53% EV Share in China! — June 2025 Sales Report

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Last Updated on: 22nd July 2025, 03:09 am

BEVs represented close to a third of the total Chinese car market in June.

June saw the continuation of the never ending growth of the Chinese EV market, with plugins scoring over 1.1 million sales in June (in a 2.1-million-unit overall market).

Digging deeper into the numbers, BEVs were the fastest growing technology, going up by 33% to over 660,000 units, or 32% of plugin sales, while PHEVs grew 32% YoY (to 21% share), thus making it a total of 53% market share for plugins.

This pulls the year-to-date (YTD) tally to over 5.4 million units. So, we should see plugins end the year well above 10 million units — in China alone….

This good result in June pulled the 2025 share to 50%. BEVs were also up, to 31%. Expect to see plugins continue to grow its share in the following months.

(Could China finish the year at 60% plugin vehicle share?)

Having a look at the current level of discounts, the news that an EV price war is happening has some truth in it, as the average level of discounts currently stands at 10%. Still, that is nothing compared to ICE sales, where the average discount level stands at 23%!

In the overall ranking, in June, fully fossil-fueled models had just two representatives in the top 20, with the best placed being the VW Lavida in 8th.

When will we see a top 10 fully made of plugins? Sometime during the second half of the year?

Looking at the best sellers in several size categories, all but the C segment (compact cars) have plugins leading the way. In fact, the C segment saw a 100% ICE (internal combustion engine) podium, something that is starting to become normal.

Looking at the bright side of this, it means that models like the Xpeng Mona M03, BYD Sealion 05, and Leapmotor B10 have plenty of room to grow.

In all other categories, ICE models were either absent or the minority. This is a recurring theme, as it seems that the C segment is the hardest of all to convert into EVs.

The biggest surprise was the 3rd spot of the Hongqi H5 sedan (an ICE model) in the full size category. This means that even the ICE full size niche is being taken over by local brands. Bad news for the Audi A6, Mercedes E-Class, and BMW 5-Series….

A small note regarding the Hongqi H5 wikipedia page and on how supersized cars have become: In it, the 5 meter sedan is classified as a compact executive car. Compact?!?!?! At 5 meters long?!!? That’s 196 inches!!! I am lost for words….

Another topic to highlight is the runner-up spot of the recently introduced AITO M8 in the same category, creating a podium where neither BYD or the foreign brands have representatives.

Here’s more info and commentary on June’s top selling electric models:

#1 — BYD Song (BEV+PHEV)

BYD’s midsize SUV recovered its best seller status, scoring 46,708 registrations, which was nevertheless another month in the red, with a 11% drop YoY. It seems the veteran model (six years is an eternity in China) is close to its expiration date in its domestic automotive market. So, while the 2025 Best Seller title is still a strong possibility, 2026 should see it pass the sceptre to a different model. A competitive price can only get you so far. With an increasingly competitive market, and its successor, the BYD Song L, ramping up, the midsize SUV is slowly walking cruising to that big charging station in the sky, where plugs are always available and there are no worries of ICE models blocking your way.

#2 — Tesla Model Y 

Last year’s silver medalist was back in form in June, thanks to the refresh and discounting efforts, allowing it a runner-up spot in June. This was thanks to 44,848 deliveries in June, a 9% increase YoY. That’s a rarity these days — to see a Tesla with positive numbers. Does this means that it is back to the good old days? Unless Elon has a trick up its sleeve, I very much doubt it, especially with new competition, like the Xiaomi YU7 and the Xpeng G7, racking up significant pre-orders. The former got hundreds of thousands of locked-in orders within hours. Those orders have to come from somewhere, and with the market already at 50% share, it won’t be just from ICE models…. Yep, Tesla, but also BYD, will suffer.

#3 — Geely Geome Xingyuan

Geely has cracked the code. The Xingyuan allowed the make to beat BYD, as well as the rest of the competition, for the bronze medal. This June, the small hatchback lost its third consecutive best seller streak in China, but nevertheless, it managed once again to continue in record mode, for the sixth month in a row(!), thanks to a best ever score of 40,891 units. Besides the killer price, all the support that comes from a leading OEM like Geely doesn’t hurt, as well as a rounded, sensible design — somewhere between a Wuling Bingo and a Smart #3. Starting with an 80,000 CNY (+/-$11,000) price, the buyer gets a 30 kWh LFP battery from CATL, which is nothing to write home about until you realise that its price places it closer to the BYD Seagull (70,000 CNY for the 30 kWh version) than the BYD Dolphin (100,000 CNY). Exports? Surely that must be in the cards. But first Geely will need to finish the production ramp-up in order to satisfy its own internal market.

#4 — BYD Qin Plus (BEV+PHEV)

The old dog once again joined the top 5 in June, thanks to 38,618 registrations last month, a surprisingly strong showing from the veteran model, that was down by only 1% YoY. That volume meant that it was the best selling sedan in China, all powertrains counted. The 7-year-old body might be showing some wrinkles, but the low prices still provide significant demand for the midsize sedan. The question is — for how long? Especially considering who’s coming in the 5th position….

#5 — BYD Qin L (BEV+PHEV)

“Qin Plus, I am your son.” That could have been the line here. The Qin L, widely seen as the New Generation Qin, joined the top 5 in June, thanks to a year-best performance of 31,304 registrations, 74% growth YoY. With the recently introduced BEV versions now helping things along, in 46 and 57 kWh battery flavours, expect the midsize sedan to finally surpass its esteemed predecessor in the charts. I mean, the Qin L landed over a year ago, so it’s time for it to finally take the reins of sedan leadership in China and continue the successful rule of the Qin dynasty that started all the way back in 2012.

Looking at the rest of the best seller table, the highlights come mostly from the BYD stable, with the #9 BYD Seal 06, the BYD Qin L sibling from the Ocean series, hitting a year-best score of 21,770 units, just like the #11 BYD Song L (you guessed it, the Next Generation BYD Song), which had its best score in 2025, 19,298 units, which, let’s face it, after a year and a half on the market, is a bit underwhelming, especially considering its predecessor in the Song dynasty is still selling double its volume.

Still on BYD, the Sealion 05, a not-so-compact-crossover made to fill the gap between the Yuan Plus compact crossover and the midsize Sealion 06, ended the month in #13. That was thanks to a record 17,190 sales, all while the BYD Dolphin had its best score in nine months, 18,106 units, earning it the 12th position.

Elsewhere, we have the new AITO M8 full size SUV. Only in its 3rd month on the market, it has already jumped to 10th place in June, with over 21,000 sales. Amazingly, this surge in deliveries hasn’t affected the M9 flagship model that much, as AITO’s top of the range SUV also joined the table, at #19.

The Tesla Model 3 profited from the end-of-quarter peak to join the table at 14th, despite an 8% YoY drop in deliveries, while the new Leapmotor B10 is showing a promising start, debuting at #17 on the table in only its 4th month on the market — highlighting the strong moment that the value for money startup is experiencing.

Outside the top 20, we had a few recently introduced models ramping up production.

Starting with the BYD stable, the Seal 05, a budget version of its midsize sedan offerings, reached 11,424 units in June. So, we might see it on the table soon. The same can’t be said, though, of the Tang L (6,456 units) and Han L (4,148 units). In only their 3rd month on the market, they have failed to ramp-up deliveries compared to the two previous months. Production problems? Or is BYD experiencing demand issues with its flagship models? Is Xiaomi part of the problem, or does it runs deeper than that? I mean, it’s not like the Qin L and Song L have impressed so far….

It is still too early to say that There’s something rotten in the Kingdom of BYD, but one thing is for sure — at home, BYD isn’t as irresistible as it once was.

Still covering the BYD galaxy, the upmarket Fangchengbao Tai 3 compact SUV continues to ramp up, having reached 12,017 registrations in June.

Elsewhere, we should highlight a rare bright spot for foreign brands, with the ramp-up of the Nissan N7 midsize sedan scoring a significant 6,189 registrations in only its 3rd month on the market. This could be a good sign for Nissan’s fortunes in China, even if it is based on a Dongfeng platform. This could be one path for the future of foreign OEMs in China, using local platforms to develop their new EVs, and at the same time learning and closing the gap they have compared to the local OEMs.

In Changan’s vessel, the highlights are the mainstream Qiyuan Q07 midsize SUV, which scored 9,546 units in only its 3rd month on the market, and the premium Deepal S09 full size SUV landing in June with a promising 3,250 registrations.

In GAC’s Aion electric brand, the compact UT hatchback is starting to get itself noticed, with 5,346 registrations in June, a much needed boost for the struggling brand.

And last, but definitely not least, we had the event of the year. The landing of the Xiaomi YU7. Having landed on June 26th, it had 2,234 registrations in just 5 days. So, we might see it reach some .. .12,000 units in July? That might not grant it immediate access to the top 20, but … it will be close.

From then onwards, the sky is the limit for the hottest EV on the market right now.

The 20 Best Selling Electric Vehicles in China — January–June 2024

Looking at the 2025 ranking, the main highlights were the changes between the 3rd and 7th spots, with the Wuling Mini losing its podium status to the BYD Seagull while the Tesla Model Y took profit from June’s peak to jump two positions, into 4th.

If the podium stays like this until the end of the year, while the #1 bearer won’t be a surprise — after all, it will be the Song’s 4th best seller title in a row — below it, there will be two new faces on the podium:

• The silver medalist Geely Xingyuan would win not only its first podium medal, but it would also be a first for the Geely stable to have a medalist in its lineup.
• As for the BYD Seagull, this would also be its first podium win in China, and the 8th BYD model to win a medal in its home market.

