ThinkerCar
@thinkercar.bsky.social
China Auto Industry Information
In Nov 2025, NIO's Intelligent Safety Assist System actively prevented 301,557 potential collisions and risks.
$NIO
$NIO
December 2, 2025 at 7:37 AM
In Nov 2025, NIO's Intelligent Safety Assist System actively prevented 301,557 potential collisions and risks.
$NIO
$NIO
#CATL has announced that all 1,000 battery swap stations built this year will be in operation before the Chinese New Year (Feb 15, 2026).
Planning for 2026 sites and regional service optimization are also underway.
Planning for 2026 sites and regional service optimization are also underway.
December 2, 2025 at 6:58 AM
#CATL has announced that all 1,000 battery swap stations built this year will be in operation before the Chinese New Year (Feb 15, 2026).
Planning for 2026 sites and regional service optimization are also underway.
Planning for 2026 sites and regional service optimization are also underway.
#BYD PV Sales Details for Nov 2025
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
December 2, 2025 at 5:46 AM
#BYD PV Sales Details for Nov 2025
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
#Xiaomi Auto has delivered over 500k units in about 20 months.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
December 2, 2025 at 3:30 AM
#Xiaomi Auto has delivered over 500k units in about 20 months.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
In Nov 2025, #Changan Avatr delivered 14,057 vehicles, +21.4% YoY, +4.1% MoM.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
December 1, 2025 at 10:45 AM
In Nov 2025, #Changan Avatr delivered 14,057 vehicles, +21.4% YoY, +4.1% MoM.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
New Car-making Brands: Monthly Delivery Trend (Jan-Nov 2025)
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
December 1, 2025 at 10:27 AM
New Car-making Brands: Monthly Delivery Trend (Jan-Nov 2025)
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
$NIO
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
December 1, 2025 at 9:42 AM
$NIO
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
$Li
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
December 1, 2025 at 9:31 AM
$Li
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
#Geely Auto released Nov 2025 sales data:
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
December 1, 2025 at 9:16 AM
#Geely Auto released Nov 2025 sales data:
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
$ZK
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
December 1, 2025 at 8:51 AM
$ZK
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
In Nov, Voyah's deliveries hit a new record high.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
December 1, 2025 at 5:08 AM
In Nov, Voyah's deliveries hit a new record high.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
In November, Leapmotor's deliveries hit another record high, extending its consecutive growth streak.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
December 1, 2025 at 3:20 AM
In November, Leapmotor's deliveries hit another record high, extending its consecutive growth streak.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
In Nov 2025, #Xiaomi Auto's monthly deliveries exceeded 40,000 units, marking the third consecutive month with deliveries surpassing 40,000.
December 1, 2025 at 3:06 AM
In Nov 2025, #Xiaomi Auto's monthly deliveries exceeded 40,000 units, marking the third consecutive month with deliveries surpassing 40,000.
$LI $NIO $XPEV
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.
November 27, 2025 at 8:01 AM
$LI $NIO $XPEV
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.
Weekly Wholesale Volume of #Volkswagen's China Joint Ventures (Nov 17-23)
• FAW-Volkswagen: 30.9k units
• SAIC Volkswagen: 19.5k units
• FAW-Volkswagen: 30.9k units
• SAIC Volkswagen: 19.5k units
November 26, 2025 at 6:49 AM
Weekly Wholesale Volume of #Volkswagen's China Joint Ventures (Nov 17-23)
• FAW-Volkswagen: 30.9k units
• SAIC Volkswagen: 19.5k units
• FAW-Volkswagen: 30.9k units
• SAIC Volkswagen: 19.5k units
#BYD Group Wholesale Volume (Nov 17-23, 2025): 100.6k
• Denza accounted for 1% of the total, with FCB at 9%.
• FCB's share increased by 2% compared to last week.
• Denza accounted for 1% of the total, with FCB at 9%.
• FCB's share increased by 2% compared to last week.
November 26, 2025 at 6:33 AM
#BYD Group Wholesale Volume (Nov 17-23, 2025): 100.6k
• Denza accounted for 1% of the total, with FCB at 9%.
• FCB's share increased by 2% compared to last week.
• Denza accounted for 1% of the total, with FCB at 9%.
• FCB's share increased by 2% compared to last week.
Nio's sub-brand Onvo reached its peak delivery volume in Aug. 2025, boosted by the launch of the L90.
Nio hit its 2025 high in Apr, following a three-month low, before its deliveries continued to slide. It then began rebounding in Sep., thanks to the launch of the new ES8.
$NIO
Nio hit its 2025 high in Apr, following a three-month low, before its deliveries continued to slide. It then began rebounding in Sep., thanks to the launch of the new ES8.
$NIO
November 25, 2025 at 9:55 AM
Nio's sub-brand Onvo reached its peak delivery volume in Aug. 2025, boosted by the launch of the L90.
Nio hit its 2025 high in Apr, following a three-month low, before its deliveries continued to slide. It then began rebounding in Sep., thanks to the launch of the new ES8.
$NIO
Nio hit its 2025 high in Apr, following a three-month low, before its deliveries continued to slide. It then began rebounding in Sep., thanks to the launch of the new ES8.
$NIO
#CATL has announced that it will complete the deployment of 1,000 chocolate battery swap stations by the end of Nov.
It then aims to add 1,500 more by 2026, expanding to 100 cities. This network will thereby support 95% of A-segment models.
It then aims to add 1,500 more by 2026, expanding to 100 cities. This network will thereby support 95% of A-segment models.
November 25, 2025 at 8:19 AM
#CATL has announced that it will complete the deployment of 1,000 chocolate battery swap stations by the end of Nov.
It then aims to add 1,500 more by 2026, expanding to 100 cities. This network will thereby support 95% of A-segment models.
It then aims to add 1,500 more by 2026, expanding to 100 cities. This network will thereby support 95% of A-segment models.
In October, Xiaomo International Logistics Port exported 16,000 vehicles, over 90% from #BYD's Shenshan base, driven by an efficient "Plant-Port Synergy."
November 24, 2025 at 9:39 AM
In October, Xiaomo International Logistics Port exported 16,000 vehicles, over 90% from #BYD's Shenshan base, driven by an efficient "Plant-Port Synergy."
XPeng's volume reached 319.5k units in Jan-Oct 2025
The MONA M03 led with 147.3k units (46%), followed by the P7+ (65.7k, 21%) and G6 (40.8k, 13%).
$XPEV
The MONA M03 led with 147.3k units (46%), followed by the P7+ (65.7k, 21%) and G6 (40.8k, 13%).
$XPEV
November 23, 2025 at 11:22 AM
XPeng's volume reached 319.5k units in Jan-Oct 2025
The MONA M03 led with 147.3k units (46%), followed by the P7+ (65.7k, 21%) and G6 (40.8k, 13%).
$XPEV
The MONA M03 led with 147.3k units (46%), followed by the P7+ (65.7k, 21%) and G6 (40.8k, 13%).
$XPEV
ONVO L60 and L90 Retail Delivery Volume: Jan to Oct 2025
The L90 model continues to make up the bulk of Onvo brand volume.
$NIO
The L90 model continues to make up the bulk of Onvo brand volume.
$NIO
November 23, 2025 at 10:02 AM
ONVO L60 and L90 Retail Delivery Volume: Jan to Oct 2025
The L90 model continues to make up the bulk of Onvo brand volume.
$NIO
The L90 model continues to make up the bulk of Onvo brand volume.
$NIO