
Nio completed 165,898 battery swap services on February 19, setting a new single-day record.
Over the past five days, Nio has seen its battery swap service break its all-time high three times.

Nio completed 165,898 battery swap services on February 19, setting a new single-day record.
Over the past five days, Nio has seen its battery swap service break its all-time high three times.

RoboSense sold 459,600 units in the fourth quarter of 2025, with robotics LiDAR accounting for nearly half of the volume.
RoboSense’s robotics LiDAR sales exceeded 303,000 units in 2025, representing an increase of over 1,142% compared to 2024.

Nio broke its single-day battery swap service record on February 18, just three days after achieving its previous peak.
February 15-23 marks China’s 2026 Spring Festival holiday period, a peak travel season.

Nio recorded 146,649 battery swaps on February 15, setting a new all-time high.
February 15 marked the first day of China’s 2026 Spring Festival holiday, which runs through February 23.

Beijing Benz is recalling 19,481 locally produced EQA and EQB vehicles to replace their high-voltage batteries.
The recall campaign is being conducted under SAMR’s defect investigation.

BYD narrowly retained its position as China’s largest NEV maker by retail sales, though its lead over Geely was only 0.3 percentage points.
Tesla’s January retail sales in China were the lowest since November 2022, partly due to a significant surge in exports from its Shanghai factory.

A rough framework would allow Chinese automakers to produce vehicles in the US through joint ventures with American automakers, Bloomberg reported.
This mirrors the strategy China’s auto industry employed decades ago when it was just starting out, highlighting the rapid rise of Chinese automakers.

CATL was listed in Hong Kong on May 20, 2025, and has since risen 75% cumulatively, with a market capitalization of HK$2.36 trillion ($302 billion).
WeRide and Pony AI were included in the Hang Seng Composite Index, while Horizon Robotics was included in the Hang Seng China Enterprises Index.

Li Auto’s autonomous driving architect Lang Xianpeng is set to depart after transitioning to lead the company’s humanoid robot unit two weeks ago.
Lang was one of the primary contributors to Li Auto’s advancement from mid-tier to industry-leading capabilities in smart driving.

Mirattery brought in two new state-owned enterprise shareholders from Hefei in the new funding, expanding its Series C financing to nearly RMB 2 billion.
This marks a further expansion of Mirattery’s Series C financing following its December expansion.

Voyah turned a profit in 2025, reporting net income of RMB 1.02 billion.
Voyah’s stock code is 7489, and it will list in Hong Kong via an introductory listing.

Xiaomi EV aims to deliver 550,000 vehicles in 2026, following 411,837 deliveries in 2025.
Xiaomi EV commenced pre-sales for the updated SU7 on January 7, with the official launch scheduled for April.

Xiaomi EV’s January deliveries rose 70.34% year-on-year, though down 22.33% from December.
SU7 deliveries fell to their lowest level since launch, as the sedan is set for an update in April.

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.

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.

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.

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.

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.

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.

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.
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