Deliveries
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Nio nears delivery of 60,000th 3rd-gen ES8 SUV
The delivery of the 60,000th third-generation Nio ES8 is approaching, after the 50,000th unit was achieved on January 18.
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CPCA estimates China Jan NEV retail at 800,000, up 7.5% year-on-year but down 40% sequentially
January's NEV penetration rate fell to 44.4%, with CPCA anticipating this will mark a cyclical low point.
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Nio ES8 delivery wait in China reduced to 13-14 weeks
This represents roughly half the 24-26 week wait period when the third-generation ES8 was launched in September 2025.
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Porsche's China deliveries decline for 4th consecutive year
Porsche delivered 41,938 vehicles in China in 2025, marking a 26.28% decrease compared to 2024.
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CAAM forecasts China NEV sales to grow 15.2% to 19 million units in 2026
The CAAM projects China's overall passenger vehicle sales will reach 34.75 million units in 2026, representing a 1% year-on-year increase.
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China NEV sales total 1.71 million units in Dec, bringing full-year 2025 sales to 16.49 million
China's NEV sales grew 28.2% in 2025, outpacing the overall automotive market's 9.4% growth.
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Nio Firefly reaches 40,000-unit delivery milestone
This means Firefly has delivered 586 units so far this month.
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Xiaomi EV delivers record 50,212 cars in Dec, with YU7 setting new high
The YU7 delivered 39,089 units in December, accounting for 77.85% of Xiaomi EV's monthly deliveries.
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Tesla retail sales in China hit record-high of 93,843 units in Dec
This was partly due to Tesla accelerating deliveries in China toward year-end so consumers could take advantage of more favorable tax policies in 2025.
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China NEV wholesale sales up 4% to 1.57 million in Dec, CPCA estimates show
Cumulative wholesale sales of passenger NEVs reached 15.33 million units in 2025, marking a 25% year-on-year increase.
