|New addition to the BYD stable: The e5, running in the generic compact sedan class|
Record Edition - Changing Tide
Another record month in the Chinese EV Market, this time above 16.000 units, a world best, with the EV Share rising above 0.7%, an incredible result if you consider that last year ended at 0.25% and in 2013 it was just 0.09%!
Not only the numbers are growing exponentially (Up 170% YoY), but the ranking itself is changing rapidly, just two months ago the BYD Qin seemed unstoppable, selling 4.030 units, three times more than the Second Placed BAIC E-Series.
Third that month was the SAIC Roewe 550 PHEV, followed by the JAC i EV and the Kandi EV microcar.
In September, the Best Seller was no longer the Qin, relegated to a discrete Third with only 2.115 units, but the #1 was the Kandi Panda EV, with a personal record of 3.301 units, thus ending a 13 month consecutive streak of #1's for the Qin!
And the rest of the Top 5 has more surprises: The Tang SUV replaced the Qin as the best selling BYD (The higher profit margin of the SUV might have something to do with this...), by selling 3.044 units (Record month) earning it a close Second (#1 in October?).
And if all this wasn't enough, BYD still managed to launch yet another Plug-in model (The seventh!) to the market: The e5 pure electric debuted with its first 125 registrations, a strong start that might indicate another hot seller for BYD.
But it weren't just the Kandi Panda EV and BYD Tang breaking records, others also have outdone themselves:
- The Denza finally broke out of the hundred-something spell, registering a record 252 units;
- The SAIC Roewe E50 sold 92 units, a new year best;
- Year best also for the BAIC E-Series, with 2.100 units.
Considering the current performance and that December is usually the EV's best selling month in China, i would say that month will pass the 20k units without a sweat.
Looking at the YTD ranking, the top two remain the same, but we have a new Third, with the Kandi Panda EV jumping six(!) positions, while the Tang SUV surged to #8, a five positions jump that will probably be repeated next month.
On the losers side we have the Zotye Zhidou E20 down two positions to #7, something is happening to this model, in June it was Third, but since then sales have been in free fall, but it wasn't the only model to drop on the ranking, both Cheries(?), the QQ EV and the eQ, were down to #10 and #12.
Are Chinese plug-in consumers dropping microcars/City cars for larger ones?
Looking at the manufacturers ranking, BYD is as always, comfortably ahead in #1, this time with 37% share, followed by Zotye and Kandi, both with 13%, and BAIC (10%) in Fourth.
So in short, China's EV Market is booming and unlike past months, where it was dependent of a single model, right now there are several cars pulling the market up, in a sustained way, confirming what many analysts have been saying for years: The EV Revolution will happen first in China.
|BAIC E-Series EV|
Kandi Panda EV
SAIC Roewe 550 PHEV e)
|Zotye Cloud / Z100 EV|
Kandi EV e)
Zotye Zhidou E20
JAC i EV e)
Chery QQ EV e)
Tesla Model S e)
BYD Denza EV
Venucia E30 / Morning Wind
In absolute numbers no market will be able to keep up with China. But it will be interesting to see how China will match up percentage-wise compared to the other market pushing the EV rEVolution, (western) Europe.ReplyDelete
song is not phev versionReplyDelete
BYD Song will be available only in the beginning of next year. Maybe this is number of orders?ReplyDelete
The Song comes in both gas and hybrid versions. The hybrid version isn't available yet, please check news articles for confirmation, perhaps from BYD's website.ReplyDelete
Sorry to say but the Song PHEV starts in 2016, see the homepage of BYD:ReplyDelete
"A PHEV version of the Song is expected to be launched in the first quarter of 2016,..." (source: http://www.byd.com/news/news-304.html)
BYD even copied your website rankings for reference on their website, see:ReplyDelete
Sorry, this seemed to be a wrong website, not the original BYD website...ReplyDelete
Correct BYD ssems to be: http://www.bydauto.com.cn/ or www.bydeurope.com/
I've checked and the Song deliveries are effectively still gas-only. Thanks for the tip and a request for BYD:ReplyDelete
- Please do not mix things up, you had a rather nice / cool way to separate Plug-in hybrids from regular cars, why do you sell the Song with both powertrains?...
In future every BYD new car will have three powertrains:gas,hybrid and pure EV, to save the cost of automotive mouldDelete
which type of Kandi EV are included in the statistics?ReplyDelete
The Panda EV and the smaller two seaterReplyDelete
Does the count for the KNDI smaller two seater include the vehicles used for the public/privte Mini Car Share programs (microbus) like they do in Hnagzhou, Kumming, Shanghai and recently started in Ruagoa (sp?) ?? This data must be hard to put together.ReplyDelete
Good question...i do not know, does anyone knows this?Delete
Since they should be listed as registered cars to recieve plates i would expect them to be listed in the official numbers.Delete
Same as the Smart ED in germany for "Car2Go".
I think thats ok. They are used as EVs.
Jose, officially Tesla reported 3,025 Model S sold CYTD through September, your estimate was off by more than 10%, check here:ReplyDelete
Do we know how many of the Tesla sales this year are new orders, and how many are from their stock of ~2000 2WD Model S cars that had had deposits placed on them but were not picked up?ReplyDelete