LIVE Blog: China’s April New Energy Sales Figures As They Come In

We’ll be updating the China NEV sales figures for April as they come in.

China’s April NEV (new energy vehicle) sales are steadily coming in, though delivery of the number might be impacted by the National Labour Holiday.

Some brands have been quick out the gates though, so we’ll list them all here as we get them, and post the first table by the end of May 1st to get an idea of where everybody sits.

Leapmotor’s ongoing success story continued unabated in April with 41,039 deliveries making it their second best month on record after the year-end highs of December.

After overtaking Li Auto last month, admittedly a far more expensive brand on average, they’ve cemented that position this month with sales up a handy ten percent on March, and 174 percent year-on-year.

That’s before B10 deliveries have really started and ahead of the imminent launch of the B01 saloon that was revealed at the Shanghai Auto Show last week.

XPeng’s record run was also at full steam in April, 35,045 units making it the brand’s second best month on record, and a full half-year with sales consecutively topping 30,000 units.

A decent month-on-month improvement of five percent reversed a drop being Li Auto in March, while year-on-year the brand is up a staggering 273 percent, demonstrating just how much the arrival of the MONA M03 and P7+ have turned their fortunes around.

With the G7 set to be another winner, the refreshed X9 about the come on song, and the refreshed G6 and G9 reporting good improvements too, it might not be too long before we see them break the 40,000 deliveries mark and go in pursuit of Leapmotor.

Li Auto’s sales seem to have stagnated of late, with 33,939 deliveries a way down on their best-ever record, and eight percent down on last month.

Competition is coming thick and fast in their direction, AITO’s new M8 a particular thorn in the side, so they’ll be hoping the all-electric i8 makes more of a splash than the MEGA did after critics dubbed it the ‘coffin’, denting appetite for a fantastic product.

Sales are still up 32 percent year-on-year so things aren’t so bleak yet, but they’ll be wanting to show positive month-on-month progress before too long if they’re to hit their annual sales targets.

A disappointing month for GAC AION saw deliveries of just 28,301 units, down 20 percent on the previous month and up only one percent on the year prior.

The UT and RT have been on sale for some time now, and while sales boosted the brand’s numbers briefly, it’s clear they’re not sustaining them at the moment.

Almost every month of 2024 saw a better performance than April’s this year, leading us to wonder what’s going wrong at AION. These are decent numbers but not going in the right direction.

Xiaomi reported sales of 28,000 units in April, down four percent on March, their first month of decline since the SU7 stormed onto the market a year ago.

It’s unlikely they’ll be too concerned, with waiting list already reaching deep into next year, and it might even be a small respite as they look to scale up capacity ahead of the YU7 launch in summer, a car expected to take their numbers to another level.

It’s not inconceivable they’ll be above 50,000 units when the YU7 comes on stream, maybe even over 60,000, a remarkable figure for a brand with basically two models, but let’s see.

NIO took a turn in the right direction in April, a hefty chunk of sales, surely in some part down to the ET9, helping them to 19,269 sales, up 47 percent on March.

Year-on-year, sales were up 23 percent, which is reasonable, though down on Li Auto, and it should be noted the monthly figure was lower than the last eight months of 2024.

Still, a positive step at least for the main brand and a good omen for ET9 sales, though we’ll have to see how these bear out in the longer run.

Sales of Lynk & Co new energy vehicles topped 15,000 units in April, up seven percent on the month prior, which is a decent result.

We don’t have NEV figures for April last year, but they did make up 55.3 percent of all Lynk & Co sales and by observation in on the ground, the Z20 seems to be doing well for the brand in China.

More momentum is needed, and perhaps the surprisingly affordable 900 SUV could boost those numbers as it goes head-to-head with Li Auto’s L8 and L9, and the AITO M8 and M9.

AVATR had their best month ever in April, 11,681 units a ten percent improvement on March, and a 122.6 percent improvement on the same month last year.

Sales of the brand’s most affordable model, the 06, have just begun which should give them an additional boost in May, though sedan sales aren’t the easiest to achieve so it could be a modest bump despite the 06’s stunning looks.

Voyah once again reported monthly sales just north of the nearest thousand, with 10,019 deliveries a 7 car bump on the previous month.

Year-on-year gains are much more pronounced, up 150 percent, and the brand will be hoping their updated FREE with Huawei’s ADAS system included will see a bump in sales.

The FREE, Courage, and Zhuiguang certainly need something to kick things up a gear for Voyah whose sales are predominantly held up by the popular Dreamer MPV, which itself has Huawei tech and ADS technology inside now.

Onvo had a month to forget in April. Down ten percent after firing their underperforming CEO, they’ve yet to get close to consistent sales even near the 10,000 promised by the outgoing CEO.

The new CEO has a good record with NIO Power though so we’ll see if his arrival bears fruit, and whether sales of the new L90, launched in Shanghai, will have a positive impact on sales, as and when it becomes available.

SAIC brand IM had another poor month, somehow down on last month’s dire performance, with just 4,366 units rolling out the showrooms.

This is down 15 percent on the previous month, but at least 55 percent up on the year prior, so there’s a silver lining but not much of one.

With no new models on the horizon, it’s hard to see where they go from here, other than overseas.

ROX Motors once again joins our list, sales of 1,128 units in April a boost of six percent on the prior month.

We don’t have figures for every month of ROX’s sales but with the brand announcing cumulative sales of 10,000 units, we’d have to expect this is a record month for the brand whose portfolio only features the 01 currently.

We have a review of the 01 coming up on our YouTube channel very soon so stay tuned.

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