China car guide
News
64 dated news items on Chinese car makers, each with its sources.
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October deliveries: Xpeng passes 50,000, Leapmotor sets a record, Nio and HIMA slip
Xpeng delivered 50,237 vehicles in October 2026, its first month above 50,000, with a record 13,326 of them going overseas. Leapmotor reached 106,127, a new high and its fourth month in a row above 100,000, and Xiaomi said it handed over more than 50,000 cars, its strongest month of 2026. Nio Inc fell 15.23% year on year to 34,246, and Huawei's HIMA alliance dropped 50.84% to 33,537.
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Chery ships 200,618 cars abroad in October, about two thirds of its sales
Chery Group sold 295,934 vehicles in October 2026, 5.25% more than a year before. Exports made up 200,618 of that total, a rise of 58.67%, and new energy vehicles reached 140,893. Over the first ten months the group exported 1,751,766 vehicles, roughly 70% of everything it sold.
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BYD sells 490,168 cars in October as pure-electric volume passes 300,000
BYD reported 490,168 new energy vehicle sales for October 2026, up 10.97% on a year earlier and its highest month of the year so far. Passenger battery-electric sales reached 305,743, the first month above 300,000, while plug-in hybrid sales fell 17.23% to 177,382. Overseas sales were 170,194, about double October 2025, and the January to October overseas total came to 1,513,154.
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BYD's Yangwang lines up the Gulf for its flagship sedan and a 500 km/h attempt
Stella Li, BYD's executive vice president, has said the Yangwang U9 Xtreme will try to pass 500 km/h on a road in Dubai in November, though no route, permit or date had been confirmed by late October. The car's existing mark is 496.22 km/h, set in Germany in September 2025. Separately, the Yangwang Altior luxury sedan was reported to be heading for a UAE debut around 5 November, without an official announcement.
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Xpeng launches the Mona L05 crossover in China after starting exports
The Mona L05 went on sale in China on 29 October 2026 in electric and range-extender versions. Battery-electric trims carry 58.2 kWh or 71.1 kWh LFP packs rated at 535 to 635 km on the CLTC cycle. Three days earlier Xpeng had begun shipping the model abroad, with plans to sell it in 65 countries and regions in both left- and right-hand drive.
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Geely Auto's third-quarter profit leans on exports as it lifts its export goal
Geely Auto's third-quarter 2026 revenue came to about $14.8 billion and core net profit to about $777.6 million, by CarNewsChina's conversion, on sales of 812,500 vehicles including exports. The company raised its full-year export target from 640,000 to 920,000 units. Using an estimate from CNstock, CarNewsChina found that exports, about 39.8% of sales, produced about 92.9% of the quarter's profit, leaving home-market sales with very little per car.
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BYD third-quarter profit rises 28.1% on exports but trails forecasts
In its filing for July to September 2026, BYD reported revenue up 13.6% and net profit up 28.1%. Exports in the quarter rose 137% to 550,704 vehicles, while nine-month net profit was 4.2% lower than a year earlier. Reuters noted the quarterly profit came in below analyst forecasts, and Electrek pointed out that inventories had grown 60% since the end of 2025.
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Li Auto updates the i6 electric SUV with more range and a lower price
Li Auto's 2026 i6 launched on 28 October at a starting price below the outgoing car's, with a further limited-time reduction at launch. A 96 kWh battery developed in-house replaces the previous supplier's cells and lifts the rear-drive CLTC range from 720 km to 780 km. Li Auto's own M100 chip now runs the driver assistance system.
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Svolt starts mass production of a 100 kWh semi-solid fast-charging pack
Battery maker Svolt began series production of a 100 kWh semi-solid pack at Changzhou in Jiangsu province. The cells mix liquid and solid electrolytes, and the company claims 6C charging on a 900-volt system that adds 500 km of range in 12 minutes. Svolt said several carmakers have chosen the pack but did not name them.
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Denza takes reservations for an all-electric N8 claiming up to 1,003 km
Denza, BYD's premium brand, opened reservations on 26 October for a revamped N8 five-seat SUV, now a battery-electric model with up to 1,003 km of range. It uses BYD's second-generation Blade Battery with flash charging, and filings list packs of 105.792 kWh and 130.15 kWh. The official launch is planned for November 2026.
