Recurring series

China New Energy Vehicle Weekly Chartbook

Finvaulta tracks 4 editions of China New Energy Vehicle Weekly Chartbook from Goldman Sachs, published between May 20, 2026 and June 23, 2026. Each edition is summarized on its own page.

Latest edition · June 23, 2026

CHINA NEW ENERGY VEHICLE WEEKLY CHARTBOOK 2026 Week 25 - Weekly NEV orders +31%:+34% yoy:wow driven by new model launches

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.

The report highlights a robust week for the Chinese NEV industry, where week 25 orders grew 31% year-on-year and 34% week-on-week. This recovery is largely attributed to aggressive new model launches and facelifts. While battery-grade lithium carbonate prices softened by 4% to Rmb167.5k/ton, core battery cell prices held steady. Retail and wholesale penetration for NEVs remained strong at 64% and 68% respectively through mid-June, underscoring the shift away from ICE vehicles.

Read the latest edition in full

Key takeaways from the latest edition

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.

What this series covers

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

Edition archive

Series at a glance

Editions tracked: 4
First edition: May 20, 2026
Latest edition: June 23, 2026

All Goldman Sachs research

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