Latest in EV news, technologies, data and insights from China market
NIO’s new ES8 model launched at “NIO Day 2025” saw substantial order volumes and foot traffic increases, with strong customer interest in Battery-as-a-Service options and incentives promised.
Zeekr and Lynk & Co will each take full responsibility for vehicle R&D, while the Geely Group centralizes platform technology development to boost efficiency and shorten product cycles.
The NEV industry in China faces scrutiny over “initial reservation data” following high-profile launches like the Xiaomi YU7 and Geely Zeekr 9X.
In August, NEV makers like Leapmotor and XPeng excelled in deliveries, while Li Auto faced declines. The industry anticipates a competitive September, with several flagship models launching soon.
Zeekr has a solid base, but whether it can climb higher will depend on its upcoming products.
Geely’s Zhu Ling steps down from Lynk & Co amidst restructuring as Zeekr integrates brands. His future role remains unannounced, sparking industry speculation about Volvo.
In the brand-specific rankings, NIO secured the top spot in both the premium and domestic NEV after-sales service satisfaction categories with a score of 801, while Li Auto led the mass-market segment with 788.
Behind Zeekr’s channel adjustments lies severe sales pressure.
Geely Auto achieved record revenue of RMB 150.282 billion in H1 2025, while Zeekr Technology reduced its losses. New energy vehicle sales surged, but competition with BYD intensifies.
Compiled list of the ten most anticipated Chinese new energy vehicles for the second half of the year – Xiaomi YU7, Li Auto L8, ONVO L90, NIO Firefly, AITO M8, Denza N9, Shangjie H5, New Voyah Dreamer, Geely Galaxy M9, and BYD Yangwang U8L Limited Edition. They may launch within the year or at least have their price information revealed.