53% EV Share in China! — June 2025 Gross sales Report

Final Up to date on: twenty second July 2025, 03:09 am

BEVs represented near a 3rd of the entire Chinese language automobile market in June.

June noticed the continuation of the by no means ending development of the Chinese language EV market, with plugins scoring over 1.1 million gross sales in June (in a 2.1-million-unit total market).

Digging deeper into the numbers, BEVs have been the quickest rising expertise, going up by 33% to over 660,000 models, or 32% of plugin gross sales, whereas PHEVs grew 32% YoY (to 21% share), thus making it a complete of 53% market share for plugins.

This pulls the year-to-date (YTD) tally to over 5.4 million models. So, we must always see plugins finish the 12 months properly above 10 million models — in China alone….

This good lead to June pulled the 2025 share to 50%. BEVs have been additionally up, to 31%. Count on to see plugins proceed to develop its share within the following months.

(May China end the 12 months at 60% plugin car share?)

Taking a look on the present degree of reductions, the information that an EV worth struggle is occurring has some reality in it, as the common degree of reductions at the moment stands at 10%. Nonetheless, that’s nothing in comparison with ICE gross sales, the place the common low cost degree stands at 23%!

Within the total rating, in June, totally fossil-fueled fashions had simply two representatives within the prime 20, with the very best positioned being the VW Lavida in eighth.

When will we see a prime 10 totally product of plugins? Someday in the course of the second half of the 12 months?

Taking a look at the very best sellers in a number of dimension classes, all however the C phase (compact vehicles) have plugins main the best way. In truth, the C phase noticed a 100% ICE (inner combustion engine) podium, one thing that’s beginning to turn out to be regular.

Trying on the vibrant facet of this, it implies that fashions just like the Xpeng Mona M03, BYD Sealion 05, and Leapmotor B10 have loads of room to develop.

In all different classes, ICE fashions have been both absent or the minority. This can be a recurring theme, as plainly the C phase is the toughest of all to transform into EVs.

The largest shock was the third spot of the Hongqi H5 sedan (an ICE mannequin) within the full dimension class. Because of this even the ICE full dimension area of interest is being taken over by native manufacturers. Dangerous information for the Audi A6, Mercedes E-Class, and BMW 5-Sequence….

A small be aware relating to the Hongqi H5 wikipedia web page and on how supersized vehicles have turn out to be: In it, the 5 meter sedan is assessed as a compact government automobile. Compact?!?!?! At 5 meters lengthy?!!? That’s 196 inches!!! I’m misplaced for phrases….

One other matter to focus on is the runner-up spot of the not too long ago launched AITO M8 in the identical class, making a podium the place neither BYD or the overseas manufacturers have representatives.

Right here’s extra information and commentary on June’s prime promoting electrical fashions:

#1 — BYD Music (BEV+PHEV)

BYD’s midsize SUV recovered its greatest vendor standing, scoring 46,708 registrations, which was nonetheless one other month within the crimson, with a 11% drop YoY. It appears the veteran mannequin (six years is an eternity in China) is near its expiration date in its home automotive market. So, whereas the 2025 Finest Vendor title continues to be a powerful chance, 2026 ought to see it go the sceptre to a distinct mannequin. A aggressive worth can solely get you to this point. With an more and more aggressive market, and its successor, the BYD Music L, ramping up, the midsize SUV is slowly strolling cruising to that massive charging station within the sky, the place plugs are all the time out there and there aren’t any worries of ICE fashions blocking your means.

#2 — Tesla Mannequin Y 

Final 12 months’s silver medalist was again in kind in June, because of the refresh and discounting efforts, permitting it a runner-up spot in June. This was because of 44,848 deliveries in June, a 9% enhance YoY. That’s a rarity as of late — to see a Tesla with constructive numbers. Does which means it’s again to the good outdated days? Except Elon has a trick up its sleeve, I very a lot doubt it, particularly with new competitors, just like the Xiaomi YU7 and the Xpeng G7, racking up vital pre-orders. The previous received tons of of 1000’s of locked-in orders inside hours. These orders have to return from someplace, and with the market already at 50% share, it received’t be simply from ICE fashions…. Yep, Tesla, but additionally BYD, will undergo.

