 |
| Geely Emgrand EV |
Newcomers Month
The Chinese market had 44.874 new EV's in December, far from the 60.000 expected by analysts, but still up 27% YoY, pulling the Plug-in Market Share to a record 1.45%, above the USA (0.9%) and Europe (1.3%).
Despite the “disappointing” plateauing in December, which a bit like expecting that Usain Bolt breaks the 0-100 meters World Record every time he goes on track, looking at the big picture, the 351.861 units registered in China during 2016 represent approximately 46% of ALL plug-ins sold worldwide this year, with Chinese carmakers responsible for 43% of all EV production in 2016.
To confirm the rising trend of the Big Red Giant, in 2013 China had only 6% of the worldwide plug-in production, since then it had increased share at a 11-12% yearly pace.
In December there were a number of fresh models shining, with the BAIC EC180 being the most impressive, reaching Second Place right on its landing month.
Here are last month Top 5 Best Selling models:
#1 – Geely Emgrand EV: Geely, one of the largest car makers in China, owner of Volvo and LTI, the iconic Black Cab from London, joined this year the EV Bandwagon, by selling the Emgrand EV, an electric conversion of its successful middle-of-the-road sedan, and last month it was the most successful to date, with a massive 6.023 units, a new all-time record for a single model, allowing it to win for the first time the Best Seller status. With ok looks and good-but-not-outstanding specs (127 hp, 0-100kms/h in 9.9 seconds, 253 kms range from a 45 kWh Lithium battery), Geely is betting to make a good first entry into the market, stealing sales from BYD and BAIC sedans, while the more export-oriented Lynk & Co plug-ins do not arrive.
#2 – BAIC EC180: After being shown in last November, the BAIC EC180 has landed in the following month with a bang, registering 4.128units, a new record for a debut month, this city car has the advantage of offering a rather appealing Crossoverized-look, good equipment features, Ok interiors and a usable range, with 180 kms. Is this enough to sustain the record figures registered in December? No one really knows, but BAIC has great ambitions for this platform, with more models coming and input from a certain LeEco company…
#3 – Chery Arrizo 7 PHEV: Another newcomer willing to stir the established players, the Arrizo 7 PHEV is Chery’s new product, having arrived just in October, it is already reaching the podium, thanks to 2.922 registrations last month. Sitting at the heart of the plug-in hybrid sedan market, with a starting price of 150k Yuan (20.500 euro), a 9.3 kWh battery and 50 kms electric range, this model wants to give the BYD Qin and SAIC’s e550 a run for the money and hopefully repeat this podium position in other occasions.
#4 – BYD e6: Below all these newcomers we have the longest running plug-in in China, zooming the streets since 2010, the BYD e6, this model experienced a record year in 2016, thanks to some new impressive range specs, shaming everyone bar Tesla, with its 400 kms range coming from a 80 kWh battery. Popular among taxi-fleets, this model ended the year with 2.528 units in December.
#5 – BYD e5: This plain-Jane sedan is on the rise, having beaten its monthly record, with 2.420 units delivered in December, starting to become a regular in this Top 5. Unlike the more show stopping BYD Qin EV300, the e5 feels more taxi-friendlyregular looking but with basically the same specs as the all-electric Qin, 305 kms range included. A BYD for cost conscious (230k Yuan / 30k Euro) customers.
Year-to-Date Ranking – 100% BYD Podium
With over 70(!) models on sale, three of them landing last month, the Chinese EV market is by far the most dynamic on Earth, with plenty of surprises and changes.
Proof of this balance is the fact the BYD Tang, China’s Best Selling Plug-in in 2016, ended the year with 31.000 units, or just 9% of the plug-in market, the lowest share of any winner in the World. Also, it hasn’t won any Monthly Best Seller trophy since July…Despite this, it was a record year for the Chinese SUV, scoring 31.405 units, slightly below the 31.898 all-time record set by its BYD Qin relative in 2015, but enough to leave the same BYD Qin in Second Place this year, some 10.000 units behind.
But the real surprise this year was the Third Place of the veteran BYD e6, thanks to a strong Q4 (7.715 units), it climbed to Third Place for the first time since 2013, with a record 20.605 units, making it three BYD’s in the podium seats, a first.
Below we find two BAIC’s, the E-Series EV and the EU260, both had disappointing performances in December and were surpassed by the old fox BYD e6, while the Geely Emgrand EV jumped to #6 in December, leaving strong credentials for 2017. Will we see it run for the leadership?
Looking at the manufacturers ranking, the leader BYD lost 3% share, to 28%, but it was enough to win the Manufacturers title (Third in a row), to put three BYD’s in the podium, another in #9 and other in #14. Not bad, eh?
BAIC (12%) ended in Second Place and Zotye (11%) secured the Third Spot, ahead of SAIC, Chery and Zhidou, all with 6% share.
An always popular debate is Tesla’s performance in China, so here is a small tip on its performance, there was only some 100 Model S delivered in December, because that month was the first mass delivery of the Model X, with more than 1.000 units being registered that month.
As result, Tesla ended the year with 3% share, being the Best Selling foreign manufacturer, ahead of Porsche (1%).
Finally, looking at the breakdown between BEV’s and PHEV’s, unlike other markets where plug-in hybrids are winning the upper hand, all-electric cars just keep on improving share, ending the year at 76%, up 1% regarding November 2016 and 7% more than the result achieved in 2015.
Pl | China | Dec. | YTD | % |
1 | BYD Tang | 1.510 | 31.405 | 9 |
2 | BYD Qin | 821 | 21.868 | 6 |
3 | BYD e6 | 2.528 | 20.605 | 6 |
4 | BAIC E-Series EV | 227 | 18.814 | 5 |
5 6 7 8 | BAIC EU260 Geely Emgrand EV Zotye Cloud EV Chery eQ | 309 6.023 1.615 1.927 | 18.805 17.181 16.417 16.017 | 5 5 5 5 |
9 | BYD e5 | 2.420 | 15.639 | 4 |
10 | SAIC Roewe e550 | 620 | 15.145 | 4 |
11 | Zotye E200 | 2.213 | 13.154 | 4 |
12 13 14 15 16 17 18 19 20 | Zhidou D1 EV JMC E100 BYD Qin EV300 JAC I EV 4 Zhidou D2 EV Tesla Model S e) Kandi K17 Cyclone JAC I EV 5 Changan Eado EV Others | 491 921 519 1.407 1.347 108 758 1.088 504 17.518 | 11.201 10.823 10.656 10.453 9.091 7.548 6.862 4.971 4.839 70.367 | 3 3 3 3 3 2 2 1 1 21 |
TOTAL Market | 44.874 | 351.861 | 100 |
0 komentar: