ThinkerCar

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• #BYD leads with RMB 66.5B in revenue, despite its main brand's ATP being just RMB 123k. FCB (RMB 206k) and Denza (RMB 354k) complete its brand hierarchy.
• In the RMB 400k+ ATP segment, #NIO (RMB 449k), Luxeed (RMB 424k), and Aito (RMB 419k) lead. Notably, NIO and Aito each generate around RMB 28B in revenue, while Luxeed stands at RMB 10.6B.
• #Xiaomi posted RMB 27.4B in revenue at an ATP of RMB 271k, carving a strong niche in the RMB 200k–300k segment. Leapmotor took a volume-driven approach: an ATP of RMB 120k yielded RMB 25.7B in revenue.

[ThinkerCar @thinkercar]

• #BYD leads revenue by a wide margin with RMB 22.4B total and an ATP of RMB 123k; within the group, FCB sits at RMB 207k and Denza at RMB 361k, anchoring the mid-to-high-end segment.
• Top 3 by ATP: AITO RMB 459k, #NIO RMB 447k, Luxeed RMB 432k. #Huawei-affiliated brands show strong pricing power, while NIO’s pricing base remains solid.
• The RMB 250k–300k band is highly competitive, with Tesla at RMB 282k, #Xiaomi at RMB 276k, LiAuto at RMB 289k and others clustered in this range.

[ThinkerCar @thinkercar]

Recently, #BYD's 2nd-gen Blade Battery capacity has become largely sufficient.
New vehicles are hitting dealerships at a surging pace, meaning overall deliveries are now set to accelerate significantly.

[ThinkerCar @thinkercar]

BYD's Camaçari plant in Brazil is locking in a 600,000-unit annual capacity target.
Here’s the breakdown from BYD Brazil SVP Alexandre Baldy:
• Current monthly new orders hit ~30,000 units, exceeding current output
• Plans to ramp up to 25,000 units/month by year-end
• By 2027, localization rate will exceed 50%, kicking off exports across LATAM
#BYD #Brazil

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XPeng MONA L05 has begun global shipments and will go on sale in 65 countries and regions worldwide.
Earlier today, XPeng confirmed it will hold the China launch event for the L05 on Oct 29.
#XPeng #MONAL05

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The XPeng MONA L05 stays stable even when both tires on one side blow out at 160 km/h. Fully loaded with 5 people and 9 boxes, it holds its line with almost no body sway.
#XPeng #MONAL05

[ThinkerCar @thinkercar]

Luxeed, under #Huawei's HIMA, is planning its overseas lineup.
Leaks suggest four more SUVs will join the V9 and RX. Future Luxeed models are expected to be developed to global vehicle standards, with these four SUVs expected to debut next year.

[ThinkerCar @thinkercar]

Chery's big global move: Luxeed heads overseas.
The Luxeed V9 will launch abroad as the "LLounge", dropping Huawei Qiankun ADS for Chery's in-house intelligent driving. It's an RHD version with noticeable exterior and interior changes.
Reportedly, the 3-phase rollout targets the Middle East, Southeast Asia, and Europe. The V9 leads the way, while the Luxeed RX will also head overseas as the "Stormax".
#Luxeed #Chery

[ThinkerCar @thinkercar]

#BYD 2nd-gen Seagull's AEB Emergency Braking Challenge:
• 120 km/h: Lead vehicle cuts out, exposing a stationary disabled vehicle.
• 90 km/h: Nighttime cut-in by a two-wheeled e-bike.
• 30 km/h: Nighttime right turn encountering a child pedestrian dummy.

[ThinkerCar @thinkercar]

2nd-gen #BYD Seagull

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XPeng's Robotaxi (XPENG YOYO) secured its L4 autonomous driving demonstration operation license. The company aims to achieve passenger-carrying operations without safety drivers next year.
Here is how fast they got here:
• Jan: Secured a road testing permit for intelligent connected vehicles in Guangzhou, entering routine L4 public road testing.
• Mar: Launched Robotaxi business division
• May: First mass-produced XPeng GX Robotaxi rolled off the line
• Jul: Internal testing began
• Aug: Production-built Robotaxi with 2nd-gen VLA completed over 2,000 internal test orders in Guangzhou
#XPeng #Robotaxi #XPENGYOYO

[ThinkerCar @thinkercar]

#XPeng may later expand XPENG YOYO to prefecture-level cities in China or add additional vehicle models for testing.

[ThinkerCar @thinkercar]

#BYD Denza N8 pre-orders are now open ahead of its Nov launch.
It packs a 1,003 km pure electric range, the 2nd-gen Blade Battery, flash charging, and God's Eye 5.0 ADAS.
L/W/H: 5150/1999/1820 mm, wheelbase: 3075 mm.
Powertrains:
• RWD single-motor: 320 kW or 370 kW
• Tri-motor AWD: 270 kW front + 310 kW x2 rear (combined 890 kW)

[ThinkerCar @thinkercar]

#BYD's Denza N8 range specs:
• BEV: 1,003 km CLTC range
• PHEV: 435 km pure electric range
Drivetrain options: RWD or e3 platform.

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Report says NIO’s self-developed large cylindrical cells will be produced by EVE Energy and Gotion High-Tech, with a small pilot batch by year-end. Mass production remains challenging for now.
NIO switched from the 4680 format to its custom 46105 design. Originally planned for the ET9, the flagship launched with CATL prismatic packs instead. NIO keeps heavy investment under the “in-house design + OEM” model.
Meanwhile, NIO is expanding CATL’s prismatic supply for ONVO and Firefly and deepening their battery-swap partnership. Large cylindricals stay a long-term tech bet, while proven prismatic batteries secure stable supply.
$NIO #EVBattery #CATL

[ThinkerCar @thinkercar]

The 3rd-gen #BYD Qin PLUS is set to launch on Oct 27. Its most obvious improvements are body dimensions and ADAS, while range and fuel consumption have also improved. Will pricing offer a surprise?

[ThinkerCar @thinkercar]

Confirmed: The third-gen BYD Qin PLUS DM-i is set for its official launch on Oct 27.
The new sedan has grown in overall size, boasting a wheelbase of 2,800 mm.
It is fitted with a 1.5L plug-in hybrid system and two LFP battery options: 16.227 kWh and 24.337 kWh, delivering WLTC pure electric ranges of 107 km and 160 km respectively.
#BYD #QinPLUSDMI #PHEV

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The 2nd-gen #BYD Seal 07 is young and energetic inside and out: BYD recently officially revealed the interior, and real-life exterior and interior photos have also surfaced.

[ThinkerCar @thinkercar]

Official interior images of the 2nd-gen #BYD Seal 07 are out.

[ThinkerCar @thinkercar]

@Kaceman14 Agreed! That color looks stunning.

[ThinkerCar @thinkercar]

#BYD's Denza N8 just revealed four interior color options. Which one is your pick?

[ThinkerCar @thinkercar]

Launch timing confirmed for #BYD's Denza N8: pre-orders open on Oct 26, official launch in Nov.

[ThinkerCar @thinkercar]

#BYD's Denza N8 range specs:
• BEV: 1,003 km CLTC range
• PHEV: 435 km pure electric range
Drivetrain options: RWD or e3 platform.

[ThinkerCar @thinkercar]

#BYD's Denza N8 just revealed four interior color options. Which one is your pick?

[ThinkerCar @thinkercar]

Yangwang HU is being shipped to the Middle East for its global debut in the UAE (Dubai and Abu Dhabi) this November.
Expected to measure between 5.4 m and 5.5 m, it sits in the D+ executive sedan segment.
The model is rumoured to feature BYD’s e4 four-motor powertrain with a combined output of over 1,300 hp, paired with DiSus-M intelligent suspension and rear-wheel steering.
There are also speculations that it could be the first vehicle fitted with BYD’s in-house solid-state battery, targeting a CLTC range of over 1,200 km.
#Yangwang #BYD #LuxuryEV

[ThinkerCar @thinkercar]

A new spy shot reveals the front fascia of #BYD's Yangwang all-new executive flagship sedan.
It is expected to measure around 5.5 meters, could be priced over RMB 2 million, and is tipped to be BYD's first model to pack a solid-state battery.

