China records another monthly drop in November car sales

China’s car market drops in November

China’s car sales fell 8.5% in November, marking the largest drop in ten months, according to Reuters. This decline follows a smaller 0.8% drop in October, marking a rare double-month slump in what is typically a strong period.

The slowdown is tied to the fading boost from government-subsidized purchases that encouraged consumers to buy vehicles earlier in the year. Car sales in November reached 2.24 million units, demonstrating the market’s unexpected weakness.

New energy vehicles dominate sales

Electric vehicles and plug-in hybrids accounted for 58.9% of total car sales in November, reflecting strong consumer interest in clean energy options. Official data show subsidized vehicle trade-ins exceeded 11.2 million in the first 11 months of 2025, with incentives skewing demand toward EVs and plug-in hybrids.

The growing share of NEV sales indicates that Chinese buyers are increasingly shifting away from traditional gasoline-powered cars. November’s numbers align with government efforts to support the adoption of sustainable vehicles.

Geely Galaxy hits record sales

Geely Galaxy delivered a record 132,652 units in November, marking impressive growth compared to previous months. This represents a 76% increase compared to last year and a 4% rise from October.

The strong sales reflect Geely’s expanding EV lineup and growing consumer demand. The brand is approaching the milestone of one million BEVs sold this year, signaling strong market momentum.

Gasoline car sales slump

Sales of gasoline vehicles declined sharply in November, as trade-in support was reduced or paused in parts of the country, and buyers accelerated their purchases earlier in the year. Many consumers postponed buying gasoline cars earlier in the year due to incentives that provided up to 20,000 yuan.

The drop highlights the dependence of gasoline vehicle sales on government support programs. Reduced subsidies have led to a notable decline in demand during a typically strong year-end period.

BYD sales face competition

BYD’s sales dropped for a third consecutive month despite strong export growth.

BYD reported approximately 480,000 new-energy vehicle sales in November, while overseas shipments totaled around 131,900 units, underscoring the growing importance of exports as domestic competition intensifies.

Wuling and Baojun continue growth

Wuling and Baojun sold 118,729 units in November, representing a 30% increase over the same period last year. The Wuling Hongguang model alone contributed 56,756 units, representing a 63% year-over-year increase.

This demonstrates the continued popularity of affordable, small EVs in China’s domestic market. Although monthly fluctuations occur, the overall trend shows steady long-term growth for these brands.

Leapmotor sets new record

Leapmotor delivered 70,327 units in November, representing a 75% increase from the same period last year. The brand expects the upcoming models, Lafa 5, A10, and D19, to further boost sales in the months ahead.

Leapmotor has already achieved its annual sales target, allowing it to focus on innovations. The company’s profitability strengthens confidence among investors and stakeholders.

Qiyuan achieves milestone

Qiyuan delivered 46,909 units in November, representing a 31% year-over-year increase. The new Q05 and A06 models have driven much of this growth, especially in the semi-premium segment.

This performance indicates growing consumer interest in premium EVs across China. Qiyuan’s strong sales are helping the brand establish new benchmarks in the competitive NEV market.

Xiaomi shows strong EV growth

Xiaomi delivered more than 40,000 EVs in November, matching October’s figure. Xiaomi said that November deliveries again exceeded 40,000 units, marking a third consecutive month above that level, and the company has stated that it has already met its full-year delivery target of 350,000 units.

Despite only having two models and a hypercar, Xiaomi’s success demonstrates the competitiveness of new EV entrants in China. The brand continues expanding its market presence at a rapid pace.

Zeekr breaks records

Zeekr sold 28,843 units in November, a 35% increase from October. This surpassed the brand’s previous record from last December, demonstrating consistent monthly momentum.

Exports are contributing to Zeekr’s growth, with strong demand for the 7X SUV being shown in Australia and Europe. The brand is gaining a reputation for stylish, fast-charging electric vehicles.

Lynk & Co sales rise

Lynk & Co delivered 26,303 NEVs in November, a 31% increase year-on-year. NEVs now make up 75% of the brand’s total sales, reflecting a significant shift to clean energy vehicles, according to Inside China Auto.

The second-best monthly performance demonstrates consistent growth and market stability. The brand continues to benefit from momentum within its parent company, Zeekr.

Arcfox achieves record month

Arcfox delivered 25,394 units in November, representing a 128% increase compared to the same month last year. The T1 small SUV was a major contributor to this record-breaking month.

Affordable 800-volt models have strengthened the brand’s position in the NEV market. Sustaining this growth will be crucial to remaining competitive against other EV manufacturers.

Tesla is focusing on its China partners as supply chain pressures increase. This shows the importance of strong local collaborations.

Voyah and NIO show growth

Voyah sold 20,005 units in November, representing an 84% increase from the same period last year, driven by strong demand for the Passion L and Taishan SUV models. This record performance highlights Voyah’s rise as a serious mid-market EV competitor.

NIO Inc. delivered 36,275 vehicles in November. That total included 18,393 units from the NIO brand, as well as additional volume from ONVO and Firefly. The company expects Q4 to improve profitability, focusing on bottom-end models, such as the ET5 and EC6, to sustain the recovery.

China’s move from diesel to electric trucks could reshape global fuel demand. This shows how EV adoption impacts energy markets.

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This slideshow was created with the assistance of AI and human input.