China’s new energy vehicle (NEV) market continues its impressive ascent. November 2025 delivery figures from domestic manufacturers paint a picture of both established players maintaining their strong performance and agile startups making significant inroads. This early data spotlights the brands defining the electric landscape, showcasing how a blend of seasoned automakers and innovative newcomers are collectively shaping the nation’s electrified future.
BYD Leads the Charge with Record-Breaking Sales
BYD once again asserted its dominance, delivering approximately 480,186 NEVs in November, though this did represent a slight 5.25% year-on-year dip. Diving into the numbers reveals 237,540 battery-electric passenger vehicles, a robust 19.93% increase, alongside 237,380 plug-in hybrid vehicles, which saw a 22.41% decrease. The brand’s impressive portfolio contributed to these figures, with 423,558 units from the Ocean & Dynasty series, 37,405 from FCB, 13,255 from Denza, and 703 from the high-tech Yangwang line. Not just a domestic powerhouse, BYD also set a new record for overseas NEV sales, exceeding 130,000 units. With these results, BYD’s cumulative NEV sales have now soared past 14.7 million units, cementing its position as China’s leading NEV manufacturer.
Top 10 Chinese NEV November Sales Snapshot
| Rank | Carmaker / Brand | November NEV Sales |
|:—–|:————————————–|:——————-|
| 1 | BYD (Ocean & Dynasty, FCB, Denza, Yangwang) | 480,186 |
| 2 | SAIC | 149,900 |
| 3 | Geely (includes Geely Galaxy) | 132,652 |
| 4 | Changan | 125,000 |
| 5 | Chery | 116,794 |
| 6 | HIMA (Harmony Intelligent Mobility Alliance) | 81,864 |
| 7 | Leapmotor | 70,327 |
| 8 | Zeekr (inc. Lynk & Co) | 55,146 |
| 9 | Great Wall Motor | 40,100 |
| 10 | Xiaomi | >40,000 |
Note: Xiaomi Auto’s figure is rounded (>40,000), so its exact ranking could shift.
SAIC and Geely Show Diverse Strength
SAIC Group reported a strong November with 149,900 NEV sales, driven by impressive performances across its varied sub-brands. IM Motors, for example, achieved 13,577 units, marking its third consecutive month topping 10,000 deliveries. SAIC Passenger Vehicle added 42,000 NEV sales, boosted by the updated MG4 Anxin Edition. SAIC Maxus pushed past 8,000 NEVs, and SAIC-GM contributed a solid 11,000 NEV sales. Meanwhile, Geely NEV, which includes the successful Galaxy series but separates out Zeekr and Lynk & Co, recorded 132,661 units. This highlights the combined power of Geely’s expansive plug-in hybrid and fully electric offerings. The Galaxy series, in particular, remains a pivotal force in Geely’s NEV expansion, demonstrating both calculated electrification moves and robust consumer interest.
Changan and Chery Maintain Momentum
Changan Auto announced 125,000 NEV sales, a 23% increase, marking its third straight month exceeding the 100,000-unit threshold. Within the group, Deepal delivered 33,060 units, and Changan Qiyuan reached 46,909 units. Chery Group also revealed compelling November 2025 sales data: the group sold 272,536 vehicles overall, with NEV sales hitting 116,794 units. This is a remarkable 50.1% year-on-year jump and a new monthly record, extending its consecutive monthly increases to four. Chery’s global ambitions are also clear, with exports totaling 136,728 vehicles, up 30.3% year-on-year. This marks the seventh month in a row that Chery’s monthly exports have surpassed 100,000 units, keeping the group at the forefront of China’s auto export rankings.
Startups and Other Key Players Show Significant Growth
November’s figures reinforce the sustained growth across both established and emerging NEV brands. Startups like HIMA and Leapmotor are aggressively scaling up their production and delivery capabilities. HIMA, or the Harmony Intelligent Mobility Alliance, reported 81,864 deliveries in November, an impressive 89.61% year-on-year increase and a new monthly record for the brand. Leapmotor also celebrated a record month, delivering 70,327 vehicles, reflecting a year-on-year increase of over 75% and maintaining nine months of consistent growth. Separately, Zeekr and Lynk & Co cumulatively delivered 55,146 NEVs: Zeekr accounted for 28,843 units, while Lynk & Co contributed 26,303 NEV units. Great Wall Motor posted 40,100 NEV sales in November, an 11.43% year-on-year rise. They also hit a new high of 57,300 overseas sales, underlining improving international market performance.
Diversification and Market Penetration
Xiaomi Auto continues to impress with over 40,000 vehicle deliveries, fostering its growth in the mass-market EV sector and expanding its national service and retail network. The brand now boasts coverage in 131 cities, with 441 stores and 249 service points. In November 2025, XPeng delivered 36,728 vehicles, marking a 19% year-on-year increase, while GAC Aion saw 36,288 NEV sales. Nio followed closely with 36,275 deliveries, a substantial 76.3% rise year over year. FAW reported 35,500 NEV sales, boosting the group’s domestic electrified lineup. Li Auto contributed 33,181 units, solidifying its position as a key player in the extended-range and premium electrified SUV segments. BAIC delivered 32,328 NEVs, its second consecutive month above 30,000 units, representing a 113% year-on-year increase. Finally, Voyah added 20,005 vehicles, providing consistent volume in the premium NEV market. These November figures, combined with the results from BYD, SAIC, and other major manufacturers, deliver a comprehensive look at NEV sales distribution across China’s dynamic automotive industry, highlighting the rapid evolution of the market.
