Chinese electric vehicle makers on Friday reported mixed results for April deliveries. Tesla’s rivals have recovered from a slower start to the season, with new models still being launched.
Electric vehicle giants such as Geely Auto, BYD and Leapmotor, as well as emerging companies such as XPeng and Xiaomi, recorded growth in deliveries compared to the previous month. Meanwhile, Li Auto and Nio saw their monthly deliveries fall.
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Deliveries from BYD, the world’s largest electric vehicle maker, increased 7% in April compared to March, according to CnEVPost. However, sales fell 15.5% compared to April 2025, the eighth consecutive month of decline compared to the previous year.
Geely’s deliveries rose about 1% in April from March to 235,164 units, according to CnEVPost, while year-on-year sales rose only about 0.5%. Leapmotor, another of the largest Chinese automakers, saw its deliveries in April soar 43% compared to March and 74% compared to April 2025, according to company data.
XPeng, which stood out with an ambitious vision for the future that includes robots and flying cars, saw its monthly deliveries increase 13% compared to March, totaling 31,011 units, while Xiaomi, which does not disclose specific numbers, said it delivered more than 30,000 vehicles in April, an increase on the 21,440 delivered in March. Li Auto and Nio reported 17% drops in deliveries in April, to 34,085 and 29,356 cars, respectively.
Tesla does not release monthly sales figures in China, but industry groups are expected to provide that data in the coming weeks.
China is the largest market for electric cars and vehicles in the world. In recent years, the market has been characterized by fierce competition between automakers. With problems in the domestic market, Chinese electric vehicle manufacturers turned their attention to international markets.
*This content was translated with the help of Artificial Intelligence tools and reviewed by the editorial team of Estadão.