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Chained-up BYD megawatt charger prompts a promise to stop misuse
Footage circulating in China showed both plugs of a BYD Megawatt Flash Charger locked together with a metal chain, and nobody has claimed responsibility. BYD did not comment on that case, but in a user Q&A on WeChat it promised tighter management of its stations, including keeping petrol cars out of charging bays.
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FAW-Volkswagen's Jetta M6 EV draws over 10,000 orders in 19 hours
The Jetta M6 EV sedan launched in China on 22 October. Entry cars use a 42.9 kWh LFP battery from CALB with 465 km of CLTC range, and upper trims a 51.9 kWh pack rated at 555 km. FAW-Volkswagen reported more than 10,000 locked orders within 19 hours.
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Updated Zeekr 7X opens for orders in France with more power
Zeekr put the revised 7X SUV on sale in France from 52,990 euros, with first deliveries due in the first quarter of 2027. The rear-motor car now makes 335 kW, the all-wheel-drive version 500 kW, and WLTP range runs from 482 km to 627 km depending on battery. All versions sit on an 800-volt platform.
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Xpeng brings the three-row G9L to eight European markets
The G9L electric SUV is priced at 74,990 euros in France and is also on sale in Germany, the Netherlands, Belgium, Austria, Norway, Denmark and Sweden. A pre-production car was driven 1,324 km from Graz to the 2026 Paris Motor Show. It has a 106.7 kWh battery, 553 to 591 km of WLTP range and an 800-volt system that reaches 80% in 12 minutes. Six- and seven-seat layouts are offered.
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China will cut the export VAT rebate on electric cars from 13% to 9% in April 2027
China's Ministry of Finance and State Taxation Administration said the export VAT rebate on new energy vehicles drops from 13% to 9% from 1 April 2027, with the rate set by the export date on the customs declaration. The change covers battery-electric and plug-in hybrid passenger cars, electric buses and electric tractor units. Deutsche Bank estimated the cut would trim BYD's net profit on every car it exports.
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CAAM: China exported 1.053 million vehicles in September, up 61.4%
Figures from the China Association of Automobile Manufacturers show vehicle exports of 1.053 million in September 2026, 61.4% higher than a year earlier, with 571,000 of them new energy vehicles. Total sales including exports were 2.956 million, 8.4% lower year on year, as the home market stayed weak. From January to September, exports reached 8.205 million, up 65.8%, and new energy vehicles took a record 61.6% of September sales.
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EU and China reach a deal to cap Chinese hybrid imports
After two days of talks in Beijing, EU trade commissioner Maros Sefcovic announced a preliminary deal that he said could cut Chinese electric and plug-in hybrid imports to the bloc by up to half. Reports on 11 and 12 October put the cap at 350,000 hybrid and plug-in hybrid cars a year, rising up to 6% annually over four years and possibly starting on 1 December 2026. Hybrids had been outside the EU's 2024 duties on Chinese battery-electric cars, and the deal still needed approval from the 27 member states.
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UK considers matching EU duties on Chinese electric cars
A Sunday Times report said Business Minister Jonathan Reynolds is weighing tariffs on Chinese EVs in line with the EU, which today pay only the standard 10% UK import duty. The government said it was still talking to industry, and China's embassy in London said it opposes discriminatory tariffs. Jato Dynamics data cited by CNBC put Chinese makers' UK market share at 28.1% for January to August 2026, against 12.9% a year earlier.
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Chery and JLR's Freelander brand holds its global launch in Abu Dhabi
Freelander, the brand co-developed by Chery and Jaguar Land Rover, held its global brand launch at Emirates Palace Mandarin Oriental in Abu Dhabi on 29 September 2026. The UAE is its first international market, with Al Tayer Motors covering Dubai and the Northern Emirates and Premier Motors covering Abu Dhabi. The first model, the Freelander 8 SUV, had gone on sale in China on 3 September as an extended-range electric car with a 60.3-kWh CATL battery and 310 km of CLTC electric range. The Gulf version adds regional touches such as a Sand Mode and a Qibla compass.
