Monthly Data
CPCA expects China Dec NEV retail sales to be record 1.4 million
The CPCA expects China's retail sales of NEVs to reach 1.4 million units in December, the fifth consecutive month above 1 million units.
China EV battery installations in Nov: CATL share at 42.71%, BYD 25.11%
China's EV battery installations were 67.2 GWh in November, up 49.7 percent year-on-year and up 13.5 percent from October.
Xpeng Nov deliveries breakdown: Mona M03 at 11,962, P7+ at 6,950
Mona M03 deliveries exceeded 10,000 for the third consecutive month, contributing 38.72 percent of Xpeng's deliveries in November.
China NEV sales at 1.51 million in Nov, 3rd consecutive record month, CAAM data show
Domestic NEV sales in November reached a record high for the third consecutive month at 1,429,000 units, according to data from the CAAM.
Tesla sells 44,576 Model Ys, 28,914 Model 3s in China in Nov
Model Y retail sales in China were up 23.12 percent in November from October, Model 3 sales were the highest since September 2022.
Nio Nov deliveries breakdown: ES6 at 5,942, ET5T at 4,142
Sequential decreases in deliveries of Nio's main-selling models weighed on its performance in November.
Automakers' share of China NEV market in Nov: BYD tops with 32.9%, Tesla 4th with 5.8%
In the January-November period, BYD ranked first in China's NEV market with a 34.5 percent share, while Tesla ranked third with a 6.0 percent share.
Tesla Nov sales in China highest so far this year, as Giga Shanghai exports drop to over 2-year low
Tesla sold 73,490 vehicles in China in November, its highest month of this year. Giga Shanghai's exports in November were the lowest since June 2022 at 5,366 units.
China NEV retail hits new record high in Nov, while penetration declines further
Retail sales of NEVs in China exceeded 1 million for the fourth consecutive month in November, although penetration declined sequentially for the third time in a row.
Global EV battery market share in Jan-Oct 2024: CATL 36.8%, BYD 16.8%
CATL and BYD continued to hold the top two positions as the world's largest battery makers in the January-October period, both increasing their share slightly from January-September.