Monthly Data
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China Jan NEV retail sales down 20% year-on-year, 1st drop in 2 years
The combination of the seasonal slowdown at the start of the year and reduced policy support has impacted China's NEV sales.
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Top battery makers' market share in China in Jan 2026: CATL 49.79%, BYD 17.43%
CATL's domestic battery installations in China totaled 20.91 GWh in January, ranking first in the overall market, LFP battery segment, and ternary battery segment.
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China Jan NEV sales stay flat year-on-year as exports remain strong
Domestic NEV sales in China fell 18.9% year-on-year in January, while NEV exports doubled to a record high.
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China Jan NEV wholesale sales edge up 1% to 900,000 units, CPCA estimates show
Compared with December 2025, the estimate represents a 42.42% decline.
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Tesla China Jan wholesale sales rise 9.32% year-on-year to 69,129 units
Tesla China's January wholesale sales increased 9.32% year-on-year but fell 28.86% month-on-month.
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ES8 contributes 65% of Nio Inc's Jan deliveries with 17,646 units
The ES8 SUV accounted for 84.45% of the Nio brand's deliveries in January.
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GWM sells 90,312 vehicles in Jan, up 11.59% year-on-year
GWM sold 40,278 vehicles overseas in January, a 43.77% increase year-on-year.
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Geely sells 270,167 vehicles in Jan, up 1.29% year-on-year
Geely Auto exported a record 60,506 vehicles in January, a 121.20% increase year-on-year.
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BYD sells 210,051 NEVs in Jan, down 30.11% year-on-year
BYD exported 100,482 NEVs in January, a 51.47% increase year-on-year, marking one of the few bright spots.
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Xpeng delivers 20,011 cars in Jan, down 34.07% year-on-year
Xpeng's January deliveries fell 34.07% year-on-year and declined 46.65% month-on-month.
