China NEV Retail Sales Dip 4% in First Three Weeks of July, Outperforming Broader Market

CnEVPostJul 22 19:37

Top 10 New Energy Vehicle Sales in June Released: Pure EV Market Flourishes, BYD Captures Over 30% Share in Plug-in Hybrid Segment; Xiaomi's New Model May Disrupt Extended-Range Market

① Domestic new energy passenger vehicle sales reached 1.002 million units in June 2026, up 9.4% month-over-month but down 9.9% year-over-year; ② Xiaomi Auto’s ranking on the TOP10 list has drawn significant attention.

cls.cnJul 22 14:56

BYD Da Tang EV to Reach 10,000 Deliveries About 1 Month After Launch

CnEVPostJul 22 14:18

BYD Unveils Qin Max Interior as Launch Nears

CnEVPostJul 22 11:56

Major Brokerage: China Merchants Securities International – Pessimistic expectations regarding domestic demand exhaustion this year have already been priced in; auto stocks present the best two-year strategic entry window.

CMBI published a report stating that domestic automotive demand is expected to moderately improve in the second half of the year, with the market shifting from a 'weak domestic demand, strong exports' dynamic in 2027 to one characterized by 'stable domestic demand and strong exports.' The pessimistic expectations regarding demand pull-forward this year have already been priced in, making the current period the optimal entry point on a two-year horizon. The report highlights domestic and export leaders, with Geely Auto (00175.HK) as its top pick, BYD (01211.HK) as a recommended holding, and XPeng Inc. (09868.HK) as a company to watch. It notes that policy-driven demand pull-forward in 2025 will be largely reflected in the first half of the year, with the year-over-year decline in the second half expected to narrow significantly to around 10%, marking an industry bottoming-out in domestic demand alongside policy

AASTOCKSJul 22 11:40

The top ten automakers have captured 80% of the market, narrowing the window of opportunity for smaller brands.

The transformation is still ongoing.

wallstreetcnJul 21 23:00