New Energy Vehicles (NEVs) in China

Wrought

Captain
Registered Member
Market share in Europe continues to rise, up from ~10% as of October to ~13% as of November YTD.

Chinese carmakers captured a record 12.8% of Europe’s electric-vehicle market in November, building on gains made this year despite the cost of European Union tariffs. In the fast-growing hybrid-car categories, Chinese brands resumed their rise, surpassing 13% across the EU, EFTA countries and the UK, according to researcher
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Wrought

Captain
Registered Member
Bus exports to SEA are surging, amid rising global demand.

Globally, Chinese manufacturers dominate electric bus exports, led by Yutong Bus and Xiamen King Long United Automotive Industry, and the trend is accelerating. In the first half of 2025 alone, China shipped about 9,000 fully electric buses worldwide, up 124%, year on year, compared with a 14% increase for the whole of 2024, according to news outlet China Auto M.S. Southeast Asian countries still make up a small portion of that figure, but growing demand across the region is likely to change that.

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supercat

Colonel
Preliminary ranking of 2025 NEV sales on the Chinese domestic market:
2QSNn0c.jpg


Notice that while some commentators such as Michael Dunne doesn't think this is such a big deal, because BYD and Tesla are competing in different segments, just like VW and Mercedes. However, it is still remarkable, because unlike VW, which probably ALWAYS outsells Mercedes, this is the first time BYD's battery EVs outsell Tesla's.

Tesla loses BEV crown to BYD in 2025 as global deliveries drop 15.61% in Q4​

  • BYD's full-year 2025 BEV sales reached 2,256,714 units, surpassing Tesla's 1,636,129 units for the first time.
  • Tesla's full-year 2025 deliveries declined by 8.56%, driven by a significant drop in Europe and growth challenges in China.
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Diletank

New Member
Registered Member
Preliminary ranking of 2025 NEV sales on the Chinese domestic market:
2QSNn0c.jpg


Notice that while some commentators such as Michael Dunne doesn't think this is such a big deal, because BYD and Tesla are competing in different segments, just like VW and Mercedes. However, it is still remarkable, because unlike VW, which probably ALWAYS outsells Mercedes, this is the first time BYD's battery EVs outsell Tesla's.

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What's that? This sub-brand is in the statistics of two brands?
 

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henrik

Captain
Registered Member
Notice that while some commentators such as Michael Dunne doesn't think this is such a big deal, because BYD and Tesla are competing in different segments, just like VW and Mercedes. However, it is still remarkable, because unlike VW, which probably ALWAYS outsells Mercedes, this is the first time BYD's battery EVs outsell Tesla's.

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BYD is competing across all product lines, including luxury lines from Denza and Yangwang, while tesla is just competing in the economy lines of the market.
 
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