China 2025: Stagnant domestic demand – production driven by exports
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China 2025: Stagnant domestic demand – production driven by exports
- According to the China Association of Automobile carmakers (CAAM):
• The production volume of passenger cars in China was set at 30,269,903 units in 2025, compared to 27,476,886 in 2024, representing an increase of 10.2%.
• Global deliveries (production sold in China + exports) reached 30,103,140 units in 2025, compared to 27,562,989 in 2024, representing an increase of 9.2%.
• Exports from China amounted to 6,037,959 units in 2025 compared to 4,955,134 in 2024, thus increasing by more than one million units year on year (+21.9%).
- According to the China Passenger Car Association (CPCA), 23.26 million passenger vehicles were sold in China in 2025, compared to 23.37 million in 2024, representing a decrease of 0.5%. This decrease reflects both domestically produced vehicles and imports (estimated at 700,000 vehicles in 2024 and 400,000 in 2025). The increase in Chinese automobile production in 2025 is therefore the result of exports and stockpiling, and not a consequence of increased domestic demand.
- Of the 6,037,959 cars exported from China in 2025, four Chinese exporters stand out from their competitors : Chery (1.3 million cars exported in 2025), BYD (1 million units exported), SAIC (0.9 million units exported) and Geely (0.6 million units exported) accounted for 3.8 million units exported, or two-thirds of Chinese exports.
The VW Group has sold nearly 700,000 BEVs in Europe in 2025
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The VW Group has sold nearly 700,000 BEVs in Europe in 2025
- Of the nearly one million battery electric vehicles sold worldwide by the Volkswagen Group in 2025, almost 700,000 were sold in Europe (30 countries = EU + UK + Switzerland + Norway). The carmaker increased its sales there by 66% last year, rising from 417,000 units in 2024 to 693,000 in 2025. Within the VW Group, the Volkswagen brand is the leader in BEV sales, with 271,000 units in 2025 compared to 174,000 in 2024, ahead of Skoda (169,000 sales vs. 78,000), Audi (145,000 sales vs. 97,000), Cupra (78,000 sales vs. 46,000), and Porsche (30,000 sales vs. 22,000). The VW Group will hold 28.2% of the European BEV market in 2025, compared to 21.8% in 2024. This significant gain is attributable to the numerous BEV models integrated into the VW Group's range, some of which are very new (such as the Skoda Elroq ), and especially to the resurgence of the German BEV market last year (+43.2%), the market where the carmaker traditionally achieves the largest share of its sales, with 237,000 sales in 2025 compared to 134,000 in 2024. The VW Group thus holds 43.5% of the German BEV market (the largest European BEV market by volume), giving it a clear advantage at the European level. BEVs will therefore represent nearly 18% of VW's sales in Europe in 2025 (and just over 11% of its global sales).
- Its competitors in Europe are far behind, as Stellantis (in second position) will not reach 250,000 sales in 2025 and Tesla (in third position), in sharp decline, will not reach 230,000 sales.
- For their part, Chinese carmakers sold 281,000 BEVs last year, not counting Volvo (Geely 's Swedish subsidiary), compared to 170,000 in 2024, representing 11% of the European BEV market in 2025.
Beijing Motor Show Auto China 2026: Nissan
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Beijing Motor Show Auto China 2026: Nissan
Vehicle shown
- D-segment NX8 BEV and REEV SUV
- Vehicle designed and produced with Dongfeng
- Annual volumes that can be expected in China: between 50,000 and 80,000 units
Context
- Japanese automaker Nissan, which has been present in China since the early 2000s through its partnership with Dongfeng , has seen its sales gradually decline since 2019. Its production volume in China has fallen from 1,308,000 units in 2019 to 1,106,000 in 2021, 738,000 in 2023, and 629,000 in 2025 (a 52% decrease in six years). To try and revive its fortunes, Nissan is expected to unveil the new NX8 SUV at the 2026 Beijing Motor Show. This SUV, positioned in the most popular segment in the Chinese market, the D segment, officially launched this month and offers both electric (BEV) and range-extended electric (REEV) powertrain options. The NX8 is 4.87 m long, 1.92 m wide and 1.68 m high, with a wheelbase of 2.92 m. The NX8 is the third model in the N series that Dongfeng Nissan has introduced to the Chinese market, following the all-electric N7 sedan and the N6 plug-in hybrid sedan.
Beijing Motor Show Auto China 2026: XPeng
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Beijing Motor Show Auto China 2026: XPeng
Vehicle shown
- Xpeng GX: BEV SUV or E-segment REEV
- Vehicle designed in-house
- Annual volumes that can be expected in China: 20,000 units
Context
- Xpeng (5% owned by Volkswagen) sold nearly 430,000 cars worldwide in 2025, compared to 190,000 in 2024. It is one of the most dynamic Chinese carmakers. Its lineup, still under development, currently comprises seven different models. For the 2026 Beijing Motor Show, Xpeng is expected to unveil its new high-end SUV, the GX, whose styling departs from previous models and draws closer to the lines of the Range Rover, which it intends to compete with. Measuring 5.27 meters in length, the GX will be available as a fully electric vehicle or as a REEV (extended-range electric vehicle) based on a 1.5-liter engine.
Beijing Motor Show Auto China 2026: NIO
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Beijing Motor Show Auto China 2026: NIO
Vehicle shown
- NIO ES9: F-segment SUV / BEV
- Vehicle designed in-house
- Annual volumes that can be expected in China: less than 10,000 units
Context
- The Chinese carmaker NIO was founded in 2016, but its first commercially available model dates back to 2018. NIO designs, manufactures, and markets premium electric vehicles. NIO has also ventured into the battery market. NIO operates a battery swapping system with over 1,500 stations in China, enabling the rapid replacement of a depleted battery with a charged one, rather than recharging the vehicle at a charging station, which can take many hours. Despite this technological advantage, NIO has not managed to outsell its main competitors. The current lineup consists of seven different models. The NIO brand has been steadily progressing since 2018. Its production volume in China has increased from 11,348 units in 2018 to 20,565 in 2019, 43,728 in 2020, 91,429 in 2021, 122,486 in 2022, 160,038 in 2023, 221,970 in 2024, and 326,000 in 2025. The brand is expected to unveil its new large SUV, the ES9, at the 2026 Beijing Motor Show, which will crown the range of this carmaker specializing in electric vehicles. This is one of the many large SUVs recently offered by most Chinese carmakers, styled after the Range Rover. It is also equipped with rear-wheel steering technology, giving this large SUV the turning radius and agility of the Firefly EV, NIO's smallest model with a length of only 4.00 m.