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Tesla rivals in China witness surge in electric vehicle sales

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Shillong, July 3: Multiple Tesla competitors in China have experienced a significant boost in sales during June as the demand for electric vehicles (EVs) resumes its upward trajectory. Alongside China-based BYD, which has established itself as a formidable electric car-maker, three other Tesla rivals have seen remarkable sales growth.

According to the South China Morning Post, Li Auto, based in Beijing, achieved an all-time high of 32,575 deliveries last month, representing a 15.2% increase compared to May. Shanghai-based Nio delivered 10,707 cars in June, marking a three-quarter rise from the previous month, while Xpeng, headquartered in Guangzhou, recorded its highest monthly sales of 8,620 units so far in 2023.

These three EV manufacturers, listed on stock exchanges in Hong Kong and New York, are considered China’s prominent response to Tesla, led by Elon Musk. Tesla, however, does not disclose its monthly sales figures specifically for the Chinese market. Nonetheless, data from the China Passenger Car Association (CPCA) revealed that Tesla’s Shanghai Gigafactory delivered 42,508 vehicles in May, reflecting a 6.4% increase from the previous month.

During the first quarter of this year, one in every seven cars sold in China was an electric vehicle, with BYD dominating the market with a 21.1% share, followed by Tesla with a 16% share. Global passenger EV sales in Q1 2023 witnessed a 32% year-on-year growth, with battery EVs (BEVs) accounting for 73% of all EV sales during the quarter, while plug-in hybrid EVs (PHEVs) made up the remainder, as per Counterpoint Research.

In Q1 2023, the United States surpassed Germany to become the world’s second-largest EV market, while China maintained its leadership position.

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