Weekly NEV Sales Rankings: Tesla at 0.99K, Xiaomi at 0.72K, and NIO at 0.49K

Week 29 sales have been released and Tesla’s sales drop 19.3% week-over-week.

The sales rankings for China’s new energy vehicle (NEV) market in Week 29 of 2025 (July 14–July 20) have been released.

From the data, it’s clear that weekly sales across major NEV brands have stabilized. While the top 10 brands remain the same as last week, there have been some shifts in their rankings. Only two brands surpassed 10,000 units this week: BYD (51,400 units) and Harmony Intelligent Mobility Alliance (HIMA, 10,877 units).

Tesla sold 9,900 units in the Chinese market this week, down 19.3% week-over-week, dropping from second to third place overall.

HIMA saw a slight uptick in weekly sales, exceeding 10,000 units across its four sub-brands. Among them, the AITO brand remained the main contributor, with 9,500 units sold, accounting for 87.15% of the alliance’s total.

Leapmotor and Li Auto both saw sales declines this week, with 8,200 units (down 4.7% WoW) and 7,000 units (down 0.41% WoW) respectively. This may be linked to upcoming product launches at the end of July — Leapmotor’s new sedan B01 will debut on July 24, and Li Auto’s all-new pure electric SUV will launch on July 29. The pricing of these new models may be causing customers to delay their purchases.

Xiaomi continued its growth, with 7,173 units sold this week (up 7.4% WoW). The YU7 model surpassed 1,500 units, while the SU7 remained the brand’s best-seller.

Among the NEV startups, both XPeng and NIO Group posted gains this week. XPeng sold 6,713 units, up 15.34% week-over-week.

NIO Group delivered 4,872 units, a week-over-week increase of 18.91%. Notably, the Firefly and ONVO brands together contributed 2,400 units, with the upcoming ONVO L90 expected to launch officially by the end of the month. With a starting pre-subsidy price of RMB 193,900 ($27,146) using BaaS, the model has already become a new focal point in the market. It is projected to be a major growth driver for NIO Group after its full release.

As July began, many cities experienced a temporary shortfall in subsidies for vehicle trade-ins. Some local governments even suspended new applications for vehicle replacement incentives. In the short term, this triggered a “last-chance effect,” as dealers used the policy window to drive consumer orders, bringing some incremental growth to the market. However, the approval process for new subsidy funds takes time*, which has increased consumer hesitation.

Nevertheless, with multiple automakers set to release major new models in late July and early August, the usually sluggish car market is expected to see renewed interest. At the same time, it will likely intensify competition in the next quarter.