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China EV Deliveries
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New EV Models
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Xiaomi EV delivers 39,002 vehicles in Jan, with YU7 contributing 97%
Xiaomi EV's January deliveries rose 70.34% year-on-year, though down 22.33% from December.
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BYD Song ranks as China's top-selling model by wholesale volume in Jan
Tesla Model Y came in fourth with wholesale sales of 38,916 units.
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Tesla Jan deliveries in China decline 45% while Shanghai plant exports surge 71%
Tesla's January retail sales in China fell to their lowest level since November 2022, while exports from its Shanghai factory hit the second highest on record.
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China Jan NEV retail sales down 20% year-on-year, 1st drop in 2 years
The combination of the seasonal slowdown at the start of the year and reduced policy support has impacted China's NEV sales.
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China NEV retail sales in Feb 1-8 rise 42% year-on-year due to last year's low base
The 2025 Spring Festival holiday ran from January 28 to February 4, while this year's holiday period falls from February 15 to 23.
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Top battery makers' market share in China in Jan 2026: CATL 49.79%, BYD 17.43%
CATL's domestic battery installations in China totaled 20.91 GWh in January, ranking first in the overall market, LFP battery segment, and ternary battery segment.
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China EV battery installations rise 8.4% year-on-year to 42 GWh in Jan
LFP batteries maintained their dominant position, accounting for 32.7 GWh of installations in January — 77.7% of the total.
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China Jan NEV sales stay flat year-on-year as exports remain strong
Domestic NEV sales in China fell 18.9% year-on-year in January, while NEV exports doubled to a record high.
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Nio's battery asset operator Mirattery issues $72.5 million REITs in new securitization effort
By the end of January, Mirattery's battery assets under management had surpassed 40 GWh.
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Geely ride-hailing unit Cao Cao's robotaxi fleet reaches 100 vehicles, targeting 100,000 by 2030
Cao Cao's 100th robotaxi enters service in Hangzhou, marking a key step in its Robotaxi 2.0 phase.
