Max

I track China EV moves, then tell you what’s actually happening.

[ChinaEV Home @CNEVhome]

CATARC just rolled out its 2026 "Top 10 Chassis in China" list, and the NIO ES9 made the cut—picking up the individual "Best Smart Chassis" award along the way. $NIO #ChinaEV
https://t.co/wRGnsGxIGz

[ChinaEV Home @CNEVhome]

NIO Power just handed over 23 co-built swap stations in Guangzhou to local state-owned partner SCI Group.

The company has now partnered with more than 40 state-owned platforms and financial institutions to develop over 800 swap stations. $NIO #Battery #ChinaEV
https://t.co/vcKCeAh9AW

[ChinaEV Home @CNEVhome]

Firefly unveils its sixth special edition tomorrow, teasing an Italian coastal theme.

With a steady cadence of limited-edition releases, its single-model lineup continues to maintain a solid lead in the premium compact EV segment. $NIO #ChinaEV
https://t.co/b4pC6jkPZl

[ChinaEV Home @CNEVhome]

Nio crossed a new milestone today as cumulative deliveries of the ES8 officially reached 140K units.

Coming exactly 30 days after hitting 130K, the flagship SUV continues to maintain steady delivery momentum.

$NIO #ChinaEV

[ChinaEV Home @CNEVhome]

China has introduced the first national standards for auto chip testing bodies.

As NIO, XPeng, and Li Auto prepare to sell in-house silicon to rivals, this framework clears the trust hurdles holding back external supply. #ChinaEV $NIO $LI $XPEV
https://t.co/d6so0IEvL7

[ChinaEV Home @CNEVhome]

China July vehicle registrations via CPCA:

Tesla China dropped 48.51% MoM to 27,249 units, falling to #11 overall.

❶ BYD: 223,461
❷ Geely: 105,526
❸ Leapmotor: 83,698
❹ Changan: 59,907
❺ HIMA: 45,422
❻ Chery: 39,079
❼ NIO Inc.: 35,842
❽ Xiaomi: 31,267
❾ Li Auto: 30,468
❿ XPeng: 28,327
⓫ Tesla China: 27,249

$NIO $TSLA $LI $XPEV #CNEVdata #ChinaEV

[ChinaEV Home @CNEVhome]

NIO’s ES9 led China’s RMB 500K+ pure-electric SUV market for the second straight month in July, logging 6.3K retail sales. $NIO #ChinaEV
https://t.co/b4JtRCxVwe

[ChinaEV Home @CNEVhome]

Landroads released its H1 2026 NEV After-Sales Study, assessing brands on service center visits, technical quality, service perks, and channel recognition.

NIO, AITO, Li Auto, and Tesla retained the top four spots for two straight reports, with ZEEKR rising to fifth. NIO has now led the overall rankings for three consecutive editions.

Xiaomi climbed from 7th to 6th, while FAW-Audi rose to 11th—the sole legacy luxury brand to post a gain.

$NIO #Zeekr $LI $TSLA

[ChinaEV Home @CNEVhome]

NIO reached the 20K delivery milestone for the ES9 in 73 days since deliveries began. $NIO #ChinaEV
https://t.co/9gtYdJlbQc

[ChinaEV Home @CNEVhome]

BYD’s next-gen Seal 07 has filed three variants with China's MIIT, covering both BEV and PHEV powertrains.

Styling follows BYD’s Ocean Aesthetics 2.0 design language, giving it a distinct visual footprint.

Dimensions sit at 5,080 × 1,960 × 1,495 mm with a 2,960 mm wheelbase.

The BEV lineup offers two single-motor RWD options, outputting 245 kW and 300 kW.

The PHEV variant pairs a 115 kW 1.5L ICE with a 160 kW drive motor.

$BYDDY #ChinaEV

[ChinaEV Home @CNEVhome]

NIO-backed battery operator Weineng has joined China's unicorn list at a $1B valuation.

