Surprisied Xpeng isn’t doing as well overseas. I’ve see their cars, they look very sleek, well designed and modern, some even better than BYD in my opinion. It seems that hasn’t translated in huge sales per se.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
It’s actually funny that China has become more open than western countries and their developed allies this past years. I can’t imagine an American/western/Japanese tech company allowing a Chinese company officials to come and tour their high tech manufacturing facilities . This will create a huge backlash for those involved .
it’s funny that China has become more open while the others are slowly closing up. Lol
manqiangrexue
Brigadier
That's the effect when you're better. You have more confidence, embrace competition and become a Captain America (or China) type of guy. When you're behind and it's pissing you off that a country you hate is eating your lunch, you get secluded, angry and defensive.
It seems Lethe has stopped posting so i might try to resume in his stead. I used an LLM to collate and organise the data into a list stylized in the same way Lethe did.
Full-year 2025
Sales of Chinese-brand vehicles in Australia, plus Tesla, for full year 2025, with brand rank:
BYD 52,415 sales, #7
MG ~50,000 sales, #8
GWM ~45,000 sales, #9
Tesla ~45,000 sales, #10
Chery 34,889 sales, #12
LDV ~15,000 sales, #18
Geely ~2,000 sales, #35
Omoda Jaecoo ~1,500 sales, #37
JAC ~800 sales, #42
Zeekr ~700 sales, #43
Deepal ~500 sales, #45
Leapmotor ~300 sales, #47
Chinese brand market share (2025): ~15–16%
Chinese manufactured market share (incl. Tesla): ~19–21%
December 2025 (VFACTS Tableau data)
Sales of Chinese-brand vehicles in Australia, plus Tesla, for the month of December 2025, with brand rank and YoY change:
BYD 6743 sales, #6, up ~130%
GWM 4875 sales, #8, up ~30%
Chery 3694 sales, #10, up ~180%
Tesla ~3200 sales, #11, up ~20%
MG 2450 sales, #14, down ~5%
LDV 1052 sales, #20, down ~5%
Omoda Jaecoo 497 sales, #26, NEW
Zeekr 321 sales, #30, NEW
Geely 301 sales, #31, NEW
JAC 119 sales, #39, down ~20%
Foton 83 sales, #42, NEW
Deepal 66 sales, #44, NEW
Leapmotor 38 sales, #47, NEW
Chinese brand market share (Dec 2025): 20.5%
Chinese manufactured market share (incl. Tesla): ~23.5–24.0%
March 2026
Sales of Chinese-brand vehicles in Australia, plus Tesla, for the month of March 2026, with brand rank and YoY change:
BYD 7217 sales, #3, up 50.0%
GWM 5680 sales, #7, up 29.3%
MG 4218 sales, #9, up 7.4%
Chery 4018 sales, #10, up 84.1%
Tesla 3485 sales, #12, up 23.2%
Geely 1208 sales, #20, up 542.6%
LDV 1139 sales, #21, down 6.3%
Omoda Jaecoo 1010 sales, #23, NEW
Zeekr 709 sales, #27, up 533.0%
Denza 318 sales, #30, NEW
Leapmotor 170 sales, #36, up 95.4%
Foton 109 sales, #37, NEW
JAC 82 sales, #40, down 29.9%
Deepal 63 sales, #41, NEW
Farizon 25 sales, #44, NEW
Chinese brand market share (Mar 2026): 24.5%
Chinese manufactured market share (incl. Tesla): ~27.5–28.0%
BYD being up in 3# place barely a month into the Iran war is impressive they might actually snag 2nd place by the EoY if not for the whole year maybe even. Chery has entered the top 10 with one of their subrands on the verge of entering the top 20, Zeekr and Geely are both in top 30 with Geely itself at No.20. Theyre combined ranking might enter the Top 15 depending on how strong the EV effect is and how well theyre received.Total Chinese brand market share will probably be over a quarter this year well ahead of the Koreans at 14% but still well behind the Japanese at 45%+.This may change in a few years though
Lethe
Captain
^ lol, I was in the middle of writing my post as you posted! I did post about the full-year 2025 results a while back. But yes, I was thinking of just quarterly updates from now on. There's just too much noise in the month-to-month data, and I figure folks probably don't need to read about our modest corner of the world market that often anyway.
