EV Data

Neta's decline in December deliveries was a surprise, as several of its local peers reported record deliveries earlier today.

For the full year 2022, Leapmotor delivered 111,168 units, up 157.80 percent from 43,121 units in 2021.

Nio delivered 7,594 ET5s, 1,379 ET7s and 4,154 ES7s in December.

Xpeng G9 delivered 4,020 units in December, up 160 percent from November, the first time it exceeded 4,000 units.

Zeekr delivered 71,941 vehicles in 2022, reaching its goal of delivering 70,000 vehicles for the year.

Deliveries of Li L9 and Li L8 both exceeded 10,000 units in December. Li Auto delivered 46,319 vehicles in the fourth quarter, up 31.51 percent year-on-year.

Nio now expects to deliver 38,500 to 39,500 vehicles in the fourth quarter, down 4,500-8,500 units from its previously issued guidance of 43,000-48,000 vehicles.

Nio vehicles registered 2,690 insurance units in the fourth week of December, including 1,273 ET5s, 595 ES7s, 439 ES6s, 213 ET7s, 89 ES8s and 81 EC6s.

Lexus' annual sales of internal combustion engine vehicles in China are in the range of 200,000 units.

In terms of retail sales, China's NEV penetration rate is expected to be about 31.8 percent in December, lower than the 32.3 percent in November.