ThinkerCar
@thinkercar.bsky.social
China Auto Industry Information
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ThinkerCar
@thinkercar.bsky.social
· Nov 28
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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📨 [email protected]
🌐 thinkercar.com
🛎️ t.me/ThinkerCarData
In Nov, NIO Group exported a total of 419 vehicles. Among these, the Onvo L60 accounted for approximately 70 units, while NIO's models, the ES6 and ET5T, combined for 173 units. The Firefly brand contributed around 140 units to the total.
$NIO
$NIO
December 8, 2025 at 1:51 PM
In Nov, NIO Group exported a total of 419 vehicles. Among these, the Onvo L60 accounted for approximately 70 units, while NIO's models, the ES6 and ET5T, combined for 173 units. The Firefly brand contributed around 140 units to the total.
$NIO
$NIO
The 4-millionth China-made #Tesla has officially rolled off the production line — it's a Model Y L! It took less than 14 months to go from 3 million to 4 million units.
December 8, 2025 at 6:13 AM
The 4-millionth China-made #Tesla has officially rolled off the production line — it's a Model Y L! It took less than 14 months to go from 3 million to 4 million units.
#LiAuto has surpassed 1.5 million cumulative deliveries.
Of these, its Extended-Range SUVs account for over 1.4 million, with a total driving distance of 54.5 billion km — 19.5 billion km powered by fuel and 35.0 billion km in pure electric mode.
Of these, its Extended-Range SUVs account for over 1.4 million, with a total driving distance of 54.5 billion km — 19.5 billion km powered by fuel and 35.0 billion km in pure electric mode.
December 5, 2025 at 5:16 AM
#LiAuto has surpassed 1.5 million cumulative deliveries.
Of these, its Extended-Range SUVs account for over 1.4 million, with a total driving distance of 54.5 billion km — 19.5 billion km powered by fuel and 35.0 billion km in pure electric mode.
Of these, its Extended-Range SUVs account for over 1.4 million, with a total driving distance of 54.5 billion km — 19.5 billion km powered by fuel and 35.0 billion km in pure electric mode.
#BYD Dynasty/Ocean Network: Monthly Sales Trend (Jan-Nov 2025)
Dynasty: The Qin family emerged as the absolute mainstay, with sales climbing to 70,824 units.
Ocean: The Seal family led with 60,962 units, while both the Sealion and Seagull models also surpassed the 50,000-unit mark.
Dynasty: The Qin family emerged as the absolute mainstay, with sales climbing to 70,824 units.
Ocean: The Seal family led with 60,962 units, while both the Sealion and Seagull models also surpassed the 50,000-unit mark.
December 3, 2025 at 5:50 AM
#BYD Dynasty/Ocean Network: Monthly Sales Trend (Jan-Nov 2025)
Dynasty: The Qin family emerged as the absolute mainstay, with sales climbing to 70,824 units.
Ocean: The Seal family led with 60,962 units, while both the Sealion and Seagull models also surpassed the 50,000-unit mark.
Dynasty: The Qin family emerged as the absolute mainstay, with sales climbing to 70,824 units.
Ocean: The Seal family led with 60,962 units, while both the Sealion and Seagull models also surpassed the 50,000-unit mark.
In Nov 2025, NIO's Intelligent Safety Assist System actively prevented 301,557 potential collisions and risks.
$NIO
$NIO
December 2, 2025 at 7:37 AM
In Nov 2025, NIO's Intelligent Safety Assist System actively prevented 301,557 potential collisions and risks.
$NIO
$NIO
#CATL has announced that all 1,000 battery swap stations built this year will be in operation before the Chinese New Year (Feb 15, 2026).
Planning for 2026 sites and regional service optimization are also underway.
Planning for 2026 sites and regional service optimization are also underway.
December 2, 2025 at 6:58 AM
#CATL has announced that all 1,000 battery swap stations built this year will be in operation before the Chinese New Year (Feb 15, 2026).
Planning for 2026 sites and regional service optimization are also underway.
Planning for 2026 sites and regional service optimization are also underway.
