International EV Gross sales Report — BEVs Attain 18% Share in August!

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There have been 1.7 million plugin automobiles registered worldwide in August.

International plugin car registrations had been up 14% in August 2025 in comparison with August 2024. There have been over 1.7 million registrations. BEVs grew 23% YoY to over 1.1 million models, whereas plugin hybrids had been truly down(!), even when by just one%, to round 600,000 models. To spotlight the significance of this, the final time PHEVs had been down, we had been in Could 2020, in the midst of the COVID-19 pandemic….

Though, it ought to be talked about that this drop rests solely on the latest slowdown in PHEV demand in China, as a result of if we had been to take away that nation from the tally, PHEV gross sales would truly be up a strong 31%, which might be above the yearly common of 26% development. Because of this, whereas we may be witnessing the very first days of Peak PHEV in China, plugin hybrids nonetheless have loads of room to develop in the remainder of the world.

Ultimately, BEVs represented 18% share of the general auto market (or 27% if we add PHEVs to the tally), holding the YTD numbers at 16% BEV share (24% PHEV+BEV).

Taking a look at plugless hybrids, in 2025, they’re at 12% share, which signifies that 36% of all automobiles offered globally have some sort of electrification.

20 Greatest Promoting EV Fashions within the World in August — Geely Xingyuan Ascends to 2nd Place

Relating to August’s greatest sellers, the massive information is that the small Geely Xingyuan hatchback continued its by no means ending rise, reaching one more file with over 46,000 deliveries. And with exports set to start out in coming months, anticipate its manufacturing ramp-up to proceed all year long.

Though the Xingyuan appears unstoppable proper now, this isn’t but the automotive that can take away the Tesla Mannequin Y from its management place. However a podium medal for the Geely hatchback in 2026? You betcha!

Talking of the chief, the Tesla Mannequin Y, it had one other constructive month, rising 10% YoY because of some 106,000 registrations, little doubt helped alongside by the gross sales rush within the USA earlier than the subsidy finish on October 1st.

Alternatively, not even the aforementioned gross sales rush is saving the Tesla Mannequin 3 gross sales from staying within the crimson, with the sedan seeing its deliveries drop by 5% in August to some 42,000 registrations, little doubt squeezed between the elevated direct competitors and the refresh of the Mannequin Y, which has certainly diverted many attainable Mannequin 3 purchasers to the crossover. On the similar time, it has not benefitted as a lot because the Mannequin Y from the US gross sales rush, as native patrons are extra into high-riding automobiles than the remainder of the world.

Nonetheless, others fared far worse, like the standard runner-up BYD Track, which noticed its gross sales crash 40% YoY to fewer than 40,000 models, ending the August race solely in 4th, which meant that for the primary time in years, we didn’t have any BYD on the rostrum….

Nevertheless it wasn’t all Doom and Gloom for BYD, as its new BYD Sealion 06 jumped to eighth thanks to shut to 27,000 registrations. Will this be the one to switch the Track as BYD’s prime vendor?

Elsewhere, there isn’t a lot to say. The brand new AITO M8 full measurement SUV continues to shine, ending the month in thirteenth because of 21,537 gross sales, and it would proceed to develop within the coming months because of the brand new BEV variant.

Under it, there have been just a few recent faces displaying up, with Nice Wall’s Haval Raptor rugged SUV becoming a member of the desk for the primary time, in #16 with a file 17,522 models, all whereas the extremely anticipated Xiaomi YU7 additionally joined the desk for the primary time, in #17. Will this be the mannequin to beat the Mannequin Y, globally?

Hmmm … not so quick. Exports are solely set to start out in quantity in 2027, so there’s nonetheless an extended method to go. Additionally, who is aware of how the EV market (and the world) can be in 2028?

In #20, we now have one other shock, with the Leapmotor C10 closing out the perfect sellers desk because of 14,429 registrations, with this efficiency being a brand new file for the startup’s SUV.

