CHINA NEW ENERGY VEHICLE WEEKLY CHARTBOOK 14 July 2026 | 11:47AM CST Equity Research 2026 Week 28 - PV retail yoy decline narrowed, Nio/ Leapmotor/ XPeng order improved wow Bottom line: Weekly NEV orders were -16% wow and -19% yoy, coming off the initial launches last week. PV retail decline narrowed to -15% yoy during Jul 1-5, compared to -20% yoy in 1H26. Nio / Leapmotor / XPeng showed the strongest growth at +13%/+10%/+5% wow, with Nio mainly driven by Nio's five-seater ES8 launched on Jul 9. A curated c ...