Average Transaction Price of New Car-making Brands in China, Q3 2026 • #NIO (RMB 449k), Luxeed (RMB 424k), and Aito (RMB 419k) lead in average transaction price. However, #LiAuto takes the revenue crown at RMB 30.1B, with its average price sitting mid-tier at RMB 305k. • #Xiaomi proves its volume with RMB 27.4B revenue at a RMB 271k average, while #Leapmotor rakes in RMB 25.7B at just RMB 120k.

Here’s the analysis of the Sales-to-Production Ratio for China’s top 20 automakers Jan–May 2026, showing clear inventory and demand trends: 🟣 >100% (Inventory drawdown): Traditional groups such as SAIC, Geely, Chery and Changan achieved ratios above 100%, as cumulative sales exceeded production. This shows active inventory reduction from previous stock. 🟢 95%–100% (Balanced supply & demand): BYD leads with a near-perfect 99.6%, followed by FAW, GAC and Tesla Shanghai. These automakers maintain a healthy balance with stable inventory levels. 🟡 <95% (Inventory build): BAIC, Great Wall and BMW Brilliance show ratios below 95%, with higher inventories and softer sales. Among new car makers: Leapmotor (97.1%) is well-balanced. Li Auto (102.6%) and XPeng (102.7%) are reducing inventory of older models. NIO (89.3%) and Xiaomi Auto (93.1%) are pre-stocking for new products. Overall, traditional and established EV makers are seeing strong sales and inventory drawdown, while some new players are building inventory for future growth. #ChinaAuto #AutoIndustry #BYD #NIO #XPeng #LiAuto #Geely #SAIC #AutomotiveData

On March 5, 2026, NIO's 2 millionth EDS (Electric Drive System) rolled off the production line at its second Hefei manufacturing plant, a new milestone for the company's EDS production. The unit is the rear EDS for the all-new NIO ES8. NIO has insisted on in-house R&D and manufacturing of EDS, which have won the "World's Top 10 Electric Drives" for four consecutive times. The 900V flagship EDS on the new ES8, the world's first motor with 925V continuous wave winding technology, also won the "China Heart" Top 10 Powertrains award. #NIO #EDS #NIOES8 #EVTechnology