Author: Lei Kang/CnEVPost

China’s NEV ownership exceeds 15 million

As of June 4, China's NEV ownership had exceeded 15 million units, achieving the goal of its 14th five-year plan ahead of schedule, an academician said.

(Image credit: CnEVPost)

As of June 4, China's new energy vehicle (NEV) ownership had exceeded 15 million units, reaching the goal of the 14th five-year plan ahead of schedule, according to an academician.

Sun Fengchun, a member of the Chinese Academy of Engineering and professor at the Beijing Institute of Technology, mentioned the figure in a speech at an event hosted by bus maker Yutong on June 5.

Global sales of NEVs were around 10.82 million in 2022, up 62 percent from a year earlier, with a penetration rate of 13.9 percent, he said.

For comparison, more than 6.887 million NEVs were sold in China in 2022, up 93.4 percent year-on-year, for a penetration rate of 25.6 percent, Sun said.

As the electrification change comes, the Chinese auto industry moves ahead of the curve for the first time, he said.

By the end of 2022, China had 13.1 million NEVs, or 4.1 percent of the total 319 million vehicles in its fleet, according to data released on January 11 by the Traffic Administration Bureau of the Ministry of Public Security of China.

From January to May, wholesale sales of new energy passenger vehicles in China are expected to be 2.78 million units, up 46 percent year-on-year, the China Passenger Car Association (CPCA) said on June 5.

Passenger car sales in China are expected to be 23.5 million units in 2023, including 8.5 million NEVs, with penetration expected to reach 36 percent, the CPCA said, repeating its previous forecast.

Policy support has been a major reason for the rapid growth of China's NEV industry over the past several years.

Prior to this year, those policies included purchase subsidies, which were not renewed after expiring at the end of last year, and purchase tax exemptions, which were renewed through the end of this year.

China will extend and optimize its NEV purchase tax exemption policy and build a high-quality charging infrastructure system, as mentioned in a State Council executive meeting on June 2.

BYD sells record 240,220 NEVs in May, surpasses 1 million for the year

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Chinese team creates eVTOL with futuristic design

The eVTOL can take off and land on the water and is currently used mainly for sightseeing tours and performances.

(Image credit: Shenzhen News)

In the field of electric vertical take-off and landing (eVTOL) vehicles, we see a variety of novel designs, and a new product built by a Chinese team offers a new one.

On June 3, a low-altitude economy investment promotion event was held in the southern Chinese city of Shenzhen, where a local company demonstrated an eVTOL with a flying saucer shape, according to a June 4 report in the local Shenzhen News.

The eVTOL can take off and land on the water and is currently used mainly for sightseeing tours and performances.

The core research and development team from Beihang University and Northwestern Polytechnical University has been working on the vehicle for more than three years, according to the report.

The eVTOL is equipped with 12 propellers and can fly for up to 15 minutes and reach an altitude of 200 meters, according to the report.

It has a maximum horizontal flight speed of up to 50 kilometers per hour and can switch between autopilot and manual pilot modes.

The report did not provide more information about the eVTOL, a video of which was shared by Nanfang Daily.

Last November, another local team unveiled a two-seat engineering prototype of a manned split flying vehicle, the world's first such product with a split design.

The flying vehicle consists of three separate modules: an autonomous vertical takeoff and landing vehicle, an intelligent control cockpit, and an autopilot chassis, capable of driving on land as well as switching between airborne flight modes.

Aeroht, a subsidiary of XPeng, wants to build manned flying vehicles based on cars, and its X2 tested a flight over the Yellow River on June 5.

(Image credit: XPeng Aeroht)

Ehang, for its part, is building an autonomous aerial vehicle (AAV) closer to a helicopter, and the company said last April that it had received a pre-order for 100 EH216s from Indonesian airline Prestige Aviation.

On July 27, 2022, Volkswagen Group China unveiled its first eVTOL manned vehicle prototype, the V.MO, which is also close to a helicopter in appearance.

Chinese team builds flying car prototype unlike any other

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Great Wall Motor sells record 23,755 NEVs in May, up 60% from Apr

The Lanshan DHT-PHEV, which competes with 's Li L8, sold 5,136 units in its first full month of sales, and its production capacity is climbing, Great Wall Motor said.

Great Wall Motor's new energy vehicle (NEV) sales saw significant growth last month as the auto giant ramps up its efforts to make the transition to electrification.

Great Wall Motor sold a record 23,755 NEVs in May, up 104.13 percent from a year earlier and up 59.83 percent from 14,863 units in April, data released yesterday showed.

