Monthly EV Sales

From January to May, BJEV sales were 13,413 units, just slightly higher than Li Auto's sales in one month.

BYD's Han DM series sold 11,250 units in May, while Han EV was 12,684 units.

From January to May, BYD has sold more than 500,000 vehicles, up about 350 percent from just over 100,000 in the same period last year.

Chinese EV makers are expected to see a material improvement in deliveries in June as work and production resume in Shanghai, according to Edison Yu's team.

From January to May, GAC Aion sold 76,142 units, up 122 percent from 34,363 units in the same period last year.

From January to May, Leapmotor delivered a cumulative total of 40,735 vehicles, up 347.44 percent from 9,104 vehicles in the same period last year.

Nio said it plans to further ramp up production capacity to a higher level and to accelerate the delivery recovery starting from June.

Xpeng said it has resumed two-shift production at its plant since mid-May and is working to accelerate delivery of the strong backlog of orders.

Li Auto's parts suppliers in the Yangtze River Delta region have not fully recovered, and it continues to experience challenges with parts supply shortages, the company said.

Sokon's NEV brand, Seres, sold 5,440 units in May, up 1,616.09 percent year on year.