Key Allies China analysis on NEV market in April 2020

NEV (New Energy Vehicles) monthly sales data and market analysis

2020/06/12

Analysis of NEV industry (Summary)

This report was based on the “research report on new energy vehicle (NEV) (electric vehicles [EVs], plug-in hybrid vehicles [PHVs], and fuel cell vehicles [FCVs])” industry prepared by the Chinese consulting firm Key Allies, and the report was edited and translated by MarkLines.

 

Production and sales in NEV market in April 2020 significantly decline

　According to statistics by the China Association of Automobile Manufacturers (CAAM), production and sales volumes of NEVs in April 2020 declined by 22.1% year-over-year (y/y) to 80,000 units and by 26.5% y/y to 72,000 units, respectively.


Analysis of NEV industry (Chinese market)

　According to statistics by the CAAM, production and sales volumes of NEVs in April 2020 declined by 22.1% y/y to 80,000 units and by 26.5% y/y to 72,000 units, respectively. Production and sales volumes of new-energy passenger cars declined by 25.9% y/y to 71,000 units and by 30.4% y/y to 63,000 units, respectively. Production and sales volumes of new-energy commercial vehicles declined by 25.6% y/y to 9,000 units and by 23.0% y/y to 9,000 units, respectively.

 (Note: CAAM’s figures are rounded off; therefore, figures of items may not add up to the figures in totals.)

Source: CAAM


Sales volumes of vehicles by maker/model (Chinese market)

EV　　

　For sales volume of passenger EVs in the January to April 2020 period by maker, BYD Auto ranked first with sales at 28,285 units, down 54.2% y/y. Tesla ranked second; sales hovered at 3,635 units in April which resulted in a difference of nearly 10,000 units from the leading BYD in the January to April period.

Source: China Passenger Car Association (CPCA)

　By model, the Tesla Model 3 ranked first with sales volume in the January to April period nearing 20,000 units. Currently, Tesla has only one model—the Model 3—in the market but plans to launch another model—the china-built Model Y—in 2021. Emerging maker NIO’s ES6 ranked fifth.

Source: China Passenger Car Association (CPCA)

　　　

PHV

　By maker, BMW Brilliance surpassed BYD and ranked first for passenger PHV sales volume in the January to April 2020 period. The automaker sold 6,931 units and increased its sales by 26.3% y/y. BYD ranked second with sales at 6,730 units.

Source: China Passenger Car Association (CPCA)

   

  

　By model, the BMW 5 Series ranked first with increased sales compared with the same period of the previous year. Leading Ideal ONE sold 2,675 units in April, and thus ranked second for sales in the January to April 2020 period. The SAIC Volkswagen Passat ranked third with sales down 54.7% y/y.

Source: China Passenger Car Association (CPCA)


NEV market in Europe

Table 6) NEV sales in Netherlands by model (April 2020)

Rank Model April
(units)		 January to April
period (units)		 Share
1 Tesla Model 3 191 1,817 12.9%
2 Kia Niro EV 364 1,540 10.9%
3 VW e-Golf 200 1,392 9.9%
4 Opel Ampera-e 3 1,282 9.1%
5 Hyundai Kona EV 180 820 5.8%
6 Mitsubishi Outlander PHEV 65 536 3.8%
7 Skoda Citigo EV 40 463 3.3%
8 Volvo XC40 PHEV 55 460 3.3%
9 Volvo S/V60 PHEV 26 414 2.9%
10 Renault Zoe 84 332 2.4%
11 Nissan Leaf 76 320 2.3%
12 BMW X5 PHEV 48 304 2.2%
13 Mini Cooper SE 73 295 2.1%
14 Volvo XC90 PHEV 20 223 1.6%
15 Kia Soul EV 38 219 1.6%
16 Audi e-tron 36 207 1.5%
17 Hyundai loniq Electric 62 198 1.4%
18 BMW 330e 20 197 1.4%
19 Volvo XC60 PHEV 10 193 1.4%
20 BMWi3 23 190 1.3%
Other 525 2,699 19.1%
Total 2139 14,101 100.0%

Table 7) NEV sales in Ireland by model (April 2020)

