New Energy Vehicles (NEVs) in China

[ThatNiceType055]

Summary of Motor Show 2026 bookings in Thailand from every booth's display: This year, "Chinese cars" have swept the Top 7 of the leaderboard! BYD remains the champion, followed by OMODA & JAECOO, which are gaining massive momentum. Meanwhile, MG and CHANGAN remain strong, successfully securing bookings in the tens of thousands.

1. BYD | DENZA: 18,057 China (No.1 Champion)
2. OMODA | JAECOO: 15,088 China (Rising new brand)
3. MG: 10,537 China
4. CHANGAN: 10,008 China (Total bookings for Deepal, AVATR, LUMIN)
5. GEELY: 7,811 China
6. CHERY: 7,509 China
7. GWM: 6,819 China
8. GAC AION: 6,287 China
9. MAZDA: 4,889 Japan (MAZDA6e accounts for 3,062 units)
10. RIDDARA: 2,569 China
11. ZEEKR: 2,339 China
12. MERCEDES-BENZ: 2,111 Europe
13. XPENG: 2,089 China
14. FORTHING: 520 China
Total Bookings: 96,633

Summary of booking proportions by country group:

China: 89,633 units (92.76%)
Japan: 4,889 units (5.06%)
Europe: 2,111 units (2.18%)

View attachment 172953

Omoda Jaecoo are sister brands to Chery, some Omoda and Jaecoo models are sold as Chery models in China. Some are overseas market exclusive.

 

[SanWenYu]

Over the past three or four years, many Chinese consumers assumed that the smartphone-chip-powered infotainment systems in their new cars would last for a decade and receive numerous OTA updates. However, after just two or three years, most of these systems have become unable to update to the latest versions of the operating system, display, smart navigation, and other infotainment features.

I agree that this is a failure. But in fairness I see it one of the growing pains of the Chinese EV industry and the EV owners in general. No one was able to predict how fast the EV industry would be progressing. Not just cars, early adopters of new technologies always have the risk of having their toys out of date sooner than they anticipate.

Furthermore, the bloated system resources prevent users from installing new software.

I am not sure it is a good idea to allow the car owners to tinker the in-car infotainment system, including to install apps of their choices. On those models with only a single front display, if there is no backup options for showing the status of the critical sensors and the ECU, losing control of the screen to a malfunctioning app installed by the owner can brick the car and potentially be fatal if that happens on highways.

Additionally, regarding in-car entertainment features, let’s set aside vehicles equipped with dedicated entertainment touchscreens for now. For vehicles with only a single central display, entertainment apps should remain accessible even when the vehicle is parked. We cannot simply dismiss the potential for in-car entertainment and feature expansion by merely stating that drivers should not be distracted while driving.

When a car is parked safely, we assume that the driver has arrived at his destination. Most likely the driver will need to get off. Even if the driver decides to stay in the car for extended period of time, I think it will be more convenient for him to kill the time on his smartphone. For such use case, it is much better and simpler to just project the screen of smartphone on the car's big screen.

 

[TOKYO DRIFT ABC]

Summary of Motor Show 2026 bookings in Thailand from every booth's display: This year, "Chinese cars" have swept the Top 7 of the leaderboard! BYD remains the champion, followed by OMODA & JAECOO, which are gaining massive momentum. Meanwhile, MG and CHANGAN remain strong, successfully securing bookings in the tens of thousands.

1. BYD | DENZA: 18,057 China (No.1 Champion)
2. OMODA | JAECOO: 15,088 China (Rising new brand)
3. MG: 10,537 China
4. CHANGAN: 10,008 China (Total bookings for Deepal, AVATR, LUMIN)
5. GEELY: 7,811 China
6. CHERY: 7,509 China
7. GWM: 6,819 China
8. GAC AION: 6,287 China
9. MAZDA: 4,889 Japan (MAZDA6e accounts for 3,062 units)
10. RIDDARA: 2,569 China
11. ZEEKR: 2,339 China
12. MERCEDES-BENZ: 2,111 Europe
13. XPENG: 2,089 China
14. FORTHING: 520 China
Total Bookings: 96,633

Summary of booking proportions by country group:

China: 89,633 units (92.76%)
Japan: 4,889 units (5.06%)
Europe: 2,111 units (2.18%)

View attachment 172953

Only Mazda for Japanese autos? Strange

 

[AndrewS]

Only Mazda for Japanese autos? Strange

Perhaps Toyota and Honda didn't bother attending the Motor show?

 

[henrik]

Only Mazda for Japanese autos? Strange

For those who know about cars, Mazda is better than Toyota and Honda

 

[henrik]

ADAS package doesn't get you to DiLink-150. I haven't seen any evidence that's the case and it doesn't make any sense for it to be the case since those are separate platforms.

For infotainment, if you chose cheap old models, you are going to get SoC that's lower end. Again, DiLink-100 as a platform is still superior to SD8155 if you look at the Antutu scores.

Now BYD is in the process of rolling out new models as we speak due to support for blade 2.0. If you want to get one with better infotainment system hardware, you can get a model with DiLink-150. Or you can get a competitor model with SD-8295. Those systems will be supported for a long time. But don't look for sub-160k RMB models and expect top notch infotainment hardware.



again, there are many reasons why BYD has seen sales decline in the past 6 months. I hate watching people that follow Chinese EV industries from afar and then suddenly have a singular explanation why BYD has stopped growing 20% a year.

