CnEVPost Newsletter: Tesla China sales; multiple new EV models in China


CnEVPost Newsletter: Daily Recap

Oct 10, 2025

Tesla China sells 90,812 cars in Sept, back to growth after 2 consecutive declines

Tesla China's September sales, including exports, rose 2.82 percent year-on-year, partly boosted by the start of deliveries for the six-seat Model Y L.

Tesla files for Model Y+ in China, expected to deliver 800-km range

The new Model Y variant uses a single motor and batteries from LG Energy Solution, similar to the Model 3 with an 830-km range.

Nio signs dealer in Armenia to explore new market in flexible way

Nio has signed a dealer in Armenia, differing from its practice of appointing distributors in multiple other overseas markets.

Nio's battery swap network hits record single-day service volume during 'golden week' travel peak

On October 1, Nio's single-day battery swap service reached 145,955, setting a new record high.

Multiple execs from Nio's smart driving team have departed, report says

Nio's head of AI platform, head of world model, and head of smart driving products have recently left the company, according to a local media report.

Geely launches updated Xingyuan as compact EV surpasses 400,000 sales 1 year on market

The 2026 Geely Xingyuan starts at RMB 65,800 ($9,240) with limited-time offers, primarily competing against BYD's Seagull and Dolphin.

BYD's 14 millionth NEV rolls off line at Brazil plant, delivered to President Lula

The rollout of BYD's 14 millionth NEV comes about 11 months after its 10 millionth vehicle.

BYD to launch Shark pickup in China 'sooner or later,' exec says

BYD is planning to launch the Shark pickup in the domestic Chinese market after the model has already been rolled out in multiple overseas markets.

Xpeng files for extended-range variants of G6 and P7+, gearing up for hybrid car super cycle

To date, Xpeng has filed for EREV variants of four existing models.

Xpeng replaces head of smart driving as focus shifts toward AI

Liu Xianming, with expertise in AI, replaced Li Liyun as head of Xpeng's autonomous driving center.

VW Anhui files for ID.UNYX 07 electric sedan

The ID.UNYX 07 is slightly larger than the Tesla Model 3 and uses a single motor delivering 228 horsepower.

CATL closes $280 million first external funding round for skateboard chassis unit, report says

Following the funding, CAIT-SH is valued at over RMB 10 billion, becoming the first unicorn in the skateboard chassis sector.

CATL partners with Maersk to expedite global expansion

Maersk will become CATL's preferred global logistics partner, providing integrated services including ocean freight, air freight, project logistics, and warehousing.

CPCA estimates China Sept NEV wholesale to rise 22% to 1.5 million

From January to September, China's NEV wholesale sales are estimated at 10.45 million units, up 32 percent year-on-year.

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