More than half of China’s new vehicle sales are plugin vehicle sales — 54% across the first 11 months of 2025 (33% BEVs alone). It seems like a blink of an eye from China crossing 20% plugin vehicle sales to crossing 50% plugin vehicle sales. The country just flew from … [continued]
BEVs represented 37% of the total Chinese car market in November. We saw plugins score another million-plus sales in November (1.3 million plugins in a 2.2-million-unit overall market, down 8% YoY), but growth has been slowing down, with November showing only a 4% increase over November 2025. Digging deeper into … [continued]
BEVs represented 36% the total Chinese car market in October. We saw plugins score another million-plus sales in September (1.3 million plugins, in a 2.2-million-unit overall market, down 1% YoY), but growth has been slowing down, with October showing only a 7% increase over October 2025. Digging deeper into the … [continued]
BEVs had a record month and represented 37% the total Chinese car market in September. We saw plugins score another million-plus sales in September (1.3 million plugins, in a 2.2-million-unit overall market, up 6% YoY), but growth has been slowing down, with September showing a 16% increase over September 2024. … [continued]
BEVs represented over a third of the total Chinese car market in August. We saw plugins score another million-plus sales in August (in a 2-million-unit overall market, up 5% YoY), but growth has been slowing down, with August showing just an 8% increase over August 2024. Digging deeper into the … [continued]
The other day, I shared a great chart reader Mike Shurtleff shared with us and wrote an article about it. The article was “Vehicle Sales Growth Since 2020 Is Entirely From Electric Cars,” and the chart came from Our World In Data. It’s a fascinating one that I highly recommend … [continued]
The United States is not exactly a world leader in electric vehicles, as we know by now. More than half of new car sales in China are plugin electric cars (full electrics or plugin hybrids), and 27% of new car sales in Europe are plugin electric cars. In the US, … [continued]
Overall, BYD’s sales are driven by product. New product is taking over while older product falls back. While Black PR has likely had some temporary effect, strong product tends to overcome it in the long term. Last year, BYD had stronger PHEV product introductions and sales. This year, BEV has had stronger product introductions and sales. It is hard to be sure what next year will bring. More effort might go to product for outside markets, with growth shifting accordingly. But with over 120,000 R&D engineers and more EV intellectual property than anyone, I would bet that the long-term “peak” is a far down the road.
BEVs represented over a third of the total Chinese car market in July. July saw the continuation of the never ending growth of the Chinese EV market, with plugins scoring close to a million sales in July (in a 1.8-million-unit overall market, up 6% YoY). But this time there are … [continued]
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 … [continued]
