ThinkerCar
@thinkercar.bsky.social
China Auto Industry Information
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ThinkerCar
@thinkercar.bsky.social
· Nov 28
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🌐 thinkercar.com
🛎️ t.me/ThinkerCarData
XPeng 2026 Global New Product Launch
XPeng's 2nd-gen VLA will quickly bring an experience close to L4.
This system enables both L4 self-driving and unmanned Robotaxi functions.
$XPEV
XPeng's 2nd-gen VLA will quickly bring an experience close to L4.
This system enables both L4 self-driving and unmanned Robotaxi functions.
$XPEV
January 8, 2026 at 8:11 AM
XPeng 2026 Global New Product Launch
XPeng's 2nd-gen VLA will quickly bring an experience close to L4.
This system enables both L4 self-driving and unmanned Robotaxi functions.
$XPEV
XPeng's 2nd-gen VLA will quickly bring an experience close to L4.
This system enables both L4 self-driving and unmanned Robotaxi functions.
$XPEV
XPeng 2026 Global New Product Launch
XPeng's 2026 Plan:
• Deployment of the 2nd-gen VLA in a production model in Q1.
• Robotaxi to begin operations.
• Mass production of humanoid robots.
• Mass production of flying cars.
$XPEV
XPeng's 2026 Plan:
• Deployment of the 2nd-gen VLA in a production model in Q1.
• Robotaxi to begin operations.
• Mass production of humanoid robots.
• Mass production of flying cars.
$XPEV
January 8, 2026 at 7:48 AM
XPeng 2026 Global New Product Launch
XPeng's 2026 Plan:
• Deployment of the 2nd-gen VLA in a production model in Q1.
• Robotaxi to begin operations.
• Mass production of humanoid robots.
• Mass production of flying cars.
$XPEV
XPeng's 2026 Plan:
• Deployment of the 2nd-gen VLA in a production model in Q1.
• Robotaxi to begin operations.
• Mass production of humanoid robots.
• Mass production of flying cars.
$XPEV
NIO’s one-millionth vehicle rolls off the line, clearing the “one-million milestone.” In under eight years, the company has gone from its very first unit to number 1,000,000.
January 6, 2026 at 7:07 AM
NIO’s one-millionth vehicle rolls off the line, clearing the “one-million milestone.” In under eight years, the company has gone from its very first unit to number 1,000,000.
NIO’s 1 millionth production vehicle has rolled off the line—it’s a new ES8. 🎉
At the same time, they introduced the ET9 “Millionth Edition”.
$NIO
At the same time, they introduced the ET9 “Millionth Edition”.
$NIO
January 6, 2026 at 2:43 AM
NIO’s 1 millionth production vehicle has rolled off the line—it’s a new ES8. 🎉
At the same time, they introduced the ET9 “Millionth Edition”.
$NIO
At the same time, they introduced the ET9 “Millionth Edition”.
$NIO
Judging by the latest spy shots, the #XPeng MONA SUV appears to use a headlight design similar to the M03, while sporting a full-width taillight at the rear.
With more spy shots emerging, it seems likely that the XPeng MONA SUV will soon enter MIIT filing.
With more spy shots emerging, it seems likely that the XPeng MONA SUV will soon enter MIIT filing.
January 4, 2026 at 9:47 AM
Judging by the latest spy shots, the #XPeng MONA SUV appears to use a headlight design similar to the M03, while sporting a full-width taillight at the rear.
With more spy shots emerging, it seems likely that the XPeng MONA SUV will soon enter MIIT filing.
With more spy shots emerging, it seems likely that the XPeng MONA SUV will soon enter MIIT filing.
According to reports, #BYD's 2nd-gen megawatt-level flash charging station is now being deployed. The reported configuration includes:
• 2 energy storage cabinets
• 1 main unit
• 2 liquid-cooled ultra-fast charging guns
• 2 energy storage cabinets
• 1 main unit
• 2 liquid-cooled ultra-fast charging guns
January 4, 2026 at 6:45 AM
According to reports, #BYD's 2nd-gen megawatt-level flash charging station is now being deployed. The reported configuration includes:
• 2 energy storage cabinets
• 1 main unit
• 2 liquid-cooled ultra-fast charging guns
• 2 energy storage cabinets
• 1 main unit
• 2 liquid-cooled ultra-fast charging guns
#BYD PV Sales Details for Dec 2025
Total BYD PV sales in Dec: 413,704 units
BYD Dynasty: 155,436 units | BYD Ocean: 188,838 units
FCB sales: 50,868 units
Denza sales: 18,139 units
Yangwang sales: 923 units
Total BYD PV sales in Dec: 413,704 units
BYD Dynasty: 155,436 units | BYD Ocean: 188,838 units
FCB sales: 50,868 units
Denza sales: 18,139 units
Yangwang sales: 923 units
January 3, 2026 at 3:17 PM
#BYD PV Sales Details for Dec 2025
Total BYD PV sales in Dec: 413,704 units
BYD Dynasty: 155,436 units | BYD Ocean: 188,838 units
FCB sales: 50,868 units
Denza sales: 18,139 units
Yangwang sales: 923 units
Total BYD PV sales in Dec: 413,704 units
BYD Dynasty: 155,436 units | BYD Ocean: 188,838 units
FCB sales: 50,868 units
Denza sales: 18,139 units
Yangwang sales: 923 units
Lei Jun just shared an update: #Xiaomi Auto delivered over 410,000 units in 2025. That's well ahead of the original 300,000 target — and even surpasses the raised goal of 350,000.
