ThinkerCar
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China Auto Industry Information
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ThinkerCar
@thinkercar.bsky.social
· Nov 28
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🔹In Oct, China's power battery installations reached 84.1 GWh, +42.1% YoY and +10.7% MoM.
🔹Cumulative power battery installations from Jan to Oct 2025 hit 578 GWh, +42.4% YoY.
🔹Cumulative power battery installations from Jan to Oct 2025 hit 578 GWh, +42.4% YoY.
November 12, 2025 at 8:53 AM
🔹In Oct, China's power battery installations reached 84.1 GWh, +42.1% YoY and +10.7% MoM.
🔹Cumulative power battery installations from Jan to Oct 2025 hit 578 GWh, +42.4% YoY.
🔹Cumulative power battery installations from Jan to Oct 2025 hit 578 GWh, +42.4% YoY.
Weekly Wholesale Volume of Toyota's China Joint Ventures
• FAW Toyota
Nov 1-9: 10,300 units
• GAC Toyota
Nov 1-9: 16,440 units
#Toyota #AutoSales
• FAW Toyota
Nov 1-9: 10,300 units
• GAC Toyota
Nov 1-9: 16,440 units
#Toyota #AutoSales
November 12, 2025 at 5:55 AM
Weekly Wholesale Volume of Toyota's China Joint Ventures
• FAW Toyota
Nov 1-9: 10,300 units
• GAC Toyota
Nov 1-9: 16,440 units
#Toyota #AutoSales
• FAW Toyota
Nov 1-9: 10,300 units
• GAC Toyota
Nov 1-9: 16,440 units
#Toyota #AutoSales
Weekly Wholesale Volume of VW's China Joint Ventures
• SAIC Volkswagen
Nov 1-9: 11,040 units
• FAW-Volkswagen
Nov 1-9: 12,920 units
#Volkswagen #AutoSales
• SAIC Volkswagen
Nov 1-9: 11,040 units
• FAW-Volkswagen
Nov 1-9: 12,920 units
#Volkswagen #AutoSales
November 12, 2025 at 5:41 AM
Weekly Wholesale Volume of VW's China Joint Ventures
• SAIC Volkswagen
Nov 1-9: 11,040 units
• FAW-Volkswagen
Nov 1-9: 12,920 units
#Volkswagen #AutoSales
• SAIC Volkswagen
Nov 1-9: 11,040 units
• FAW-Volkswagen
Nov 1-9: 12,920 units
#Volkswagen #AutoSales
Chery Top 5 Models by Wholesale Volume (Nov 1-9, 2025)
• Total Wholesale Volume: 15,180 units
• Model & Wholesale Volume
1⃣Tiggo 8: 2,870 units
2⃣Arrizo 8: 2,690 units
3⃣Fulwin A9L: 2,430 units
• Total Wholesale Volume: 15,180 units
• Model & Wholesale Volume
1⃣Tiggo 8: 2,870 units
2⃣Arrizo 8: 2,690 units
3⃣Fulwin A9L: 2,430 units
November 12, 2025 at 5:14 AM
Chery Top 5 Models by Wholesale Volume (Nov 1-9, 2025)
• Total Wholesale Volume: 15,180 units
• Model & Wholesale Volume
1⃣Tiggo 8: 2,870 units
2⃣Arrizo 8: 2,690 units
3⃣Fulwin A9L: 2,430 units
• Total Wholesale Volume: 15,180 units
• Model & Wholesale Volume
1⃣Tiggo 8: 2,870 units
2⃣Arrizo 8: 2,690 units
3⃣Fulwin A9L: 2,430 units
As of Oct 2025, the total wholesale volume of PV in China reached 23.7M units, +12.3% YoY. 🇨🇳
• New car-making brands #XPeng and #Leapmotor surged over 120% YoY, while established leaders #BYD (+9.3%) and #Wuling (+45.8%) also grew, with all sides fueling NEV market expansion together.
• New car-making brands #XPeng and #Leapmotor surged over 120% YoY, while established leaders #BYD (+9.3%) and #Wuling (+45.8%) also grew, with all sides fueling NEV market expansion together.
November 11, 2025 at 10:26 AM
As of Oct 2025, the total wholesale volume of PV in China reached 23.7M units, +12.3% YoY. 🇨🇳
• New car-making brands #XPeng and #Leapmotor surged over 120% YoY, while established leaders #BYD (+9.3%) and #Wuling (+45.8%) also grew, with all sides fueling NEV market expansion together.