For one, have people looked at NEV sales in China in March of 2025 vs March of 2026? If you start with a baseline of market size, that alone saw a pretty big drop. And we can have a discussion about why China's NEV market size shrunk significantly in Q1 2026 vs 2025, but that is the reality.

There are obviously other reasons for BYD sales declines.

Having Oceans line compete with Dynasty may be helpful or it may not be helpful. I'm not sure. I'm not informed enough to answer that. But even if it is a net negative, it's only one of the many reasons its sales has gone down YoY.

BYD will figure it out. Same with Geely and Chery and Leapmotor. China market is full of cut throat competition. Let them battle it out.

BYD's lack of gasoline cars is holding back its sales in Malaysia and Indonesia, which are oil producing countries.

 

[Michael90]

Summary of Motor Show 2026 bookings in Thailand from every booth's display: This year, "Chinese cars" have swept the Top 7 of the leaderboard! BYD remains the champion, followed by OMODA & JAECOO, which are gaining massive momentum. Meanwhile, MG and CHANGAN remain strong, successfully securing bookings in the tens of thousands.

1. BYD | DENZA: 18,057 China (No.1 Champion)
2. OMODA | JAECOO: 15,088 China (Rising new brand)
3. MG: 10,537 China
4. CHANGAN: 10,008 China (Total bookings for Deepal, AVATR, LUMIN)
5. GEELY: 7,811 China
6. CHERY: 7,509 China
7. GWM: 6,819 China
8. GAC AION: 6,287 China
9. MAZDA: 4,889 Japan (MAZDA6e accounts for 3,062 units)
10. RIDDARA: 2,569 China
11. ZEEKR: 2,339 China
12. MERCEDES-BENZ: 2,111 Europe
13. XPENG: 2,089 China
14. FORTHING: 520 China
Total Bookings: 96,633

Summary of booking proportions by country group:

China: 89,633 units (92.76%)
Japan: 4,889 units (5.06%)
Europe: 2,111 units (2.18%)

View attachment 172953

Seems Chinese brands are becoming even more popular in Thailand than China itself . Impressive figures.

 

[Michael90]

BYD's lack of gasoline cars is holding back its sales in Malaysia and Indonesia, which are oil producing countries.

They could focus on PHEV there no?

 

[MortyandRick]

Summary of Motor Show 2026 bookings in Thailand from every booth's display: This year, "Chinese cars" have swept the Top 7 of the leaderboard! BYD remains the champion, followed by OMODA & JAECOO, which are gaining massive momentum. Meanwhile, MG and CHANGAN remain strong, successfully securing bookings in the tens of thousands.

1. BYD | DENZA: 18,057 China (No.1 Champion)
2. OMODA | JAECOO: 15,088 China (Rising new brand)
3. MG: 10,537 China
4. CHANGAN: 10,008 China (Total bookings for Deepal, AVATR, LUMIN)
5. GEELY: 7,811 China
6. CHERY: 7,509 China
7. GWM: 6,819 China
8. GAC AION: 6,287 China
9. MAZDA: 4,889 Japan (MAZDA6e accounts for 3,062 units)
10. RIDDARA: 2,569 China
11. ZEEKR: 2,339 China
12. MERCEDES-BENZ: 2,111 Europe
13. XPENG: 2,089 China
14. FORTHING: 520 China
Total Bookings: 96,633

Summary of booking proportions by country group:

China: 89,633 units (92.76%)
Japan: 4,889 units (5.06%)
Europe: 2,111 units (2.18%)

View attachment 172953

Wait, I’m not clear. Are these bookings sales or just visits To the booth?

 

[Heliox]

Perhaps Toyota and Honda didn't bother attending the Motor show?

Toyota and Honda were at the Motor show.

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Summary of Motor Show 2026 bookings in Thailand from every booth's display: This year, "Chinese cars" have swept the Top 7 of the leaderboard! BYD remains the champion, followed by OMODA & JAECOO, which are gaining massive momentum. Meanwhile, MG and CHANGAN remain strong, successfully securing bookings in the tens of thousands.

1. BYD | DENZA: 18,057 China (No.1 Champion)
2. OMODA | JAECOO: 15,088 China (Rising new brand)
3. MG: 10,537 China
4. CHANGAN: 10,008 China (Total bookings for Deepal, AVATR, LUMIN)
5. GEELY: 7,811 China
6. CHERY: 7,509 China
7. GWM: 6,819 China
8. GAC AION: 6,287 China
9. MAZDA: 4,889 Japan (MAZDA6e accounts for 3,062 units)
10. RIDDARA: 2,569 China
11. ZEEKR: 2,339 China
12. MERCEDES-BENZ: 2,111 Europe
13. XPENG: 2,089 China
14. FORTHING: 520 China
Total Bookings: 96,633

Summary of booking proportions by country group:

China: 89,633 units (92.76%)
Japan: 4,889 units (5.06%)
Europe: 2,111 units (2.18%)

These figures don't seem to tally with this

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