A new reliable source shared last week's vehicle registration figures for China's major electric vehicle (EV) makers, after Li Auto (NASDAQ: LI) stopped doing so.
For the week of March 31 to April 6 -- week 14 of 2025 -- Nio (NYSE: NIO) branded vehicles saw 1,800 insurance registrations in China, down 40.00 percent from 3,000 the week before, according to figures shared today by Yiche, one of China's largest automotive websites.
For the past two years, Li Auto would usually share the past week's sales figures of major EV makers in rankings every Tuesday. It has stopped doing so in response to a March 18 call from the China Association of Automobile Manufacturers (CAAM).
Yiche shares the figures by brand, as Li Auto did previously. Chinese car deliveries are usually slow at the beginning of the month.
Nio's sub-brand Onvo had 700 insurance registrations last week, down 50.00 percent from 1,400 in the previous week.
Nio Inc, which includes the Nio and Onvo brands, had 2,500 insurance registrations in China last week, down 43.18 percent from 4,400 in the previous week.
Nio Inc delivered 15,039 vehicles in March, up 26.74 percent from 11,866 in the same month last year and up 14 percent from 13,192 in February, according to data it announced on April 1.
The deliveries included 10,219 vehicles under the Nio main brand and 4,820 vehicles under Onvo.
Alan Ai resigned as president of Onvo on April 2, after the Nio sub-brand's first model, the L60, failed to perform as expected after its launch.
Shen Fei, head of Nio Power, succeeded Ai as Onvo president and is no longer in charge of Nio Power.
Xpeng (NYSE: XPEV) had 7,500 insurance registrations last week, up 20.97 percent from 6,200 the week before.
It delivered 33,205 vehicles in March, the fifth consecutive month of more than 30,000 units, according to data it released on April 1.
Earlier today, Xpeng began pre-sales of the 2025 X9 MPV (multi-purpose vehicle) with a starting price of RMB 399,800 ($54,500), up 11.12 percent from its predecessor.
Li Auto had 6,200 insurance registrations last week, down 29.55 percent from the previous week's 8,800, according to Yiche.
The figure is the same as that announced by Li Auto earlier today. It switched to sharing only its own weekly sales on Tuesdays after it stopped sharing weekly charts.
Tesla's (NASDAQ: TSLA) insurance registrations in China last week are unknown, as it does not appear in any of the data charts shared by Yiche today.
In week 13, Tesla had 20,600 insurance registrations in China.
Tesla China sold 78,828 vehicles in March, including those sold in China and those exported from China to overseas markets, according to data released on April 2 by the China Passenger Car Association (CPCA).
That's a 156.87 percent increase from February's 30,688, although it's down 11.49 percent from 89,064 in the same month a year ago.
Tesla's deliveries in China in March, as well as export figures from its Shanghai plant, are expected to be available in a report that the CPCA will release on April 9.
BYD (HKG: 1211, OTCMKTS: BYDDY) had 45,000 insurance registrations last week, down 25.50 percent from 60,400 the week before.
The company sold 377,420 new energy vehicles (NEVs) in March, up 24.78 percent year-on-year and up 16.90 percent from February.
Xiaomi (HKG: 1810, OTCMKTS: XIACY) had insurance registrations of 5,100 units last week, down 34.62 percent from 7,800 units in the previous week.
Xiaomi's EV business has faced public opinion pressure so far this month, following an SU7 accident that killed three people. Previously active on social media, Xiaomi founder, chairman and CEO Lei Jun has made few new public comments this month.
The Zeekr (NYSE: ZK) brand had 2,700 insurance registrations last week, down 20.59 percent from 3,400 the week before.
Zeekr Group's Zeekr and Lynk & Co brands delivered a total of 40,715 vehicles in March, a 30.18 percent increase from February and a 24.58 percent increase in combined deliveries from the same month last year.
The Zeekr brand delivered 15,422 vehicles in March, an increase of 18.52 percent year-on-year and 9.85 percent from February.
Lynk & Co delivered 25,293 vehicles in March, up 28.58 percent year-on-year and 46.73 percent from February.
Leapmotor (HKG: 9863) had 5,400 insurance registrations last week, down 33.33 percent from 8,100 the week before.
The company delivered 37,095 vehicles in March, up 154.65 percent year-on-year and 46.70 percent from February.
($1 = RMB 7.3388)
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