ThinkerCar

Average Transaction Price of New Car-making Brands in China, Q3 2026 • #NIO (RMB 449k), Luxeed (RMB 424k), and Aito (RMB 419k) lead in average transaction price. However, #LiAuto takes the revenue crown at RMB 30.1B, with its average price sitting mid-tier at RMB 305k. • #Xiaomi proves its volume with RMB 27.4B revenue at a RMB 271k average, while #Leapmotor rakes in RMB 25.7B at just RMB 120k.

The #BYD Denza N8 has launched with 6 variants (BEV and PHEV), priced at RMB 269,900–329,900 (~$40,180–49,110). • L/W/H: 5150/1999/1820mm, wheelbase: 3075mm. It features God's Eye 5.0 ADAS and globally debuts the Denza intelligent cockpit, combining a 1.1m PHUD Skyline Display (speed, navigation, ADAS info) and a 30-inch center Mega Screen (entertainment, interaction), with shared and independent split-screen modes for front occupants. • Globally debuting the e³ Evo technology, the N8 uses an ultra-low-loss PMSM front drive and a 13-in-1 planetary-gear distributed rear dual-drive. All three motors each spin at 30,100 rpm, delivering 1,200+ hp and a 0-100 km/h sprint in 2.98s. • Built on an all-domain 1000V platform with a 2nd-gen Blade battery, BEVs offer up to 1,003 km of range, while PHEVs deliver 435 km of CLTC electric range and 1,567 km combined. • It also features FLASH Charging. Thanks to the e³ Evo technology, it achieves a 4.5m turning radius and ±10° rear-wheel steering.

SAIC #Volkswagen has launched the ID. ERA 5X, priced at a limited-time RMB 99,900–139,900 (~$14,870–20,830). • It features a 192-line LiDAR, Horizon Journey 6H chip, and a standard 4nm MTK 8676 automotive-grade cockpit chip. Its "Xingyun Zhixing" ADAS delivers 420 TOPS of compute power. • L/W/H: 4560/1896/1630mm, wheelbase: 2815mm. It is VW's first global production model based on the CMP platform and CEA E/E architecture. • Power comes from a pure-electric system (63kW rated / 155kW peak) paired with a CATL battery.

#BYD becomes the Official Vehicle for APEC. Dynasty flagships Great Han and Great Tang are ready for duty.

Production & Sales | Top 20 Chinese Automakers Jan-Oct 2026 • #BYD led with 3,621.7k units (-2.2% YoY sales), followed by SAIC (3,464.6k). #Geely was the only top-3 automaker with positive growth (+2.5% YoY). • #Leapmotor (+65.2%) and #NIO (+38.5%) led the high-growth pack. Tesla (Shanghai) rose 21.4%, while Chery hit 2,501.2k (+9.5%). • Conversely, legacy giants Changan (-17.9%) and Dongfeng (-22.9%) suffered steep double-digit sales declines.

A spy shot of the #XPeng MONA wagon. Covered in camo, but the stance is spot on!

Brand Sales Volume Rankings in the South Korean Market, Oct 2026 • Kia led with 51,110 units (37.4% share, +26.7% YoY), overtaking Hyundai's 43,100 units (31.5% share, -3.7% YoY). Tesla continued its strong growth with 9,165 units (6.7% share, +110.7% YoY). • Mercedes ranked 4th with 6,744 units (4.9% share, +15.5% YoY), surpassing rival BMW's 5,633 units (4.1% share, -8.8% YoY). BYD surged 93.4% YoY to 1,594 units (1.2% share) but fell to 10th. #SouthKorea #Tesla #MercedesBenz #BMW #BYD

#BYD's Camaçari plant started its third shift on Nov 9, operating round the clock to meet high demand for the Atto 2 (10,329 orders in 40 days). Deliveries began in late Sep with 145 units, followed by 2,274 in Oct. Nov deliveries reached 1,237 units in the first 10 days, keeping the month on track to exceed 4,000 units.

GWM Officially Unveils Its First Supercar, Aiming Squarely at Ferrari • Timeline: Expected to debut at the end of 2026, with a market launch in 2027. • Powertrain: Powered by China's first in-house 4.0L twin-turbo V8 engine, paired with a PHEV system. • Architecture & Chassis: Within GWM's GF high-performance architecture, co-developed for both the supercar and GT3 racing cars, the 4.0T V8 features a 90-degree V-angle and a Hot-V twin-turbo layout, equipped with motorsport-grade electronic control software and a dry-sump lubrication system. It is mated to a full carbon-fiber monocoque cockpit weighing under 130kg, with a quoted torsional rigidity of 40,000 Nm/degree. • Performance Targets: As indicated by GWM's previously announced architecture targets, the road-going supercar will exceed 1,200 hp in system power and achieve a power-to-weight ratio of over 0.68 ps/kg. #GWM #Ferrari

A court in The Hague has rejected Jaguar Land Rover’s application for evidence preservation against BYD Ti7. The court denied JLR’s request for a search-and-seizure order to access BYD’s internal R&D documents, ruling the broad request lacked necessity and that the Ti7 is not yet on sale in the EU. This is only a procedural ruling and does not determine whether the BYD Ti7 infringes. It marks another high-profile IP clash for Chinese EV makers expanding into Europe. #BYD #JaguarLandRover #ElectricVehicles

#BYD Yangwang U8 took on the 45-degree slope challenge (forward climb & reverse climb).

