August 2026 deliveries across major brands show continued momentum, with year-to-date totals reaching 560,883 and an overall 70.55% rise year over year, pushing cumulative 2020–2026 deliveries to 1,756,986.

SAIC-GM-Wuling posted August 2026 global sales of 130,870 units, while overseas sales surpassed 1.6 million; specific models saw Red Badge at 36,726 units and Silver Badge at 47,139 units, with exports totaling 38,660.

XPeng delivered 39,107 units in August (up 4%), Li Auto moved 37,679 units (cumulative 1,801,834), and NIO reached 35,836 units (up 14.5%), with notable strength in NIO’s own brand and Firefly growth.

Shaanxi Province proposed a Financial Subsidy Plan to accelerate high-power EV charging infrastructure, including swapping stations, funded for 2026–2027 through provincial fiscal and industrial coordination funds.

Industry chatter suggests Tesla is gearing up for a wide-scale internal FSD v14 testing program in China, expanding from a Shanghai group to an all-employee rollout, with NDAs required by early September and no official launch timeline yet.

ZF’s Coaxial eVD system gained nominations from two domestic automakers in China, signaling growing adoption of electric drive tech in NEVs.

Stellantis’ collaboration is positioned as a lever for Leapmotor’s global expansion and access to established automotive networks.

FAW Jiefang reported over 30% export growth in H1 and outlined plans to internationalize under its 15th Five-Year Plan, expanding overseas operations.

BYD Semiconductor began mass production of the 4D mmWave radar chip Xuanji A3 on a 28nm automotive-grade process, enabling L2–L4 autonomous driving applications.

Leapmotor ranks among the top four global passenger NEV brands and top three Chinese brands by comparable end-user registration volumes, underscoring strong brand momentum.

Management raised its overseas sales forecast to roughly 200,000 vehicles for 2026, up from 100,000–150,000, highlighting accelerated international growth.

August results reinforce the need for sustained delivery momentum through September to December to meet the annual 1 million-unit goal.