xEVs sales in China over 9 months 2020
Among the 1,784,293 battery electric (BEV) and plug-in hybrid (BEV) vehicles sold worldwide over the nine months of 2020, 772,340 units were sold in Europe and 695,131 units in China. China has fallen this year to the second place in the world for this type of vehicle, following the drop of subsidies granted to electric car customers in 2019. However following the figures recorded in the third quarter of 2020, growth should however pick up again in 2021.

Among the 695,131 plug-in electric vehicles sold, 496,062 units are BEVs and 199,069 PHEVs. Compared to Europe, there are more BEVs sold in China than in Europe in 2020, but far less PHEVs.

The current BEV market leader in China is the GM group, thanks to its subsidiaries Wuling and Baojun, which is just ahead of the traditional Chinese leader, BYD. Tesla comes in third, even though its Model 3 is the best-selling BEV in China in 2020. The next positions change regularly depending on the renewal and success of the product offer. In 2020, GAC is fourth, ahead of NIO which makes its entry into the Top 10 this year.

In the PHEV category, German carmakers Volkswagen and BMW occupy the first places, with BYD. Lixiang made its first entry into the Top 10. Hybrid vehicles (HEVs), represented by Toyota and Honda, reached 159,910 sales.

The total of xEVs sold in China therefore stands at 855,041 units, or 6.4% of the Chinese market, with 3.7% of BEVs, 1.5% of PHEVs and 1.2% of HEVs.


    
 

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xEVs sales in the USA over 9 months 2020
Among the 1,784,293 battery electric (BEV) and plug-in hybrid (PHEV) vehicles sold worldwide over the nine months of 2020, 772,340 units were sold in Europe and 695,131 units in China. The United States is much less in demand of this type of vehicle as213,869 BEVs and PHEVs were sold over the nine months of 2020.

This observation is illustrated by the fact that the sales of BEVs+PHEVswere 28% lower than in Europe in 2016, 43% in 2019 and 72% in 2020. Also, they were 55% lower than in China in 2016, 73% in 2019 and 69% in 2020. China then having suffered a decline in its electric market due to lower subsidies.

In the first nine months of 2020, the USA registered 302,110 hybrid cars (HEVs) including 205,000 from the Toyota group (175,000 Toyota and 30,000 Lexus), 40,000 from the Honda group and 38,000 from the Ford group. On the other hand, the USA has registered 173,058 BEVs including 137,500 Tesla and 40,811 plug-in hybrid cars (PHEV).

Totally 515,979 xEVs (BEVs+PHEVs+HEVs) were sold over the nine months of 2020.


    
 

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UK plans to ban the sale of new thermal cars as early as 2030
The UK plans to ban the sale of new thermal cars as early as 2030, five years ahead of the previously put forward date in March 2020. This ban will affect gasoline and diesel cars, followed by hybrids and plug-in hybrids five years later, in 2035.

The British vehicle park is currently composed of 31.8 million cars, of which 18.8 million run on gasoline and 12.3 million on diesel. The remainder (685,000 units) is made up of 515,000 hybrids (HEVs), 80,000 plug-in hybrids (PHEVs) and 90 000 battery electric vehicles (BEVs).

The UK car market over the ten months of 2020 is made up as follows: 1,384,601 cars including 100,160 HEVs, 44,046 PHEVs and 75,325 BEVs, representing a share of 16% of xEVs and 84% of thermal cars (1,165 070 units). British car production (780,000 cars in 10 months of 2020), produced only 125,000 HEVs and BEVs, representing 16% of all car production in the country. We can see that the proportion of cars with thermal engines is largely the majority in the country and that it will not be easy to replace all these cars with BEVs in ten or fifteen years, in terms of sales or production.


    
 

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The new electrification program for GM Group models
The GM Group announced on November that it will launch a wide range of plug-in electric cars (BEV+PHEV) in North America within the next five years.

GM says it will accelerate the launch of models of this type compared to the original program. In total, no less than thirty plug-in electric vehicles will be launched worldwide by 2025, of which twenty will be available in North America and ten in China.

All of the group's brands will have their battery electric models: Chevrolet, Buick, GMC, Cadillac as well as the Chinese subsidiaries Baojun and Wuling.

The objective is to become the leader of electric vehicles in North America, meaning to achieve higher sales than Tesla. Today, Tesla sells more than 200,000 BEVs per year in the US market and almost as many abroad. The first new GM BEV will be the Hummer launched in late 2021 and a Cadillac model in the first quarter of 2022, three quarters ahead of the original schedule.


    
 

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BMW will transfer the production of the Mini Countryman to Leipzig in 2023
BMW has announced that it will transfer the production of the Mini Countryman from the Dutch factory in Born to the German one in Leipzig when the new generation of the model will enter the market in 2023. Firstly produced in Graz in Austria, from 2010 to 2016, the Mini Countryman was transferred to Born in the Netherlands from 2017, when it was renewed. The Leipzig plant currently produces the BMW 1 and 2 Series, as well as X1 and X2 (partly).

As the production capacity of the BMW plant in Leipzig is limited to 400,000 vehicles per year, it is possible that a number of X1 models produced today in Leipzig will be transferred to the Born plant, as a share of the X1 production is already made there.

It seems that this decision to transfer the Mini Countryman to Germany anticipates the decision to transfer the Mini sedan from the United Kingdom to Europe, maybe to BMW's future Hungarian plant.

The carmaker had indeed announced that in the absence of a free trade agreement between Great Britain and the European Union, following the Brexit vote, it was no longer profitable to continue the production in the island and that the transfer of production of the Mini would be considered.

It therefore seems that this scenario is pending and we understand better why the British government wants to compensate the departure of foreign carmakers from England by the arrival of new carmakers, for example Chinese, which would explain why this country has decided to electrify all of its automobile market from 2030.


    
 

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