Including conventional fuel vehicles, Great Wall Motor's total sales in May were 101,020 units, up 26.18 percent year-on-year and up 8.49 percent from 93,107 units in April.

This means that NEVs contributed 23.5 percent of Great Wall Motor's sales in May.

From January to May, Great Wall Motor's NEV sales were 66,426 units, up 30.48 percent year-on-year, contributing 16 percent of all vehicle sales of 414,095 units.

Although Great Wall Motor saw significant growth in NEV sales, it still lags far behind (OTCMKTS: BYDDY) in the segment.

BYD sold 240,220 NEVs in May, up 108.99 percent year-on-year and up 14.23 percent from April.

BYD ceased production and sales of vehicles powered entirely by internal combustion engines in March 2022, shifting its focus to plug-in hybrids and pure electric vehicles.

On May 25, Great Wall Motor accused two BYD hybrid models of failing to meet pollutant emissions standards.

Great Wall Motor's battery electric vehicle-focused brand, , sold 10,616 units in May, up 19.27 percent from 8,901 units in April.

Its premium Wey brand sold 5,770 units in May, up 128.97 percent year-on-year and up 142.95 percent from April.

The Wey brand launched the six-seat Lanshan DHT-PHEV on April 13 with a starting price of RMB 273,800 to compete with Li Auto's Li L8. Deliveries of the model began on April 25.

The Lanshan DHT-PHEV sold 5,136 units in its first full sales month, and its production capacity is currently climbing with more orders to be delivered, Great Wall Motor said yesterday.

On May 25, Great Wall Motor's Haval brand launched the Haval Xiaolong and Haval Xiaolong Max, two hybrid SUVs with a starting price of RMB 139,800.

The Haval Xiaolong and Haval Xiaolong Max sold 3,088 units in May, Great Wall Motor said.

On June 1, the Wey brand launched the Mocca DHT-PHEV, a 5-seat SUV with a starting price of RMB 231,800,000.

Great Wall Motor sold a record 25,131 units overseas in May, up 15.21 percent from April and 104.04 percent year-on-year.

Its cumulative overseas sales from January to May were 98,920 units, up 100.36 percent year-on-year.

Great Wall Motor accuses 2 BYD hybrids of failing to meet pollutant emissions standards as competition intensifies

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Global EV battery market share in Jan-April: CATL 35.9%, BYD 16.1%

In January-April, CALB's power battery installations of 8.4 GWh surpassed Samsung SDI's 7.5 GWh, according to SNE Research.

China's and (OTCMKTS: BYDDY) continued to be the world's two largest power battery manufacturers in January-April, the latest data show.

In January-April, global battery consumption for electric vehicles (EVs) totaled 182.5 GWh, up 49 percent from 122.5 GWh in the same period last year, according to data released today by South Korean market research firm SNE Research.

Among them, CATL installed 65.6 GWh of batteries from January to April, up 55.6 percent from 42.1 GWh in the same period last year.

The Chinese power battery giant continues to rank No. 1 in the world with a 35.9 percent share and remains the only one in the world with a market share of more than 30.0 percent.

This was higher than its 34.4 percent share in the same period last year and up from its 35.0 percent share in the January-March period.

CATL's batteries are installed in many major passenger EV models in China's domestic market, such as the Model 3, Model Y, SAIC Mulan, Y and ET5, as well as Chinese commercial vehicle models, and continue to grow steadily, SNE Research said.

BYD installed 29.4 GWh of power batteries from January to April, up 108.3 percent from 14.1 GWh in the same period last year.

The company ranked second with a 16.1 percent share from January to April, up from 11.5 percent in the same period last year but down from 16.2 percent in January-March.

BYD has gained popularity in China's domestic market with its competitive pricing by establishing a vertically integrated supply chain management, including battery self-sufficiency and vehicle manufacturing, SNE Research said.

With the launch of the Atto3 model, BYD showed explosive growth by expanding its market share outside of China in Asia and Europe, SNE Research said.

LG Energy Solution installed 25.7 GWh of power batteries from January to April, up 49.3 percent year-on-year.

The South Korean company ranked third in the world with a 14.1 percent share, unchanged from a year ago.

Japan's Panasonic was fourth with 8.2 percent share, South Korea's SK On was fifth with 5.2 percent share and China's CALB was sixth with 4.6 percent share.