January 3, 2026 at 1:41 PM
Lei Jun just shared an update: #Xiaomi Auto delivered over 410,000 units in 2025. That's well ahead of the original 300,000 target — and even surpasses the raised goal of 350,000.
In Dec 2025, #Changan Avatr delivered 10,470 vehicles, -5.4% YoY, -25.5% MoM.
Avatr's total delivery volume for 2025 is 128.8k vehicles, +74.9% YoY.
Avatr's total delivery volume for 2025 is 128.8k vehicles, +74.9% YoY.
January 1, 2026 at 12:52 PM
In Dec 2025, #Changan Avatr delivered 10,470 vehicles, -5.4% YoY, -25.5% MoM.
Avatr's total delivery volume for 2025 is 128.8k vehicles, +74.9% YoY.
Avatr's total delivery volume for 2025 is 128.8k vehicles, +74.9% YoY.
$ZK
In Dec 2025, Zeekr delivered 30,267 vehicles, +11.3% YoY, +4.9% MoM.
Zeekr's total delivery volume for 2025 is 224.1k vehicles, +0.9% YoY.
In Dec 2025, Zeekr delivered 30,267 vehicles, +11.3% YoY, +4.9% MoM.
Zeekr's total delivery volume for 2025 is 224.1k vehicles, +0.9% YoY.
January 1, 2026 at 11:47 AM
$ZK
In Dec 2025, Zeekr delivered 30,267 vehicles, +11.3% YoY, +4.9% MoM.
Zeekr's total delivery volume for 2025 is 224.1k vehicles, +0.9% YoY.
In Dec 2025, Zeekr delivered 30,267 vehicles, +11.3% YoY, +4.9% MoM.
Zeekr's total delivery volume for 2025 is 224.1k vehicles, +0.9% YoY.
$XPEV
In Dec 2025, #Xpeng delivered 37,508 vehicles, +2.2% YoY, +2.1% MoM.
Xpeng's total delivery volume for 2025 is 429.4k vehicles, +125.9% YoY.
The 2026 XPeng P7+ and G7 are set to debut.
In Dec 2025, #Xpeng delivered 37,508 vehicles, +2.2% YoY, +2.1% MoM.
Xpeng's total delivery volume for 2025 is 429.4k vehicles, +125.9% YoY.
The 2026 XPeng P7+ and G7 are set to debut.
January 1, 2026 at 11:09 AM
$XPEV
In Dec 2025, #Xpeng delivered 37,508 vehicles, +2.2% YoY, +2.1% MoM.
Xpeng's total delivery volume for 2025 is 429.4k vehicles, +125.9% YoY.
The 2026 XPeng P7+ and G7 are set to debut.
In Dec 2025, #Xpeng delivered 37,508 vehicles, +2.2% YoY, +2.1% MoM.
Xpeng's total delivery volume for 2025 is 429.4k vehicles, +125.9% YoY.
The 2026 XPeng P7+ and G7 are set to debut.
$NIO
NIO delivered a total of 48,135 new vehicles in December, reaching a new record. It achieved both MoM and YoY growth, with rates of 32.7% and 54.6%, respectively.
NIO's total delivery volume for 2025 reached 326k vehicles, representing a 46.9% YoY growth.
NIO delivered a total of 48,135 new vehicles in December, reaching a new record. It achieved both MoM and YoY growth, with rates of 32.7% and 54.6%, respectively.
NIO's total delivery volume for 2025 reached 326k vehicles, representing a 46.9% YoY growth.
January 1, 2026 at 10:33 AM
$NIO
NIO delivered a total of 48,135 new vehicles in December, reaching a new record. It achieved both MoM and YoY growth, with rates of 32.7% and 54.6%, respectively.
NIO's total delivery volume for 2025 reached 326k vehicles, representing a 46.9% YoY growth.
NIO delivered a total of 48,135 new vehicles in December, reaching a new record. It achieved both MoM and YoY growth, with rates of 32.7% and 54.6%, respectively.
NIO's total delivery volume for 2025 reached 326k vehicles, representing a 46.9% YoY growth.
