China New Energy Vehicle Weekly Chartbook

China's NEV market saw a surge in orders in week 25, growing 34% week-on-week, propelled by new model releases from BYD and Leapmotor. Retail and wholesale penetration rates continue to set high marks in June.

Key Takeaways

• 1.Weekly NEV orders for week 25 were up 31% yoy and 34% wow, driven by new model launches.
• 2.NEV penetration in retail and wholesale reached 64% and 68% respectively for June 1-14.
• 3.Upstream lithium carbonate prices decreased 4% wow, while battery cell pricing remained stable.

Table of Contents

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

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