Lei Kang
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China's early May NEV sales rebound from April lows despite yearly drop
China NEV retail sales rose 27% sequentially in the first 10 days of May, indicating recovering demand following the Beijing Auto Show and Labor Day holiday.
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China auto exports seen topping 10 million units as global lead widens
China's auto exports reached 3.13 million units from January to April, up 61.5% year-on-year.
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CATL, Yutong deepen ties to accelerate global commercial EV expansion
CATL and Yutong signed a strategic memo, deepening 15-year exclusive supply ties.
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BYD to officially launch third-gen Yuan Plus with flash charging on May 21
The Yuan Plus, known as the Atto 3 in overseas markets, is a key global model for BYD.
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Tesla's April China retail breakdown: Model Y continues to dominate with nearly 90% share
Model Y retail sales in China reached 22,990 vehicles in April, up 15.04% year-on-year.
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Xpeng April deliveries breakdown: Mona M03 contributes 44%
Mona M03 delivered 13,699 vehicles in April, maintaining its position as the best-selling Xpeng model.
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Top battery makers' April 2026 share in China: CATL 46.64%, BYD 16.83%
CATL consolidated its position as China's largest power battery maker in April, with its share rising 1.1 percentage points from March.
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China April battery installations grow 15%, reversing 2-month decline
Power battery installations stood at 62.4 GWh in April, with LFP batteries capturing an 81.5% share.
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China's April NEV sales hold steady as exports offset domestic weakness, CAAM data shows
China's April NEV wholesale sales rose 9.7% year-on-year to 1.34 million units as exports surge 110% to a record high.
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Xiaomi EV delivers 36,702 cars in April, SU7 contributes 73%
The new-generation SU7 delivered 26,826 units in its first full month of deliveries.