South Korea's Samsung SDI of, China's Gotion High-tech of China, Eve Energy and Sunwoda ranked seventh, eighth, ninth and tenth respectively, with shares of 4.1 percent, 2.4 percent, 1.8 percent and 1.5 percent from January to April, respectively.

It is worth noting that CALB's power battery installed base of 8.4 GWh exceeded Samsung SDI's 7.5 GWh in the January to April period.

In January-March, CALB was 5.7 GWh, lower than Samsung SDI's 6.5 GWh.

In 2023, Chinese companies are expected to enter overseas markets such as the US and Europe in preparation for a gradual decline in growth rates in China's domestic market, the largest EV market, according to SNE Research.

The European EV market, which has relatively fewer political issues than the US, is attracting attention as a strategic point for seeking to diversify the battery supply chain, the report noted.

Going forward, the share of LFP batteries in Europe is expected to increase as Chinese companies enter the European market in earnest, the report said.

CATL unveils Condensed Battery for electric aircrafts and EVs

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China NEV wholesale in May at about 670,000 units, CPCA estimates show

From January to May, China's wholesale sales of passenger NEVs are expected to be 2.78 million units, up 46 percent year-on-year, the CPCA said.

China's wholesale sales of passenger new energy vehicles (NEVs) are expected to be 670,000 units in May, up 11 percent from April and up 59 percent year-on-year, the China Passenger Car Association (CPCA) said in a report today.

In April, the 11 manufacturers with more than 10,000 wholesale sales of NEVs contributed 81.1 percent of all wholesale sales, the CPCA said.

These companies are expected to sell 542,000 units in May, and the normal structure would put China's wholesale sales of passenger NEVs in May at around 650,000 units, the CPCA said.

The CPCA gave a higher estimated figure of 670,000 wholesale sales as the development of China's NEV industry continues to consolidate this year, the report said.

In the January-May period, China's wholesale sales of passenger NEVs are expected to be 2.78 million units, up 46 percent year-on-year, according to the report.

NEVs include battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and fuel cell vehicles.

China's new energy passenger vehicle market returned to stronger growth in May, with sales hitting a new high this year, the CPCA said.

As a result of last year's low base and the recent continued strength of China's passenger NEV exports, vehicle companies in the core regions of the NEV industry chain, including Shanghai, performed well, the CPCA said.

Passenger vehicle sales in China are expected to be 23.5 million units in 2023, including 8.5 million NEVs, and penetration is expected to reach 36 percent, the CPCA said, repeating its previous forecast.

In 2022, wholesale sales of passenger NEVs in China were 6.5 million units, up 96.3 percent year-on-year.

Here are the wholesale NEV sales of major automakers in May, as published by the CPCA.

Tesla sells 77,695 China-made vehicles in May, up 2.44% from Apr

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BMW recalls 99 EVs in China for risk of power output interruption

The recall involves the locally produced i3 and iX3, as well as the imported i4, i7 and iX EVs.

BMW recalls 99 EVs in China for risk of power output interruption-CnEVPost

(Image credit: CnEVPost)

BMW has carried out another electric vehicle (EV) recall in China, albeit in small numbers.

The German luxury carmaker is recalling a total of 99 EVs in China from June 2, involving locally produced i3 and iX3, as well as imported i4, i7 and iX, according to a Friday announcement on China's State Administration for Market Regulation (SAMR) website.

Specifically, this includes 42 China-made i3 EVs with production dates from May 3, 2022 to April 12, 2023, and 47 China-made iX3 EVs with production dates from September 22, 2021 to March 2, 2023.

The recall of these EVs is being conducted by BMW Brilliance, BMW's joint venture in China.

The recall of imported vehicles includes five i4 EVs with production dates from December 15, 2021 to October 6, 2022, one imported i7 EV with production date on September 20, 2022, and four imported iX EVs with production dates from February 4, 2022 to September 27, 2022.

The recall of these imported EVs is being conducted by BMW China Automotive Trading Ltd.

The cable bridge of the high-voltage battery monitoring electronics cell supervision circuits (CSC) in the vehicles covered by the recall is not properly locked into place, and in extreme cases, the CSC is unable to effectively monitor the high-voltage battery, the announcement said.

In the event of such a situation, the CSC will perform fail-safe measures to stop the power output of the high-voltage battery, resulting in a possible power interruption in the moving vehicle, according to the announcement.

BMW Brilliance and BMW China will replace the high-voltage battery monitoring electronics for the vehicles free of charge to eliminate the safety hazard.

BMW last recalled EVs in China on March 29, when one locally produced i3 and 136 imported i4 EVs were involved.