• New car-making brands #XPeng and #Leapmotor surged over 120% YoY, while established leaders #BYD (+9.3%) and #Wuling (+45.8%) also grew, with all sides fueling NEV market expansion together.
In Oct 2025, China's PV wholesale volume reached 2.9M units, +7.4% YoY, +3.6% MoM. 🇨🇳
• #BYD kept the top spot despite an 18.3% YoY drop, and #Chery held second with a 5.5% gain.
• NEV brands like Galaxy, #Leapmotor, #Xiaomi , and #XPeng all saw growth exceeding 75%.
• #BYD kept the top spot despite an 18.3% YoY drop, and #Chery held second with a 5.5% gain.
• NEV brands like Galaxy, #Leapmotor, #Xiaomi , and #XPeng all saw growth exceeding 75%.
November 11, 2025 at 10:03 AM
In Oct 2025, China's PV wholesale volume reached 2.9M units, +7.4% YoY, +3.6% MoM. 🇨🇳
• #BYD kept the top spot despite an 18.3% YoY drop, and #Chery held second with a 5.5% gain.
• NEV brands like Galaxy, #Leapmotor, #Xiaomi , and #XPeng all saw growth exceeding 75%.
• #BYD kept the top spot despite an 18.3% YoY drop, and #Chery held second with a 5.5% gain.
• NEV brands like Galaxy, #Leapmotor, #Xiaomi , and #XPeng all saw growth exceeding 75%.
#Xiaomi SU7 Facelift May Launch with 12 Major Upgrades and a Price Increase of Nearly RMB10,000
The upgrades include:
• Second-generation Kirin Battery
• 5C+900V electrical architecture
• All-new chassis architecture
• Ventilated, heated, and massaging seats
• Closed dual-chamber air suspension
The upgrades include:
• Second-generation Kirin Battery
• 5C+900V electrical architecture
• All-new chassis architecture
• Ventilated, heated, and massaging seats
• Closed dual-chamber air suspension
November 11, 2025 at 8:29 AM
#Xiaomi SU7 Facelift May Launch with 12 Major Upgrades and a Price Increase of Nearly RMB10,000
The upgrades include:
• Second-generation Kirin Battery
• 5C+900V electrical architecture
• All-new chassis architecture
• Ventilated, heated, and massaging seats
• Closed dual-chamber air suspension
The upgrades include:
• Second-generation Kirin Battery
• 5C+900V electrical architecture
• All-new chassis architecture
• Ventilated, heated, and massaging seats
• Closed dual-chamber air suspension
Xpeng's upcoming vehicle lineup currently includes:
• Unreleased models: MONA SUV, G01.
• Models in pre-sale: X9 EREV, priced from 350,000 to 370,000 RMB.
#XPeng
• Unreleased models: MONA SUV, G01.
• Models in pre-sale: X9 EREV, priced from 350,000 to 370,000 RMB.
#XPeng
November 11, 2025 at 7:16 AM
Xpeng's upcoming vehicle lineup currently includes:
• Unreleased models: MONA SUV, G01.
• Models in pre-sale: X9 EREV, priced from 350,000 to 370,000 RMB.
#XPeng
• Unreleased models: MONA SUV, G01.
• Models in pre-sale: X9 EREV, priced from 350,000 to 370,000 RMB.
#XPeng
#Xpeng MONA SUV Spy Shots Surface
• The new model is anticipated to be a compact coupe SUV, featuring a design language in line with the MONA M03.
• It is expected to utilize a single-motor powertrain and is scheduled for launch in 2026.
• The new model is anticipated to be a compact coupe SUV, featuring a design language in line with the MONA M03.
• It is expected to utilize a single-motor powertrain and is scheduled for launch in 2026.
November 11, 2025 at 5:48 AM
#Xpeng MONA SUV Spy Shots Surface
• The new model is anticipated to be a compact coupe SUV, featuring a design language in line with the MONA M03.
• It is expected to utilize a single-motor powertrain and is scheduled for launch in 2026.
• The new model is anticipated to be a compact coupe SUV, featuring a design language in line with the MONA M03.
• It is expected to utilize a single-motor powertrain and is scheduled for launch in 2026.
