3 6 Ke·2025-12-12 08:36Core Viewpoint - The Chinese electric vehicle (EV) market is experiencing a paradox where high sales figures are accompanied by frequent recalls, raising concerns about quality and safety among consumers [2][3][19]. Group 1: Sales and Market Performance - In November, the total retail sales of new energy vehicles (NEVs) reached 132.1 thousand units, a year-on-year increase of 4.2% [1]. - BYD, the leading seller, sold over 480 thousand vehicles in November, but faced significant recalls due to battery issues affecting nearly 90 thousand units of the Qin PLUS DM-i model [2][5]. - Cumulative sales from January to November for NEVs reached 1,147.2 thousand units, up 19.6% year-on-year [1]. Group 2: Recall Trends - In the first half of 2025, there were 48 recalls in the NEV sector, totaling 1.529 million vehicles, a 20% increase from the previous year [3]. - Major brands like BYD, Xpeng, Xiaomi, BMW, and Toyota have initiated recalls due to issues primarily related to battery systems and electronic control failures [5][8]. - BYD has become a focal point for recalls, with over 200 thousand vehicles affected in just two months due to various battery-related issues [5][7]. Group 3: Consumer Sentiment and Trust - Consumers express growing concerns about the safety of their vehicles, with many feeling uneasy about the frequent recalls and questioning the reliability of brands like BYD [7][12]. - Discussions on social media reflect a shift in consumer attitudes, with potential buyers reconsidering their choices based on recall incidents and the perceived quality of vehicles [11][19]. - Trust in brands is increasingly tied to their response to quality issues, with consumers favoring companies that demonstrate transparency and effective problem resolution [24].