Flash | 27 Jul 2026 23:30:42 ET │ 10 pages China Auto Manufacturers July EV Orders Tracking at -9% MoM (EV Retail at -6.8% YoY) CITI'S TAKE According to our dealer industry checks, overall EV orders during 4th week of July (20 Jul - 26 Jul) decreased -26% WoW mainly due to Xpeng's high WoW base post MONA L03 launch; July MTD EV orders is tracking at -9% MoM, better than July-2025 EV order's -16% MoM. If July-2026's NEV retail sales MoM pace eventually matches that of orders (i.e. both at -9% MoM), we estima ...