Tesla Model Y came in fourth with wholesale sales of 38,916 units.
Among the 17 models exceeding 20,000 wholesale units in January, 13 were NEVs.
Author: cnevpost
Tesla Jan deliveries in China decline 45% while Shanghai plant exports surge 71%
Tesla’s January retail sales in China fell to their lowest level since November 2022, while exports from its Shanghai factory hit the second highest on record.
China’s January NEV retail sales totaled 596,000 units, down 20% year-on-year.
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.
BEV retail sales in January were 348,000 units, a 17% year-on-year decrease, marking the first year-on-year decline since March 2024.
China NEV retail sales in Feb 1-8 rise 42% year-on-year due to last year’s low base
The 2025 Spring Festival holiday ran from January 28 to February 4, while this year’s holiday period falls from February 15 to 23.
Year-to-date cumulative retail sales of NEVs in China totaled 715,000 units, down 14% year-on-year.
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.
BYD’s domestic battery installations in January in China totaled 7.32 GWh, ranking second in the overall battery market with a 17.43% share.
China EV battery installations rise 8.4% year-on-year to 42 GWh in Jan
LFP batteries maintained their dominant position, accounting for 32.7 GWh of installations in January — 77.7% of the total.
China’s power battery exports in January were 17.7 GWh, a 59.3% year-on-year increase.
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.
China’s total vehicle wholesale sales totaled 2.346 million units in January, down 3.2% year-on-year.
Nio’s battery asset operator Mirattery issues $72.5 million REITs in new securitization effort
By the end of January, Mirattery’s battery assets under management had surpassed 40 GWh.
This marks the world’s first hold-type power battery REITs, representing a pivotal step in Mirattery’s power battery asset securitization strategy.
Geely ride-hailing unit Cao Cao’s robotaxi fleet reaches 100 vehicles, targeting 100,000 by 2030
Cao Cao’s 100th robotaxi enters service in Hangzhou, marking a key step in its Robotaxi 2.0 phase.
Cao Cao will extend the daily service hours of its robotaxis and expand its service coverage.
China FAW begins fitting semi-solid-state batteries into prototype cars, delivering over 1,000 km range
The battery cells achieve an energy density exceeding 500 Wh/kg, with the battery pack capacity reaching 142 kWh.
The battery is undergoing iterative upgrades, with potential to achieve a pack capacity exceeding 200 kWh, delivering a range of over 1,600 km.
VW Cupra Tavascan exempted from EU tariffs on Chinese EVs as price undertaking accepted
The European Commission has accepted Volkswagen Anhui’s price undertaking for BEV exports, exempting the China-made Cupra Tavascan SUV from import duties.
Volkswagen Anhui submitted the proposal last December, marking the EU’s first formal review of tariffs on China-made EVs.
Xiaomi’s 1st-gen SU7 sedan ends production as next-gen model launches in Apr
Cumulative deliveries of the first-generation SU7 sedan have reached nearly 370,000 units.
Pre-orders for the next-generation SU7 began last month, with an expected April launch.
Baidu partners with Uber to bring Apollo Go autonomous ride-hailing service to Dubai
The service is expected to launch in the coming month, allowing users to access fully autonomous ride-hailing service at designated locations.
Apollo Go now operates across 22 cities worldwide, with weekly ride volumes recently surpassing 250,000 trips.
Gotion, BASF partner on solid-state battery technology
The collaboration will focus on joint R&D of high-performance materials for next-generation solid-state batteries, covering multiple core materials.
Gotion has already established its first 0.2 GWh pilot production line for its Gemstone solid-state battery.
William Li reaffirms Nio’s 2026 annual profitability target in internal address
William Li reiterated to employees the goal of achieving annual profitability in 2026, following Nio’s alert of its first quarterly profit in the fourth quarter of 2025.
Reasonable profits are the foundation for the company’s sustained development, and this target must be met, Li said.
BYD releases official images of Song Ultra EV amid ramped-up marketing efforts
The Song Ultra EV measures 4,850 mm in length and boasts a CLTC range of up to 710 km.
The Song Ultra EV is BYD’s first B-segment pure-electric SUV in its Dynasty lineup and will be the latest addition to the popular Song series.
BYD surpasses 5,000 vehicles sold in Vietnam
In 2025 — BYD’s first full year in the Vietnamese market — the company sold 3,718 vehicles in the country.
BYD entered the Vietnamese market in June 2024 and currently offers nine models in the country.
Arcfox unveils new Wendao product lineup to target premium market
The first model in the Arcfox Wendao lineup, the V9 MPV, is expected to be launched in the second quarter.
The Wendao V9 extended-range MPV measures 5,300 mm in length and will feature a magnetorheological suspension for enhanced comfort.
Xiaomi founder says no plans to bring EV business to US after YU7 spotted in America
Xiaomi founder said that Xiaomi EV currently has no plans to enter the US market, and the YU7 seen in the US was likely purchased by a US peer or supplier.
A Xiaomi YU7 Max was spotted earlier this month on US Interstate 5 bearing an Illinois license plate.
Nio ES9 offers up to 620 km range with 102-kWh battery pack
The Nio ES9’s range is slightly below the ES8’s CLTC-rated 635 km.
The ES9’s technology launch is tentatively scheduled for around April 10, Nio president said last month.
