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China New Energy September 2019: Traditional hybrids (+89.7%) compensate for freefalling EVs, PHEVs (-27.7%)

The Beijing EU-Series defies the EV slump and ranks #1 New Energy vehicle YTD.

Retail sales of New Energy vehicles in China stabilise in September at +0.9% to 85.088 units, leading to a year-to-date tally up 61.2% to 959.200. This is stark contrast with the -34% endured by wholesales of EVs and PHEVs this month, and there’s a very simple explanation for this: contrary to wholesales data (less detailed), our New Energy Retail data does include conventional (read non-rechargeable) hybrids, and these are in great shape. At 39.026 units, non-rechargeable hybrids soar 89.7% year-on-year and account for 45.9% of total New Energy sales in September vs. just 24.4% a year ago, and 8 of the Top 12 best-selling New Energy nameplates are traditional hybrids for the month. In contrast, retail sales of EV and PHEV vehicles dive -27.7% to just 46.062 vs. 63.748 a year ago.

Case in point are Toyota (+30.6%) scoring a third consecutive monthly win and tilting its YTD volume into positive (+2.6%) and Honda (+451.5%) holding onto the #2 spot for the third straight month, both Japanese manufacturers only selling non-rechargeable hybrids in China for now. BYD (-58.4%) and Beijing (+12.3%) follow while Tesla (+273.3%) is up 4 spots on August to #5 ahead of Baojun (+319.3%), Lexus (+54.3%) and GAC NE (+94.2%) all posting fantastic gains. Looking at Chinese startups, NIO (+14.6%) leads the way at #12 above Xpeng (#15) and Weltmeister (#17). Illustrating the scope of the struggle for some Chinese EV-makers, JAC, once a pioneer in this segment, implies down -96.3% to just 153 retail sales for the month.

Model-wise, the Toyota Levin Hybrid (+59%) takes the lead but the real hero here is the Beijing EU-Series (+73.4%), #2 in September, snapping the YTD pole position off the BYD e5 (-89.5%) down to a paltry #44 this month. The Toyota Corolla Hybrid (-30.4%) and Honda Accord Hybrid (+2882.5%) are in tow while the Tesla Model 3 breaks into the New Energy Top 5 for the first time, ranking #2 EV. The Baojun E100 and GAC NE Aion S also make it into the Top 10 and we welcome the Hanteng E+ into the charts at #89.

Previous month: China New Energy August 2019: Baojun (+460.6%), GAC NE (+89.9%) up, BYD (-70.3%) down in 2nd straight market loss (-7.1%)

One year ago: China New Energy September 2018: BYD leads, Weltmeister lands

Full September 2019 Top 62 All-brands and Top 145 All-models below.

China New Energy September 2019 – brands:

