China EV Weekly Orders - Launch Lull Stalled Momentum Key Takeaways Weekly order trends in July 6-12 based on channel feedback: BYD (1211.HK/002594.SZ) 73.5-74k (-19% WoW, +10% MoM, -2% YoY). We attributed the WoW fall to Seal 08 mean-reversion, not fade. Geely Galaxy (0175.HK) 17-17.5k (-9% WoW, +3% MoM, -19% YoY). Li Auto (2015.HK/LI.O) 5.5-5.7k (-25% WoW, -13% MoM, -39% YoY). The eye- catching L-series slowdown is a pre-launch air pocket ahead of the next-gen L6. July 14, 2026 08:20 AM GMT China Autos & ...

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 ...