236 700 plug-in tsheb tau xa hauv thawj 3 lub hlis twg ntawm 2019, nce tsuas yog 2% piv rau Q1-Q3 ntawm 2018. Nrog rau lub Kaum Hlis tshwm sim, 23 200 units, uas yog 33% qis dua lub Kaum Hlis 2018, lub sector tam sim no nyob rau hauv rov qab rau lub xyoo. Qhov kev tsis zoo no feem ntau yuav nyob rau qhov seem ntawm 2019 thiab thawj ib nrab ntawm 2020. Cov duab tsis zoo yog tshwm sim los ntawm ntau yam. Ua ntej, cov lej piv rau lub sijhawm H2-2018, thaum Tesla xa tawm ntawm txhua qhov kev xav tau rau Model-3. Kev muag khoom tsuas yog hauv Tebchaws Meskas thiab Canada; Kev xa tawm mus rau lwm lub lag luam tsis tau pib ua ntej Q1 ntawm 2019.
Qhov kev soj ntsuam thib ob yog tias ntau OEM tau muag tsawg dua plug-ins hauv 2019 uas lawv tau ua xyoo tas los. Whereas cov European importers tuav txoj kab, plug-in muag los ntawm Big-3 tau nqis 28%, txog tam sim no thiab Japanese hom poob 22%. American thiab Japanese hom sawv rau 44% rsp 38% ntawm US lub tsheb muag khoom, tab sis tau qhia tsuas yog ib qho tshiab plug-ins xyoo no, lub Subaru Crosstrack PHEV. Tesla muag yog 9% nce xyoo-rau-hnub thiab sawv rau 55% ntawm cov ntsaws-hauv ntim hauv Asmeskas. suav BEVs nkaus xwb, Tesla feem yog 76%.
Peb qhov kev cia siab rau lub xyoo yog tag nrho ntawm 337 ooo units ntawm BEV + PHEV muag, 74% ntawm lawv cov hluav taws xob ntshiab. Qhov ntim txo piv rau 2018 yog 6%. Xyoo 2020, cov tuam txhab lag luam tau tshaj tawm ntau dua 20 BEV thiab PHEV tshiab nkag, feem ntau yog PHEVs los ntawm European hom. Cov neeg muag khoom loj tshiab yuav yog los ntawm Tesla thiab Ford, txawm li cas los xij. Tus Qauv-Y thiab Mach-E nkag mus rau qhov nrov heev compact / nruab nrab-loj hla ntu, nyob ze heev ntawm qhov loj me, nqe thiab specification. Kev sib tw muab rau xyoo tom ntej EV kev ua lag luam thiab nrog ntau cov kev xav thiab xav tau.
Losses ntau dua Gains
Daim ntawv qhia piv rau peb lub hlis twg teb chaws USA plug-in muag ntawm 2019 piv rau xyoo tas los. Q4 ntawm 2019 yog peb qhov kwv yees. Tesla kev muag khoom poob qis rau 2nd ib nrab ntawm 2019 raws li lawv piv rau 2018 lub sijhawm thaum tag nrho Model-3 khoom xa tuaj them rau qhov kev thov thiab rov qab-log hauv North America. Tesla ntim rau lub xyoo tseem yuav yog kwv yees li 9% siab dua li xyoo 2018. Lub YTD muag ntawm OEM uas tsis yog Tesla nrog rau xyoo tas los tau nthuav tawm cov duab bleaker: kev sib xyaw ua ke ntawm 16%.
Hyundai-Kia (tshiab Kona EV), Volkswagen (e-Golf, tshiab Audi e-tron quattro), Daimler (Merc. GLC) thiab Jaguar i-Pace tau txais, tag nrho lwm tus tau poob hnyav. Nissan Leaf muag tseem tsis muaj zog, tus tshiab 62 kWh version yog overpriced thiab tseem tsis muaj lub xeev-of-the-art roj teeb txias. GM tau poob qhov Volt thiab mus txog 200 000 chav txwv txwv hauv Q2, tau txais tsuas yog ib nrab ntawm $ 7500 tsoomfwv EV se credit hauv Q4. Ford down the slow sell Focus EV and C-Max PHEV and is left with the aging Fusion PHEV. Toyota tsis muaj dab tsi tab sis 3 xyoos Prius PHEV, the Honda Clarity PHEV is in pre-mature decline. BMW tseem tsis muaj kev hloov pauv rau 330e thiab X5 PHEVs hauv Asmeskas.
Boom thiab Downturn
Lub teb chaws USA plug-in kev muag khoom keeb kwm tau poob qis ib ntus ua ntej thiab, zoo li rau 2019, nws yog cov khoom lag luam ntsig txog: Toyota phased tawm 1st tiam Prius PHEV yam tsis muaj tus neeg ua tiav npaj txhij thiab GM poob ntim thaum lub sij hawm hloov mus rau 2nd tiam Volt .
2018 muaj kev loj hlob tshwj xeeb thiab yuav luag tag nrho nws tau tsim los ntawm tsuas yog ib qho kev nkag tshiab, Tesla Model-3. Ua kom tiav qhov kev loj hlob ntawm 2017-18 rau lwm lub xyoo yog tsis yooj yim sua. Tesla xa 140 000 Model-3 hauv Asmeskas xyoo tas los thiab xa tawm mus rau Canada nkaus xwb. Xyoo no, Model-3 cov khoom xa tuaj hauv Teb Chaws Asmeskas yuav nce ntxiv los ntawm 15-20 000 units, tab sis lawv tsis them nyiaj rau qhov poob ntawm lwm yam, kev laus thiab kev txiav tawm.
Qhov kev xav tam sim no yog tsis muaj kev xaiv thiab tsis muaj xov xwm, tshwj xeeb tshaj yog los ntawm Big-3 thiab Japanese OEM, uas sawv cev rau 82% ntawm tag nrho cov tsheb muag khoom xyoo no. Qhov xwm txheej yuav hloov pauv ntau hauv 2020, nrog rau kev nthuav dav ntxiv los ntawm cov qauv tshiab uas muaj peev xwm muag tau siab.
Post lub sij hawm: Jan-20-2021