Rank Model April
(units)		 January to April
period (units)		 Share
1 Nissan Leaf 7 410 14.8%
2 Tesla Model 3 13 361 13.0%
3 Hyundai Kona EV 12 311 11.2%
4 Kia Niro PHEV 4 277 10.0%
5 BMW 330e 0 225 8.1%
6 Mitsubishi Outlander PHEV 1 169 6.1%
7 Hyundai loniq Electric 0 129 4.7%
8 Kia Soul EV 2 120 4.3%
9 Kia Niro EV 2 108 3.9%
10 VW e-Golf 0 96 3.5%
11 JLR Range Rover Sport PHEV 1 59 2.1%
12 BMW X5 PHEV 0 56 2.0%
13 BMW i3 0 48 1.7%
14 Volvo XC90 PHEV 0 46 1.7%
15 Audi e-tron 0 39 1.4%
16 Renault Zoe 7 33 1.2%
17 Porsche Cayenne PHEV 0 32 1.2%
18 Volvo XC60 PHEV 1 30 1.1%
19 BMW 530e 0 30 1.1%
20 JLR Range Rover PHEV 0 23 0.8%
Other 11 169 6.1%
Total 61 2,771 100.0%

  

Table 8) NEV sales in Norway by model (April 2020)

Rank Model April
(units)		 January to April period (units) Share
1 Audi e-tron 832 4,586 11.5%
2 VW e-Golf 498 2,400 6.0%
3 Nissan Leaf 349 1,717 4.3%
4 Hyundai Kona EV 256 1,508 3.8%
5 Mitsubishi Outlander PH EV 103 1,282 3.2%
6 Tesla Model 3 44 1,260 3.2%
7 Renault Zoe 153 1,190 3.0%
8 BMW i3 234 1,041 2.6%
9 Toyota Yaris Hybrid 155 768 1.9%
10 Toyota C-HR Hybrid 130 722 1.8%
11 Kia Soul EV 130 719 1.8%
12 Toyota Corolla Hybrid 84 709 1.8%
13 Volvo XC60 PHEV 99 695 1.7%
14 Toyota RAV4 Hybrid 101 692 1.7%
15 Hyundai Ioniq Electric 40 653 1.6%
16 Skoda Octavia 183 636 1.6%
17 Skoda Citigo EV 84 570 1.4%
18 Peugeot e-208 EV 123 538 1.4%
19 Mercedes EQC 243 526 1.3%
20 VW e-Up! 155 513 1.3%
Other 3429 17,058 42.9%
Total 7425 39,783 100.0%

  

Table 9) NEV sales in Sweden by model (April 2020)

Rank Model April
(units)		 January to April period (units) Share
1 Volvo S/V60 PHEV 429 2,320 10.2%
2 VW Passat GTE 410 1,841 8.1%
3 Kia Optima PHEV 254 1,536 6.8%
4 Mitsubishi Outlander PHEV 152 1,337 5.9%
5 Tesla Model 3 76 1,325 5.8%
6 Kia Niro PHEV 243 1,310 5.8%
7 Kia Niro EV 44 824 3.6%
8 Audi e-tron 146 789 3.5%
9 Volvo XC60 PHEV 87 763 3.4%
10 Renault Zoe 159 740 3.3%
11 Volvo S/V90 PHEV 76 705 3.1%
12 VW Golf GTE 54 524 2.3%
13 BMW 330e 76 506 2.2%
14 Skoda Superb PHEV 140 501 2.2%
15 Nissan Leaf 139 473 2.1%
16 Volvo XC40 PHEV 73 379 1.7%
17 BMW 530e 61 359 1.6%
18 Kia Ceed PHEV 140 347 1.5%
19 Hyundai Kona EV 76 340 1.5%
20 Tesla Model S 55 340 1.5%
Other 1,380 5,484 24.1%
Total 4,270 22,743 100.0%

   

 

    

     

 

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Key Allies Consulting

　Key Allies Consulting was established in 2008. The firm is headquartered in Beijing City, with subsidiaries in Shanghai City, Chongqing City, and Shenyang City. It sells vehicle data and reports on the automotive industry (markets, products, and supply chains) and is particularly strong in the areas of commercial vehicles and NEVs. Furthermore, the firm has a wide network in the Chinese automotive industry and collects and handles various data from national and local governments, associations, companies, dealers, and e-commerce platforms.