PosBrandSep-19/18Aug2019/18PosFY18
1Toyota18,23130.6%1114,3352.6%22
2Honda14,167451.5%273,279272.1%38
3BYD7,526-58.4%4146,69849.3%11
4Beijing6,50112.3%565,1267.7%43
5Tesla5,984273.3%931,415147.1%917
6Baojun4,419319.3%627,333133.5%1415
7Lexus4,03754.3%344,68942.8%66
8GAC NE2,65194.2%722,240122.7%1613
9Roewe2,406-66.9%1047,163-8.1%54
10Volkswagen2,3176714.7%1225,0636181.5%1552
11Geely2,316-72.9%1540,25632.0%85
12NIO2,01414.6%1112,257259.0%1918
13Chery1,95791.1%1431,196304.1%1016
14Ora1,711new1329,280new12 –
15Xpeng1,445144400.0%1910,8383097.1%2154
16ChangAn (incl. Chana)1,035-54.6%1630,249114.5%1111
17Weltmeister72972800.0%1710,6581065700.0%2227
18Hongqi646new186,175new25 –
19Porsche629482.4%52952-23.5%4241
20DongFeng612-35.3%2018,240275.2%1714
21WEY49432.8%472,58643.6%3437
22Audi348-43.1%253,81676.9%2929
23Nissan2727.1%2110,0923873.2%2324
24Neta271new364,074new2856
25FAW24131.7%4660167.4%4733
26Lynk & Co208new243,493new3036
27MG199-53.5%232,533-7.7%3531
28Subaru175new263,360new31 –
29Volvo172-32.5%281,2705.9%4025
30JAC153-96.3%3129,16111.6%139
31Buick135-72.9%228,914222.0%2426
32Acura120-22.6%291,448243.1%3847
33BMW107-96.5%815,27927.4%1812
34Kia91-40.1%325,472282.1%2635
35JMEV89-64.5%2711,935-26.6%207
36SOL89new –948new43 –
37Hyundai84-50.0%331,206-15.8%4134
38Ford80-70.3%37900-10.5%4442
39Chrysler6530.0%38331562.0%5457
40Hanteng555400.0%54660746.2%4558
41Zotye53-96.9%351,582-87.8%3710
42Infiniti45-27.4%41319-42.6%5650
43Soueast343300.0%401,3363.9%3938
44Land Rover30-83.3%342,101-37.4%3628
45Yudo30-95.9%42537-80.3%5023
46Sitech23new43377new53 –
47Maxus201900.0%39133189.1%6060
48Sinogold16-81.2%6033-94.3%6846
49Lite111000.0%44111-81.5%6351
50Leopaard10n/a –578-81.1%4830
51Lincoln80.0%50123151.0%6262
52Horki5-28.6%45573167.8%4948
53Qiantu4new53129new6164
54Jaguar4new5551new66 –
55Everus4new5618new70 –
56Zhi Dou3-95.9%514,378-58.9%2719
57Chevrolet2-50.0%48136444.0%5965
58Link Tour10.0%494958150.0%5222
59Yema1-95.5%57165-38.7%5853
60Zinoro1-83.3%5968112.5%6563
61Haima1-96.9% –11-99.8%7120
62Hawtai1-50.0% –11-98.6%7249

China New Energy September 2019 – models:

