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The "Phantom Sales" Era: NEV Penetration Breaks 60% in April, Industry Reflection

The "Phantom Sales" Era: NEV Penetration Breaks 60% in April, Industry Reflection

China's NEV penetration reached a record 61.4% in April 2026, yet behind the headline lies a "phantom sales" concern. Price-driven volume, dealer inventory at alarming levels, and discount rates exceeding 15% suggest the market is透支ing its own health. This article decodes the structural risks beneath the penetration milestone for overseas buyers seeking to understand the real China market landscape.

131 views2026-06-03