Fully automated. #BYD's flash-charging arm takes care of the entire process from parking to connector docking. The vehicle self-parks into position, and the charging robot automatically does the charging.

#NIO Power and Poly Property Group have signed a strategic cooperation agreement. Leveraging Poly Property's nationwide project resources, the two parties will co-build an NEV charging and battery swap infrastructure network, exploring new implementation models for integrated energy replenishment across residential, commercial, and office scenarios. They will expand co-built NEV charging and swap stations across Poly Property's existing and new projects, including residential communities, commercial complexes, office buildings, and industrial parks.

Top 20 export models in Oct 2026: • #BYD Yuan UP led the export charts with 35.9k units (+322.8% YoY), followed by #Tesla Model Y (30.8k) and Model 3 (28.3k). • BYD (5 models) and #Chery Group (6 models) dominated the Top 20, taking half the spots combined. BYD's NEVs like the Seagull (22.6k) and Dolphin (16.9k) saw significant growth, while Chery's ICE mainstays such as the Jaecoo J5 (26.7k) and Tiggo 7 (21.2k) remained steady.

In Oct, China's PV exports reached 869.7k units, +0.8% MoM and +67.1% YoY.🇨🇳 • #BYD dominated with 154.4k (+111.3% YoY), followed by Chery (120.8k) and Tesla (59.0k). • #Geely Galaxy hit 53.3k, surging 596.6% YoY, while Aion (+554.2%), Zeekr (+412.0%), Leap (+196.3%), and Xpeng (+166.6%) saw massive gains. • By powertrain, BEVs dominate the top high-growth brands, while #Chery, Jetour (37.8k), and Changan (27.8k) still rely heavily on ICE exports.

In Oct, #BYD's exports hit 154,353 units, +111.3% YoY, continuing its strong overseas growth momentum. Looking at the export trend from Jan to Oct, BYD started with 94,000 units at the start of the year, climbed to a peak of 174,000 units in Aug, and has since remained stable at a high level.

Chery is entering the Canadian market, spearheaded by the Sterra ET—which will arrive in 2027 as the Jaecoo ET. The initial rollout will be a pure EV, featuring a revised front fascia, an 800V architecture, and a 100kWh battery pack. #Chery #Canada

#NIO has delivered its 40,000th ES9, with Founder and CEO William Li personally handing over the keys to the owner.

China Passenger Vehicle Retail Sales & Wholesale Volume – Nov 1–8 Retail Sales • PV Retail Sales: 293k (-21% YoY, +2% MoM); YTD 15.3M (-22% YoY) • NEV Retail Sales: 219k (-7% YoY, +27% MoM); YTD 9,088k (-13% YoY) Wholesale Volume • PV Wholesale Volume: 333k (-20% YoY, +63% MoM); YTD 22.7M (-6% YoY) • NEV Wholesale Volume: 262k (-3% YoY, +63% MoM); YTD 13.5M (+9% YoY) NEV Penetration: Retail 74.9% | Wholesale 78.7% #CPCA #PassengerVehicle #WEEKLYVOLUME #NEV

Sales of Japan’s top three automakers in China keep falling in October, with Nissan plunging 67.1% YoY - Official data released by Nissan (China) Investment Co., Ltd. shows Nissan China (including passenger vehicles and light commercial vehicles) posted retail sales of 22,295 units in October, a sharp 67.1% year-on-year drop. Of this total, Dongfeng Nissan (Nissan, Venucia, Infiniti) recorded 18,435 retail sales; Zhengzhou Nissan’s light commercial vehicle division sold 3,860 units. - Honda China disclosed that the brand’s retail sales reached 28,652 units in October, down 52.2% year-on-year. Dongfeng Honda contributed 17,026 units and GAC Honda 11,626 units. Honda has now seen year-on-year sales declines for more than 30 consecutive months. - Results for Toyota’s two Chinese joint ventures: GAC Toyota’s retail sales stood at 53,022 units in October, falling 26.0% year-on-year; FAW Toyota recorded 55,958 units, a 21.5% year-on-year decline. Toyota remains the largest among the three Japanese automakers with a relatively milder drop, though its core traditional gasoline models are also under pressure. - Whether the three brands can stabilize their overall performance hinges on the pace of new-energy vehicle deliveries, pricing strategies and the speed of localized new-product launches going forward. #ChinaAuto #Nissan #Honda #Toyota #EV