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IM Motors puts the next-generation LS6 electric SUV on sale
SAIC's IM Motors brand launched the next-generation LS6, a five-seat battery-electric SUV, in Max, Pro Max and Ultra versions. Their batteries are 76, 93 and 103 kWh, giving CLTC ranges of 650, 782 and 750 km. Every version runs on an 800-volt platform, and a 10 to 80% charge takes between 16.8 and 20.3 minutes depending on the trim.
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China car retail down 22% in the first 20 days of September, CPCA says
Retail sales of passenger cars in China came to 878,000 between 1 and 20 September, 22% fewer than a year earlier, according to the China Passenger Car Association (CPCA). New energy vehicles accounted for 596,000 of them, down 9% year on year, which lifted their retail share to 67.9%. Wholesale held up better, with NEV wholesale at 740,000, up 8%. The association said this year's September gains came almost entirely from NEVs, while output of gasoline-only cars fell 52% year on year over the period.
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XPeng's G9L family SUV arrives with battery and range-extender versions
Six versions of the XPeng G9L, a five-seat family SUV 5,120 mm long, went on sale on 17 September at limited-time launch prices, with the entry version below the figure quoted when pre-sales opened in August. Four versions are battery-electric with CLTC ranges up to 755 km, and two pair a 63.3 kWh battery with a 1.5-litre turbo range extender for 435 km of electric range. XPeng says the first right-hand-drive cars are heading to Australia and that the model will be offered in 64 countries and regions.
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EU presses China to limit hybrid car exports or face its own curbs
The European Union wants Beijing to restrain hybrid car shipments voluntarily and has warned it may impose limits itself, the Financial Times reported on 17 September. Monthly imports of Chinese hybrids rose from about 3,800 in October 2024 to 50,000 in July 2026, and they pay a flat 10% tariff, far below the duties on Chinese battery-electric cars. According to electrive, the idea is to hold China-made hybrids to about 15% of the EU market, against more than a third today. China's Ministry of Commerce said voluntary export restraints break WTO rules.
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The i9 goes on sale as Li Auto's largest electric SUV
The i9, Li Auto's biggest SUV and the first flagship on its second-generation battery-electric platform, went on sale on 16 September in a single Home trim. The six-seater is 5,225 mm long and carries a 101-kWh battery rated at 705 km CLTC, with 5C charging that the company says adds 500 km in 10 minutes. Air suspension, steer-by-wire and rear-wheel steering come as standard. The launch followed August deliveries of 37,679, up 32.07% year on year.
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Chinese truck makers take a large share of IAA Transportation in Hanover
IAA Transportation, the commercial vehicle fair in Hanover, ran from 15 to 20 September with almost 1,600 exhibitors, and China Daily counted more than 300 Chinese companies among them, up from 70 in 2022. BYD showed its ETT 44 electric heavy truck with a 651 kWh Blade battery and up to 600 km of range, and said it intends to sell heavy trucks in Europe. Foton gave its Cavan Beacon heavy-duty platform an international premiere in battery-electric and hydrogen form. Sinotruk, FAW, Sany and Dongfeng also exhibited, and FAW expects its first electric trucks in Europe in 2027.
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CAAM: China's August vehicle exports top 1 million as home sales fall
China sold 2.712 million vehicles in August including exports, 5.1% fewer than a year before, while new energy vehicle sales grew 17.8% to 1.643 million, according to the China Association of Automobile Manufacturers (CAAM). Exports carried the month: total vehicle exports reached 1.01 million, up 65.3%, and NEV exports were 526,000. Sales inside China dropped 24.2% to 1.701 million. NEVs reached 60.6% of all vehicle sales, the highest share on record.
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Xiaomi enters extended-range SUVs with the Sky Nomad N70 and N90
Xiaomi moved beyond battery-only cars on 7 September with the Sky Nomad line, which runs from the N70 Pro to the N90 Max Explorer edition. Every version uses a 1.5-litre turbocharged range extender, and the N90 Max claims a combined range of 1,705 km. The N70 Max and N90 Max came in about 7.7% and about 10% below their July pre-sale prices. Xiaomi reported more than 10,000 locked orders within four minutes, and deliveries in China began within a week.
