Monthly Data

Xpeng delivers record 21,352 vehicles in September, with Mona M03 deliveries exceeding 10,000 units.

Zeekr delivered a record 55,003 vehicles in the third quarter, up 51.13 percent year-on-year and up 0.35 percent from the second quarter.

Li Auto delivered a record 152,831 vehicles in the third quarter, up 45.4 percent year-on-year and within the guidance range of 145,000 to 155,000 vehicles.

In September, China's passenger NEV retail sales are expected to be around 1.1 million units, up 47.3 percent year-on-year and up 7.3 percent compared to August, CPCA's estimates show.

In the January-August period, BYD was No. 1 in the NEV market with a 34.6 percent share, while Tesla was No. 3 with 6.5 percent.

CATL's share in August decreased by 2.84 percentage points from July, while BYD increased by 2.14 percentage points.

China's BEV sales rebounded to 646,000 units in August, up 17.24 percent from July, while PHEV sales rose to a new record high of 453,000 units.

Tesla sold 63,456 vehicles in China in August, the highest of the year, up 37.27 percent from July, though down 1.91 percent year-on-year.

China's PHEV retail sales hit a record high for the third consecutive month, while BEV retail sales grew again, ending two consecutive months of sequential declines.

CATL and BYD continue to hold the top two spots as the world's largest battery makers in January-July, with several other Chinese companies in the top 10.