The data for September’s new energy vehicles in Europe has been released. There is a surprising result – the sales of the main 8 countries reached 138,000 units. As these countries accounted for 80% of the overall sales previously, Europe’s total new energy vehicle sales for this month could exceed 160,000 (even up to 170,000), which is particularly prominent against the background of the overall decline of fuel vehicles in Europe.
Sales data in major countries
As shown in the figure below, after experiencing some decline in August, the sales of new energy vehicles in September skyrocketed, reaching a historic peak of 138,000 units.
Specifically, Germany sold over 40,000 units, the UK sold over 34,000 units, France sold 17,000 units, Sweden, Norway, and the Netherlands all sold over 10,000 units. After entering the final sprint, Europe began to accelerate comprehensively.
Looking at PHEV and BEV separately, the BEV market was 80,000 units, while PHEV was 58,000 units. Currently, the demand for BEV in the UK and Germany is similar, at around 20,000. Other countries, such as France and Norway, are close to 10,000 units. Overall, demand for BEV in these countries is relatively stable.
Currently, the PHEV market is also facing the same problem around the world. Sweden has the highest proportion of PHEV to BEV, and Germany has a market of 1:1. The UK is also weaker, and the explosive power of PHEV market is much weaker.
Sales of Model 3 in major European countries are gradually increasing. With the resolution of production issues, sales in Europe are also gradually recovering. In Italy and Germany, Model 3 has shown strong competitiveness. I think this change is gradually deepening with pricing strategies and consumer awareness. European automakers probably have about 1-2 years left, and this issue will become more pronounced after Tesla’s German factory is fully completed.
Next, we will compare the data of sales and production in September in China. I estimate that the data in China will also be good, as some new car companies such as NIO and XPeng have disclosed their own data.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email firstname.lastname@example.org.