In Dec 2025, #Dongfeng Voyah delivered 15,954 vehicles, +31.5% YoY, -20.2% MoM.
Voyah's total delivery volume for 2025 is 150.2k vehicles, +75.2% YoY.
Voyah's total delivery volume for 2025 is 150.2k vehicles, +75.2% YoY.
January 1, 2026 at 7:31 AM
In Dec 2025, #Dongfeng Voyah delivered 15,954 vehicles, +31.5% YoY, -20.2% MoM.
Voyah's total delivery volume for 2025 is 150.2k vehicles, +75.2% YoY.
Voyah's total delivery volume for 2025 is 150.2k vehicles, +75.2% YoY.
$Li
In Dec 2025, #LiAuto delivered 44,246 vehicles, -24.4% YoY, +33.3% MoM.
LiAuto's total delivery volume for 2025 is 406.3k vehicles, -18.8% YoY.
In Dec 2025, #LiAuto delivered 44,246 vehicles, -24.4% YoY, +33.3% MoM.
LiAuto's total delivery volume for 2025 is 406.3k vehicles, -18.8% YoY.
January 1, 2026 at 7:21 AM
$Li
In Dec 2025, #LiAuto delivered 44,246 vehicles, -24.4% YoY, +33.3% MoM.
LiAuto's total delivery volume for 2025 is 406.3k vehicles, -18.8% YoY.
In Dec 2025, #LiAuto delivered 44,246 vehicles, -24.4% YoY, +33.3% MoM.
LiAuto's total delivery volume for 2025 is 406.3k vehicles, -18.8% YoY.
In Dec 2025, #leapmotor delivered 60,423 vehicles, +42.1% YoY, -14.1% MoM.
Leap's total delivery volume for 2025 is 596.6k vehicles, +103.1% YoY.
Keeping up robust growth.
Leap's total delivery volume for 2025 is 596.6k vehicles, +103.1% YoY.
Keeping up robust growth.
January 1, 2026 at 6:57 AM
In Dec 2025, #leapmotor delivered 60,423 vehicles, +42.1% YoY, -14.1% MoM.
Leap's total delivery volume for 2025 is 596.6k vehicles, +103.1% YoY.
Keeping up robust growth.
Leap's total delivery volume for 2025 is 596.6k vehicles, +103.1% YoY.
Keeping up robust growth.
#BYD Group Wholesale Volume (Dec 22-28, 2025): 106.1k
• Denza accounted for 4% of the total, with FCB at 12%.
• The top 5 BYD models were: Song (31.6k), Sealion (15.9k), Seal (11.9k), Yuan (9.7k), and Dolphin (6.1k).
• Denza accounted for 4% of the total, with FCB at 12%.
• The top 5 BYD models were: Song (31.6k), Sealion (15.9k), Seal (11.9k), Yuan (9.7k), and Dolphin (6.1k).
December 31, 2025 at 9:17 AM
#BYD Group Wholesale Volume (Dec 22-28, 2025): 106.1k
• Denza accounted for 4% of the total, with FCB at 12%.
• The top 5 BYD models were: Song (31.6k), Sealion (15.9k), Seal (11.9k), Yuan (9.7k), and Dolphin (6.1k).
• Denza accounted for 4% of the total, with FCB at 12%.
• The top 5 BYD models were: Song (31.6k), Sealion (15.9k), Seal (11.9k), Yuan (9.7k), and Dolphin (6.1k).
#Zeekr has announced its luxury flagship SUV, the 9X (from RMB 465,900), surpassed 10,000 deliveries in December. Following its launch on September 29, the model received over 10,000 pre-orders within 13 minutes.
December 31, 2025 at 8:02 AM
#Zeekr has announced its luxury flagship SUV, the 9X (from RMB 465,900), surpassed 10,000 deliveries in December. Following its launch on September 29, the model received over 10,000 pre-orders within 13 minutes.
Reports indicate #XiaoMi Auto has tentatively planned four models for 2026: a refreshed SU7 and a 7-seat range-extended SUV for H1, plus an SU7 executive edition and a 5-seat range-extended SUV for H2 to year-end.
December 30, 2025 at 2:26 PM
Reports indicate #XiaoMi Auto has tentatively planned four models for 2026: a refreshed SU7 and a 7-seat range-extended SUV for H1, plus an SU7 executive edition and a 5-seat range-extended SUV for H2 to year-end.
China BEV Retail Market (Jan-Nov 2025)
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles
December 30, 2025 at 1:53 PM
China BEV Retail Market (Jan-Nov 2025)
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles
China BEV Retail Market (Jan-Nov 2025)
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles
December 30, 2025 at 1:15 PM
China BEV Retail Market (Jan-Nov 2025)
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles
Brand Divergence, Product Validation and Battery Configuration Trends
#ChinaAutoMarket #ElectricVehicles