Written by Cláudio Afonso | info@claudio-afonso.com | LinkedIn | Twitter
According to CPCA data released on Tuesday, the automaker BYD is leading the New Energy Vehicles sales (PHEV+ BEV) in China after the first four weeks of August with a total of 136,379 units sold.
With only 3 days remaining until the end of the month, BYD shows strong indications to surpass 150,000 plug-in hybrid / pure electric vehicles sold in China for the second consecutive month.
In July, BYD sold 162,216 plug-in electric vehicles amounted representing a 224% increase year over year and a new monthly record (Vs. 133,762 units in June). Of the 162,216 vehicles sold in July by the automaker, 80,991 were fully electric vehicles (BEVs).
The world’s largest (pure) EV maker Tesla follows on the list with 25,596 vehicles sold in China until August 28 of which 12,107 units last week — slightly less than the total number from the first two weeks of the month (13,869).
Last month, Tesla China delivered 28,217 vehicles of which 19,756 were exported. The result represents a decrease of 64% from June due to three shutdowns at Tesla’s GigaShanghai aiming to upgrade the production for the upcoming months.
Earlier this month, Elon Musk reiterated on Weibo that “Tesla makes cars for export in first half of quarter & for local market in second half” justifying the increase in China’s numbers during the last five/ six weeks of each quarter.
It is also relevant to mention that CPCA numbers only cover the sales in China which means all the exported vehicles to other markets are not included.
PHEV + BEV Sales Figures in China (Exports Excluded)
| Automaker | August 1 – 28th |
| 1. BYD | 136,379 |
| 2. Tesla | 25,596 |
| 3. Changan | 20,833 |
| 4. GAC Aion | 18,949 |
| 5. Geely | 14,860 |
| 6. Chery | 12,350 |
| 7. FAW VW | 9,487 |
| 8. Hozon Neta | 9,079 |
| 9. SAIC VW | 8,933 |
| 10. NIO | 8,927 |
| 11. XPeng | 8,380 |
| 12. Sokon | 6,710 |
| 13. Li Auto | 3,817 |
Chongqing-based automaker Changan Automobile ranks third with 20,833 PHEVs sold in China after announcing that has been affected by the energy shortage in China.
On Saturday, the company said that its production and sales target in August has been affected by about 100,000 vehicles due to the energy shortage lived in China affecting the Chongqing base.
“Affected by this, the company’s production and sales target in August is expected to be reduced by about 100,000 units, which will have a greater impact on the production and sales of the month, and will have a limited impact on the annual target,” the company said in a statement.
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AION, the Chinese EV maker of Guangzhou Automobile Corp (GAC) ranks fourth with nearly 19,000 vehicles sold and is followed by Geely with 14,860 units.
In July, the group sold a total of 22,168 BEVs, 9,862 PHEVs, and 4,556 hybrid electric vehicles (HEVs). Of the 122,633 vehicles delivered, 109,466 were sold in China (Hong Kong and Macau excluded)
The Anhui-headquartered company Chery ranks sixth with 12,350 vehicles sold and is followed by the joint venture between Volkswagen and FAW Group with 9,487 vehicles sold in the first four weeks of the month.
The Chinese EV maker Hozon Auto sold 9,079 units in China after releasing its NETA S model on the last day of July. The model is priced between 199,800 yuan and 338,800 yuan (US$30,000 and $50,000), and the deliveries are scheduled to begin by the end of 2022.
SAIC-VW, the JV company between the Volkswagen Group and Shanghai Automotive Industry Corporation (SAIC) with 8,933 vehicles in the country so far. NIO follows with 8,927 units, around 600 above XPeng’s numbers of 8,380 vehicles with 3 days remaining until the end of the month.
Last month, NIO and XPeng delivered 10,052 and 11,524 respectively representing a decline between 22% and 25% month-over-month respectively. Based on the sales pace from the first four weeks of August, the EV makers NIO and XPeng will likely announce between 9,500 and 10,500 units delivered in China — exportations excluded.
Recently, XPeng announced its Q2 2022 earnings results while reporting production guidance for the third quarter between 29,000 and 31,000 units, down from the 34,433 vehicles delivered in the second quarter.
Written by Cláudio Afonso | info@claudio-afonso.com | LinkedIn | Twitter
