Wuling Mini EV #1 in September
The overall Chinese market remained with positive numbers last month (+8% YoY), with plugins faring even better, growing by 66% YoY in September, to 131,000 units, a new year best, with BEVs growing faster (+73%), than plugin hybrids (+43%), allowing pure electrics to have 80% of plugin sales last month, slightly above this year average of 79%.
Last month plugin share reached 6.3% (5% BEV), pulling the 2020 share to 5.2% (4.1% BEV), that although is still below from the 5.5% of 2019, it is a step in the right direction and it should surpass last year's score towards the end of the year.
Looking at September Best Sellers, we have 2 midsize sedans ( #2 Tesla Model 3, #4 GAC Aion S) and 3 City EVs, confirming the return of small EVs to the spotlight, with the Wuling EV even managing to beat the almighty Tesla Model 3 in the race for Best Selling model.
Here’s September Top 5 Best Selling models individual performance:
#1 – Wuling HongGuang Mini EV
#2 – Tesla Model 3
The poster child for electric mobility hit 11,329 units last month, and while it’s not its all time best, Tesla’s midsizer continues firmly above the 10,000 mark and should have a bump in deliveries during the next few months, as the new LFP-battery SR version starts its deliveries. The Model 3 is close to get in the way of the category Best Sellers in the overall market, as the Californian is not that far-off from the BMW 3-Series (15,900 units), Mercedes C-Class (15,700) and Audi A4 (14,300), so the Tesla sports sedan still has some room to grow. Will we see it reach some 15,000 units/month cruise speed this year?
#4 – GAC Aion S
#5 – SAIC Baojun E-Series
Looking at the remaining Best Sellers table in September, a mention to a few record performances, like the Li Xiang One (3,830 units), NIO ES6 (3,226) or the hot Xpeng P7 (2,573), confirming the good moment of local EV Startups, while two recent additions to the market, the GAC Aion V (2,183 units) and the BYD Han EV (3,624) and PHEV (1,988) siblings continue their production ramp ups, with the Han EV becoming last month’s Best Selling BYD, and if both were counted together, the full-size Han would have been 3rd last month...
Below the Top 20, a reference to the ramp-up of Geely’s Geometry C, with 1,156 units, with the Chinese maker hoping to succeed with this hatchback, where the sedan (Geometry A) failed. With Polestar, Lynk & Co and Geely itself also going for dedicated BEVs, one wonders how the Geometry lineup sits in the middle of all this...
barge flagship SUV, the ES8, scored 1,435 units last month,
its best score since May 2019, mostly thanks to the new 100 kWh version, while
another EV startup is starting to gain momentum, with Hozon’s Neta N01 small
crossover hitting a record 1,332 deliveries.
Looking at the 2020 ranking, if the Model 3 is the undisputed leader, below it, the Wuling Mini EV, after joining the table in July, in #13, kept on rising and in September, it jumped 4 spots, to #2.
This move highlights the latest trend, City EVs are returning to the spotlight, not only with the Wuling EV, but also the #5 Baojun E-Series, while the newly called Great Wall Ora Black Cat was up to #6, and the #8 Chery eQ, thus making 4 City EVs in the Top 8.
But it weren’t only with the City EVs shining, as the local EV startups continue climbing positions, with the Li Xiang One rising to #10, and with just 234 units separating it from a falling BMW 530Le, the big SUV should become the Best Selling PHEV in the table by October.
The Weltmeister EX5 also had reasons to celebrate, as the crossover was up one spot, to #12.
BYD also had a positive month, as the Han EV joined the table, in #19, now making 6 BYD’s in the Top 20...
Looking at the manufacturers ranking, BYD (15%) is in the leadership, followed by the #2 Tesla (12%, down 1%), and the SGMW joint-venture (9%, up 2%).
Below the podium, the race is tight, Volkswagen (6%) is holding on to #4, with the #5 SAIC and #6 GAC less than 500 units away from the German maker, so anything can happen here, while NIO (4%) has surpassed BAIC and is now #7.