbers, while others expected the market would go down, like in previous years, programming a production slowndown in the first two months of the year.<br /><br />It this is the case, then March will be a record-breaking month. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-43264157181838798542019-02-23T14:26:28.759+00:002019-02-23T14:26:28.759+00:00I have been thinking on that too, maybe orders hav...I have been thinking on that too, maybe orders have been shrinking, and they decided to give priority to the EU-Series.<br /><br />Nevertheless, that doesn't explain the big drop in the makers ranking, from #2 to #4. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-53722053879203178892019-02-23T14:23:20.194+00:002019-02-23T14:23:20.194+00:00The Sylphy had a week month, some 200 units. As fo...The Sylphy had a week month, some 200 units. As for NEVS, i still haven't had news of registrations, but then again, it might still be among the missing 5-10% units. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-49985921975830718012019-02-23T05:18:38.766+00:002019-02-23T05:18:38.766+00:00Where is Tesla in China? Did it disappear at all?Where is Tesla in China? Did it disappear at all?Heinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.com