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China’s EV Market Continues Rapid Growth in Week 30 of 2025
China’s electric vehicle (EV) sector saw robust growth in the fourth week of July 2025, signaling the market’s dynamic momentum as automakers intensify their end-of-month sales efforts. Industry leaders like BYD, Tesla, Xpeng, and Nio have set the pace, each posting notable increases in EV registrations compared to the previous week.
Key Highlights from China EV Registrations, Week 30 (July 21-27, 2025)
The period under review witnessed strong upswings for many brands:
- BYD led with 58,810 registrations, up 14.4% week-on-week, although marking a 16.7% decrease year-on-year from 70,600 units. BYD remains the clear front-runner, registering 214,560 vehicles in the first four weeks of July.
- Tesla recorded 10,650 registrations, a 7.6% growth from the prior week, though down 21% year-on-year. The Model Y SUV continued its dominance with 7,950 units, while the Model 3 reached 2,700 units.
- Xpeng achieved impressive momentum, registering 8,400 vehicles—a 25% weekly jump and a massive 250% year-on-year surge, thanks in part to strategic partnerships like Volkswagen’s support. Xpeng logged 27,370 registrations in July so far.
- Nio saw numbers climb 30% week-on-week to 3,245 vehicles. However, it still represents a 50% drop from the previous year due to internal brand competition, particularly from Nio’s Onvo sub-brand.
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Market Shifts and Brand Rivalries
Several brands posted solid increases amid intensified competition and strategic market positioning:
- Leapmotor reported 8,700 units—up 6.1% weekly, and 85% higher year-on-year, showcasing the firm’s steady market ascension.
- Huawei’s Aito expanded its lead with 10,500 registrations, rising 10.5% week-on-week and maintaining strong market traction.
- Li Auto logged 7,400 registrations, up nearly 6% from the prior week but down sharply by 42% compared to last year—a reflection of evolving market competition.
- Xiaomi’s push continues, with 7,500 vehicles registered and a strong 92% year-on-year increase as its SU7 sedan and YU7 SUV gain traction.
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Emerging and Niche Players
Other notable registrants include:
- Fang Cheng Bao: 3,130 units (+11.8% weekly); 11,960 for July
- Denza: 2,290 units (+9.0% weekly); 8,520 for July
- Yangwang: 90 units
- Deepal: 4,300 units (+13.2% weekly); 16,050 for July
- Zeekr: 3,300 units (+10% weekly); 12,630 for July
- Avatr: 1,900 units
- Nio ET9 (luxury sedan): 45 units, continuing to position itself as a Maybach alternative for EV enthusiasts.
Analysis: Market Performance and Trends
Market analysts use China’s EV registration data as a leading indicator of brand sales strength. These registrations reveal actual vehicles delivered to customers, unlike self-reported sales that may include demo or showroom models. As monthly sales figures become increasingly scrutinized, registration data offers a clearer picture of market performance.
Several key trends emerged in week 30:
- End-of-month sales drives spurred almost all automakers’ volumes upward.
- Aito is solidifying its distance over Li Auto, hinting at shifting consumer preferences amid fierce competition for market share.
- Leapmotor’s stable growth signals sustained customer demand for value-driven EVs in China.
- Brand overlap within groups (like Onvo within Nio) is impacting top-level performance, reflecting the complex nature of China’s multi-brand strategy.
- Xpeng’s extraordinary 250% year-on-year growth is a testament to innovative product launches and solid partnerships.
Industry Context: Regulatory and Reporting Changes
The Chinese EV sector faces evolving transparency regulations. Since March 2025, Li Auto and most automakers have stopped publishing weekly brand sales due to guidance from the China Association of Automobile Manufacturers (CAAM), which believes frequent data releases can disrupt industry order and spark unhealthy competition. Now, most available data focuses on insurance registrations and brand-level NEV (New Energy Vehicle) statistics, which cover battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), range-extended EVs (EREVs), and, rarely, hydrogen fuel cell vehicles (FCEVs).
Design, Performance & Market Positioning
China’s top EVs reflect cutting-edge advancements in both design and technology. BYD continues to set the standard in affordable yet high-performance models, such as the Qin and Han series. Tesla dominates with its Model Y, praised for sleek styling and global leadership in electric drivetrain efficiency. Xpeng leverages smart cockpit systems and robust ADAS, while Nio’s portfolio caters to both luxury and mainstream segments, pushing innovative battery swapping capabilities and the flagship ET9 sedan as a Maybach competitor.
Comparisons and Competitive Landscape
Market rivalry is intensifying as newcomers like Xiaomi and Avatr rapidly scale up, leveraging smart ecosystems and consumer electronics synergies. Meanwhile, established brands such as Denza (backed by BYD and Mercedes-Benz) focus on premium EVs, and Zeekr (under Geely Group) targets urban luxury buyers. Each brand is carving out specific market niches using advanced battery chemistry, connected car tech, and unique customer experiences to capture share in the world’s most dynamic EV market.
Conclusion: Navigating the Future of Electric Mobility in China
China’s week 30 registration figures underscore a highly competitive, fast-evolving electric vehicle landscape. With BYD maintaining its lead, Tesla holding strong, and innovative brands like Xpeng, Leapmotor, and Xiaomi surging, consumers benefit from a remarkable blend of choice, performance, and cutting-edge technology. As new models launch and regulations adapt, the coming months will be decisive in determining which automakers will dominate China’s future of electric mobility.
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