ThinkerCar
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20+ years of automotive data expertise to make informed decisions. With a track record of serving 200+ B2B clients, we offer customized reports and insights. Gain the competitive edge - reach out to us for top-tier data solutions.

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thinkercar.bsky.social
#Leapmotor Lafa5 Interior in Official Images
• Interior: Official images showcase a nearly all-black cabin.
• Timeline: The model had its global debut in September; official launch is set for Q4 2025; global sales will begin in 2026.
thinkercar.bsky.social
#Leapmotor: 5 models ranked in the top 20.
#XiaoMi : Dominated, with YU7 #1 and SU7 also a top seller.
#Huawei Aito: 3 models secured spots.
#LiAuto: Only the L6 featured in the top 20.
#NIO : Its Onvo sub-brand succeeded with 2 models (L60 & L90).
thinkercar.bsky.social
#Nio #Onvo L60 and L90 retail volume trend in 2025 (Sep 29-Oct 5):
L90: 1,800 units
L60: 1,500 units
thinkercar.bsky.social
#LynkCo and #Zeekr retail volume trend in 2025 (Sep 29-Oct 5)
Lynk&Co: 4.5k units, -31.8% WoW
Zeekr: 2.9k units, -14.7% WoW
thinkercar.bsky.social
Retail volume of NEV Brands in China from Sep 29-Oct 5, 2025
Top3:
#BYD: 57.9k units
#Galaxy : 23.8k units
#Leapmotor : 9.9k units
thinkercar.bsky.social
Retail volume of New Car-making Brands in China from Sep 29-Oct 5, 2025
#LEAPMOTOR: 9.9k units, -38.1% WoW
#Huawei Aito: 7.6k units, -29% WoW
#Xiaomi : 7.4k units, -32.7% WoW
#XPeng : 6.5k units, -37.5% WoW
#NIO : 6.4k units, -40.7% WoW
thinkercar.bsky.social
#Leap retail volume trend in 2025 (Sep 29-Oct 5): 9.9k units, -38.1% WoW.
thinkercar.bsky.social
$TSLA
#Tesla retail volume trend in 2025 (Sep 29-Oct 5) : 5k units, -74.1% WoW.
thinkercar.bsky.social
Retail volume trend in 2025 (Sep 29-Oct 5): #NIO : 2.1k units, Onvo: 3.3k units, Firefly: 1k units.
thinkercar.bsky.social
$LI $NIO $XPEV
LiAuto, Nio and Xpeng retail volume trend in 2025 (Sep 29-Oct 5)
Xpeng: 6.5k units, -37.5% WoW.
Nio: 6.4k units, -40.7% WoW.
LiAuto: 5.7k units, -33.7% WoW.
thinkercar.bsky.social
The #BYD FCB Tai 7 saw a strong start, with 11,674 units delivered in its first month.
Notably, 90% of these deliveries were for the 4WD model.
thinkercar.bsky.social
#XiaoMi SU7 and Yu7 retail volume trend in 2025 (Sep 29-Oct 5)
Yu7: 4,655 units, -28.7% WoW
Su7: 2,725 units, -38.8% WoW
thinkercar.bsky.social
Wholesale volume of NEV makers in China in Sep 2025
#BYD, #Geely, and #Changan rank among the top 3.
thinkercar.bsky.social
#LiAuto had a strong National Day sales period!
- Li i6: hot seller, attracting customers from rivals like the Tesla Model Y and Xiaomi Yu7.
- 15,000+ orders in just the first 5 days.
- L-Series: Orders rebounded following the October 2nd price cut.
thinkercar.bsky.social
#BYD 's first overseas SkyRail demonstration line, located in São Paulo, #Brazil with a total planned length of 20 km, is set to begin operation in 2026.
The Governor of São Paulo confirmed that line expansion planning will begin right after the SkyRail project is delivered.
thinkercar.bsky.social
First look at the Firefly special edition. #NIO
thinkercar.bsky.social
A milestone for #BYD!
President Lula witnessed BYD's 14 millionth NEV roll off the production line at the #Brazilian plant, taking delivery of the vehicle.
thinkercar.bsky.social
#XPeng G6 EREV has entered MIIT announcement.
thinkercar.bsky.social
#BYD has now outsold #Tesla in global pure-electric vehicle sales for four consecutive quarters (Q4 2024 - Q3 2025).
In Q3 2025, BYD sold 582,522 BEVs, exceeding Tesla's 497,099 deliveries by 85,423 units.
thinkercar.bsky.social
A black Firefly has been spotted. Could this be a new version coming?
Previously, their special edition (limited to 333 units) sold out in just 30 hours!
#NIO
thinkercar.bsky.social
As of Sep 2025, BEV registrations in #HongKong:
- Brands: #BYD leads with 6,887 units, followed by #Tesla at 6,401 units.
- Models: BYD Sealion 7 remains top (4,740 units), with Tesla Model 3 (3,145 units) and Model Y (2,299 units) following.
#EVmarket
thinkercar.bsky.social
The #BYD SHARK, a pickup truck built on the DMO platform, is currently in planning for a future launch in the Chinese market. It is equipped with a 1.5T plug-in hybrid powertrain that generates over 430 hp, enabling a 0-100 km/h acceleration in just 5.7 seconds.
thinkercar.bsky.social
In Q3 2025, #Tesla produced over 447,000 electric vehicles and delivered more than 497,000.
Energy storage deployments reached a record 12.5 GWh, setting new highs for both vehicle deliveries and storage deployments.
thinkercar.bsky.social
#BYD PV Sales Details for Sep 2025
Total BYD PV sales in Sep: 389,301 units
BYD Dynasty: 162,651 units | BYD Ocean: 189,364 units
FCB sales: 24,121 units
Denza sales: 12,407 units
Yangwang sales: 758 units
thinkercar.bsky.social
#BYD's Sep 2025 Passenger vehicle sales data is as follows: