Goldman Sachs logo
Goldman Sachs

June 16, 2026

China New Energy Vehicle Weekly Chartbook

Weekly UpdateEquitiesCommoditiesConsumer Discretionary

This report provides a weekly update on China's New Energy Vehicle (NEV) market, highlighting a week-over-week decline in orders and significant penetration rates. It also tracks brand-specific performance, pricing trends, and upstream battery material costs.

Key Takeaways

  • 1.Weekly NEV orders fell 14% year-over-year and 13% week-over-week in Week 24.
  • 2.NEV retail and wholesale penetration reached 66.7% and 67.2% respectively during Jun 1-7.
  • 3.Battery grade lithium carbonate prices rose 3.6% week-over-week to Rmb174.5k/ton.

Table of Contents

  • Weekly order summary
  • Key events to watch
  • Retail end-pricing
  • Upstream battery pricing dynamics
  • Disclosure Appendix

Document Preview

Page 1 of 5
Page 1 of China New Energy Vehicle Weekly Chartbook
Subscribe for full access

Access the Full Report

Get unlimited access to institutional research reports with a 14-day free trial.