Off the desk, as standard, there’s a lot to speak about, from the profitable touchdown (10,575 models) of the Onvo L90, which has loads of tasks on its shoulders, to the ramp-up of the reasonably enticing Chery Fulwin A9L sedan (10,243 models) and Leapmotor B01 (10,171 models), a Mannequin 3-like sedan, however far, far, cheaper.

Additionally worthy of point out is the brand new Nissan N7 case. Due to a constructive reception in China, it had some 10,000 registrations in August in that market alone. Within the context of that market, the mannequin is simply reasonably profitable, however that’s already sufficient to make it the perfect promoting EV from the Renault–Nissan–Mitsubishi Alliance globally.

With the latest gross sales rush occurring within the USA, because of the finish of the EV tax credit score, some mannequin gross sales are surging, just like the Hyundai IONIQ 5, which obtained a file 11,546 registrations, and the Chevrolet Equinox EV, which hit a file rating of 10,290 gross sales.

High 20 EV Fashions YTD — Geely Xingyuan climbs to 4th and now needs the Mannequin 3’s bronze medal

Within the year-to-date (YTD) desk, the Tesla Mannequin Y and BYD Track held their positions and may finish the 12 months of their standard spots, 1st and 2nd.

However under them, issues are nonetheless undecided. Whereas the #3 Tesla Mannequin 3 gained some floor on the BYD Seagull, the Geely Xingyue lowered the gap between it and the US sedan to 14,000 models, passing the BYD hatchback on the way in which.

With the Geely hatchback now in 4th, is it attainable for it to go after the rostrum place of the Tesla Mannequin 3? With 4 months to go and 14,000 models separating the 2, it ought to be a tall order, particularly once we do not forget that two (September and December) of these 4 can be peak months for Tesla, so Geely can be completely satisfied simply to not lose an excessive amount of floor in these two months.

Alternatively … with the tip of the EV tax credit score, anticipate gross sales to be low within the USA throughout This fall, and particularly in October and November. So, the Chinese language EV can have the prospect to recuperate loads of floor, and even presumably surpass the Mannequin 3.

So, does the Xingyuan has an actual shot on the bronze medal? Possibly, however I might solely place a wager on the finish of November.

If that does occur, then the Mannequin 3 will fail to succeed in a podium place for the primary time since 2018….

The remaining place adjustments benefitted the tiny Wuling Mini EV, which went up one place to sixth, all whereas the BYD Yuan Up jumped two positions, to #14, proving that this workhorse from BYD is nicely favored globally.

High Promoting Manufacturers & OEMs — Leapmotor Shines

BYD remained on the helm in August, however gross sales remained flat YoY, as BYD plugin hybrid gross sales continued to say no. Have we reached Peak BYD? We appear to have no less than reached Peak BYD PHEV, as the corporate’s plugin hybrid gross sales had been down 23% YoY, making it the fifth consecutive month of declining gross sales….

Time will inform, however I imagine in the long term, no single OEM can have greater than 10% market share. At the moment, BYD has twice that a lot….

Nonetheless on the rostrum, runner-up Tesla truly had a constructive month, rising by 2% YoY thanks in no small half to the gross sales rush in its home market. In the meantime, third positioned Geely as soon as once more broke into the 6-digit gross sales stage and was up a formidable 173% YoY.

Wuling was 4th, adopted by a shock….

Yep, the spotlight of the month is Leapmotor persevering with its file streak and touchdown the fifth spot in August, forward of BMW and Volkswagen.

True, August was all the time going to be a gradual month for the 2 German manufacturers, as half of Europe goes on holidays in that interval, however that doesn’t take the shine out of the startup’s profession. Its gross sales jumped to some 57,000 models, thus making it the most popular promoting Chinese language startup at this level.

Nonetheless on the Chinese language sizzling startup checklist, a point out goes out to Xpeng, which jumped to ninth because of a file 37,709 registrations, a brand new excessive rating for the startup. That was a lot because of the profitable launch of the compact Mona M03, and with deliveries of a sizzling, new P7 flagship sedan liftback beginning now, there are causes to anticipate extra file performances coming from the Guangzhou startup.

And naturally, Xiaomi. With the brand new YU7 now ramping up, gross sales can solely go up, so the cellphone maker’s EV division has reached a brand new excessive in August, 36,398 models, permitting it to climb to the highest half of the desk.

