Friday, September 29, 2017

World Top 10 August 2017

Image result for BYD Song DM
Top 10! Yeah!!!

Models: China rises in near record month

The global EV market grew 64% in August, to almost 103.000 units, beating the previous year best result (June, 102,6k units) and less than 1.000 units behind the all time record, made last December (103.746 units). 

Considering this brilliant performance was still made in holiday season, with July and August being the slowest selling months of the second half of the year, i think it is safe to say that from now until December ALL months will show six-digit results, starting with September, where i believe last years record will be shattered, with the numbers maybe reaching some 130.000 units. In one month. 

With YTD sales now improving 47% on the same period last year, surpassing the one million mark by year end seems to be a given, the question will be, by how much? Will sales reach 1,1 million? 1,2? Even more?

In August, the four best selling plug-ins came from China, with the BAIC EC-Series reaching new heights (6.726 units) and taking the Best Seller title, followed by the tiny Zhidou D2 EV, also with record numbers (5.018), BYD Song PHEV and Geely Emgrand EV (4.114 units).

Add the JAC iEV6S crossover in #9, with 2.603 units, and we have five Chinese plug-ins in August Top 10. China is rising...

An interesting addition to last month best sellers was the Chevrolet Bolt (+Opel Ampera-e),finally making its way into the Top 10, in...Tenth. Despite a glacial pace in the deliveries increase (An additional 20 units last month, 100 units more in the previous...), the fact is that the GM hatchback is reaching the 2.500 units/month (2.394 in August), but on the YTD chart, it is still in #13, and with the Chinese wave coming behind it, do not expect it to reach the Top 10 soon.

The Chinese Kandi brand registered 3.213 units in August, but we do not know the real breakdown between the K17 and K12 models, but considering the K17 usually makes up for most of registrations, it can be the case that this model ended ahead of the Bolt, which would make Six Chinese models in August Top 10!

The current Top 10 remained stable, with the only significant changes being the BAIC EC-Series jumpind two positions to Fourth, at the expense of the Tesla Model X and Zhidou D2 EV, while in Tenth we have a fresh face, with the BYD Song PHEV now set to surpass the Chevrolet Volt next month, the BMW i3 in the last quarter and maybe even pushing the Renault Zoe from its Seventh Spot.

Looking at the BEV / PHEV breakdown, pure electrics now have 64% share, the same as last year. 

PlWORLDAugust YTD%'16Pl
1Toyota Prius Prime / PHV3.99935.109564
2Nissan Leaf2.77033.45551
3Tesla Model S3.88731.63052
4
5
6
BAIC EC-Series
Tesla Model X
Zhidou D2 EV
6.726
3.414
5.018
28.733
27.528
27.507
4
4
4
42
7
32
7Renault Zoe2.19321.85938
8BMW i32.13320.53136
9Chevrolet Volt1.93617.44434
10BYD Song PHEV4.19416.1012N/A

TOTAL 102.889651.050


Image result for 2017 Zhidou d2
Zhidou D2 EV


Manufacturers:  BYD climbs to Second

BYD was the Best Selling manufacturer for the fifth time in a row, with a pb 11.269 deliveries, so the Chinese company left BMW behind and is now looking to go after Tesla and discuss the bid for the 2017 Best Seller Trophy.

The thing is, BYD has been hovering over the 11k mark over the last three months, and with Tesla set to post a record-breaking month in September (16k?), with the Model 3 kicking in big time afterwards, BYD seems to have lost the chance to surpass Tesla (2.000 units separates both) and run eye to eye with the Californian for the Best Seller status.

Considering the ambitious goals that BYD had for 2017 (200k by year end), one starts to question if this is just a supply thing, or is demand for the automaker plug-ins plateauing around the 11.000 units mark.

In a stable market, a mention to Zhidou, which surpassed Renault and is now #8, while #10 Volkswagen had a year best performance, with 4.209 units, allowing it to distance itself from the #12 Mercedes (2.484 units in August), all while keeping the Chinese Roewe at bay (#11, with 22.136 units, 4.348 of them last month)


PlWORLDAugustYTD%'16Pl
1Tesla 7.37659.26392
2BYD11.26957.28891
3BMW6.12855.68393
4BAIC8.14644.22775
5
6
7
Nissan 
Toyota
Chevrolet
3.101
3.999
4.330
36.728

35.162
31.699
6
5
5
4
30
8
8Zhidou5.01827.532414
9Renault
3.160
26.519410
10Volkswagen
4.209
23.22646



2 comments:

  1. Hi Jose.
    Great month !
    I was wondering whether you left out the Kandi K17 by purpose, (maybe because its 3,213 sales are estimated?).
    Otherwise it would make 6 Chinese models in the Top 10 (for the MONTH).

    Thanks !
    Ciao

    ReplyDelete
    Replies
    1. Hi Alok, as you said, the 3000-plus units are an estimate, as Kandi does not breaks down sales between its K17 and K12 models, but you are right, it could be the case of being 6 Chinese models in the August Top 10.

      Thanks for mentioning that, i will add a small note on the topic.

      Delete