GX CN EV BATT-U

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CH DEMETER FIN

FAMEGLOW

LUEN THAI

NEW GONOW RV

REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

KARS

09845

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In the first 17 days of May, China's retail sales of new energy vehicles (NEVs) fell 12% year-on-year to 400,000 units, despite a retail penetration rate of 58.9%. Year-to-date, cumulative NEV sales reached 3.158 million units, down 17% from last year. Overall passenger vehicle sales also declined by 23% year-on-year, totaling 680,000 units. However, there was an 18% increase in NEV sales compared to the previous month, indicating resilient demand post-May Day holiday.

CnEVPost

KraneShares Electric Vehicle

Hua Xia CSI New Energy Vehicles ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

BYD COMPANY

Tesla

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

China NEV retail sales fall 12% year-on-year in first 17 days of May

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China's NEV retail sales increased by 27% in early May compared to April, reaching 226,000 units, despite a 13% year-on-year decline. The wholesale penetration rate for NEVs surpassed 60%, indicating a shift in production focus. Overall passenger vehicle sales also showed improvement, with a 36% month-on-month increase. Year-to-date, cumulative retail sales of passenger NEVs are down 17%, while total passenger vehicle sales have decreased by 19% compared to last year. The market is gradually recovering from previous lows, driven by demand following the Beijing Auto Show and Labor Day holiday.

- China's retail sales of new energy vehicles (NEVs) reached 226,000 units from May 1 to May 10, marking a 27% increase from April despite a 13% year-on-year decline.  
- The wholesale penetration rate for NEVs hit 60.3%, indicating a production focus shift among automakers, while total passenger vehicle retail sales also increased by 36% month-on-month.  
- Year-to-date retail sales of passenger NEVs are down 17%, totaling 2.984 million units, signaling a gradual recovery in the market following recent events.

NIO-SW

SAIC Motor

GWMOTOR

HASCO

XPeng

XPENG-W

GEELY AUTO

LI AUTO-W

China Universal CSI New Energy Vehicle Industry ETF

Huaan CSI New Energy Vehicles ETF

Guotai CSI 800 Automobile and Parts ETF

GX CN EV BATT

Global X Autonomous & Electric V

New Energy Vehicles ETF

China's early May NEV sales rebound from April lows despite yearly drop

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In the next three years, the leases on a large number of battery-powered vehicles, amounting to hundreds of thousands, will expire, leading to a surge of these vehicles being available on the used-car market.

Unusual Whales

ChinaAMC CSI Auto Components Thematic ETF

iShares Self-Driving EV&Tech ETF

Ping An CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

E Fund CSI Auto Components Thematic ETF

Numerous EV car leases set to end soon; 1000s of battery-powered vehicles will hit used-car market in the next 3 years.

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Chinese electric vehicle (EV) makers are focusing on global expansion at Auto China, driven by weak domestic sales and opportunities from the Middle East crisis. Major companies like GAC Group and Xpeng are unveiling models for overseas markets, targeting Europe and Latin America for higher profit margins. The rising oil prices are pushing buyers towards battery-powered cars. Reports indicate that Chinese carmakers aim to triple overseas production by 2030, with predictions that several will rank among the top 10 global car manufacturers by then.

- Chinese electric vehicle (EV) makers are increasingly targeting overseas markets to improve profitability amid weak domestic sales, with the Middle East crisis serving as a catalyst for this shift.  
- Major EV brands at the Beijing auto show have unveiled models for international markets and set growth targets for Europe and Latin America, where higher prices can be expected.  
- Analysts predict that Chinese carmakers will export about 1.2 million units annually from 2026 to 2028, with efforts aimed at tripling overseas production by 2030 to drive profits.

SCMP

GAC GROUP

GAC Group

First Trust S-Network Future Vehicles & Tech ETF

JPMorgan Chase

Nissan Motor Co., Ltd.

Nissan Motor

Morgan Stanley

Volvo

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

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JPMorgan Chase & Co.

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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Chinese EV makers target global expansion at Auto China amid energy shock

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China's long-term investments in innovation are paying off in electric vehicles. Last year, the Chinese car company BYD overtook Tesla as the world's top seller of EVs, despite the U.S. market being virtually closed to them.