November 10, 2025 at 12:30 PM
The #Leapmotor D19's frunk is spacious, capable of holding an induction cooker and an electric kettle.
When open, it reveals a layout comparable to the Onvo L90.
When open, it reveals a layout comparable to the Onvo L90.
November 10, 2025 at 11:16 AM
The #Leapmotor D19's frunk is spacious, capable of holding an induction cooker and an electric kettle.
When open, it reveals a layout comparable to the Onvo L90.
When open, it reveals a layout comparable to the Onvo L90.
November 10, 2025 at 9:41 AM
According to CPCA, Tesla China's wholesale volume and export data for Oct 2025 are as follows:
November 10, 2025 at 9:35 AM
According to CPCA, Tesla China's wholesale volume and export data for Oct 2025 are as follows:
According to ThinkerCar's end-market research statistics:
NIO Group (incl. Onvo & Firefly) | New Weekly Orders (W45 2025, Nov 3-9): 9.5K
• NIO ES8: 2K
• Firefly: 1.5K
$NIO
NIO Group (incl. Onvo & Firefly) | New Weekly Orders (W45 2025, Nov 3-9): 9.5K
• NIO ES8: 2K
• Firefly: 1.5K
$NIO
November 10, 2025 at 7:00 AM
According to ThinkerCar's end-market research statistics:
NIO Group (incl. Onvo & Firefly) | New Weekly Orders (W45 2025, Nov 3-9): 9.5K
• NIO ES8: 2K
• Firefly: 1.5K
$NIO
NIO Group (incl. Onvo & Firefly) | New Weekly Orders (W45 2025, Nov 3-9): 9.5K
• NIO ES8: 2K
• Firefly: 1.5K
$NIO
According to ThinkerCar's end-market research statistics:
#Tesla China Weekly Orders (W45 2025, Nov 3-9): 32K
• Model Y Orders: 23K
• Model Y Long Range Share (of Model Y): 62%
The launch of the Model Y Long Range (CLTC 821 km) was the primary catalyst for this significant increase.
#Tesla China Weekly Orders (W45 2025, Nov 3-9): 32K
• Model Y Orders: 23K
• Model Y Long Range Share (of Model Y): 62%
The launch of the Model Y Long Range (CLTC 821 km) was the primary catalyst for this significant increase.
November 10, 2025 at 6:44 AM
According to ThinkerCar's end-market research statistics:
#Tesla China Weekly Orders (W45 2025, Nov 3-9): 32K
• Model Y Orders: 23K
• Model Y Long Range Share (of Model Y): 62%
The launch of the Model Y Long Range (CLTC 821 km) was the primary catalyst for this significant increase.
#Tesla China Weekly Orders (W45 2025, Nov 3-9): 32K
• Model Y Orders: 23K
• Model Y Long Range Share (of Model Y): 62%
The launch of the Model Y Long Range (CLTC 821 km) was the primary catalyst for this significant increase.
Weekly Orders (November 3-9)
• #Leapmotor: Over 12,000 new orders
• #Huawei HIMA: 12,000 new orders
• #NIO Group: Approximately 10,000 new orders
• #Leapmotor: Over 12,000 new orders
• #Huawei HIMA: 12,000 new orders
• #NIO Group: Approximately 10,000 new orders
November 10, 2025 at 5:48 AM
Weekly Orders (November 3-9)
• #Leapmotor: Over 12,000 new orders
• #Huawei HIMA: 12,000 new orders
• #NIO Group: Approximately 10,000 new orders
• #Leapmotor: Over 12,000 new orders
• #Huawei HIMA: 12,000 new orders
• #NIO Group: Approximately 10,000 new orders
Xpeng MONA M03: 200,000 Units Delivered!
In October, Xpeng's total deliveries surpassed 40,000 vehicles, with the M03 alone accounting for 35.7% of the total.
#XPeng
In October, Xpeng's total deliveries surpassed 40,000 vehicles, with the M03 alone accounting for 35.7% of the total.
#XPeng
November 7, 2025 at 3:36 AM
Xpeng MONA M03: 200,000 Units Delivered!
In October, Xpeng's total deliveries surpassed 40,000 vehicles, with the M03 alone accounting for 35.7% of the total.
#XPeng
In October, Xpeng's total deliveries surpassed 40,000 vehicles, with the M03 alone accounting for 35.7% of the total.
#XPeng