Chinese EV sales stumbled in February 2026 due to the Spring Festival holiday, with major players like BYD and XPeng seeing sharp drops. This pressures Tesla in its key China market, raising the importance of its pivot to AI, robo-taxis, and humanoid robots for future growth.
NIO doubles deliveries year-over-year while Li Auto and XPeng struggle in January 2026. Chinese EV makers navigate seasonal weakness and reduced government support as the new year begins.
Nio, Xpeng, and Li Auto announce December 2025 delivery numbers with varying results. Nio hits record high while Li Auto faces continued decline.
China confirms NEV trade-in subsidies for 2026, offering up to $2,850 per vehicle.
Li Auto reported its sixth consecutive delivery contraction. Nio's deliveries fell 10.20% MoM, and Xpeng's dropped 12.58% MoM.
