ThinkerCar
@thinkercar.bsky.social
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thinkercar.bsky.social
20+ years of automotive data expertise to make informed decisions. With a track record of serving 200+ B2B clients, we offer customized reports and insights. Gain the competitive edge - reach out to us for top-tier data solutions.

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thinkercar.bsky.social
As of Sep 2025, the total wholesale volume of PV in China reached 20.8M units, +13% YoY.
#BYD leads in total volume with a 14.4% YoY growth, despite three consecutive months of YoY decline.
#Geely maintains steady progress, up 4.7% YoY.
#Tesla continues its downward trend, declining 10.3% YoY
thinkercar.bsky.social
In Sep 2025, China's PV wholesale volume reached 2.8M units, +12% YoY, +12% MoM.
thinkercar.bsky.social
Xpeng X9 Tops Sales Charts Again!
It achieved the #1 spot in September for premium all-electric MPV sales in both Thailand and Malaysia.
It was the top-selling pure electric MPV in Thailand during the third quarter.

#Xpeng #ElectricMPV #ThailandEV #MalaysiaEV
thinkercar.bsky.social
XPeng P7+ deliveries have surpassed 80,000 units!
About P7+ owners:
• Gas to Electric: 1 out of every 2 P7+ sold replaces a gasoline car.
• Max Range Preferred: 75% of customers choose the Long-Range Max version.
• Space vs SUVs: 40% of buyers compared the P7+ to an SUV before purchasing.
thinkercar.bsky.social
• Broad-Based Growth: 11 out of 14 (over 70%) listed automakers achieved YoY sales growth.
• NEVs as the Sole Engine: New energy vehicles were the undeniable driver behind nearly all of the growth.
thinkercar.bsky.social
Rolling out! XPeng MONA M03 is all lined up and officially shipped out to the Middle East & Africa, embarking on a new journey overseas.
#XPENG #GlobalExpansion
thinkercar.bsky.social
#BYD exported 69,258 vehicles in Sep 2025, +13% MoM, +127% YoY.
#exportvolume
thinkercar.bsky.social
#Tesla China exported 19,287 vehicles in Sep 2025, -25.9% MoM, +19.6% YoY.
#exportvolume
thinkercar.bsky.social
According to CPCA, #BYD's wholesale volume in Sep 2025 reached 393.1k units, +5.8% MoM, -5.9% YoY.
thinkercar.bsky.social
#LiAuto, #Nio and #Xpeng wholesale trend in Sep 2025
Xpeng: 41.6k units, +94.7% YoY, +10.3% MoM.
Nio: 34.6k units, +63.2% YoY, +11.2% MoM.
LiAuto: 34k units, -36.8% YoY, +19% MoM.
thinkercar.bsky.social
According to CPCA, #Tesla China's wholesale volume in Sep 2025 reached 90.8k units, +9.2% MoM, +2.8% YoY.
🔹 Model 3: 30.9k units, +27.2% MoM, -16.9% YoY
🔹 Model Y: 59.9k units, +1.7% MoM, +17.1% YoY
thinkercar.bsky.social
#Leapmotor Lafa5 Interior in Official Images
• Interior: Official images showcase a nearly all-black cabin.
• Timeline: The model had its global debut in September; official launch is set for Q4 2025; global sales will begin in 2026.
thinkercar.bsky.social
#Leapmotor: 5 models ranked in the top 20.
#XiaoMi : Dominated, with YU7 #1 and SU7 also a top seller.
#Huawei Aito: 3 models secured spots.
#LiAuto: Only the L6 featured in the top 20.
#NIO : Its Onvo sub-brand succeeded with 2 models (L60 & L90).
thinkercar.bsky.social
#Nio #Onvo L60 and L90 retail volume trend in 2025 (Sep 29-Oct 5):
L90: 1,800 units
L60: 1,500 units
thinkercar.bsky.social
#LynkCo and #Zeekr retail volume trend in 2025 (Sep 29-Oct 5)
Lynk&Co: 4.5k units, -31.8% WoW
Zeekr: 2.9k units, -14.7% WoW
thinkercar.bsky.social
Retail volume of NEV Brands in China from Sep 29-Oct 5, 2025
Top3:
#BYD: 57.9k units
#Galaxy : 23.8k units
#Leapmotor : 9.9k units
thinkercar.bsky.social
Retail volume of New Car-making Brands in China from Sep 29-Oct 5, 2025
#LEAPMOTOR: 9.9k units, -38.1% WoW
#Huawei Aito: 7.6k units, -29% WoW
#Xiaomi : 7.4k units, -32.7% WoW
#XPeng : 6.5k units, -37.5% WoW
#NIO : 6.4k units, -40.7% WoW
thinkercar.bsky.social
#Leap retail volume trend in 2025 (Sep 29-Oct 5): 9.9k units, -38.1% WoW.
thinkercar.bsky.social
$TSLA
#Tesla retail volume trend in 2025 (Sep 29-Oct 5) : 5k units, -74.1% WoW.
thinkercar.bsky.social
Retail volume trend in 2025 (Sep 29-Oct 5): #NIO : 2.1k units, Onvo: 3.3k units, Firefly: 1k units.
thinkercar.bsky.social
$LI $NIO $XPEV
LiAuto, Nio and Xpeng retail volume trend in 2025 (Sep 29-Oct 5)
Xpeng: 6.5k units, -37.5% WoW.
Nio: 6.4k units, -40.7% WoW.
LiAuto: 5.7k units, -33.7% WoW.
thinkercar.bsky.social
The #BYD FCB Tai 7 saw a strong start, with 11,674 units delivered in its first month.
Notably, 90% of these deliveries were for the 4WD model.
thinkercar.bsky.social
#XiaoMi SU7 and Yu7 retail volume trend in 2025 (Sep 29-Oct 5)
Yu7: 4,655 units, -28.7% WoW
Su7: 2,725 units, -38.8% WoW
thinkercar.bsky.social
Wholesale volume of NEV makers in China in Sep 2025
#BYD, #Geely, and #Changan rank among the top 3.
thinkercar.bsky.social
#LiAuto had a strong National Day sales period!
- Li i6: hot seller, attracting customers from rivals like the Tesla Model Y and Xiaomi Yu7.
- 15,000+ orders in just the first 5 days.
- L-Series: Orders rebounded following the October 2nd price cut.