Lexus China Passes USA in Monthly Sales for First Time Ever

Posted by Kevin on May 6th, 2019

Lexus sold 21,839 vehicles in China last month, surpassing the US market in monthly sales for the first time ever. The difference between markets was just 479 vehicles.

This dramatic bump in sales can be attributed to the success of the ES sedan, which accounted for 10,629 units and nearly 50% of total sales for the month. By comparison, 3,499 ES sedans were sold in the USA in April.

Lexus China has now sold 60,465 vehicles in the first quarter of 2019, with hopes of 200,000 sales by December.

[Source: autohome.com.cn]

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Comments
flexus
Is there sales target for 2019?
S
flexus
Is there sales target for 2019?
200k
flexus
February: 10379 +4.4%
S
Model-by-model breakdown for January (retail):
1. ES 4,798 (2,297 Gas + 2,501 Hybrid)
2. RX 3,755 (3,708 Gas + 47 Hybrid)
3. NX 2,377 (2,188 Gas + 189 Hybrid)
4. LX 679
5. CT 588
6. LS 526 (135 Gas + 391 Hybrid)
7. IS 378
8. GS 108 (104 Gas + 4 Hybrid)
9. LC Hybrid 17
10. RC 3
Total 13,229

Both IS and GS are completely dead after 7ES supply caught up. Who would ever thought the LX would become the 4th most sold in their lineup?
S
In April, Lexus sold 21,839 units in China, exceeding 20,000 units for the first time in a month ，surpassing the USA market for the first time in the same period.
Among them, 7,863 hybrid vehicles accounted for 36% of the monthly sales, and 10,629 new ES vehicles were sold in April.
flexus
shizhi
In April, Lexus sold 21,839 units in China, exceeding 20,000 units for the first time in a month ，surpassing the USA market for the first time in the same period.
Among them, 7,863 hybrid vehicles accounted for 36% of the monthly sales, and 10,629 new ES vehicles were sold in April.
Have the sales of UX commenced? What about Germans?
S
flexus
Have the sales of UX commenced? What about Germans?
There are no more details about UX sales now.
Bba's（Benz,BMW,Audi) April sales figures have not yet been released，but I guess it's about 50,000 to 60,000 vehicles per manufacturer in this month.
Joaquin Ruhi
shizhi
In April, Lexus sold 21,839 units in China, exceeding 20,000 units for the first time in a month, surpassing the USA market for the first time in the same period.
Indeed, the official Lexus USA Newsroom cites April sales at 21,360 vehicles, 479 units behind China.
krew
shizhi
In April, Lexus sold 21,839 units in China, exceeding 20,000 units for the first time in a month ，surpassing the USA market for the first time in the same period.

Among them, 7,863 hybrid vehicles accounted for 36% of the monthly sales, and 10,629 new ES vehicles were sold in April.
This is big news, can you share an official source for these numbers? I'd like to post about it on the front page.
S
krew
This is big news, can you share an official source for these numbers? I'd like to post about it on the front page.
Sorry, Lexus China only announces sales through media channels in China at present.
autohome.com.cn is China's largest automobile media.Here is the news.
https://www.autohome.com.cn/news/201905/934906.html
And Lexus China will achieve a cumulative sales of 1 million vehicles in China this month or next month.
flexus
shizhi
autohome.com.cn is China's largest automobile media.Here is the news.
https://www.autohome.com.cn/news/201905/934906.html
Does the headline say hybrids account for 36%?
S
flexus
Does the headline say hybrids account for 36%?
Yes
krew
shizhi
Sorry, Lexus China only announces sales through media channels in China at present.
autohome.com.cn is China's largest automobile media.Here is the news.
https://www.autohome.com.cn/news/201905/934906.html
Appreciate this, thanks!
krew
Lexus China Passes USA in Monthly Sales for First Time Ever

[​IMG]

Margin was 479 vehicles.
View the original article post
maiaramdan
So far, So good
S
Lexus expanded ES capacity by 10% from March so they are finally able to catch up with the huge backlog. Despite of this, a 300h Executive is still four months away if you don't want to pay any mark-up.
krew
ssun30
Lexus expanded ES capacity by 10% from March so they are finally able to catch up with the huge backlog. Despite of this, a 300h Executive is still four months away if you don't want to pay any mark-up.
It feels like a switch has flipped, and it must be the reduced import tax on Japanese vehicles to China.

Still small potatoes compared to the other luxury manufacturers, but this momentum is only just beginning.
krew
We’re seeing the New World Order through the lens of Lexus right now — the GS shelved in favor of the ES, a $200k minivan, import tax engines, all geared to the Chinese market.

It’s a very different position for the North American consumer, but its one we will have to get used to. It’s hardly a hot take, but China is now the top-tier market for Lexus, with North America second.

(Even then, Europe is the primary market for the UX, and the US-centric release of the LC & LS both produced little in the way of sales.)
S
krew
We’re seeing the New World Order through the lens of Lexus right now — the GS shelved in favor of the ES, a $200k minivan, import tax engines, all geared to the Chinese market.

It’s a very different position for the North American consumer, but its one we will have to get used to. It’s hardly a hot take, but China is now the top-tier market for Lexus, with North America second.

(Even then, Europe is the primary market for the UX, and the US-centric release of the LC & LS both produced little in the way of sales.)
Yes, Toyota produces the NX series in Canada, so that more cars from the Kyushu factory can be sold to China.Now in China, the delivery cycle of ES is too long.
S
krew
We’re seeing the New World Order through the lens of Lexus right now — the GS shelved in favor of the ES, a $200k minivan, import tax engines, all geared to the Chinese market.

It’s a very different position for the North American consumer, but its one we will have to get used to. It’s hardly a hot take, but China is now the top-tier market for Lexus, with North America second.

(Even then, Europe is the primary market for the UX, and the US-centric release of the LC & LS both produced little in the way of sales.)
With the UX and a rumored compact-size FWD sedan in the works this trend will continue.

I was thinking why the LS was not designed for ChDM before. But then LM come and realized the LS is now completely irrelevant for them so they didn't even bother.
maiaramdan
The LS / LX combo still though has its major market mid East and Russia

For LC as soon as it got the F it will be popular also on those markets plus the EU markets especially the western side
yiantony
BMW and Mercedes have been selling twice as much in China than in US for a while. Audi about 3 times as much in China. Lexus is just catching up. That's part of the reason why Germans are going hard on Turbo (RS5 with 2.9T engine remember?). Part of tax paid in China on cars is based on engine displacement. There is a huge difference between the tax on a 2.9L engine and a 3.1 engine. The market has already shifted that German now build cars primarily for Europeans and Chinese. North American customers, in general, prefer trucks. It's unlikely that we will see more sedans/coupes anytime soon.

Y