According to GEI’s latest 2026 report, it stands as the sole passenger EV battery management firm on the entire ranking. $NIO #Battery #ChinaEV
https://t.co/jhtCOsPNCA

[ChinaEV Home @CNEVhome]

NIO will deliver its 20,000th ES9 this week.

The flagship SUV previously reached its first 10K deliveries in just 30 days—a speed record for China’s 500K RMB (~$70K USD) premium EV segment.

$NIO #ChinaEV

[ChinaEV Home @CNEVhome]

At a recent user session, NIO’s Qin Lihong outlined key plans for Gen-5 swap stations, in-house cylindrical cells, and a larger-battery firefly. $NIO #ChinaEV
https://t.co/v3g9ktL8BQ

[ChinaEV Home @CNEVhome]

A WSJ report claiming Tesla might sell its China business met a fierce counterstrike. Elon Musk dismissed it as "fake news," while Tesla VP Grace Tao took a subtle jab, warning that "false information is a major global risk." $TSLA #ChinaEV
https://t.co/34QqyhdKcP

[ChinaEV Home @CNEVhome]

BYD’s Racco electric kei car scored 5,000+ orders in week one since July 21 pre-sales opened in Japan. $BYDDY #ChinaEV
https://t.co/lUQlyogvUC

[ChinaEV Home @CNEVhome]

Founded in 2016, NIO Capital—informally known as the "NIO Club" in industry circles—has backed over 80 supply chain companies over the past decade. Its thesis is simple: invest in whatever NIO needs to build cars.

Publicly Listed Portfolio:

A-Share: CATL, Ronbay Technology, UW Laser

HKEX: https://t.co/xnwNcnFYzm, Black Sesame Technologies, Innovusion, Momenta, Econvoy, Dida Chuxing, Tuhu Car Care

Key Milestone: On July 8, 2026, Momenta and Econvoy made their joint HKEX debuts on the exact same day.

IPO Pipeline:

Aulton New Energy (Battery swap; NIO Capital is its largest external shareholder)

Welion New Energy (Solid-state batteries)

Autolink (Smart cockpits)

Zeron (Autonomous delivery vehicles)

TrunkTech (Autonomous heavy trucks)

$NIO #ChinaEV

[ChinaEV Home @CNEVhome]

Are China’s EV ADAS blue lights about to disappear?

An unconfirmed industry notice suggests regulators may tighten rules and reject external blue indicators starting with MIIT’s Batch 410 filings. #ChinaEV #NEV
https://t.co/OjwIBLQiDM

[ChinaEV Home @CNEVhome]

Overseas growth couldn't offset domestic pressure in BYD's H1, with 255K orders stalled by battery capacity.

Chairman Wang Chuanfu claims the worst is past—but holding off Geely, Xiaomi, and AITO in H2 remains the real test. $BYDDY #ChinaEV
https://t.co/NupgPYtwkw

[ChinaEV Home @CNEVhome]

Here’s a look at the top 10 cities for major NEV startups in H1 2026.

Shanghai, Beijing, Shenzhen, and Hangzhou lock down the top three spots for almost every brand—sales remain heavily concentrated. Interestingly, Shanghai is the single largest market for NIO, Tesla, and Xiaomi alike.

Looking at core brands alone, Tesla slightly edges out NIO. But on a group level—factoring in ONVO and Firefly—NIO actually claimed the crown as Shanghai’s overall best-selling passenger car brand in H1, regardless of price or powertrain.

It shows just how strong NIO’s brand equity is in Shanghai, with even its sub-brands pulling serious weight.

$NIO $TSLA $XIACY #ChinaEV

[ChinaEV Home @CNEVhome]

Only one ICE vehicle made it into China’s top 10 best-selling cars for June!

Tesla Model Y was the most expensive model on the list, yet it still took the number one spot.

Li Auto i6 surpassed the Xiaomi SU7 for the first time, ranking fourth.

Leapmotor A10 is gaining massive momentum and looks like the strongest challenger to the Geely Xingyuan (EX2).

Toyota Camry stood out as the sole ICE survivor on the entire leaderboard.

#ChinaEV $TSLA $LI $XIACY #CNEVdata