China Passenger Vehicle Retail Sales & Wholesale Volume – Jul 1-26

#BYD's Top 3 Countries by Global Sales, H1 2026 • Brazil: 97,873 units, +107.9% YoY • Australia: 52,324 units, +124.7% YoY • UK: 37,716 units, +94.6% YoY

#BYD Group Wholesale Volume (including Denza, Yangwang, and FCB)

#BYD Retail Volume by Province in China, H1 2026 BYD's total volume reached 796.7k units in H1 2026, with the top three provinces being Guangdong (75k), Jiangsu (59.7k), and Shandong (59.7k).

Jun 2026 China 8-series SUV ranking: #Nio ES8 tops at 9,266 units (-20.9% MoM), followed by #Zeekr 8X with 4,782 units (-23.1% MoM) and #Huawei HIMA AITO M8 with 3,918 units (-24.6% MoM).

H1 2026: Retail Sales of PV Brands by Price Range🇨🇳

Retail Delivery Volume of New Car-making Brands in H1 2026 Total Retail Volume by Brand, H1 2026⬇️ • #Leapmotor: 258.8k, +45.1% YoY • #NIO: 195.8k, +67.7% YoY • #LiAuto: 191.5k, -8% YoY • #Xiaomi: 186.1k, +17.8% YoY • #Zeekr: 134.7k, +64.4% YoY • #XPeng: 133.6k, -25.7% YoY

#BYD FCB has officially announced that cumulative sales of the Tai 7 have surpassed 200,000 units. Since its launch, the Tai 7 has consistently led sales within the FCB lineup, becoming the core driver of the brand's overall sales growth.

The FREELANDER brand, jointly developed by #Chery × Jaguar Land Rover, continues teasing the FREELANDER 8. It has released more interior details today. The Freelander 8 will feature a large rear overhead entertainment screen, second-row zero-gravity seats.

In H1 2026, the cumulative retail volume (based on insurance registrations) in China's PV market reached 8.5M units, -18.3% YoY.🇨🇳

Cumulative power battery installations in H1 2026 reached 335.6 GWh, +12% YoY. #CATL led with 154.25 GWh (+19.9% YoY) and a 46.04% share, while #BYD posted 57.42 GWh (–18.4% YoY) and a 17.14% share, down 6.42 pp, widening its deficit to CATL. Together, they account for the majority of the market.

In 2026 H1, China's BEV market reached cumulative domestic sales of 3.1M units, -6.1% YoY.🇨🇳

In the Apr 2026 China 8-Series SUV retail ranking, the #Nio ES8 leads with 13,508 units, nearly doubling the Aito M8 to take the top spot.

The #BYD Zhengzhou, a ro-ro vessel, sails for #Australia fully loaded with around 5,000 BYD new energy vehicles, including Seagull, Sea Lion 07 EV and Shark Pickup.

#BYD FCB marks a milestone of 400,000 cumulative sales, while the Tai 7 attains 150,000 unit sales. Looked at this way, Tai 7 accounts for nearly 40% of FCB's total sales.

#Xpeng's small-scale Robotaxi test fleet operates exclusively in Guangzhou, with five months of ongoing road tests to continuously validate core L4 autonomous driving capabilities. The Xpeng GX-based fleet confirms the 2nd-gen VLA system delivers L4 autonomous driving capability.

#NIO Firefly topped subcompact car sales in Shanghai, Hefei and Shenzhen in April (all powertrains & price segments). It sold 627 units in Shanghai, 397 in Hefei and 312 in Shenzhen, holding a nearly 400-unit lead over second-place #BYD Dolphin in Shanghai.

A set of alleged spy shots of the next-gen #BYD Dolphin have surfaced, likely the PHEV variant Dolphin G, due for launch in #Europe soon. BYD is precisely targeting Europe’s mainstream small car segment. The Dolphin G will further perfect its BEV and PHEV product portfolio.

Today, #Xiaomi has unveiled official photos of the YU7 GT finished in the Crimson Red exterior hue, alongside official photos of its red-and-black dual-tone interior color scheme. It is scheduled for official launch in late May.

In Jan-Apr 2026, #BYD Group recorded cumulative exports of 442.5k units. 🎯 Full-year target: 1.5M units | Current progress: ~30% Overseas exports maintained steady MoM growth, with April exports climbing to 130k units.

One of #NIO’s 5th-gen battery swap stations has been deployed and is now in the commissioning and internal testing phase.

Apr 2026 sales for the all-new #NIO ES8 hit 13,020 units. It has been the top-selling full-size SUV for five straight months, now on track for a sixth consecutive win. We’ll see if any model can challenge its lead.

In Apr 2026, #NIO’s intelligent safety assistance system proactively prevented 358,852 potential collisions and hazards. Monthly data since early 2026 has remained consistently above 300k interventions: Jan 2026: 328,927, Feb 2026: 308,121, Mar 2026: 340,528.

This is allegedly a video of on-site testing for the #NIO 5th-gen battery swap station, visually nearly identical to the 4th-gen station. Earlier reports indicate related testing and calibration work is ongoing.

$NIO • In Mar 2026, #NIO delivered 35,486 vehicles, +136% YoY, +70.6% MoM. NIO: 22,490 units, +120.1% YoY, +48.4% MoM; Onvo: 6,877 units, +42.7% YoY, +130.7% MoM; Firefly: 6,119 units, +130.3% MoM. • Nio's total delivery volume for 2026 is 83.5k vehicles, +98.3% YoY

$XPEV In Mar 2026, #Xpeng delivered 27,415 vehicles, -17.4% YoY, +79.7% MoM. The XPeng X9 delivered 3,075 units, up 134% YoY. Cumulative global deliveries have surpassed 55k units. Xpeng's total delivery volume for 2026 is 62.7k vehicles, -33.3% YoY.

$Li In Mar 2026, #LiAuto delivered 41,053 vehicles, +11.9% YoY, +55.4% MoM. LiAuto's total delivery volume for 2026 is 95.1k vehicles, +2.5% YoY.

$ZK In Mar 2026, Zeekr delivered 29,318 vehicles, +90.1% YoY, +22.8% MoM. Zeekr's total delivery volume for 2026 is 77k vehicles, +86.1% YoY.

#Xiaomi officially announced that deliveries of Xiaomi Auto surpassed 20,000 units in March 2026. Meanwhile, the new-gen SU7, which began customer deliveries on March 23, recorded cumulative deliveries of over 7,000 units during the same month.

#Geely Wholesale Volume (Mar 1-22, 2026) Mar 1–8: Geely 8k, Galaxy 1k (total 9k) Mar 9–15: Geely 11.5k (+44% WoW), Galaxy 6.8k (soars +584% WoW) (total 18.3k) Mar 16–22: Geely 16.3k (+42% WoW), Galaxy 7.5k (+11% WoW) (total 23.8k)