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China’s EV Market Rebounds as Brands Lock Big Preorders, Tout New Tech, and Eye Canada

The sales rebound shows automakers moving fast to convert interest into orders.

Overview

  • Industry data show April wholesale new‑energy passenger cars reached 1.22 million in China, up 7% year over year and month over month, with BYD, Geely, and Chery leading the rankings.
  • BYD said its Datang EV topped 100,000 preorders after the Beijing Auto Show, with a 250,000–320,000 yuan price range and a 1,000‑volt system using next‑gen Blade batteries.
  • Launch calendars tightened as Zeekr 009 opens test drives on May 9 before a May 19 debut, HarmonyOS Zhijie V9 sets a May 15 launch, and SAIC’s MG 4X starts blind bookings on May 11 with a Horizon AI model and semi‑solid battery.
  • Huawei reported 10.75 billion kilometers of cumulative assisted‑driving use and 280 million kilometers over the May Day holiday, as JAC and Huawei Digital Energy opened a joint center focused on high‑voltage systems, power modules, and charging.
  • Chinese brands moved to enter Canada after a new pact cut tariffs on a 49,000‑vehicle annual quota of China‑made EVs to 6.1%, which could bring more model choice and lower prices for buyers if import slots fill quickly.