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In the third week of July 2025, China's electric vehicle (EV) market showed a mix of growth and decline, with some manufacturers experiencing significant increases while others faced a downturn.
Leading the pack was Xpeng, registering a impressive 312% growth compared to the same week last year, with 9,071 vehicles sold. Nio Group followed closely, reporting 7,930 units, marking a 59% increase from the week before.
Volkswagen-backed Xpeng also saw a 8.0% rise from the previous week, selling 9,071 vehicles, representing a substantial 312.3% year-on-year growth. However, Li Auto, another major player, saw a 26.0% decrease week-on-week, with 5,476 vehicles sold.
Denza and Fang Cheng Bao reported modest growth, with Denza registering 2,350 vehicles, up 2.6% from the previous week and 11.9% from the same period last year. Fang Cheng Bao, on the other hand, saw a 9.6% increase, with 3,430 vehicles sold.
Atrav and Zeekr, however, experienced a slight dip, with Atrav registering 1,850 vehicles, down 2.6% from the previous week, and Zeekr reporting 2,908 vehicles, a 11.9% decrease from the week before and a 29.1% drop year-on-year.
Huawei's Aito and Stellantis-backed Leapmotor saw mixed results, with Aito registering 9,610 vehicles, down 8.5% from the previous week but up 4.5% from the same period last year. Leapmotor, on the other hand, reported a 17.0% increase, selling 10,181 vehicles, up 75.5% year-on-year.
Interestingly, Onvo outsold the main Nio brand for the first time as L90 deliveries kicked in, with Onvo registering 3,700 vehicles, up 145.0% from the previous week.
In week 30, China's EV registrations stood at: Nio - 3,200, Xpeng - 8,400, Tesla - 10,650, BYD - 58,810. BYD registered 60,930 vehicles, up 3.6% from the previous week.
Week 31 of 2025 (W31) showed a 40.5% decrease for Nio, with 3,450 vehicles registered, compared to the same week last year. Tesla, however, saw a 3.3% increase, with 11,000 vehicles sold, despite a 12.0% drop year-on-year.
It's important to note that, despite the China Association of Automobile Manufacturers (CAAM) recommending weekly EV sales reporting, publicly available data as of mid-2025 indicates that China continues to primarily report EV sales on a monthly basis. Detailed weekly tracking might exist internally or within paid data services, but broad public weekly EV sales reporting following the CAAM recommendation is not yet standard practice.
[1] CAAM Monthly Plug-in Vehicle Sales Report - June 2025 [2] Individual Manufacturer EV Sales Reports - June and July 2025 [4] NIO Monthly EV Deliveries Report - July 2025 [5] Tesla China Q2 2025 Delivery Report
- The growth and decline in China's electric vehicle market extended to the finance sector, as manufacturers secured various funding sources to support their production and sales.
- The transportation industry witnessed a shift towards electric vehicles in urban areas, leading to a significant increase in infrastructure development for charging stations.
- The technology sector played a crucial role in the automotive industry by providing advanced solutions for electric vehicles, such as battery technology and autonomous driving systems.
- Lifestyle changes, driven in part by concerns about air quality and reducing carbon footprints, contributed to the increasing popularity of electric vehicles among consumers.
