New Energy Vehicles (NEVs) in China

qrex said:

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

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Chinese brand market share (2025): ~15–16%
Chinese manufactured market share (incl. Tesla): ~19–21%

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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

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Chinese brand market share (Dec 2025): 20.5%
Chinese manufactured market share (incl. Tesla): ~23.5–24.0%

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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

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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

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The LLM wasnt giving me exact data for the full 2025 sales so i got it to and this is the corrected table


Sales of Chinese-brand vehicles in Australia, plus Tesla, for full year 2025, with brand rank and YoY change:


GWM 52,809 sales, #7, up 23.4%
BYD 52,415 sales, #8, up 156.2%
MG 41,298 sales, #10, down 18.4%
Chery 34,889 sales, #13, up 176.8%
Tesla 28,856 sales, #15, down 24.8%
LDV 14,108 sales, #22, down 11.9%


Geely 5,010 sales, #27, NEW
Omoda Jaecoo 3,721 sales, #32, NEW
Zeekr 1,994 sales, #36, NEW
JAC 1,582 sales, #40, NEW
Leapmotor 644 sales, #42, up 906.3%
Deepal 481 sales, #45, NEW
Foton 178 sales, #51, NEW
Denza 2 sales, #56, NEW


Using the full-year market total of 1,241,037, those Chinese brands sum to 209,131, which gives a Chinese brand market share of 16.85%. Adding Tesla brings the China-manufactured-plus-Tesla total to 237,987, or 19.18% of the market.


So the corrected bottom lines are:


Chinese brand market share (2025): 16.85%
Chinese manufactured market share (incl. Tesla): 19.18%

qrex said:

The LLM wasnt giving me exact data for the full 2025 sales so i got it to and this is the corrected table


Sales of Chinese-brand vehicles in Australia, plus Tesla, for full year 2025, with brand rank and YoY change:


GWM 52,809 sales, #7, up 23.4%
BYD 52,415 sales, #8, up 156.2%
MG 41,298 sales, #10, down 18.4%
Chery 34,889 sales, #13, up 176.8%
Tesla 28,856 sales, #15, down 24.8%
LDV 14,108 sales, #22, down 11.9%


Geely 5,010 sales, #27, NEW
Omoda Jaecoo 3,721 sales, #32, NEW
Zeekr 1,994 sales, #36, NEW
JAC 1,582 sales, #40, NEW
Leapmotor 644 sales, #42, up 906.3%
Deepal 481 sales, #45, NEW
Foton 178 sales, #51, NEW
Denza 2 sales, #56, NEW


Using the full-year market total of 1,241,037, those Chinese brands sum to 209,131, which gives a Chinese brand market share of 16.85%. Adding Tesla brings the China-manufactured-plus-Tesla total to 237,987, or 19.18% of the market.


So the corrected bottom lines are:


Chinese brand market share (2025): 16.85%
Chinese manufactured market share (incl. Tesla): 19.18%

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It's actually surprising and interesting to see that it's mostly the Chinese private car players who have been more successful in competing with foreign brands effectively even though they had far less capital and market than the SOE companies who have been making crazy money from rebadging western/Korean/Japanese brands. I would have thought that the strongest players would have all been those SOE who benefited from those Joint ventures almost free money for decades . Seems those JV instead made them lazy and complacent unlike the private players who had to fight a tough battle to impose themselves with their own brands . It's quite interesting to see.
I'm not sure if the way the government made the JV was the right choice just like Geely CHairman once famously described it as a system that produces profits for foreign manufacturers at the expense of local innovation. I think i agree with him. The system.should be dismantled, especially today as it has lost all meaning in chinas current auto industry.

Michael90 said:

It's actually surprising and interesting to see that it's mostly the Chinese private car players who have been more successful in competing with foreign brands effectively even though they had far less capital and market than the SOE companies who have been making crazy money from rebadging western/Korean/Japanese brands. I would have thought that the strongest players would have all been those SOE who benefited from those Joint ventures almost free money for decades . Seems those JV instead made them lazy and complacent unlike the private players who had to fight a tough battle to impose themselves with their own brands . It's quite interesting to see.
I'm not sure if the way the government made the JV was the right choice just like Geely CHairman once famously described it as a system that produces profits for foreign manufacturers at the expense of local innovation. I think i agree with him. The system.should be dismantled, especially today as it has lost all meaning in chinas current auto industry.

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Geely, when they were establishing themselves, probably benefitted from the system by hiring expertise from those SOE.

Who could have guessed two of the most unrelated companies in the world would come together? BYD and KFC partner up to offer one stop charging+chicken.

Michael90 said:

I'm not sure if the way the government made the JV was the right choice just like Geely CHairman once famously described it as a system that produces profits for foreign manufacturers at the expense of local innovation. I think i agree with him. The system.should be dismantled, especially today as it has lost all meaning in chinas current auto industry.