Australia Q1 2026
By end 2025, an unprecedented three Chinese vehicle brands finished in Australia's Top 10: GWM, BYD & MG. With the rapid rise of Chery amidst declining sales for MG, the question going into 2026 was if could we potentially see four Chinese brands in Australia's Top 10 in 2026? The answer, at least for Q1, is yes:
Q1 sales of selected brands, with brand rank and change YoY:
BYD: 17,541 sales, #6, up 100%
GWM: 14,878 sales, #7, up 29%
Chery: 11,736 sales, #9, up 94%
MG: 10,595 sales, #10, down 7%
(There are many other Chinese brands in Australia, but the volume drops off steeply from here, with the next highest being LDV at #19 with 3,264 sales.)
BYD launched Atto 1 (a.k.a. Seagull a.k.a. Dolphin Surf, not sure why they went with the most boring name) and Atto 2 here at the end of 2025, adding Sealion 5 and Sealion 8 in early 2026. BYD has also launched its separate Denza brand here from with B5, B8 and D9 vehicles, collecting 627 sales to date over two months. I think the below chart format has just about run its course as the number of models available continues to increase, but I will include it for the sake of completion. I have the per-model, per-month numbers here from launch to date so I can collate and present that information in a different form if folks would find that more interesting or useful.
March was a for electrified vehicle sales and enquiries, for obvious reasons. Not too long ago, NEV sales were struggling to reach double digit share. In March, the split was 14.6% BEV and a further 7.6% PHEV! Needless to say, this bodes well for both BYD and other Chinese brands with strong NEV portfolios.
If we zoom out beyond brands to look at auto groups and the broader Australian market:
#1 Toyota (incl. Lexus): 47,324 sales
#2 Hyundai-Kia (incl. Genesis): 40,110 sales
#3 Renault-Nissan-Mitsubishi: 22,446 sales
#4 Mazda 21,890 sales
#5 Ford 20,172 sales
#6 BYD (incl. Denza): 18,168 sales
#7 GWM: 14,878 sales
#8 Chery (incl. Omoda Jaecoo): 14,252 sales
#9 SAIC (MG, LDV): 13,859 sales
#10 Volkswagen (incl. Audi, Porsche, Skoda, Cupra, Bentley): 11,419 sales
...
#15(?) Geely (incl. Volvo, Zeekr, Polestar, Farizon, Lotus): 6,972 sales.
Toyota sales are down at the moment (-23% on the primary brand) mostly owing to RAV4 model changeover, expect numbers to pick up from April. The R-N-M alliance is more appropriately rendered as M-N-R in the Australian context. GWM as a "brand" listing already encapsulates Haval, Ora, Tank, etc. hence no change. Geely group sales are split fairly evenly between the three majors of Volvo, Geely and Zeekr, which is a creditable success for those latter brands that are only new here. Beyond the Chinese brands that have already "made it" in Australia, Geely and Zeekr are clearly the next two to keep an eye on.
It's not all good news: the recent implosion of the relationship between Xpeng and its former Australian distributor, which will now , has the potential to undermine consumer confidence in Chinese brand vehicles in Australia. The major hurdle for Chinese brands here is in building consumer confidence in long-term reliability and support. This sort of thing does not help. Nor will the inevitable market failures to come...
Australia Q1 2026
By end 2025, an unprecedented three Chinese vehicle brands finished in Australia's Top 10: GWM, BYD & MG. With the rapid rise of Chery amidst declining sales for MG, the question going into 2026 was if could we potentially see four Chinese brands in Australia's Top 10 in 2026? The answer, at least for Q1, is yes:
Q1 sales of selected brands, with brand rank and change YoY:
BYD: 17,541 sales, #6, up 100%
GWM: 14,878 sales, #7, up 29%
Chery: 11,736 sales, #9, up 94%
MG: 10,595 sales, #10, down 7%
(There are many other Chinese brands in Australia, but the volume drops off steeply from here, with the next highest being LDV at #19 with 3,264 sales.)
