EV Data

The Model Y contributed 79.01 percent of Tesla's retail sales in China in August and 71.42 percent in January-August.

The ET5 Touring contributed 21.12 percent of Nio's deliveries in August with 4,083 units. The regular ET5 contributed 14.91 percent with 2,882 units.

Retail penetration of NEVs in China stood at 37.3 percent in August, up 9 percentage points from 28.3 percent a year earlier and up from 36.1 percent in July.

Tesla's share of the Chinese BEV market was 13.18 percent in August, up from 7.46 percent in July.

China's wholesale sales of passenger NEVs in August were 805,000 units, up 28 percent year-on-year and up 9 percent from July.

Xpeng saw insurance registrations of 3,100 units last week, down 6.06 percent from 3,300 units in the previous week. BYD saw registrations of 50,800 units last week, down 1.74 percent from the previous week.

EV sales generally surprised to the upside in August as new product cycles continue to garner robust demand, according to Edison Yu's team.

In January-August, China's passenger NEV wholesale sales are estimated at 5.08 million units, up 39 percent year-on-year, according to the CPCA.

In the January-August period, Tesla sold 624,983 China-made vehicles, up 56.27 percent year-on-year.

With 57,940 units sold in August, the Song family continues to rank as the top-selling BYD model, up 36.33 percent year-on-year and up 13.04 percent from July.