CnEVPost

Global EV battery market share in January-August 2026: CATL 39.4%, BYD 15.1% The 7 Chinese companies in the top 10 held a combined 73.3% share of the global EV battery market. https://cnev.co/1Leqj0L

Tesla beats Q3 delivery expectations but falls further behind BYD in BEV sales Tesla delivered 486,532 vehicles globally in the third quarter, down 2.13% year-on-year but above market expectations. https://cnev.co/TLfiFZf

GWM September sales fall 14% in steepest drop this year as domestic slump deepens GWM sold 114,944 vehicles in September, down 13.99% year-on-year, bringing sales for the first 9 months into decline at 0.33%. https://cnev.co/I1V87v0

Geely September sales rise 7% to 2026 high as record export streak ends Geely Auto exported 106,685 vehicles in September, up 162% year-on-year but down 3% from August, ending 8 consecutive months of record exports. https://cnev.co/1JiXnSg

Huawei, Seres sign new 5-year deal to upgrade Aito business Huawei and Seres are deepening their partnership about 2 weeks after announcing a shift in control of the Aito brand's operations. https://cnev.co/JODqbYs

BYD September sales rise 16.98% to 463,561, hitting new high for 2026 BYD posted its fifth consecutive month of year-on-year NEV sales growth and seventh consecutive month of sequential growth. https://cnev.co/l8RFNM1

Huawei HIMA delivers 37,490 vehicles in September, extending year-on-year decline to fourth month HIMA's September deliveries fell 29.15% year-on-year, with year-to-date growth slowing to 5.27%. https://cnev.co/oprwQsH

Zeekr delivers 37,216 vehicles in September, its sixth straight monthly record Zeekr's September deliveries rose 103.85% year-on-year, extending its streak of both annual and monthly growth to 8 consecutive months. https://cnev.co/pHs56XX

Nio ES8 delivers 10,542 vehicles in September, topping 10,000 for third straight month The ES8 accounted for 49.45% of the Nio brand's September deliveries and 28.18% of Nio Inc's total. https://cnev.co/4ov65tt

Xpeng September deliveries hit 2026 high despite slight year-on-year decline Xpeng delivered 41,256 vehicles in September, down 0.78% year-on-year while up 5.50% from August. https://cnev.co/cnRpigo

Nio delivers 37,408 vehicles in September, meets Q3 guidance Deliveries by the Nio brand rose 55.29% year-on-year in September, Firefly set a monthly record and Onvo posted a second consecutive year-on-year decline. https://cnev.co/lVmsQB2

Leapmotor posts record September deliveries, tops 100,000 for third straight month Leapmotor delivered 105,656 vehicles in September, bringing third-quarter deliveries to a record 310,052. https://cnev.co/WQ4qaeO

Zeekr plans 001 update in Q1 2027, offers incentives on current model October incentives for the current 001 include a 10,000 yuan insurance subsidy. The model's deliveries fell 21.50% in the first 8 months of the year. https://cnev.co/01buaOS

Xiaomi Auto September deliveries top 40,000 as Sky Nomad adds volume Sky Nomad helped lift Xiaomi Auto's monthly deliveries to their highest level so far in 2026 in its first month on sale. https://cnev.co/sOncdz5

Li Auto September deliveries fall 6.29% to 31,817 Li Auto delivered 99,964 vehicles in the third quarter, up 7.24% year-on-year and 1.66% from the second quarter. https://cnev.co/i9dDo26

Tesla gives Model 3 minor upgrades in China, keeps prices unchanged All Model 3 variants currently on sale get a 16-inch central touchscreen, up from 15.4 inches, and a new optional light gray premium interior. https://cnev.co/kwjlbHM

China NEV retail sales fall 20% in first 27 days of September as decline deepens China's NEV retail sales totaled 827,000 in September 1-27, accounting for 65.7% of passenger car sales. https://cnev.co/auLFhai

Aito opens pre-sales for updated M8 SUV as Seres and Huawei reshape partnership The updated Aito M8 starts at 389,800 yuan ($57,880) in pre-sales, 30,000 yuan above its predecessor's starting price. https://cnev.co/nYrIsdg

Hyundai launches China-tailored Ioniq V electric sedan from under $15,000 Hyundai's Ioniq V starts at a limited-time price of 99,900 yuan ($14,820) in China, with a CLTC range of up to 650 km. https://cnev.co/1V20g0b

BYD Da Han marks Dynasty lineup's 10 millionth vehicle ahead of October 13 launch The Da Han will launch on October 13, with its all-electric version already available for pre-sales and offering a CLTC range of up to 1,008 km. https://cnev.co/jAG7WRa