PosModelProductionSep-19/18Aug2019/18PosFY18
1Toyota Levin HybridLocal6,04759.0%231,8740.7%64
2Beijing EU-SeriesLocal5,68173.4%357,451668.2%115
3Toyota Corolla HybridLocal5,458-30.4%1148,827-24.7%32
4Honda Accord HybridLocal4,5932882.5%427,202188.5%821
5Tesla Model 3Import4,275new1219,453new15 –
6Baojun E100Local3,703251.3%512,7559.0%2322
7Honda Odyssey HybridLocal3,366new612,517new25 –
8Honda CR-V HybridLocal3,04526.9%723,75865.7%1116
9Toyota Avalon HybridLocal2,846new108,838new34 –
10GAC NE Aion SLocal2,370new88,450new36 –
11Toyota Camry HybridLocal2,188-5.2%1419,80832.6%1417
12Lexus ES HybridImport1,90231600.0%129,197167.7%720
13BYD Yuan EVLocal1,876-57.7%1334,355207.3%58
14NIO ES6Local1,721new154,614new49 –
15Toyota Alphard HybridImport1,692new164,988new48 –
16Honda Inspire HybridLocal1,642new178,271new37 –
17Chery eQ1Local1,548n/a2325,7391852.9%1084
18Honda Elysion HybridLocal1,521new1151,526new83 –
19Tesla Model XImport1,51918.4%306,972-15.7%4229
20Ora R1Local1,467new1916,709new17 –
21Xpeng G3Local1,445144400.0%4310,8383097.1%27115
22BYD Tang PHEVLocal1,444-68.7%1821,86770.2%1211
23BYD e2Local1,342new751,402new85 –
24BYD Qin Pro EVLocal1,339new2015,947new19 –
25VW Passat HybridLocal1,109new2514,411new21 –
26Lexus NX HybridImport1,074-2.9%216,309-19.6%4328
27Roewe Ei5Local933-54.1%2220,707252.5%1318
28Geely Emgrand GSeLocal892new458,112new3852
29Roewe ei6Local828-73.1%3113,157-44.3%2210
30Geely Emgrand EC7 PHEVLocal776-88.9%3326,6817.8%95
31VW Tiguan L PHEVLocal733new279,546new32 –
32Weltmeister EX5Local72972800.0%2610,658new2850
33Baojun E200Local716new2814,578new20 –
34ChangAn Eado EVLocal663605.3%2418,134473.1%1644
35Hongqi E-HS3Local646new326,175new44
36Porsche Panamera HybridImport629504.8%11994827.6%9282
37Roewe eRX5Local553-74.4%4210,216-52.5%3013
38WEY P8Local49432.8%1072,58643.6%6963
39BAIC BJEV EC5Local492new58721new100 –
40Lexus LS HybridImport42536.2%353,43666.2%6061
41VW e-LavidaLocal416new37802new96 –
42BYD Song Pro PHEVLocal400new56549new110 –
43Lexus CTImport387-48.5%294,601-32.1%5033
44BYD e5Local359-89.5%3856,498226.2%27
45Audi Q7 e-tronImport346new491,454new84152
46BYD e1Local335new39691new101 –
47BAIC BJEV EX-SeriesLocal328-85.9%404,544-63.5%5114
48Chery Tiggo eLocal298new51466new113 –
49NIO ES8Local293-83.3%537,643123.9%3925
50Dongfeng Junfeng E11KLocal277n/a –3,981n/a56 –
51Neta N01Local271new774,074new55120
52Geely Jiaji PHEVLocal258new44688new102 –
53Ora IQLocal244new4712,571new24 –
54Lexus RX HybridImport240-23.6%66955-64.0%9157
55BYD Song MAX EVLocal234new411,940new75 –
56FAW Besturn B30 EVLocal23025.7%132401119.1%11659
57Dongfeng Fengshen E70Local229-40.7%489,472151.2%3334
58Geely Emgrand GE PHEVLocal228-85.5%554,2590.9%5439
59GAC Trumpchi GS4 EV/PHEVLocal209-77.6%365,735-23.3%4524
60Lynk & Co 01 HybridLocal208new463,493new5860
61Chana Oshan A600 EVLocal204new784,345new53 –
62Tesla Model SImport190-40.6%604,99012.3%4745
63Nissan Murano HybridLocal176-30.7%591,561514.6%8188
64Subaru Forester HybridImport175new503,360new61 –
65BYD Song EVLocal165-75.3%5710,292-53.8%299
66Acura CDX HybridLocal1200.8%631,047231.3%9096
67MG 6eLocal117-72.7%652,289-16.6%7454
68Geely Binyue PHEVLocal115new52436new114 –
69Buick Velite 6Local107new547,197new41 –
70Volvo S90 PHEVLocal102new81617new103119
71Nissan Sylphy EVLocal96new678,531new3547
72Chery Arrizo 5eLocal94-12.1%883,143204.6%6555
73Roewe Marvel XLocal90new641,906new77 –
74JMEV EV3Local89new611,248new87 –
