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CnEVPost Newsletter: Tesla sales in China; analysts' 2025 sales estimates for Nio, Xpeng, Li Auto

Published 3 days ago • 1 min read

CnEVPost Newsletter: Daily Recap

Jan 3, 2025

​Tesla sells all-time high of about 83,000 cars in China in Dec​

Tesla sold about 196,900 vehicles in China in the fourth quarter, contributing 40 percent of global deliveries.

​Tesla China sells 93,766 cars in Dec, 3rd-highest ever​

In the fourth quarter, Tesla China's sales including exports were about 240,900, contributing about 49 percent of the EV maker's global deliveries in the quarter.

​Deutsche Bank's 2025 delivery estimates for Chinese EV trio: Nio 450,000, Xpeng 400,000, Li Auto 700,000​

Deutsche Bank analysts expect deliveries to double in 2025 for both Nio and Xpeng, with Li Auto growing 40 percent.

​Nio reaches 3,000 swap stations in China​

Nio completed its first battery swap station in Shenzhen on May 20, 2018, and reached 2,000 on October 26, 2023.

​Xpeng sees Mona M03 cumulative deliveries hit 50,000 units​

Xpeng delivered a record 36,695 cars in December, including over 15,000 units of the Mona M03.

​BYD teases new models Tang L SUV and Han L sedan​

BYD has released teaser images of the Tang L and Han L, its first mention of the two new models.

​Lynk & Co unveils hybrid Lynk & Co 900 to target large SUV market​

The Lynk & Co 900, Lynk & Co's flagship plug-in hybrid SUV for the global market, is the brand's largest vehicle to date with a length of 5,240 mm.

​Pony AI plans to provide robotaxi commute for staff at Hong Kong International Airport​

Pony AI plans to offer in-airport robotaxi commuting for staff at Hong Kong International Airport, and plans to expand its service to downtown Hong Kong.

​China Dec NEV wholesale at record 1.5 million, CPCA estimates show​

This is the fifth consecutive month that China's monthly NEV wholesale sales have exceeded 1 million units.

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