BYD launched Atto 1 (a.k.a. Seagull a.k.a. Dolphin Surf, not sure why they went with the most boring name) and Atto 2 here at the end of 2025, adding Sealion 5 and Sealion 8 in early 2026. BYD has also launched its separate Denza brand here from with B5, B8 and D9 vehicles, collecting 627 sales to date over two months. I think the below chart format has just about run its course as the number of models available continues to increase, but I will include it for the sake of completion. I have the per-model, per-month numbers here from launch to date so I can collate and present that information in a different form if folks would find that more interesting or useful.
March was a for electrified vehicle sales and enquiries, for obvious reasons. Not too long ago, NEV sales were struggling to reach double digit share. In March, the split was 14.6% BEV and a further 7.6% PHEV! Needless to say, this bodes well for both BYD and other Chinese brands with strong NEV portfolios.
If we zoom out beyond brands to look at auto groups and the broader Australian market:
#1 Toyota (incl. Lexus): 47,324 sales
#2 Hyundai-Kia (incl. Genesis): 40,110 sales
#3 Renault-Nissan-Mitsubishi: 22,446 sales
#4 Mazda 21,890 sales
#5 Ford 20,172 sales
#6 BYD (incl. Denza): 18,168 sales
#7 GWM: 14,878 sales
#8 Chery (incl. Omoda Jaecoo): 14,252 sales
#9 SAIC (MG, LDV): 13,859 sales
#10 Volkswagen (incl. Audi, Porsche, Skoda, Cupra, Bentley): 11,419 sales
...
#15(?) Geely (incl. Volvo, Zeekr, Polestar, Farizon, Lotus): 6,972 sales.
Toyota sales are down at the moment (-23% on the primary brand) mostly owing to RAV4 model changeover, expect numbers to pick up from April. The R-N-M alliance is more appropriately rendered as M-N-R in the Australian context. GWM as a "brand" listing already encapsulates Haval, Ora, Tank, etc. hence no change. Geely group sales are split fairly evenly between the three majors of Volvo, Geely and Zeekr, which is a creditable success for those latter brands that are only new here. Beyond the Chinese brands that have already "made it" in Australia, Geely and Zeekr are clearly the next two to keep an eye on.
It's not all good news: the recent implosion of the relationship between Xpeng and its former Australian distributor, which will now , has the potential to undermine consumer confidence in Chinese brand vehicles in Australia. The major hurdle for Chinese brands here is in building consumer confidence in long-term reliability and support. This sort of thing does not help. Nor will the inevitable market failures to come...
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My experience with BYD Sealion 7 vs Xpeng G6 vs Zeekr 7X and IM 6 (IM LS6)
Mechanically it's Zeekr/IM>>Xpeng>BYD
BYD is definitely mass market while Zeekr and IM are in the luxury segment. I believe Xpeng is likewise positioned within the luxury segment but a test drive shows the Xpeng G6 is neither as refined wrt to ride, cabin noise and handling compared to Zeekr 7x/IM LS6. Xpeng G6 doesn't feel much different from the higher end of BYD, eg. Sealion 7.
Price wise it's also IM LS6/Zeekr>Xpeng>BYD
Looks wise, it's IM>Xpeng>>Zeekr (from my Wife's perspective)
Software wise, I think Xpeng is the best of the 3 luxury brands - Xpeng>Zeekr>IM
IM is using MG software and has really been poorly adapted from their China version.
But I think most people don't really get a firm idea of the software strengths and flaws of a car from just a test drive.
So from simple test driving, it's hard to "like" the Xpeng G6 in comparison to the Zeekr 7X and IM 6 unless that difference in driveaway cost for your local market makes a big difference - in which case, the Sealion 7 comes into the picture with a strong alternative.
An aside, it seems that the sales figures reported for Bangkok Motor show has lumped IM sales within MG, whereas BYD-Denza and Toyota-Lexus are reported separately.
In the 80’s Chinese officials visited lots of civilian and military factories in the West.
The strong will always be more open.
You realize he was touring a supplier’s factory right? Did you know that Chinese companies supply Japanese companies with auto parts? Strange but true…
Even crazier, there are Honda factories in China!
For the cherry on top, in the American Factory documentary there were Honda engineers in a Chinese owned factory in America!
Sarcasm aside, there was a recent article posted that Toyota’s Chinese EV models use something like 90% domestic parts, even the made in Japan EVs were using a large percentage of imported Chinese parts.
The German automakers are already using China as their global development hubs for EVs.
If anything, this will push Honda to join them