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Beijing tightens the rules on how carmakers pay their suppliers
China's industry ministry (MIIT) and market regulator (SAMR) introduced rules on 7 September to control how long carmakers take to pay suppliers. They set clearer start points for payment periods and deadlines for accepting deliveries, and they discourage pushing suppliers to take commercial bills or other non-cash instruments. Carmakers must file supplier payment reports every half year and every year, and regulators will hold joint interviews with companies found at fault. Major carmakers had earlier pledged to pay suppliers within 60 days.
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BYD eyes more than 2.5 million overseas sales in 2027, Deutsche Bank note says
BYD is targeting more than 2.5 million overseas sales in 2027, Deutsche Bank analysts wrote in a note on 7 September, citing management comments on the post-earnings call. The 2026 overseas goal has been raised to 1.9 to 2.0 million vehicles, from 1.3 million in January and 1.5 million in March. Management said a lack of shipping capacity held back exports this year, and BYD plans to enlarge its own fleet of car carriers. Its Indonesian plant has started production and the Hungarian plant is expected to begin assembly in November or December.
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Chery to start testing solid-state batteries in cars in 2027
Chery will begin validating all-solid-state batteries in vehicles in 2027, chairman Yin Tongyue said at the World Power Battery Conference in Yibin on 3 September. A solid-liquid hybrid version of its Rhino battery is due to go into cars first, in the fourth quarter of 2026. Yin said Chery's solid-state cells have reached 400 Wh/kg, and the first road-test car will be the Exeed ES8 station wagon.
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Canada opens its second quota period for China-made electric vehicles
The second quota period for EVs made in China opened in Canada on 1 September and runs to 28 February 2027. Global Affairs Canada set a base of 24,500 vehicles plus whatever went unused in the first period, and law firm Bennett Jones put the total at 33,397 after 8,897 places were left over from March to August. Cars inside the quota pay the 6.1% most-favoured-nation tariff instead of the 100% surtax that applied before March 2026. Each shipment needs its own import permit, handed out first come, first served.
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BYD's overseas sales reach a monthly high of 189,466 in August
BYD sold 440,293 new energy vehicles in August, 17.84% more than a year earlier. Sales outside China set a monthly high of 189,466, up 134.45%, and made up about 43% of the total. At home, volume fell 14% to 250,827. Overseas sales for January to August came to 1,162,260, up 85.72%.
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Mexico's imports of Chinese cars fell 31.1% in the first half under new tariffs
Mexico's Economy Ministry said on 31 August that 158,571 cars arrived from China in January to June 2026, 31.1% fewer than a year earlier. By value, Chinese light-vehicle shipments dropped 35.4% to US$2,159 million. The fall follows the duties of up to 50% that Mexico applied from 1 January 2026 to 1,463 product lines from countries without a trade agreement, China among them.
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BYD's first-half profit drops 20.54% as overseas sales climb
BYD's interim report showed revenue for January to June 2026 down 7.13% and net profit attributable to shareholders down 20.54%. The company blamed foreign-exchange losses for the profit fall, while gross profit as a share of revenue rose to 18.85% from 18.01%. Overseas volume reached about 792,000 vehicles, up 67.8%. Chairman Wang Chuanfu said tight production capacity for the second-generation Blade Battery held back sales.
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BYD opens its 10,000th megawatt flash-charging station in China
In Shenzhen on 28 August, BYD switched on the 10,000th station of the flash-charging network it announced on 5 March, an average of 55 new sites a day. The network spans 325 mainland cities, and nearly a third of its more than 1.83 million registered users drive other brands. Its newest chargers deliver up to 1,500 kW through one connector, and BYD aims for 20,000 stations in China by the end of 2026.
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Deliveries fall 11.5% and Li Auto stays in the red in the second quarter
For April to June 2026, Li Auto reported a net loss of about $251 million, after a profit in the same quarter of 2025, though the deficit was smaller than in Q1. Revenue was 15.1% lower year on year but 11.7% up on the first quarter, from 98,330 deliveries. Gross profit on vehicles recovered to 9.4% of vehicle sales from 6.1% in Q1, well short of the 19.4% a year before. Caixin linked the weaker deliveries to sharper competition and changing buyer demand, and the company guided for 95,000 to 100,000 deliveries in Q3.