#3 — Geely Geome Xingyuan

Geely has cracked the code. The Xingyuan allowed the make to beat BYD, in addition to the remainder of the competitors, for the bronze medal. This June, the small hatchback misplaced its third consecutive greatest vendor streak in China, however nonetheless, it managed as soon as once more to proceed in document mode, for the sixth month in a row(!), because of a greatest ever rating of 40,891 models. Moreover the killer worth, all of the help that comes from a number one OEM like Geely doesn’t damage, in addition to a rounded, wise design — someplace between a Wuling Bingo and a Good #3. Beginning with an 80,000 CNY (+/-$11,000) worth, the client will get a 30 kWh LFP battery from CATL, which is nothing to put in writing residence about till you realise that its worth locations it nearer to the BYD Seagull (70,000 CNY for the 30 kWh model) than the BYD Dolphin (100,000 CNY). Exports? Certainly that have to be within the playing cards. However first Geely might want to end the manufacturing ramp-up so as to fulfill its personal inner market.

#4 — BYD Qin Plus (BEV+PHEV)

The outdated canine as soon as once more joined the highest 5 in June, because of 38,618 registrations final month, a surprisingly sturdy exhibiting from the veteran mannequin, that was down by only one% YoY. That quantity meant that it was the very best promoting sedan in China, all powertrains counted. The 7-year-old physique may be exhibiting some wrinkles, however the low costs nonetheless present vital demand for the midsize sedan. The query is — for the way lengthy? Particularly contemplating who’s coming within the fifth place….

#5 — BYD Qin L (BEV+PHEV)

“Qin Plus, I’m your son.” That would have been the road right here. The Qin L, broadly seen because the New Era Qin, joined the highest 5 in June, because of a year-best efficiency of 31,304 registrations, 74% development YoY. With the not too long ago launched BEV variations now serving to issues alongside, in 46 and 57 kWh battery flavours, count on the midsize sedan to lastly surpass its esteemed predecessor within the charts. I imply, the Qin L landed over a 12 months in the past, so it’s time for it to lastly take the reins of sedan management in China and proceed the profitable rule of the Qin dynasty that began all the best way again in 2012.

Taking a look at the remainder of the very best vendor desk, the highlights come principally from the BYD secure, with the #9 BYD Seal 06, the BYD Qin L sibling from the Ocean sequence, hitting a year-best rating of 21,770 models, similar to the #11 BYD Music L (you guessed it, the Subsequent Era BYD Music), which had its greatest rating in 2025, 19,298 models, which, let’s face it, after a 12 months and a half in the marketplace, is a bit underwhelming, particularly contemplating its predecessor within the Music dynasty continues to be promoting double its quantity.

Nonetheless on BYD, the Sealion 05, a not-so-compact-crossover made to fill the hole between the Yuan Plus compact crossover and the midsize Sealion 06, ended the month in #13. That was because of a document 17,190 gross sales, all whereas the BYD Dolphin had its greatest rating in 9 months, 18,106 models, incomes it the twelfth place.

Elsewhere, we have now the brand new AITO M8 full dimension SUV. Solely in its third month in the marketplace, it has already jumped to tenth place in June, with over 21,000 gross sales. Amazingly, this surge in deliveries hasn’t affected the M9 flagship mannequin that a lot, as AITO’s high quality SUV additionally joined the desk, at #19.

The Tesla Mannequin 3 profited from the end-of-quarter peak to affix the desk at 14th, regardless of an 8% YoY drop in deliveries, whereas the brand new Leapmotor B10 is exhibiting a promising begin, debuting at #17 on the desk in solely its 4th month in the marketplace — highlighting the sturdy second that the worth for cash startup is experiencing.

Exterior the highest 20, we had just a few not too long ago launched fashions ramping up manufacturing.