#BYD PV Sales Details for Nov 2025
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
December 2, 2025 at 5:46 AM
#BYD PV Sales Details for Nov 2025
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
Total BYD PV sales in Nov: 469,132 units
BYD Dynasty: 184,338 units | BYD Ocean: 233,431 units
FCB sales: 37,405 units
Denza sales: 13,255 units
Yangwang sales: 703 units
#Xiaomi Auto has delivered over 500k units in about 20 months.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
December 2, 2025 at 3:30 AM
#Xiaomi Auto has delivered over 500k units in about 20 months.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
In November, the company delivered over 40k units, and it has already reached its full-year 2025 delivery target of 350k units ahead of schedule.
In Nov 2025, #Changan Avatr delivered 14,057 vehicles, +21.4% YoY, +4.1% MoM.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
December 1, 2025 at 10:45 AM
In Nov 2025, #Changan Avatr delivered 14,057 vehicles, +21.4% YoY, +4.1% MoM.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
Avatr's total delivery volume for 2025 is 118.3k vehicles, +89.2% YoY.
New Car-making Brands: Monthly Delivery Trend (Jan-Nov 2025)
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
December 1, 2025 at 10:27 AM
New Car-making Brands: Monthly Delivery Trend (Jan-Nov 2025)
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
• #Leapmotor: 70,327, +0.1% MoM
• #Xiaomi : 40,000+
• #XPeng: 36,728, -12.6% MoM
• #NIO : 36,275, -10.2% MoM
• #LiAuto: 33,181, +4.5% MoM
$NIO
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
December 1, 2025 at 9:42 AM
$NIO
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
NIO delivered a total of 36,275 new vehicles in Nov, maintaining growth with a 76.3% YoY increase despite a 10.2% MoM decrease.
NIO's total delivery volume for 2025 reached 277.9k vehicles, representing a 45.6% YoY growth.
$Li
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
December 1, 2025 at 9:31 AM
$Li
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
In Nov 2025, #LiAuto delivered 33,181 vehicles, -31.9% YoY, +4.5% MoM.
LiAuto's total delivery volume for 2025 is 362.1k vehicles, -18.1% YoY.
#Geely Auto released Nov 2025 sales data:
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
December 1, 2025 at 9:16 AM
#Geely Auto released Nov 2025 sales data:
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
• Total: 310,428 units, +24% YoY
• Geely: 246,526 units, +29% YoY
• Zeekr: 28,843 units, +7% YoY
• Lynk & Co: 35,059 units, +7% YoY
• Proton: 12,280 units, +7% YoY
• Exports: 42,091 units, +22% YoY
$ZK
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
December 1, 2025 at 8:51 AM
$ZK
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
In Nov 2025, Zeekr delivered 28,843 vehicles, +6.8% YoY, +34.6% MoM.
Zeekr's total delivery volume for 2025 is 193.9k vehicles, -0.5% YoY.
In Nov, Voyah's deliveries hit a new record high.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
December 1, 2025 at 5:08 AM
In Nov, Voyah's deliveries hit a new record high.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
In Nov 2025, #Dongfeng Voyah delivered 20,005 vehicles, +84.3% YoY, +16.2% MoM.
Voyah's total delivery volume for 2025 is 134.2k vehicles, +82.5% YoY.
In November, Leapmotor's deliveries hit another record high, extending its consecutive growth streak.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
December 1, 2025 at 3:20 AM
In November, Leapmotor's deliveries hit another record high, extending its consecutive growth streak.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
In Nov 2025, #leapmotor delivered 70,327 vehicles, +75.1% YoY, +0.1% MoM.
Leap's total delivery volume for 2025 is 536.1k vehicles, +113.4% YoY.
In Nov 2025, #Xiaomi Auto's monthly deliveries exceeded 40,000 units, marking the third consecutive month with deliveries surpassing 40,000.
December 1, 2025 at 3:06 AM
In Nov 2025, #Xiaomi Auto's monthly deliveries exceeded 40,000 units, marking the third consecutive month with deliveries surpassing 40,000.
$LI $NIO $XPEV
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.
November 27, 2025 at 8:01 AM
$LI $NIO $XPEV
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.
Li Auto reported a net loss of RMB 6.244 bn in Q3 2025, ending a streak of 11 consecutive profitable quarters since Q4 2022.
XPeng and NIO achieved record highs across multiple metrics, including deliveries and revenue.