Wednesday, March 26, 2025

Expect H1 to end with the PEV share above 50% and the last months of the year should end above 66% share (BEV+PHEV).

Even at a moderate growth rates, say an average of 15% per year, the Chinese automotive market should be fully electrified by 2030!

Xiaomi SU7 already appears in #4, being the best selling sedan in China, all powertrains counted!

Will the upcoming Xiaomi YU7 beat the SU7's success and become China's Best Selling Model, all powertrains included?

BYD recovered ground, all while Tesla dropped out of the Top 5.

Is Tesla becoming irrelevant in China?

Tuesday, March 11, 2025

- Looking at the bright side of Tesla, the Model Y is still the Best Selling EV in the World;

- But the surprise of the month was the Geely Geome Xingyuan (Who?!?!), that started the year in 3rd and relegated the Tesla Model 3 to 3rd;

- Oh, and a certain Xiaomi SU7 is already 6th globally...despite only being sold in China.

- Podium with BYD, Tesla and Geely;

- Best Selling Legacy brand (Volkswagen) is only 5th;

- Geely Group has three brands (Geely, Volvo and Lynk & Co) in the Top 20.

- Whether BEV only, or adding PHEVs, the podium is the same - #1 BEV; #2 Geely; #3 Tesla;

- The other two positions also remain the same, with or without PHEVs - #4 VW Group and #5 SAIC.

Plugless hybrids continue to grow, and are now the best selling powertrain, with 35% share of the total market.

The last months of the year should end around 30% share (BEV+PHEV)!

The VW Group placed 4 models in the Top 6, with the VW ID.4 winning its first #1 in years.

VW Group starts the year strong, with over 26% share.