EV Data
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Voyah delivers 10,515 cars in Jan, plans 4 new models for 2026
Voyah plans to launch 4 new models in 2026, including a so-called FUV (Ferrari Utility Vehicle).
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Leapmotor delivers 32,059 cars in Jan, growing 27.37% year-on-year
January deliveries decreased 46.94% from December 2025's 60,423 units.
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Li Auto delivers 27,668 cars in Jan, marking 8th consecutive month of decline
Li Auto's January deliveries fell 7.55% year-on-year and dropped 37.47% month-on-month.
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Xiaomi EV delivers over 39,000 units in Jan, with YU7 SUV dominating
Xiaomi EV's current deliveries primarily consist of the YU7 SUV, as the SU7 sedan approaches a model refresh.
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Huawei HIMA delivers 57,915 cars in Jan, up 65.53% year-on-year
This represents a 65.53% year-on-year increase, but a 35.37% decrease compared to December.
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BYD's European registrations surge 270% in 2025 while Tesla slips 27%
BYD achieved over 200% year-on-year growth in Europe during most months of 2025, whereas Tesla saw declines in every single month.
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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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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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Automakers' share in China NEV market in 2025: BYD leads with 27.2%, Tesla 5th with 4.9%
Both BYD and Tesla saw year-on-year declines in their 2025 retail sales in China.
