tag:blogger.com,1999:blog-1399793419425111085.post8792440822414643193..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: China August 2019 (updated)José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-1399793419425111085.post-49225184979910157432019-09-27T08:39:16.142+00:002019-09-27T08:39:16.142+00:00Hi Jose,
when I sum up positions 1-20 and others ...Hi Jose,<br /><br />when I sum up positions 1-20 and others I get a different total. Why is that? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-58046336033814784352019-09-26T20:31:19.830+00:002019-09-26T20:31:19.830+00:00Who says Tesla won't be making dedicated vehic...Who says Tesla won't be making dedicated vehicles for this use case?...<br /><br />It should be noted though that while I also think that less private car ownership *should* increase share of smaller vehicles, this doesn't really show much in existing car sharing services yet... Not sure why to be honest.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-23359629811645100252019-09-26T19:52:15.718+00:002019-09-26T19:52:15.718+00:00From the posted data, PEV YTD sales ranking is:
1...From the posted data, PEV YTD sales ranking is:<br /><br />1st BYD Auto with 140473 units<br />2nd BAIC Motor with 94364 units<br />3rd SAIC Motor with 69438 unitsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-70961917964413225002019-09-26T18:19:14.397+00:002019-09-26T18:19:14.397+00:00That time will come, don't worry...That time will come, don't worry...José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-64886732002022564972019-09-26T18:18:24.509+00:002019-09-26T18:18:24.509+00:00Many go to car-sharing services.
Let's face i...Many go to car-sharing services.<br /><br />Let's face it: most car-sharing trips are small and have only one passenger, 2 at most, maybe with a couple of suitcases, when going to the airport.<br /><br />That is why i believe the much hyped "Tesla Network" won't be as successful as many think, in a future of autonomous vehicles, most will be small, cheap two seaters, as most trips are small, and with one or two passengers.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-72377774495997962962019-09-26T18:12:56.913+00:002019-09-26T18:12:56.913+00:00Yes, NEDC. WLTP? I would say close to 200 kms.Yes, NEDC. WLTP? I would say close to 200 kms.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-75231168363696948922019-09-26T18:12:09.188+00:002019-09-26T18:12:09.188+00:00You are correct. Bug corrected.You are correct. Bug corrected.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-47094998935662605322019-09-26T18:11:31.914+00:002019-09-26T18:11:31.914+00:00Possibly not, but i am not really sure. One thing ...Possibly not, but i am not really sure. One thing is certain: TheSmart could use some competition...José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-45856236548405870112019-09-26T09:19:17.813+00:002019-09-26T09:19:17.813+00:00Hello Jose,
Could you please compare only BEV sale...Hello Jose,<br />Could you please compare only BEV sales in Chaina 01-08/2018 to 01-08/2019? How many per cent is the growth?<br />The PEV market will definitely recover till the end of the year.<br />Please, also have in mind that despite of cutting subsidies on EVs, China is increasing taxes on ICE. So, it is changing the stimulation from the carrot (EV subsidies) rather than to the stick (penalty taxes for ICE pollution).<br />Holidays in Bulgariahttps://www.blogger.com/profile/05538215754052520663noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-74675351629825835532019-09-26T07:33:33.788+00:002019-09-26T07:33:33.788+00:00José,
Thanks for your important and professional a...José,<br />Thanks for your important and professional analysis of the largest EV market of the world. The increasing top sales figures of small and/or cheaper cars lets us hope for a 5000 $ price level reduction. Europe needs a small two seats EV for 10.000 € and for 20.000 € maximum for a 4 seats EV station car after subsidies. China has this cars now.Clean Air!https://www.blogger.com/profile/04337370892951785084noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-77317774034259959272019-09-26T02:11:40.151+00:002019-09-26T02:11:40.151+00:00What is surprising 8,698 (31,900 YTD) people are b...What is surprising 8,698 (31,900 YTD) people are buying a 2 seater like Baojun E-Series.<br />The next time their government cuts the subsidy, they should still exempt 2 and 4 seater vehicles since most families have only 1 or 2 children and a 4 seater should be more than ideal. So a car like Chevy Spark/Beat should be sufficient for most commutes and long distance travel.<br />Let those who want a bigger 5 seater vehicle pay the full price.<br />This will ensure that batteries are used more efficiently.<br />Every family which has 2 vehicles can have 1 small car and use the other bigger car only when needed to carry more stuff.<br />In fact a small crossover can carry more stuff in its trunk than a big sedan. No wonder crossover sales are gaining while sedan is going down.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5732823083658036142019-09-26T02:11:18.938+00:002019-09-26T02:11:18.938+00:00From 2019-07 sales of 69970 to 2019-08 sales of 80...From 2019-07 sales of 69970 to 2019-08 sales of 80907 is a big 10937 unit improvement.<br />So automakers have adjusted their methods to increase the range, reduce the price and sell more units. For sure, 2019-09 will see even bigger sales.<br /><br />All that automakers have to do is remove some extras and instead place more batteries in its place and this will help a vehicle hit the 250 km limit. Pretty soon, all subsidies will be removed and it will be better if the automakers reduce the vehicles weight and use more batteries for extra strength so that the vehicle gets a decent range. Battery makers are also churning out more energy intensive batteries at a lesser price. <br /><br />Another nice thing about positions is BEVs hold<br />15 in top-20<br />9 in top-10<br />4 in top-4<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-17939763408324839102019-09-25T22:09:54.731+00:002019-09-25T22:09:54.731+00:00The fact that BEVs haven't crashed compared to...The fact that BEVs haven't crashed compared to last year is a weak consolation, considering that the same time last year there was *also* a major hangover, from the previous subsidy cut... The important question is whether sales will see a major recovery towards the end of the year like in the past.<br /><br />OTOH, even during this hangover, this market is still stronger than most others around the world in record months...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-76561775829903741982019-09-25T22:01:57.671+00:002019-09-25T22:01:57.671+00:00The total wipe-out of the Xiaopeng G3 is rather co...The total wipe-out of the Xiaopeng G3 is rather concerning, considering that it's their only product... Is that because of the subsidy cuts only, or are they having other trouble?<br /><br />Though to be totally frank, I wouldn't feel super sorry for them if they fail, considering a rather arrogant stance of the CEO in the past...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-16115223990892326022019-09-25T17:19:16.310+00:002019-09-25T17:19:16.310+00:00Which norm is used for the 250km range limit for t...Which norm is used for the 250km range limit for the subsidy? Is that NEDC? If yes what would it be roughly expressed in WLTP? Less than 200km I suppose Lorishttps://www.blogger.com/profile/07021864579075431746noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-30407365708405405282019-09-25T12:40:11.530+00:002019-09-25T12:40:11.530+00:00Last month's total sales of the BYD Yuan (4988...Last month's total sales of the BYD Yuan (49884) were higher than this month's (42988). I guess there's a mistake?<br /><br />Thank you for publishing those numbers every month by the way!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-78080146520341182762019-09-25T09:09:07.762+00:002019-09-25T09:09:07.762+00:00Jose,
Is the SAIC Baojun E200 safety wise good en...Jose,<br /><br />Is the SAIC Baojun E200 safety wise good enough to be driven on roads in Europe?<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.com