ThinkerCar

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China Auto Industry Information

#BYD FCB has officially announced that cumulative sales of the Tai 7 have surpassed 200,000 units. Since its launch, the Tai 7 has consistently led sales within the FCB lineup, becoming the core driver of the brand's overall sales growth.

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The FREELANDER brand, jointly developed by #Chery × Jaguar Land Rover, continues teasing the FREELANDER 8. It has released more interior details today. The Freelander 8 will feature a large rear overhead entertainment screen, second-row zero-gravity seats.

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Cumulative power battery installations in H1 2026 reached 335.6 GWh, +12% YoY. #CATL led with 154.25 GWh (+19.9% YoY) and a 46.04% share, while #BYD posted 57.42 GWh (–18.4% YoY) and a 17.14% share, down 6.42 pp, widening its deficit to CATL. Together, they account for the majority of the market.

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#Xpeng's small-scale Robotaxi test fleet operates exclusively in Guangzhou, with five months of ongoing road tests to continuously validate core L4 autonomous driving capabilities. The Xpeng GX-based fleet confirms the 2nd-gen VLA system delivers L4 autonomous driving capability.

#NIO Firefly topped subcompact car sales in Shanghai, Hefei and Shenzhen in April (all powertrains & price segments). It sold 627 units in Shanghai, 397 in Hefei and 312 in Shenzhen, holding a nearly 400-unit lead over second-place #BYD Dolphin in Shanghai.

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A set of alleged spy shots of the next-gen #BYD Dolphin have surfaced, likely the PHEV variant Dolphin G, due for launch in #Europe soon. BYD is precisely targeting Europe’s mainstream small car segment. The Dolphin G will further perfect its BEV and PHEV product portfolio.

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Today, #Xiaomi has unveiled official photos of the YU7 GT finished in the Crimson Red exterior hue, alongside official photos of its red-and-black dual-tone interior color scheme. It is scheduled for official launch in late May.

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In Jan-Apr 2026, #BYD Group recorded cumulative exports of 442.5k units. 🎯 Full-year target: 1.5M units | Current progress: ~30% Overseas exports maintained steady MoM growth, with April exports climbing to 130k units.

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Apr 2026 sales for the all-new #NIO ES8 hit 13,020 units. It has been the top-selling full-size SUV for five straight months, now on track for a sixth consecutive win. We’ll see if any model can challenge its lead.

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In Apr 2026, #NIO’s intelligent safety assistance system proactively prevented 358,852 potential collisions and hazards. Monthly data since early 2026 has remained consistently above 300k interventions: Jan 2026: 328,927, Feb 2026: 308,121, Mar 2026: 340,528.

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This is allegedly a video of on-site testing for the #NIO 5th-gen battery swap station, visually nearly identical to the 4th-gen station. Earlier reports indicate related testing and calibration work is ongoing.

$NIO • In Mar 2026, #NIO delivered 35,486 vehicles, +136% YoY, +70.6% MoM. NIO: 22,490 units, +120.1% YoY, +48.4% MoM; Onvo: 6,877 units, +42.7% YoY, +130.7% MoM; Firefly: 6,119 units, +130.3% MoM. • Nio's total delivery volume for 2026 is 83.5k vehicles, +98.3% YoY

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$XPEV In Mar 2026, #Xpeng delivered 27,415 vehicles, -17.4% YoY, +79.7% MoM. The XPeng X9 delivered 3,075 units, up 134% YoY. Cumulative global deliveries have surpassed 55k units. Xpeng's total delivery volume for 2026 is 62.7k vehicles, -33.3% YoY.

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#Xiaomi officially announced that deliveries of Xiaomi Auto surpassed 20,000 units in March 2026. Meanwhile, the new-gen SU7, which began customer deliveries on March 23, recorded cumulative deliveries of over 7,000 units during the same month.

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#Geely Wholesale Volume (Mar 1-22, 2026) Mar 1–8: Geely 8k, Galaxy 1k (total 9k) Mar 9–15: Geely 11.5k (+44% WoW), Galaxy 6.8k (soars +584% WoW) (total 18.3k) Mar 16–22: Geely 16.3k (+42% WoW), Galaxy 7.5k (+11% WoW) (total 23.8k)

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