Document Month for EV Gross sales in China!

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BEVs represented 37% of the full Chinese language automotive market in November.

We noticed plugins rating one other million-plus gross sales in November (1.3 million plugins in a 2.2-million-unit general market, down 8% YoY), however development has been slowing down, with November exhibiting solely a 4% enhance over November 2025.

Digging deeper into the numbers, whereas BEVs continued to develop, going up by 9% to 827,000 items, or 37% of general gross sales, PHEVs have been down for the fifth time in a row, this time by 4% YoY to some 494,000 items.

Counting each powertrains collectively, we recover from 1.3 million gross sales, which is a brand new report stage.

With BEVs persevering with to develop and PHEVs accumulating months within the purple, have we reached a turning level in PHEV adoption?

This month’s consequence pulled the share to 59%, a 7 share level enhance over the 52% share of November 2024, whereas the BEV share of the market rose to 37%. Anticipate to see plugins proceed to develop their share within the remaining month of the 12 months. For now, plugins have 54% of the full auto market this 12 months (33% only for BEVs), which signifies that most new automobiles offered in China this 12 months have a plug!

(Might China attain 55% plugin car share by 12 months finish? And be absolutely electrified earlier than 2035?)

Within the general rating, in November, absolutely fossil-fueled fashions positioned three representatives within the prime 10. The perfect positioned was the Nissan Sylphy in 4th, with the remaining ICE fashions being the #7 Geely Boyue (with the crossover cashing in on a current refresh) and the #8 Volkswagen Sagitar sedan.

Discover the truth that one of many ICE fashions within the prime 10 belongs to Geely, extra proof that even the ICE market is slipping away from international OEMs.

Nonetheless, the highlights belonged to the BEV discipline, beginning with the #1 spot of the tiny Wuling Mini EV and ending with the #5 spot of the brand new Xiaomi YU7.

And let’s not neglect Tesla’s good rating, inserting each the Mannequin Y, in 2nd, and the Mannequin 3, in ninth, within the prime 10.

one of the best sellers in a number of measurement classes, ICE fashions solely managed to put two representatives within the C phase (compact automobiles).

particular person fashions, the largest shock was the rostrum place of the tiny Bestune Xiaoma within the metropolis automotive class, whereas November’s podium was fully product of Chinese language kei automotive–like fashions.

On the opposite measurement excessive, full measurement autos, there have been no sedans, however there was selection nonetheless, with three completely different takes on the SUV physique. 1) Xiaomi’s YU7 is a sports activities crossover that wouldn’t be misplaced within the lineup of sports activities automotive manufacturers like Aston Martin, McLaren or Ferrari. 2) BYD’s premium offspring Fang Cheng Bao Tai 7 SUV is a troublesome trying SUV that has greater than a passing resemblance to a Land Rover Defender (simply me?) for these drivers who wished they might journey themselves into the Gobi desert however as an alternative simply climb sidewalks with their 2.5 tons autos. 3) Lastly, the brand new AITO M7 is mainly a minivan in an SUV’s physique. At 5.1 meters, which is only a tad smaller than its siblings, the M8 and M9 (each measuring round 5.2 meters), the brand new technology M7 forgoes the extra conventional SUV appears to be like of the primary technology for a softer, extra rounded look in its second technology, following within the footsteps of its profitable larger siblings.

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

#1 — Wuling HongGuang Mini EV

This tiny EV is taking full revenue from its technology change, which occurred late final 12 months. It’s now again among the many prime sellers, and in November it collected 56,756 registrations, a major 63% enhance 12 months on 12 months, permitting it to snap up the management place in that month comfortable. Due to a extra rounded design, which type of jogs my memory of the face of a Panda, and upgraded specs and interiors, SAIC’s smallest hatchback has misplaced its barebones really feel. It now appears to be like extra car-like. Wuling even presents a five-door model! Regardless of all of this, the worth hasn’t elevated that a lot, with SAIC’s star mannequin beginning at $5,500.

#2 — Tesla Mannequin Y

Tesla’s midsize crossover scored a optimistic 47,132 registrations, permitting it to win one other podium presence. The addition of the three-row YL to the lineup and updates to the present variations has allowed the midsizer to regain some protagonism on the desk. However one wonders for a way lengthy…. Certain, December needs to be one other good month, and the primary quarter of subsequent 12 months will in all probability nonetheless profit from the wind in its sails, however will the great outcomes proceed round Q2?