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It has lost meaning, but when it was conceived, you have to remember the historical context.
1. China barely had any USD reserves in the 80's. Hard to believe given today's situation, but that was definitely the reality then.
2. China didn't even have the best of Soviet automotive technology, let alone western technology.
3. JV was actually a good compromise from both sides' perspective. Western companies would provide fresh capital and technology. The domestic side would provide infrastructure, manpower, and investment risk reduction.

We are seeing a new evolution that still hasn't really come into the true form yet. Using SAIC and VW as an example… SAIC has its own operation in MG. It also has a major JV with VW. VW also has its own majority owned Chinese subsidiary. The non-rings AUDI brand is using a SAIC EV platform. Traditional Audi EV is using the German developed PPE platform. VW EV in China is using the XPeng developed platform. ICE platforms are all developed in Germany still, but as sales show, they are becoming less important.

“In the coming months, especially in May and June, we are expecting 30,000 vehicles arriving in Australia,” BYD Asia Pacific managing director Liu Xueliang told media including Drive through a translator at the Melbourne motor show.

“We hope that by continuing the supply of our vehicles, we can make sure that consumers won't be heavily impacted by the shortage of fuel.”

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There's considerable ambiguity here as to the timeframe in which these 30,000 vehicles are to arrive, and the timeframe in which they are anticipated to be sold. But even taking a relatively conservative view and assigning these 30,000 vehicles to even a four-month window, it suggests a considerable increase in anticipated sales, perhaps even sufficient to challenge for a podium finish -- recalling that Mazda's ~92,000 sales in 2025 secured third position. This ambition must be underpinned by current demand levels and order backlogs, the anticipated continuation of that demand amidst the energy shocks engendered by the war on Iran, and obviously BYD's ability to meet that additional demand amidst domestic sales challenges. Certainly it will be interesting to watch the next few months as they unfold!

. I have italicised those that are not sourced from China.

Tesla Model Y 5897
BYD Sealion 7 4468
Zeekr 7X 1725
BYD Atto 2 1481
Geely EX5 1437
Tesla Model 3 1363
Jaecoo J5 1153
Kia EV5 1148
BYD Atto 3 1084
BYD Atto 1 1082
MG MG4 1016
BYD Seal 934
BYD Dolphin 905
Kia EV3 861
Toyota bZ4X 840
MG S5 765

By brand:

BYD 9954
Tesla 7260
Kia 2269
MG 2022
Zeekr 1832
Geely 1437
Omoda Jaecoo 1153
Hyundai 1044
Toyota 840
Volkswagen 813

Although BYD's sales surpassed Tesla's here some time ago, I believe this is the first quarter in which BYD has been ahead on BEVs alone -- despite Tesla sales being up 40% YoY!

Additionally, here are BYD PHEV sales for the same period:

BYD Shark 6 3480
BYD Sealion 6 1816
BYD Sealion 8 1562
BYD Sealion 5 729
Denza B5 546 (~2 months of availability)
Denza B8 75 (~1 month of availability)

BYD's next model launches here will be Seal 6 PHEV sedan and Seal 6 Touring PHEV wagon. Plus the "real" launch of Denza D9 BEV MPV (the latter's 6 sales recorded to date are undoubtedly merely compliance/demonstrator vehicles ahead of actual retail availability).

Other PHEV sales numbers are not yet available as most must be manually distinguished from ICE variants of the same model. Geely Starray must be ~1384 subtracting EV sales from brand total.

China's battery production and auto export in March 2026.

BYD is launching Shark 6 Performance in Australia soon. Will have 3.5t tow capabilities.

Exports to Europe continue to accelerate, crossing the 1 million mark last year. Total market share rose to 7%.

Chinese carmakers are rapidly gaining ground in Europe, squeezing out Asian rivals such as Japan and South Korea as exports to the region surge past 1 million units for the first time, according to an industry report. Imports of Chinese-made cars into the European Union in 2025 jumped 30.7 per cent from a year earlier to 1.006 million vehicles, according to the report published by the European Automobile Manufacturers’ Association, known as the ACEA, on April 2.

The report highlights the growing competitiveness of Chinese brands in Europe, particularly in electric and hybrid models. Cars manufactured in China accounted for 7 per cent of EU sales in 2025, up from 5 per cent a year earlier. By comparison, the market shares of Japanese and South Korean vehicles remained unchanged at 4 per cent and 3 per cent, respectively. BYD, the biggest Chinese carmaker, outsold Tesla in the European market for the second consecutive month in February, with its 17,954 vehicle registrations slightly exceeding Tesla’s 17,664, according to data released by the ACEA in March.

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Alibaba cloud provides huge clusters for China's EV industry when it comes to ADAS.

siegecrossbow said:

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Wang Chuanfu when asked about the Iran-US conflict:

View attachment 171723

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