Beginning with the BYD secure, the Seal 05, a funds model of its midsize sedan choices, reached 11,424 models in June. So, we would see it on the desk quickly. The identical can’t be mentioned, although, of the Tang L (6,456 models) and Han L (4,148 models). In solely their third month in the marketplace, they’ve didn’t ramp-up deliveries in comparison with the 2 earlier months. Manufacturing issues? Or is BYD experiencing demand points with its flagship fashions? Is Xiaomi a part of the issue, or does it runs deeper than that? I imply, it’s not just like the Qin L and Music L have impressed to this point….

It’s nonetheless too early to say that There’s one thing rotten within the Kingdom of BYD, however one factor is for positive — at residence, BYD isn’t as irresistible because it as soon as was.

Nonetheless overlaying the BYD galaxy, the upmarket Fangchengbao Tai 3 compact SUV continues to ramp up, having reached 12,017 registrations in June.

Elsewhere, we must always spotlight a uncommon vibrant spot for overseas manufacturers, with the ramp-up of the Nissan N7 midsize sedan scoring a major 6,189 registrations in solely its third month in the marketplace. This could possibly be an excellent signal for Nissan’s fortunes in China, even whether it is based mostly on a Dongfeng platform. This could possibly be one path for the way forward for overseas OEMs in China, utilizing native platforms to develop their new EVs, and on the identical time studying and shutting the hole they’ve in comparison with the native OEMs.

In Changan’s vessel, the highlights are the mainstream Qiyuan Q07 midsize SUV, which scored 9,546 models in solely its third month in the marketplace, and the premium Deepal S09 full dimension SUV touchdown in June with a promising 3,250 registrations.

In GAC’s Aion electrical model, the compact UT hatchback is beginning to get itself observed, with 5,346 registrations in June, a a lot wanted increase for the struggling model.

And final, however undoubtedly not least, we had the occasion of the 12 months. The touchdown of the Xiaomi YU7. Having landed on June twenty sixth, it had 2,234 registrations in simply 5 days. So, we would see it attain some .. .12,000 models in July? That may not grant it instant entry to the highest 20, however … it will likely be shut.

From then onwards, the sky is the restrict for the most popular EV in the marketplace proper now.

The 20 Finest Promoting Electrical Automobiles in China — January–June 2024

Trying on the 2025 rating, the primary highlights have been the adjustments between the third and seventh spots, with the Wuling Mini shedding its podium standing to the BYD Seagull whereas the Tesla Mannequin Y took revenue from June’s peak to leap two positions, into 4th.

If the rostrum stays like this till the tip of the 12 months, whereas the #1 bearer received’t be a shock — in any case, it will likely be the Music’s 4th greatest vendor title in a row — beneath it, there might be two new faces on the rostrum:

• The silver medalist Geely Xingyuan would win not solely its first podium medal, however it will even be a primary for the Geely secure to have a medalist in its lineup.
• As for the BYD Seagull, this may even be its first podium win in China, and the eighth BYD mannequin to win a medal in its residence market.

Section-wise, this may even be a major change. After two years of podiums made up solely of midsize fashions, 2025 may turn out to be the primary 12 months since 2020 that small vehicles can be the bulk on the rostrum.

One other measure of how disruptive such a podium could possibly be is the truth that it will be the primary time since 2019 that there can be no Tesla mannequin on the rostrum of the Chinese language EV market.

Under the rostrum, the veteran BYD Qin Plus surpassed the scorching Xiaomi SU7 and climbed to sixth, thus additionally changing into the very best promoting sedan in China.

Nonetheless, BYD’s midsize sedan standing is properly beneath the place it was a 12 months in the past, when it was all the best way up in 2nd. … So yeah, the Qin Plus is slowing down, and headed in direction of retirement.

What isn’t slowing down is the BYD Seal 06, which went up two positions to tenth. The Qin Plus, its oblique successor, is trying to attain the standing of the Qin Plus’s official inheritor, the #8 BYD Qin L.

(Confused about this lineage in BYD fashions? Me too. Generally it seems like following the lineage of Sport of Thrones….)

However we’re not accomplished with BYD but. Additional beneath, the BYD Music L, the official successor of the very best vendor BYD Music, climbed a spot, to #14, all whereas the veteran BYD Han flagship sedan profited from the Geely Galaxy 7’s deflated gross sales to get better one place, now standing at #17.