T-Rex 2X Long Tesla Daily Target ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Simplify Volt TSLA Revolution ETF

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GraniteShares 2x Long TSLA Daily ETF

Leverage Shares 2X Long TSLA Daily ETF

GraniteShares 1.25 Long TSLA Daily ETF

Direxion Daily TSLA Bear 1X Shares

Chinese electric vehicles pull into the lead

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According to data from the China Passenger Car Market Information Joint Conference, the retail sales of new energy passenger vehicles in March were 784,000 units, a year-on-year decrease of 21% and a month-on-month increase of 69%. The cumulative retail sales this year reached 1.844 million units, a year-on-year decrease of 24%. The wholesale volume of new energy vehicles was 1.126 million units, unchanged year-on-year and a month-on-month increase of 56%. The overall retail sales of passenger vehicles in March were 1.657 million units, a year-on-year decrease of 15% and a month-on-month increase of 60%

AASTOCKS

Fullgoal New Energy Vehicles Index Fund-A

Fullgoal Hang Seng SCHK Automobile ETF

GF CNI New Energy Vehicle Battery ETF

China Universal CSI New Energy Vehicles Industry Index Initiating Fund(LOF)-C

China Universal CSI New Energy Vehicles Industry Index Initiating Fund(LOF)-A

GF Fund CSI Hong Kong Connect Automobile Industry Thematic ETF

Ping An CSI New Energy Vehicles Industry ETF

China Southern CSI New Energy ETF

ICBCCS CSI Hong Kong Connect Automobile Industry Thematic ETF

China Passenger Car Association: In March, the retail sales of new energy passenger vehicles in mainland China fell by 21% year-on-year but increased by 69% month-on-month

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The Sichuan Provincial Development and Reform Commission has released the "Sichuan Province Electric Vehicle Charging Facility Service Capacity Doubling Action Plan," which aims to build 2.05 million charging facilities across the province by the end of 2027, providing over 17 million kilowatts of public charging capacity to meet the charging needs of 4 million electric vehicles, thereby promoting the popularization of electric vehicles and boosting consumer confidence

Wallstreetcn

Eastmoney Fund CSI New Energy Vehicles ETF

China Merchants CSI New Energy Vehicles ETF

Sichuan: 2.05 Million Charging Facilities to Be Built Province-Wide by End of 2027

MOTO

Republican Senator Bernie Moreno plans to introduce legislation to expand the U.S. ban on Chinese automakers, which currently prohibits them from selling passenger vehicles in the U.S. starting January 2025 due to national security concerns. Moreno's proposal aims to prevent any Chinese automobile hardware, software, or partnerships from entering the U.S. market, urging allies like Latin America, Canada, and Europe to adopt similar measures. The ban has strong support from U.S. carmakers and trade groups, while former President Trump previously expressed openness to Chinese automakers building plants in the U.S.

Fidelity

SmartETFs Smart Transportation & Tech ETF

SPDR S&P Kensho Smart Mobility ETF

Max Auto Industry 3X Leveraged ETN

Republican senator proposes to widen US ban on Chinese autos

BATT

159566

LITP

A Huatai Securities research report believes that the liquidity contraction and changes in risk appetite brought about by Middle Eastern events have led to previous fluctuations and a weaker trend in lithium prices. However, considering the persistent risks of supply disruptions in the second half of the year in regions like Yichun in China and Zimbabwe overseas, and the boost to expectations for electric vehicle and energy storage demand from high oil prices on the demand side, if neutral expectations are assumed for 2026 (global new energy vehicle sales year-on-year growth of 10%-15%, energy storage cell shipment year-on-year growth of 50%-60%), the global supply and demand for lithium carbonate is expected to remain in a tight balance

Amplify Lithium & Battery Tech ETF

E Fund CNI New Energy Battery ETF

Sprott Lithium Miners ETF

Global X Lithium & Battery Tech

Huatai Securities: Global Lithium Carbonate Expected to Maintain a Tight Supply-Demand Balance

China's electric vehicle (EV) exports surged 120% year-on-year in February, with 320,000 units shipped, contributing to a total of 670,000 NEVs exported in the first two months of 2026, an 88% increase. Overall vehicle exports rose 61% YoY, reaching 1.55 million units. This growth is driven by strong global demand, competitive pricing, and China's manufacturing scale, despite rising trade tensions and potential tariffs from regions like Europe and the U.S. The momentum in NEV exports is expected to continue, reinforcing China's position in the global EV market.

Investinglive

China EV exports jump 120% in February as global demand accelerates

GX CN EV BATT-U(09845.HK)