EV Data

Between October 1 and October 22, Li Auto was at 26,800, Nio at 9,500, Xpeng at 9,400 and Tesla at 16,500 units.

As of October 15, Li Auto was at 17,800 so far this month, Tesla at 8,400, Nio at 5,100 and Xpeng at 4,600 units.

In the January-September period, BYD took first place with a 36.3 percent share, Tesla was second with 8.4 percent and Nio was ninth with 2.1 percent.

The Model 3 contributed 4.78 percent to Tesla's sales in China in September, a new low since October 2021, likely because Chinese customers are waiting for the new Model 3.

For the second month in a row, all three Li Auto models saw over 10,000 monthly deliveries at the same time, with the highest-priced Li L9 setting a record.

The G6 contributed 53.12 percent of Xpeng's deliveries in September, while the P7 contributed 30.48 percent.

ES6 deliveries in September were down 8.2 percent from August, but its contribution to Nio's monthly deliveries rose.

From January to September, China's NEV sales amounted to 6,278,000 units, accounting for 29.8 percent of all vehicle sales.

China's NEV penetration rate at retail stood at 36.9 percent in September, up 5.1 percentage points from 31.8 percent a year earlier but down from 37.3 percent in August.

During the third quarter, Tesla delivered 139,624 vehicles in China, accounting for 32.1 percent of its global deliveries of 435,059 vehicles.