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Tesla

Tesla Q2 Global Deliveries Hit ~480,000 Units, Flat Year-over-Year

Tesla delivered approximately 480,000 vehicles globally in the second quarter of 2026, roughly flat year-over-year. Model Y and Model 3 remain the absolute sales pillars, with the two models combined accounting for over 85% of total deliveries. The Shanghai Gigafactory and Fremont factory maintain high capacity utilization. Meanwhile, Musk confirmed that a compact model based on a new platform will debut in 2027 with a target price below $25,000.

3066 days ago
Brazil Raises NEV Tariff to 35% in July, Mexico Imposes 50% on China

Brazil Raises NEV Tariff to 35% in July, Mexico Imposes 50% on China

In July 2026, multiple global trade rules took effect, significantly impacting Chinese NEV exports. Brazil raised NEV tariffs to 35%, eliminating previous phased discounts. Mexico increased passenger vehicle tariffs on China to 50% from January 2026. EU draft local content rules require 70% localization. UK automakers warned of potential 140 million GBP tariff losses from post-Brexit rules. Australia, Southeast Asia, and Central Asia remain relatively open, but localization requirements are gradually increasing. Chinese automakers are shifting from "product export" to "ecosystem globalization" through local production.

44910 days ago
Leapmotor Sets Record 93,376 Deliveries in June; Nio and Xpeng Both Break 40,000

Leapmotor Sets Record 93,376 Deliveries in June; Nio and Xpeng Both Break 40,000

In June 2026, Chinese EV startup delivery figures were released. Leapmotor set a new all-time record with 93,376 deliveries. Nio delivered 40,597 vehicles and Xpeng delivered 40,126, both achieving their best monthly performance of the year. Tesla China's wholesale volume reached 89,091 units, up 24.43% year-on-year, marking the eighth consecutive month of growth. Meanwhile, Li Auto and Huawei-backed HIMA faced stiffer competition in the premium segment, with year-on-year delivery declines. June data clearly shows China's NEV market is undergoing structural differentiation.

53015 days ago
Tesla China June Wholesale Volume Hits 89,091 Units, 8th Consecutive Month of Growth

Tesla China June Wholesale Volume Hits 89,091 Units, 8th Consecutive Month of Growth

Tesla China's wholesale volume reached 89,091 units in June 2026, up 24.43% year-on-year, marking the eighth consecutive month of sales growth. To应对 market competition and stimulate demand, Tesla introduced a vehicle financing program called "Easy Loan" in May, lowering the minimum down payment for the Model 3 rear-wheel-drive version to just 55,900 yuan, with a 5-year installment plan significantly reducing the purchase barrier. While maintaining sales growth, Tesla also faces intense competition from Chinese brands in intelligent configuration and pricing.

37115 days ago
Over 10 Automakers Raise Prices, Marking Official End to NEV Price War

Over 10 Automakers Raise Prices, Marking Official End to NEV Price War

Since June 2026, BYD, Changan Qiyuan, NIO, Avatr, Zeekr, Tesla, Xiaomi, and HarmonyOS Intelligent Mobility brands have successively raised vehicle prices or ADAS package costs. After three years of intense price competition, the new energy vehicle price war has officially ended as industry logic shifts from low-price volume grabs to value competition. Rising raw material and chip costs are the core catalyst, with lithium carbonate prices rebounding to 175,000 yuan per ton and automotive-grade chips surging over 100%. Q1 2026 automotive manufacturing profit was merely 3.2%, forcing automakers to pivot from price wars to technology upgrades. For importers and consumers in Central Asia and Russia, price increases mean higher procurement costs but also improved quality and configuration, while Chinese NEVs maintain significant global price advantages.

36032 days ago
BYD Raises Overseas Target to 1.5M Units, Global Ambition Upgraded

BYD Raises Overseas Target to 1.5M Units, Global Ambition Upgraded

BYD has raised its 2026 overseas annual sales target from 1.3 million to 1.5 million units. Factories in Hungary, Indonesia, and other locations are ramping up, accelerating the formation of a global production network. Meanwhile, Tesla's last Model S/X batch has been delivered, with production lines transitioning to dedicated humanoid robot manufacturing, targeting 1 million units annually. BYD is also entering the humanoid robot space, with potential sales through dealer networks.

45042 days ago
Q1 2026 Global BEV Rankings: Geely Holds Third Place as Chinese Trio Dominates Top Five

Q1 2026 Global BEV Rankings: Geely Holds Third Place as Chinese Trio Dominates Top Five

In Q1 2026, the global pure electric vehicle brand landscape saw significant shifts. TrendForce data shows Tesla reclaimed the BEV sales crown with 12.9% global market share, BYD held second at 10.9%, and Geely Group ranked third. Leapmotor entered the top five through逆势 growth. Chinese automakers occupy half of the global BEV top 10, reflecting a new competitive phase driven by technology density rather than scale alone. This ranking directly impacts procurement decisions in Central Asia and Russia.

37543 days ago