[ThinkerCar @thinkercar]

Average Transaction Price of New Car-making Brands in China, Q3 2026
• #NIO (RMB 449k), Luxeed (RMB 424k), and Aito (RMB 419k) lead in average transaction price. However, #LiAuto takes the revenue crown at RMB 30.1B, with its average price sitting mid-tier at RMB 305k.
• #Xiaomi proves its volume with RMB 27.4B revenue at a RMB 271k average, while #Leapmotor rakes in RMB 25.7B at just RMB 120k.

[ThinkerCar @thinkercar]

Two NIO AI innovations have been selected for the "Top 10 Automotive AI Application Cases of 2026", unveiled Oct 23 at the closing of WICV 2026 in Beijing, co-hosted by MIIT, the Ministry of Transport and Beijing Municipal Government.
The honorees are "NIO World Model (NWM)" and the edge-cloud collaborative Tiantong-Tiantan vehicle AI inspection platform, representing AI for driving automation and smart manufacturing.
- NWM leverages world models and closed-loop reinforcement learning for industry-leading assisted driving.
- Tiantong-Tiantan enables vehicle self-checks of over 1,000 functions in 3 minutes, lifting efficiency by 10.3x.
#NIO #WICV #AutomotiveAI

[ThinkerCar @thinkercar]

Confirmed: The third-gen BYD Qin PLUS DM-i is set for its official launch on Oct 27.
The new sedan has grown in overall size, boasting a wheelbase of 2,800 mm.
It is fitted with a 1.5L plug-in hybrid system and two LFP battery options: 16.227 kWh and 24.337 kWh, delivering WLTC pure electric ranges of 107 km and 160 km respectively.
#BYD #QinPLUSDMI #PHEV

[ThinkerCar @thinkercar]

The 3rd-gen #BYD Qin PLUS has arrived at dealerships, with real-life photos now emerging. Sources indicate it will officially launch soon.

[ThinkerCar @thinkercar]

#BYD's Denza Z is set to launch in the Chinese market in Q4 2026.
Pre-sales are now open for 3 trims, priced at RMB 680,000 / 780,000 / 1,180,000.

[ThinkerCar @thinkercar]

#BYD Denza Z

[ThinkerCar @thinkercar]

PV Brands Export Volume Rankings by Price Range – Jan-Sep 2026
➡️0-100k RMB: #Chery (377.4k) and MG (357.4k) lead, followed by #Geely (272.8k) and Galaxy (150.2k), highlighting Geely's multi-brand success in the entry-level market.
➡️100-200k RMB: #BYD dominates with 777.6k units. Chery (635.4k) and Jetour (264.1k) take 2nd and 3rd, reinforcing Chery Group's strong presence.
➡️200-300k RMB: Tesla leads with 362.0k units, largely driven by its Shanghai Gigafactory.
➡️300k+ RMB Top 3: Polestar (34.3k), Lincoln (31.2k), and Volvo (16.8k).

[ThinkerCar @thinkercar]

Jan-Sep 2026, Export Volume Rankings for China's NEVs by Destination Country
➡️Brazil led with 379k units (+168%). Belgium (351k) and the UK (314k) followed closely, forming the top tier.
➡️Europe saw explosive growth, with Italy (+223%), Germany (+131%), and Slovenia (+148%) posting staggering growth.
➡️Asia-Pacific stayed strong: Australia (271k, +148%) and Thailand (213k, +119%) both topped 200k units, while South Korea (125k) and Malaysia (73k) doubled.
#ChinaNEV #EVExports #AutoIndustry