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Chengdu Auto Show opens with about 1,600 vehicles from nearly 120 brands
The 29th Chengdu International Automobile Exhibition ran from 21 to 30 August at Western China Expo City. It was China's first A-level show of the second half of 2026, and one of the country's five A-level shows. BYD planned the global debut of its Da Han flagship sedan there, and all five Huawei-backed HIMA brands took part. Other planned debuts included the Exeed EX6 and the Freelander 8, the first production model of Chery's joint brand with Jaguar Land Rover.
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Chery's half-year profit slips 11.7% while overseas revenue rises 51%
Chery Automobile reported net profit attributable to owners down 11.7% for the first half of 2026, on revenue up 1.2%. Overseas revenue grew 51.0% and made up about 69% of the total, and gross profit rose to 16.1% of revenue from 13.0%. Smaller foreign-exchange gains and higher research spending pulled profit down. The listed company sold 1,275,076 vehicles in the period, up 7.8%.
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Xiaomi's car unit delivers 104,199 vehicles in Q2 but stays loss-making
Xiaomi delivered 104,199 cars in April to June 2026, up 28.2% year on year. Revenue in its EV, AI and new initiatives segment rose 17.1%, most of it from cars. The segment posted an operating loss for the second quarter in a row, though a smaller one than in Q1. Gross profit fell to 19.2% of revenue from 26.4% a year earlier, and the average selling price dropped 9.6%.
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Geely posts record first-half revenue as exports jump 158%
Geely Automobile's revenue for January to June 2026 rose 15% to about $25.8 billion, a record for a half year. Core profit, which leaves out foreign-exchange effects and impairments, increased 46%, while reported profit attributable to shareholders slipped 1.8%. Exports reached 474,228 vehicles, up 158%. Zeekr sold 178,370 cars, up 97%, and new energy models made up 56.2% of Geely's 1.423 million sales.
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New energy cars take a record 65.1% of China's retail sales in July
CPCA data show 1.461 million passenger cars sold at retail in China in July 2026, 20.9% fewer than a year earlier. NEV retail fell 3.9% to 951,000 units, yet their share of the market rose to a record 65.1%. Exports moved the other way: 918,000 passenger vehicles went abroad, up 87.8%, and NEVs made up 58.8% of them.
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China sets its first mandatory safety standard for L3 and L4 automated driving
MIIT announced GB 44721-2026, a national standard with safety requirements for L3 and L4 automated driving systems, after the market and standards regulators approved it on 30 July. Such systems must be at least as safe as a capable, attentive human driver, and L3 cars must monitor whether the driver is ready to take over. If the driver ignores a takeover request, the car has to perform a minimum-risk manoeuvre. The rules apply from 1 July 2027 and leave out automated parking.
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Chinese brands grow in the UAE while its first-half new car market shrinks
Zigwheels' review of UAE new car sales for January to June 2026 found overall volume down 25.8% year on year, with most established brands losing at least a fifth. Jetour grew 30% to enter the top five, and BYD appeared in the rankings for the first time, in sixth place. The Jetour T2 led the monthly chart in May and finished third for the half year.
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Leapmotor passes 100,000 monthly deliveries for the first time
Leapmotor delivered 101,267 vehicles in July 2026, about double its July 2025 figure and 8.45% above June's 93,376. The A10, sold abroad as the B03X, accounted for 28,593 of them. CarNewsChina noted that the total topped the 96,500 NEVs Changan sold in the same month.
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Huawei's HIMA alliance delivers 45,046 cars in July, down year on year for a second month
The five-brand alliance built around Huawei handed over 45,046 vehicles in July 2026, 4.92% fewer than a year earlier, its second year-on-year fall in a row, and 11.02% below June's 50,624. Luxeed, the brand Huawei runs with Chery, moved the other way with 10,709 units, up 227.7% year on year. Deliveries for January to July came to about 286,000, up 13.7%, and the alliance's cumulative total passed 1.48 million.