BMW Brilliance retail sales in China rose 8.4 percent to 217,636 vehicles in January-April, ranking ninth with a 3.7 percent share, according to China Passenger Car Association (CPCA) rankings last month.

BMW's EV sales did not make it into any of the CPCA's rankings.

BMW recalls over 90,000 EVs in China due to software issues

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Smart #3 launched in China, starting at $29,600

The Smart #3 is available in three regular versions and a limited edition, with a price range of RMB 209,900 to 289,900.

(Image credit: Smart)

Smart Automobile, 's joint venture with Mercedes-Benz, is making its second model since its electrification transition available in China, as it ramps up its efforts in the world's largest electric vehicle (EV) market.

Smart officially launched the Smart #3 in China at an event Thursday evening, with first deliveries set to begin this month.

The car is available in three regular versions -- Pro+, Pulse, and Premium -- with starting prices of RMB 209,900 ($29,586), RMB 239,900, and RMB 255,900, respectively.

In addition to these three versions, the Smart #3 is also available in a Brabus Performance version for RMB 289,900, but is limited to only 1,999 units.

The Smart #3 is a coupe SUV with a length, width and height of 4,400/4,542 mm, 1,844 mm and 1,556 mm respectively, and a wheelbase of 2,785 mm.

For reference, the Smart #1, the first production model after the electrification of the Smart brand, measures 4,270 mm in length, 1,822 mm in width and 1,636 mm in height, and has a wheelbase of 2,750 mm.

This means that the Smart #3 will be longer and wider than the Smart #1, but lower.

The Smart #3 has two powertrain options, a single-motor version with 200 kW of peak motor power and a dual-motor version with 115 kW and 200 kW of peak front and rear motor power, respectively.

Acceleration time from 0 to 100 km/h is 5.4 seconds for the single-motor version and 4.3 seconds for the dual-motor version, and 3.6 seconds for the Brabus Performance version.

There are three range versions, with CLTC ranges of 520 km, 555 km and 580 km. The battery pack is a ternary lithium battery from CALB and Sunwoda.

The Smart #1 went on sale in China on April 25, 2022, with deliveries starting on September 24.

The model was designed by Mercedes-Benz, with the Smart R&D team leading the engineering development, and is based on Geely's SEA (Sustainable Experience Architecture) architecture.

Smart delivered 2,624 vehicles in China in May, down 40.23 percent from 4,390 in April, according to data it released yesterday.

Smart has delivered a total of 28,923 electric vehicles in China since last September, according to data monitored by CnEVPost.

($1 = 7.0945 yuan)

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Leapmotor delivers 12,058 units in May, higher-priced C-series dominate

Leapmotor said the higher-priced C-series models contributed more than 83 percent of deliveries in May.

Leapmotor delivers 12,058 units in May, higher-priced C-series dominate-CnEVPost

Leapmotor delivered 12,058 vehicles in May, up 19.75 percent from 10,069 in the same month last year and up 38.18 percent from 8,726 in April, according to data released today.
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Leapmotor did not release model-specific breakdown sales figures, but said deliveries of the higher-priced C-series models were up more than 38 percent from April, contributing to more than 83 percent of deliveries.

The Leapmotor C11 series delivered more than 7,100 units, the company said.

Founded in 2015, Leapmotor's models on sale include the mini vehicle T03, the coupe model S01, the flagship SUV model C11, and the flagship sedan C01.

The C11 BEV, which went on sale September 29, 2021, and the C01, which went on sale September 28, 2022, are Leapmotor's flagship models, targeting a range of RMB 150,000 ($21,110) to RMB 300,000.

On March 1, Leapmotor officially launched the C11 extended-range electric vehicle (EREV), banking on the model targeting a larger market to turn around weak sales performance.

The company's previous sales were mainly contributed by the inexpensive electric vehicle T03, which led Leapmotor to be seen as a budget EV maker. The model's current starting price range is RMB 59,900 to RMB 89,900.

Leapmotor's higher-priced C11 EREV is priced from RMB 149,800 to RMB 185,800. The C11's all-electric version starts at RMB 155,800 to RMB 219,800.

Its flagship sedan, the C01, has a price range of RMB 149,800 to RMB 228,800.

The Leapmotor website does not currently show pricing for the S01.

($1 = RMB 7.1042)

Leapmotor would have to sell at least 400,000 units a year to break even, CEO says

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Zeekr delivers 8,678 vehicles in May, up 7.12% from Apr

In the January-May period, delivered 32,013 vehicles, up 117.66 percent from a year earlier. The company is targeting about 140,000 deliveries this year.