Nonetheless on BYD, we’ve received the BYD Yuan Up, which is the make’s crossover supply within the B-segment/subcompact class though it’s only 14 cm shorter than its platform-related Yuan Plus. And the Yuan Plus is just 7 cm shorter than the marginally bigger BYD Sealion 05 BEV…. However I digress. The Yuan Up was up one place, to #19.

Lastly, a be aware is due for the Tesla Mannequin 3, which ended the primary half of the 12 months at #11. That is the very best the sedan can at the moment aspire to in China, and it will already be excellent news if it managed to finish the 12 months in that place.

Trying on the total producer rating (not simply electrics), it appears BYD has discovered the demand ceiling in its home market.

Having grown 13% in H1 2025, in comparison with 18% within the first half of 2024, this could possibly be the warning signal that BYD is touching its demand ceiling and export markets at the moment are the one vital engine of development for the model.

Alternatively, #2 Geely continues to be removed from these sorts of points, having seen its gross sales leap 88% this 12 months and its present #2 spot a major enchancment over the #4 place it had a 12 months in the past. That is whereas most overseas representatives are both stagnating or seeing gross sales drop, with essentially the most evident case being Honda, which is down -30% YoY.

Exterior the highest 10, a spotlight is from fast-growing Leapmotor, in #17, a 123% leap YoY to shut to 200,000 models. It’s on its method to surpassing the #15 Li Auto, thus changing into the very best promoting EV startup.

However Leapmotor’s management could possibly be short-lived, as a result of there may be an unstoppable practice coming from behind Leapmotor, referred to as Xiaomi. At present in #21, the cellphone maker turned EV startup at the moment has near 160,000 deliveries this 12 months, a 423% enhance YoY, and with the YU7 set so as to add vital quantity quickly, Xiaomi may finish the 12 months as the very best promoting EV startup in 2025.

Now, let’s take a look on the prime promoting EV manufacturers and auto teams.

Auto Manufacturers Promoting the Most Electrical Automobiles in China

Trying on the auto model rating for plugin automobiles, there isn’t a lot information. BYD (26.2%, up from 25.9%) stays as secure in its management place as ever.

Regardless of shedding share, it’s the identical story with Geely (10.2%, down 0.2% in June), with the model standing agency within the runner-up place.

And evaluating the place Geely is now to the place it was a 12 months in the past, the distinction is stark — a 12 months in the past, it was exterior the highest 5, with solely 3.9% share. … So, all of it seems to be sure that 2025 is the 12 months that Geely will win its first medal. Congrats, you deserve it!

Wuling (5%, down from 5.2% in Might) stayed within the third spot, shedding a ways over Tesla, which gained share (4.8% now vs. 4.6% in Might) because of its June supply peak.

Because of this, for the primary time since 2019, Tesla can’t attain the rostrum of the Chinese language EV producer desk. Will this standing be replicated till the tip of the 12 months?

Elsewhere, #5 Li Auto (3.7%, down 0.1% in June) misplaced floor over rising #6 Leapmotor (3.7%, up from 3.6% in Might), which ought to be part of the highest 5 in July.

Auto Teams Promoting the Most Electrical Automobiles in China

Taking a look at OEMs/automotive teams/alliances, BYD is comfortably main, with 29.4% share of the market, benefitting from constructive performances from the namesake model and Fangchengbao compensating for Yangwang’s debacle. (The high-end luxurious model was down by 83% YoY this 12 months.)

#2 Geely is a distant runner-up, with 12.5% share, a major 0.6% drop in comparison with the earlier month. However with #3 Changan having simply 6.7% share, Geely is secure within the runner-up place.

As for #4 SAIC, it continued to drop (5.8%, down 0.3%), with Wuling alone not being sufficient to maintain the Shanghai OEM’s share.

Tesla (4.8%, up 0.2% in June) remained in fifth, however Tesla’s 2024 third spot within the OEM rating appears nearly unattainable to attain, and it may even be the case that there might be no Tesla on any podium — fashions, manufacturers, or OEMs — for the primary time since 2019….