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BYD's July volume rises 21.76% with a record 179,841 cars shipped abroad
July brought BYD 419,211 new energy vehicle sales, 21.76% above July 2025 and 3.90% higher than June. Overseas passenger car and pickup sales hit a record 179,841, up 124.3%, giving foreign markets close to 43% of the month's volume. The company said a shortage of shipping capacity, rather than demand, was the main brake on sales abroad. From January to July it delivered 969,208 passenger cars and pickups outside China.
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US Senate committee advances bill to bar Chinese-linked connected cars
The Senate Commerce Committee voted on 22 July to advance the Connected Vehicle Security Act of 2026 (S.4429), sponsored by Senators Bernie Moreno and Elissa Slotkin. The bill would write into law a ban on connected vehicles, software and hardware tied to China, Russia, Iran or North Korea, and would stop carmakers with more than 15% Chinese ownership selling in the US. It still needs a full Senate vote, and a House version must clear three committees.
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Li Auto launches the new L6 extended-range SUV at the old model's starting price
Li Auto put its new-generation L6 on sale on 16 July in a single Ultra trim, priced at the old model's starting level despite reports that each car became more expensive to make. Battery capacity grows from 36.8 kWh to 51 kWh, for 300 km of CLTC electric range and 1,250 km combined. The 1.5-litre turbo range extender and dual motors stay, with 300 kW combined output, and deliveries were due to begin within a week.
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China's vehicle exports pass one million in a single month for the first time
CAAM figures released on 9 July showed 1.037 million vehicles exported in June 2026, up 75.1% on June 2025 and 11.6% on May. New energy vehicles made up 523,000 of them, just over half. First-half exports reached 5.096 million, up 65.3%, while sales inside China fell by double digits.
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China will charge annual vehicle tax on plug-in hybrids and EREVs from 2027
China's Ministry of Finance, the State Taxation Administration and MIIT said on 3 July that plug-in hybrids, including extended-range models, lose their vehicle and vessel tax exemption on 1 January 2027. Battery electric and fuel cell commercial vehicles lose it too, and the halved rate for energy-saving petrol cars ends. Battery electric and fuel cell passenger cars stay outside the tax. The charge covers cars already on the road as well as new ones, at rates each province sets.
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Ford's Michigan battery plant using CATL's LFP licence starts production
A CATL vice president said Ford's Michigan plant, which makes LFP cells under a CATL technology licence, was completed and began production in June. Ford said on 17 June it had finished full-process trial production of its first prismatic LFP cells. The project was cut from $3.5 billion and 35 GWh to $2 billion and 20 GWh after a political row in Washington paused it in 2023.
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CATL reportedly gets last permit to restart its Jiangxi lithium mine
National Business Daily, quoting a person close to CATL, reported that the company now holds every certificate needed to reopen its Jianxiawo lithium mine in Yichun, Jiangxi, with the safety production permit the final one. Output there had stopped on 10 August 2025 after a mining permit lapsed, and an expected restart around the February 2026 Spring Festival did not happen. The halt had pushed up lithium carbonate prices in China.
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Ember: China's passenger EV exports hit 448,000 units worth $9.2 billion in May
Energy think tank Ember counted 448,000 passenger EVs shipped from China in May 2026, about 279,000 battery-electric and 169,000 plug-in hybrids. Their value reached a record US$9.2 billion, up 49% on a year earlier and just above April's US$9.1 billion. Southeast Asia took a record US$1.2 billion of these cars, with Thailand importing 36,811 battery-electric models in the month.
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EU said to be preparing extra duties on plug-in hybrids made in China
Handelsblatt reported that the European Commission plans countervailing duties on Chinese plug-in hybrids within weeks, to close a gap that lets them enter at the standard 10% import duty. Battery-electric cars from China have carried extra duties since 31 October 2024, for example 17% on BYD, 18.8% on Geely and 35.3% on SAIC. The Commission had denied any hybrid tariff plan in January, and the reports could not confirm a final decision. In May, BYD led Germany's plug-in hybrid registrations for the first time, with 4,290 cars.
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Beijing summons carmakers again over price cutting
China's industry ministry (MIIT) and market regulator (SAMR) jointly called in and warned carmakers on 11 June over suspected irrational competition, without naming the companies. Firms were told to follow pricing law, stop selling below cost and tighten quality control. Rules against selling under production expense had already taken effect in February 2026. The report said sector profits fell 18% in the first quarter and that carmakers kept 3.2% of revenue as profit on average.