Zeekr, 's premium electric vehicle (EV) brand, delivered 8,678 vehicles in May, up 100.42 percent from 4,330 in the same month last year and up 7.12 percent from 8,101 in April, according to data released today.

This is Zeekr's fourth sequential increase in monthly deliveries, after a big drop in deliveries in January due to a plant shutdown for upgrades.

In the January-May period, Zeekr delivered 32,013 vehicles, up 117.66 percent from 14,708 units in the same period last year, and the company is targeting to double its full-year deliveries this year to about 140,000 units compared to 2022.

By the end of May, Zeekr's cumulative deliveries since its inception stood at 109,961 vehicles, data monitored by CnEVPost showed.

Zeekr is currently delivering the Zeekr 001 shooting brake as well as the Zeekr 09 MPV, for which the company does not release breakout figures.

The average order amount for the Zeekr 001 is RMB 336,000 ($47,290) and RMB 527,000 for the Zeekr 009, it said.

The Zeekr 001 is currently offered in four versions with starting prices of RMB 300,000, RMB 300,000, RMB 349,000 and RMB 386,000, respectively. The Zeekr 009 is currently offered in two versions with starting prices of RMB 499,000 and RMB 588,000, respectively.

Zeekr was officially established as an independent company in March 2021, and its first model, the Zeekr 001, was launched on April 15, 2021, with deliveries beginning in October 2021.

On November 1, 2022, Zeekr's second model, the Zeekr 009 MPV, was launched, and its deliveries began on January 15.

On April 12, Zeekr launched its third model, the Zeekr X, which it hopes will become the benchmark for luxury compact cars.

The Zeekr X comes in three versions, one starting at RMB 189,800 and the other two at RMB 209,800.

The Zeekr X is taking reservations and deliveries will begin in June, with the model aiming to deliver 40,000 units this year.

($1 = RMB 7.1057)

Zeekr releases Europe strategy, 2 models to debut in Sweden and Netherlands in Q4

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BYD sells record 240,220 NEVs in May, surpasses 1 million for the year

aims to sell at least 3 million NEVs this year.

BYD (OTCMKTS: BYDDY) saw record new energy vehicle (NEV) sales in May, putting it over the 1 million unit mark for sales in the year.

The NEV giant sold 240,220 NEVs in May, up 108.99 percent from 114,943 units a year ago and up 14.23 percent from 210,295 units in April, according to data released today.

The company discontinued production and sales of vehicles powered entirely by internal combustion engines in March last year to focus on producing plug-in hybrids and pure electric vehicles.

BYD's NEVs include passenger cars as well as commercial vehicles, with sales of 239,092 new energy passenger cars in May, up 109.39 percent from 114,183 units in the same month last year and up 14.14 percent from 209,467 units in April.

BYD's new energy commercial vehicles sold 1,128 units in May, up 48.42 percent from 760 units in the same month last year and up 36.23 percent from 828 units in April.

Among these passenger NEVs, battery electric vehicles (BEVs) sold 119,603 units, up 124.19 percent from 53,349 units a year ago and up 14.6 percent from 104,364 units in March.

Its passenger plug-in hybrid vehicles (PHEVs) were 119,489 units, up 96.42 percent from 60,834 units in the same month last year and up 13.69 percent from 105,103 units in April.

In May, BYD sold 10,203 NEVs in overseas markets, down 31.19 percent from 14,827 units in April. The company first announced overseas sales figures for NEVs in July 2022.

In addition to being China's largest NEV company, BYD is also the country's second-largest manufacturer of power batteries.

BYD's installed power and storage battery capacity in May was about 11.489 GWh, up 85.22 percent from 6.203 GWh in the same month last year and up 15.42 percent from 9.954 GWh in April.

From January to May, BYD's NEV sales exceeded the 1-million-unit mark at 1,002,591 units, up 348.11 percent from 507,314 units in the same period last year.

Its passenger NEV sales for the period were 996,476 units, up 358.15 percent from the same period last year.

BYD aims to sell at least 3 million vehicles this year and strives to reach 3.6 million, the company's chairman and president Wang Chuanfu said at an investor conference in late March.

BYD aims to become China's No. 1 automaker by the end of this year, Wang said at the time.

To achieve its goal of selling 3 million NEVs for the year, BYD would need to sell an average of about 285,000 vehicles each month for the next seven months.

Musk once laughed at BYD, but now thinks 'their cars are highly competitive'

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