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Browsing the "China EV sales" Tag

China EV Sales Report — Baojun E-Series New #1 In Receding Market

September 29th, 2019 | by Jose Pontes

The end-of-incentives hangover deepened in August for the Chinese plug-in vehicle market, with the market dropping a steep 12% year over year (YoY) and plug-in hybrids (PHEVs) crashing 51%. Amazingly, fully electric vehicles (BEVs) managed to grow, by 4%, a small increase over the 1% growth rate of July, which means BEVs are currently the only ray of light in the Chinese auto market (the overall market also dropped, by 8% YoY)


Tesla China Fairy Tale For Bulls — How To Achieve Happily Ever After

September 13th, 2019 | by Maarten Vinkhuyzen

All my talk this week about fairy tales started with the Tesla [TSLA] bear assumption that the Tesla factory in Shanghai was a huge mistake. Lack of demand in China following all of that investment would bring inescapable bankwuptcy soon. Really soon now. Any day. Really


Tesla China Fairy Tales For Bears & Bulls

September 8th, 2019 | by Maarten Vinkhuyzen

What would a Tesla fairy tale in China look like? Well, that depends on whether you're a Tesla bear or Tesla bull. Let's have a look at two scenarios


Chinese EV Sales In July: After The Subsidy Storm

August 18th, 2019 | by Jose Pontes

After an end-of-incentives derived surge in June, July saw the expected hangover, with the Chinese plug-in vehicle market dropping 7% year over year (YoY), and the 70,000 units of last month representing less than half of the deliveries of the previous month. Plug-in hybrids (PHEVs) sank 22% YoY in July, their worst drop in over two years, while, amazingly, fully electric vehicles (BEVs) still managed to grow, if only by 1%, despite the gloom all around them (the overall market also dropped 4%)


Subsidy Cuts & Tesla Model 3 Shake Up Chinese EV Sales Ranking — June Sales Report

July 23rd, 2019 | by Jose Pontes

After a slow May, with just 2% growth, June saw the Chinese plug-in vehicle market return to full charge, thanks to some 147,000 registrations, up 72% year over year (YoY). Fully electric vehicles (BEVs) grew faster than that, at +97%, and because the mainstream market is falling (-8%), June’s plug-in vehicle (PEV) share reached a record 8.5%, pulling the PEV market share to 6.3%, well above the 2018 result (4.2%) and on target to reach my forecast of 8% for


China × Cleantech — June 2019

July 1st, 2019 | by Tim Dixon

Welcome to the next issue of China x Cleantech, our June 2019 edition. Below I will inform you of rapid changes that are happening in China's cleantech market. For our full China × Cleantech history, stroll over to the “Future Trends” section of our website. For last month's edition, check here


China EV Sales Report — Foreign Brands Shine In Cooling Market (May 2019)

June 20th, 2019 | by Jose Pontes

After a strong start of the year, May saw the Chinese plug-in market hit the brakes. With some 104,000 registrations in the month, the plug-in vehicle (PEV) market was up only 2% year over year (YoY). However, because the mainstream market is falling significantly (−17%!), the May PEV share reached an amazing 6.6%, pulling the 2019 PEV market share to 5.6%, well above the 2018 result (4.2%)


China Electric Vehicle Sales Up To 5.4% Market Share

June 2nd, 2019 | by Jose Pontes

After a first quarter with surging sales, April saw the Chinese plug-in electric vehicle market cool down a little, to some 100,000 registrations. That means it was up only 34% year over year (YoY). Nonetheless, because the mainstream market is still in the red, the April plug-in electric vehicle (PEV) share reached an amazing 6.2%, pulling the PEV market share to 5.4% in 2019 so far, well above the 2018 result (4.2%)


See Why Tesla Scares The Legacy Players

May 26th, 2019 | by Dr. Maximilian Holland

Mase Goslin, whose previous graphs we have highlighted, has compiled a new time series graphic of EV sales in the US, this time by brand. This more clearly shows Tesla's rise to absolute dominance of the US EV market, crushing all other players and accelerating off over the horizon. EVs are the future, and Tesla is the undisputed market leader, especially in the US, but also globally. If you're an automaker on the wrong side of this trend, it must be terrifying!


BNEF’s Latest “Embarrassingly” Lowball EV Outlook

May 19th, 2019 | by Dr. Maximilian Holland

BNEF's reputation as progressive on EV adoption projections is in question after its latest Electric Vehicle Outlook report trims its previous projections of sales across the coming decade down 10%, and assumes annual growth rates will quickly drop to 23–24% from the current rate of 56%.


China × Cleantech — March 2019

April 16th, 2019 | by Tim Dixon

Welcome to the next issue of China x Cleantech, the March 2019 edition. For our full China × Cleantech history, stroll over to the “Future Trends” section of our website


Tesla Model 3 Sales Booming In China, While Gigafactory 3 Construction Going 24/7

April 2nd, 2019 | by Zachary Shahan

It's a bit harder for us to monitor Tesla activity in China than in the US and Europe. However, a certain Chinese American Tesla enthusiast seems to have a high number of connections there. Our friend Vincent routinely picks up intel on Tesla deliveries, Gigafactory 3 construction in Shanghai, and other matters. Below are some recent updates from Vincent


BYD’s Yuan & Tang Shine In February In China — #CleanTechnica Electric Car Sales Report

March 31st, 2019 | by Jose Pontes

Traditionally, February, along with January, are the two slowest months in the Chinese plug-in vehicle market, but with sales growing 58% year over year (YoY) last month, to some 53,000 units, especially in the context of a falling market (the mainstream market was down 17% last month), one can’t really complain about this market, despite the plug-in electric vehicle (PEV) market share dropping slightly to 4.7% (4.3% in February). However, the 2019 result is already above the 2018 result (4.2%)


China EV Forecast: 50% EV Market Share by 2025 — Part 2, Consumer Demand

February 24th, 2019 | by Dr. Maximilian Holland

China is charging full speed ahead into electric vehicles, on track to sell over 2 million EVs this year, up from 1.1 million in 2018. The rapid growth has been driven partly by policy, but increasingly by consumer demand. In part two of this three-part series (check out part one if you missed it), we're going to look at the demand side of the EV transition in China. Why are Chinese consumers queuing up for EVs


China Electric Vehicle Sales Jump 175%, Up To 4.8% Of Auto Market In January!

February 24th, 2019 | by Jose Pontes

Traditionally, January, along with February, are the two slowest months in the Chinese plug-in vehicle market, but tradition is not what it used to be. Even with disruption hitting the Chinese automotive market (the mainstream market was down 18% last month), plug-in electric vehicle (PEV) sales were up an amazing 175% year over year (YoY), to some 96,000 registrations



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