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CAAM: vehicle exports reach 930,000 in May as NEV exports more than double
Figures from the China Association of Automobile Manufacturers show 930,000 vehicles exported in May 2026, up 68.7% year on year, the second month in a row above 900,000. NEV exports were 446,000, up 110%, while total vehicle sales slipped 2.1% to 2.629 million. NEVs took a record 56.9% of new vehicle sales, at 1.496 million units. AP reported that passenger car sales inside China fell 23.4% to 1.44 million, so overseas demand carried the month.
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BYD opens its first 1,500 kW flash charging station in Germany
BYD's first commercial flash charging site in Germany went into service in May 2026, using second-generation hardware rated at up to 1,500 kW. The company aims for 6,000 such stations outside China, half of them in Europe; CarNewsChina gives the deadline as the end of 2026, while The Driven says the end of 2027. In China, BYD had more than 6,100 flash charging stations in over 300 cities by late May.
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Leapmotor sets a second monthly record in a row with 81,569 deliveries
May 2026 brought Leapmotor 81,569 deliveries, 80.99% more than a year before and 14.26% more than April's 71,387, which had been the previous high. Deliveries for January to May came to 263,111, up 51.51%, against a full-year goal of 1 million. The maker, which works with Stellantis through the Leapmotor International joint venture, said its Lafa 5 would launch in 28 overseas markets in June.
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BYD sells 383,453 vehicles in May, with overseas sales up 80.7%
BYD reported 383,453 vehicle sales for May 2026, of which 376,990 were passenger cars. Shipments of passenger cars and pickups outside China reached 160,177, up 80.7% on May 2025. Passenger car sales edged 60 units above the year-earlier level, ending eight straight months of decline. Fangchengbao sold 30,186, Denza about 16,300 and Yangwang 286.
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First-quarter net loss for Li Auto as profitability shrinks
Li Auto lost US$330.0 million in the first quarter of 2026, having made a profit a year earlier. Revenue came to US$3.3 billion, down 11.4%, and gross profit fell to 7.9% of revenue from 20.5%, with vehicles alone at 6.1%. Deliveries rose 2.5% to 95,142. For the second quarter the company guided to 95,000 to 100,000 deliveries.
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Voyah puts the Taishan X8 five-seat SUV on sale with Huawei driver assistance
Dongfeng's Voyah brand started sales of the Taishan X8 on 22 May, with a starting price below its pre-sale figure. The 5,200 mm SUV comes in three plug-in hybrid and two battery-electric versions. It uses Huawei's Qiankun driver assistance with an 896-line lidar. CLTC range is up to 1,506 km for the hybrid and up to 727 km for the electric car, which runs on an 800V platform.
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XPeng launches the GX six-seat SUV and takes 24,863 orders in 12 hours
XPeng's large six-seat GX went on sale on 20 May in battery-electric and range-extender form, with limited-time launch prices and the Ultra at the top of the range. Upper trims use three in-house Turing chips and a camera-only system with no lidar. By early June the wait for the top electric version had stretched to about 35 weeks. About 1,000 overseas pre-orders had come in, and pre-sales abroad are to start in the Middle East.
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Zeekr launches the 2026 009 MPV on a 900V platform
Zeekr began selling the 2026 version of its 009 MPV in China on 19 May, in three versions. The single-motor car has a 108 kWh battery and 740 km of CLTC range, while the dual-motor one has 115 kWh, 912 hp and 720 km. Its driver assistance runs on a 700 TOPS Thor-U chip with lidar.
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CAAM official expects China's car exports to pass 10 million in 2026
He Yi, deputy secretary-general of CAAM, told a forum in Tianjin that China's vehicle exports should reach 10 million units this year. April had already set a monthly record of 901,000 exports, up 74.4%, bringing January to April to 3.13 million. At home, passenger car sales fell 21.6% to 1.4 million in April, and the CPCA tied weak petrol car demand partly to high oil prices after the war in Iran.
List updated 2 November 2026.