75SOL E20XLocal89new –948new93 –
76BMW i3Import88-20.7%7174628.6%9883
77MG eZSLocal82new68244new128 –
78Changan Benben EVLocal80-90.1% –3,460-37.4%5927
79Ford Mondeo HybridLocal80-70.3%84900-0.9%9476
80GAC NE GE3Local71-83.3%827,620207.9%4040
81Kia K5 HybridLocal70-45.3%725,230312.8%4666
82Volvo XC60 PHEVLocal69-61.7%69611-8.0%10449
83Chrysler Pacifica HybridImport6530.0%86331562.0%120121
84JAC iEVS4Local64new703,738new57 –
85Hyundai Sonata HybridLocal60-64.1%79776-36.4%9767
86VW Golf GTEImport5973.5%83294-26.1%123104
87JAC iEV6eLocal55-98.4%10116,559-30.7%186
88Zotye E200Local53-96.0%761,542-86.3%8219
89Hanteng E+Local51new –51new150 –
90Dongfeng Fengxing Jingye S50EVLocal50-85.0%943,207330.5%6262
91ChangAn CS15 EVLocal49-96.1%742,429-44.9%7142
92Geely Emgrand GL PHEVLocal47new8780new147 –
93Dongfeng Xiaokang EC36Local46-79.4%98878290.2%9543
94Infiniti QX60 HybridImport44-29.0%91318-41.0%12299
95Soueast DX3 EVLocal343300.0%901,3367.7%8668
96BYD QinLocal32-99.1% –2,982-90.7%663
97Range Rover Sport HybridImport29480.0%731,93528.1%7680
98Changan CS75 EVLocal26new1111,826new79109
99Hyundai Elantra Yuedong EVLocal242300.0%85430103.8%115100
100Sitech DEV1Local23new95377new118 –
101JAC iEV5Local21n/a122272600.0%159159
102Maxus EG10Local201900.0%89133189.1%141126
103Kia K3 HybridLocal19new14620new164 –
104Chery Tiggo 3xeLocal17-98.1%921,848-65.5%7826
105Yudo π3Local16-90.3%112192-80.6%13375
106Sinogold GM3Local16-81.2%14133-94.3%15787
107BMW X5 PHEVImport15200.0%1002051364.3%131116
108Yudo π1Local14-97.5%97345-80.1%11948
109Buick LaCrosse HybridLocal13-82.7%931,22210.2%8885
110ChangAn Eado ETLocal13new11042new153 –
111FAW Besturn X40 EVLocal11new103199new132 –
112LiteLocal111000.0%96111-81.5%145101
113Leopaard CS9 EVLocal10n/a –578-81.1%10753
114JAC iEVA50Local9-86.4% –2,445552.0%7074
115Buick Regal HybridLocal9-94.5%120271-57.8%12693
116Lexus LCImport9-47.1%10518790.8%134129
117Dongfeng Xiaokang EC35Local8n/a106139n/a139127
118Lincoln MKZ HybridImport80.0%114123151.0%144132
119Buick Velite 5Local6-97.7%131224-78.0%13070
120Horki 300ELocal5-28.6%102573167.8%10890
121JAC iEV7SLocal4-99.3%1303,20671.6%6346
122Qiantu K50Local4new121129new142142
123BMW i8Import4-42.9%12654-30.8%149133
124Jaguar i-PaceImport4new12751new151 –
125Everus VE1Local4new12818new166 –
126Zhi Dou D2 EVLocal3-95.9%1164,377-51.1%5232
127Roewe e950Local2n/a –1,177303.1%8964
128Hanteng X5 PHEVLocal2new123593new106140
129Audi A6L PHEVLocal2-99.6%117559-55.2%10969
130Chevrolet Malibu XL HybridLocal2-50.0%109136444.0%140145
131Hanteng X7 PHEVLocal2100.0% –16-79.5%167136
132Link Tour K-ONELocal1new118490new112 –
133Dongfeng Fengxing M5EV (Future)Local1-75.0%113284136.7%124112
134Dongfeng Glory 580 PHEVLocal1new –279new125 –
135GAC Toyota ix4Local1new124257new12797
136Kia KX3 EVLocal1new99226new129 –
137Range Rover HybridImport1-99.4%125166-91.0%13871
138Yema EC30Local1-95.5% –126-53.2%143103
139Zinoro 60HLocal1-83.3%13568112.5%148138
140Volvo XC90 HybridImport1-98.7%13739-91.9%154105
141Kia NiroImport1-95.8%13927-93.6%160110
142Hawtai xEV260Local1n/a –9-88.9%173141
143Haima e3Local1-75.0% –8-81.0%174102
144Infiniti Q70 HybridImport1n/a –1-92.3%193147

Source: Manufacturers

This Post Has One Comment
  1. People all around the world are not ready yet for fully electrical cars, which is why Toyota’s hybrid strategy is very clever move.

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