#3 — Geely Geome Xingyuan

Geely has struck gold with this one. After numerous failed makes an attempt to launch fashions that will keep on one of the best sellers desk (Galaxy L6, Galaxy E5, and so forth.), the Hangzhou make lastly discovered the successful system to not solely beat BYD, but additionally win the management race within the fierce Chinese language automotive market. With BYD proudly owning many of the market segments, because of a number of fashionable fashions, the little Xingyuan profited from the truth that BYD was underrepresented within the decrease segments, which had left an area between the A to B phase Seagull and the B to C phase Dolphin. With pricing and specs nearer to the Seagull, however inside area and high quality nearer to the Dolphin, the small Geely carved out an area of its personal. This November, the small hatchback was third, delivering 42,038 registrations. With quantity exports now getting related, Geely hopes to take care of sufficient home demand for its small hatchback to not solely win this 12 months’s mannequin title but additionally begin subsequent 12 months because the strongest candidate for the 2026 title.

#4 — BYD Qin Plus (BEV+PHEV)

The previous canine as soon as once more joined the highest 5 in November, because of 35,368 registrations, a slightly good efficiency. Its gross sales have been down — though, by simply 4% YoY, which allowed it to as soon as once more be one of the best promoting BYD on the desk. In the identical interval, its brother in arms, the Music, was all the way down to lower than half of final 12 months’s gross sales! Troubles forward for the Shenzhen make? Again to the Qin’s efficiency, this quantity meant that it was one of the best promoting sedan in China, all powertrains counted. The 7-year-old physique is likely to be exhibiting some wrinkles, however the low costs nonetheless present vital demand for the sedan.

#5 — Xiaomi YU7

This 12 months’s most anticipated mannequin, Xiaomi’s YU7, continues to ramp up, to 33,729 deliveries in November. The YU7 bought lots of of 1000’s of locked-in orders inside hours. These orders have to return from someplace, and with the market already above 50% share, it received’t be simply from ICE fashions…. Yep, all prime EV gamers which have midsize to full measurement SUVs are feeling the gravitational drive of the YU7, a mannequin that ought to gather loads of podium presences (and wins?) within the coming months.

the remainder of one of the best vendor desk, regardless of not having the identical peak kind because it had a couple of months in the past, the Shenzhen OEM nonetheless had ten representatives on the November desk, with the spotlight going fully to the brand new Fang Cheng Bao Tai 7, which was ninth in solely its third month available on the market thanks to twenty,019 registrations. Will the Land Rover–impressed SUV develop into a hit story? With the BYD Music’s star participant position now up for grabs, BYD may use an SUV that may promote by the boatloads, particularly one just like the FCB Tai 7 that has some very nice revenue margins….

Elsewhere, we now have a couple of contemporary faces. The brand new Wuling Bingo S joined the desk at #15, in solely its third month available on the market. Wuling’s reply to the BYD Dolphin/Geely Xingyuan is promising to be a daily fixture within the prime half of the desk. The Leapmotor C10 SUV profited from a current refresh to win one other prime 20 presence, at #20.

In addition to the Xingyuan, Geely positioned a second consultant on one of the best sellers desk. The tiny Panda Mini joined the desk at #18 with 17,301 registrations.

Final, however not the least, we now have the AITO M7 — because of an all-new technology, it has seen its gross sales surge to 25,264 items. In reality, Huawei’s automotive crown jewel, AITO, even managed to put a second mannequin on the desk, with the marginally bigger AITO M8 becoming a member of the desk at #19.

Exterior the highest 20, we now have numerous fashions ramping up. Nice Wall’s WEY Gaoshan was essentially the most stunning of them, with the distinctively designed minivan scoring a report 10,416 registrations. Is that this the brand new star participant within the MPV class?

Geely’s spaceship had loads of fashions shining, just like the Galaxy EX5 crossover (14,223 items, a brand new 12 months greatest), Galaxy M9 SUV (10,639, a brand new report), and Starship 7 (12,001 items, greatest since January), one thing that’s serving to the model’s surging gross sales, as we’ll quickly see.

NIO noticed its ES8 full measurement SUV gross sales surge, promoting extra in November (10,689 items) than it did in the entire of 2024! Certain, a brand new technology helps, however a part of additionally it is the truth that it’s probably benefitting from the present market’s shift into BEVs.