Elsewhere, we now have a shock in sixteenth, with Nice Wall’s Haval model debuting on the desk because of the success of its Raptor SUV.

#18 Ford had its greatest end result (24,321 models) since December 2022, this being one other beneficiary of the present rising tide within the USA.

Exterior the highest 20, we also needs to spotlight two pioneering manufacturers that hit a file lead to August, though for various causes. First, we now have Nissan, which scored a file 14,850 registrations, two thirds of that quantity coming straight from the China-made N7 sedan. With the new LEAF touchdown quickly globally, and the European-made Micra additionally touchdown in just a few weeks, the Japanese carmaker has its sights on returning to the perfect sellers desk. Will it give you the option to take action?

As for Chevrolet, because of the tip of the EV tax credit score and the success of the Equinox EV, in August it was in a position to get a brand new file excessive, 15,072 registrations. With the tip of the tax credit score and the anticipated gross sales winter that ought to observe, possibly it will be a good suggestion for the US model to give attention to export markets? Whereas China can already be thought of as misplaced, Latin America isn’t, so possibly it will be a good suggestion for Chevrolet to push EVs there?

Within the YTD desk, there wasn’t a lot to report on the prime. BYD is nicely forward of everybody else, regardless of the present slowdown, whereas #2 Tesla has a big benefit over #3 Geely, with the identical being stated about Geely and #4 Wuling.

So the rostrum for this 12 months is already set:

1. BYD: Will likely be its 4th consecutive Greatest Vendor title, and its seventh in complete, ever because it received its first again in 2015.
2. Tesla: The Texan model will gather its 4th consecutive silver medal.
3. Geely: Is perhaps laborious to imagine, however this can be Geely’s first podium look on the worldwide stage. I’m positive this would be the first of many….

As a efficiency notice on Tesla, its YTD gross sales are down 10% YoY, so at this tempo, the Texan make will finish the 12 months at some 1.6 million models … and this can be its second consecutive 12 months of falling gross sales.

Higher luck in 2026?

Under the rostrum, there’s main information. There have been the good performances of the Sizzling Three — Leapmotor, Xpeng, and Xiaomi. Leapmotor achieved the numerous feat of promoting extra EVs in 2025 than the entire Stellantis OEM in the identical interval! So, anticipate Stellantis-badged Leapmotors popping up in every single place someday sooner or later (this was Carlos Tavares’ greatest transfer at Stellantis).

As for Xpeng, it surpassed Li Auto and climbed to eighth, this being the one place change within the prime 20. And Xiaomi now has Toyota simply 4,000 models forward of it, so September ought to see it surpass the Japanese automaker, whereas October may see it additionally surpass Mercedes within the YTD desk.

Taking a look at registrations by OEM, regardless of a 0.2% drop in August, #1 BYD continues to be fairly comfy within the lead. It has a bonus of 11.9% market share over #2 Geely, secure at 10.8%.

In Tesla-land, the US make was additionally secure, holding its 7.9% market share.

Nonetheless, 7.9% is a big 3.1% share drop YoY, so the gross sales drawback continues, virtually the alternative of Geely, which went up from 7.8% share in August 2024 to its present 10.8% share.

Under the rostrum, each #4 Volkswagen Group (-0.2%) and #5 SAIC (-0.3%) misplaced share, however stored their positions.

Each are comfy of their prime 5 positions, as sixth positioned Changan (4.7%) is simply too far behind to pose any sort of menace.

Trying simply at BEVs …

Whereas BYD (17.1%) is secure in its management place, Tesla (12.1%, up 0.1% in comparison with July) gained some floor over #3 Geely (11.1%, down 0.1%).

Nonetheless, evaluating these two now to the place they had been a 12 months in the past, the distinction is stark. In August 2024, Tesla was the chief, with 17.5% share, whereas #3 Geely had 7.6% share….

In 4th, SAIC stored Volkswagen Group at bay, however with 8,000 models separating these two, it is going to be attention-grabbing to see how the race will develop in the remainder of the 12 months.