Segment-wise, this would also be a significant change. After two years of podiums made up entirely of midsize models, 2025 could become the first year since 2020 that small cars would be the majority on the podium.

Another measure of how disruptive such a podium could be is the fact that it would be the first time since 2019 that there would be no Tesla model on the podium of the Chinese EV market.

Below the podium, the veteran BYD Qin Plus surpassed the hot Xiaomi SU7 and climbed to 6th, thus also becoming the best selling sedan in China.

Still, BYD’s midsize sedan standing is well below where it was a year ago, when it was all the way up in 2nd. … So yeah, the Qin Plus is slowing down, and headed towards retirement.

What isn’t slowing down is the BYD Seal 06, which went up two positions to 10th. The Qin Plus, its indirect successor, is looking to reach the standing of the Qin Plus’s legitimate heir, the #8 BYD Qin L.

(Confused about this lineage in BYD models? Me too. Sometimes it feels like following the lineage of Game of Thrones….)

But we are not done with BYD yet. Further below, the BYD Song L, the legitimate successor of the best seller BYD Song, climbed a spot, to #14, all while the veteran BYD Han flagship sedan profited from the Geely Galaxy 7’s deflated sales to recover one position, now standing at #17.

Still on BYD, we’ve got the BYD Yuan Up, which is the make’s crossover offer in the B-segment/subcompact category although it is only 14 cm shorter than its platform-related Yuan Plus. And the Yuan Plus is only 7 cm shorter than the slightly larger BYD Sealion 05 BEV…. But I digress. The Yuan Up was up one position, to #19.

Finally, a note is due for the Tesla Model 3, which ended the first half of the year at #11. This is the best the sedan can currently aspire to in China, and it would already be good news if it managed to end the year in that position.

Looking at the overall manufacturer ranking (not just electrics), it seems BYD has found the demand ceiling in its domestic market.

Having grown 13% in H1 2025, compared to 18% in the first half of 2024, this could be the warning sign that BYD is touching its demand ceiling and export markets are now the only significant engine of growth for the brand.

On the other hand, #2 Geely is still far from these kinds of issues, having seen its sales jump 88% this year and its current #2 spot a significant improvement over the #4 position it had a year ago. This is while most foreign representatives are either stagnating or seeing sales drop, with the most evident case being Honda, which is down -30% YoY.

Outside the top 10, a highlight is from fast-growing Leapmotor, in #17, a 123% jump YoY to close to 200,000 units. It is on its way to surpassing the #15 Li Auto, thus becoming the best selling EV startup.

But Leapmotor’s leadership could be short-lived, because there is an unstoppable train coming from behind Leapmotor, called Xiaomi. Currently in #21, the phone maker turned EV startup currently has close to 160,000 deliveries this year, a 423% increase YoY, and with the YU7 set to add significant volume soon, Xiaomi could end the year as the best selling EV startup in 2025.

Now, let’s have a look at the top selling EV brands and auto groups.

Auto Brands Selling the Most Electric Vehicles in China

Looking at the auto brand ranking for plugin vehicles, there isn’t much news. BYD (26.2%, up from 25.9%) remains as stable in its leadership position as ever.

Despite losing share, it is the same story with Geely (10.2%, down 0.2% in June), with the brand standing firm in the runner-up position.

And comparing where Geely is now to where it was a year ago, the difference is stark — a year ago, it was outside the top 5, with only 3.9% share. … So, it all looks certain that 2025 is the year that Geely will win its first medal. Congrats, you deserve it!

Wuling (5%, down from 5.2% in May) stayed in the 3rd spot, losing some distance over Tesla, which gained share (4.8% now vs. 4.6% in May) thanks to its June delivery peak.

This means that, for the first time since 2019, Tesla can’t reach the podium of the Chinese EV manufacturer table. Will this standing be replicated until the end of the year?

Elsewhere, #5 Li Auto (3.7%, down 0.1% in June) lost ground over rising #6 Leapmotor (3.7%, up from 3.6% in May), which should join the top 5 in July.

Auto Groups Selling the Most Electric Vehicles in China

Looking at OEMs/automotive groups/alliances, BYD is comfortably leading, with 29.4% share of the market, benefitting from positive performances from the namesake brand and Fangchengbao compensating for Yangwang’s debacle. (The high-end luxury brand was down by 83% YoY this year.)

#2 Geely is a distant runner-up, with 12.5% share, a significant 0.6% drop compared to the previous month. But with #3 Changan having just 6.7% share, Geely is safe in the runner-up position.

As for #4 SAIC, it continued to drop (5.8%, down 0.3%), with Wuling alone not being enough to sustain the Shanghai OEM’s share.

Tesla (4.8%, up 0.2% in June) remained in 5th, but Tesla’s 2024 3rd spot in the OEM ranking seems almost impossible to achieve, and it could even be the case that there will be no Tesla on any podium — models, brands, or OEMs — for the first time since 2019….

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