EV Data

Li Auto delivered a record 152,831 vehicles in the third quarter, up 45.4 percent year-on-year and within the guidance range of 145,000 to 155,000 vehicles.

Li Auto had 12,000 insurance registrations last week, Xpeng 3,500, Zeekr 3,800, Leapmotor 6,300 and Aito 7,300.

In September, China's passenger NEV retail sales are expected to be around 1.1 million units, up 47.3 percent year-on-year and up 7.3 percent compared to August, CPCA's estimates show.

Li Auto had 12,600 insurance registrations last week, Xpeng 4,300, Zeekr 4,700, Leapmotor 7,900 and Aito 9,600.

In the January-August period, BYD was No. 1 in the NEV market with a 34.6 percent share, while Tesla was No. 3 with 6.5 percent.

China's BEV sales rebounded to 646,000 units in August, up 17.24 percent from July, while PHEV sales rose to a new record high of 453,000 units.

Li Auto had 10,700 insurance registrations last week, Xpeng 3,600, Zeekr 4,600, Leapmotor 6,300 and Aito 7,700.

Tesla sold 63,456 vehicles in China in August, the highest of the year, up 37.27 percent from July, though down 1.91 percent year-on-year.

China's PHEV retail sales hit a record high for the third consecutive month, while BEV retail sales grew again, ending two consecutive months of sequential declines.

China's retail sales of NEVs were a record 1.015 million units in August, with penetration rising to a record 53.14 percent, preliminary CPCA data showed.