SAIC’s MG is experiencing surprising success with its new generation-4 hatchback, with the compact mannequin reaching a report 13,574 registrations in November. In the meantime, Leapmotor pulled out one other card from its already packed greatest sellers lineup, as the brand new Lafa 5 (B05 in export markets) hatchback scored a powerful 7,379 registrations in its first full gross sales month available on the market.

Trying on the 2025 rating, the Tesla Mannequin Y returned to the third spot, altering locations with the BYD Music. With the BYD SUV in phaseout mode — in November the veteran SUV offered only a third of what it did 12 months in the past — the US crossover managed to safe one other podium presence in China, its fifth in a row.

It’s additionally attention-grabbing to see within the present standing that we now have 4 fashions from 4 completely different manufacturers within the prime positions! Hurrah for variety!

Additional down, there have been a couple of place adjustments. Making the most of the unexpectedly sluggish month of the Xiaomi SU7 (down 46% YoY in November!), the BYD Qin L climbed to seventh, whereas the Tesla Mannequin 3 profited from a very good month to leap two positions into tenth.

Additional beneath, there was excellent news for the Geely Panda Mini, with the tiny hatchback going up two spots, to #13. In the meantime, the AITO M8, regardless of having a median month (nineteenth, with 16,284 registrations), benefitted from a cascade of horrible performances amongst its direct rivals (the BYD Yuan Plus was down 75% YoY, whereas the Wuling Bingo was down 73%). It due to this fact jumped two positions, into 18th, in November.

And neither the BYD Yuan Plus nor the Wuling Bingo might be secure from being surpassed within the final stage of the race, because the #21 Leapmotor C10 is simply 3,000 items behind….

Trying on the general producer rating (not simply electrics), it appears BYD’s gross sales crash has no finish, with the Shenzhen make dropping by a major 35% YoY to some 259,000 items, marking the fifth month in a row of gross sales drops.

With a number of fashions shedding gross sales bigly (Music, Music L, Yuan Plus), the BYD Seal 06 and Sealion 06 are doing their greatest to maintain the ship regular.

However, #2 Geely is within the reverse dynamic. Having seen its gross sales leap 34% in November, it’s now nearer to the chief, BYD, than third positioned Volkswagen. Due to optimistic performances throughout the lineup, 2026 might be the 12 months that Geely goes face to face with BYD.

All the sudden, BYD doesn’t look so untouchable anymore….

That is whereas most international representatives are both stagnating or seeing gross sales drop. (Most, however not all. Nissan was eighth because of enviable 13% development YoY.)

Even amongst Chinese language makes, issues don’t look rosy, except fast-growing Leapmotor rising to #9 because of some 61,000 registrations. That’s a 57% leap YoY. The startup is at the moment on the prime of its recreation, and now that it has develop into worthwhile, the Valley of Loss of life is behind the 9-year-old startup. A prime 5 place appears not solely attainable, however probably.

Auto Manufacturers Promoting the Most Electrical Automobiles in China

Trying on the auto model rating for plugin autos, there isn’t a lot information. BYD (24.6% in November, down from 25.3% in October) continued its descent, however it has its management place secured this 12 months. #2 Geely (10%) is simply too far behind to hassle it in any manner.

#3 Wuling (5.7%, up 0.2% in November) gained an additional dose of benefit over Tesla (4.6% in November, up 0.1% in comparison with October), so the Liuzhou-based make has in all probability already secured the bronze medal, which might imply that the Texas-based carmaker can be left off of the Chinese language podium for the primary time since 2019.

Elsewhere, Leapmotor (4.2%) has not solely secured its fifth place on the desk, however can enable itself to dream of surpassing Tesla in 2026.

Auto Teams Promoting the Most Electrical Automobiles in China

OEMs/automotive teams/alliances, BYD is comfortably main, with 27.4% share of the market, however has seen its market share slip by 0.6% in November.

#2 Geely is a distant runner-up, with 12.5% share, up 0.1% in comparison with October, however with #3 Changan having simply 6.3% share, Geely is secure within the runner-up place.

As for #4 SAIC (6.1%, up from 6%), it would simply have an opportunity to beat Changan within the final month of the 12 months and take the bronze medal away with it.

Tesla (4.6%, up 0.1% in November) remained in fifth, however Tesla’s 2024 #3 spot within the OEM rating is now unimaginable to attain.

Fortuitously for the US model, #6 Leapmotor (4.2%) appears too far behind to develop into an actual risk to its #5 place.