Geely Xingyuan Takes Top Spot in China! — April 2025 Sales Report

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BEVs represented near a 3rd of the overall Chinese language automobile market in March.

April noticed the continuation of the by no means ending progress of the Chinese language EV market, with plugins scoring over 900,000 models in April (in a 1.8-million-unit general market). They grew over 30% YoY, a optimistic final result in a complete market that expanded 17% YoY.

Digging deeper into the numbers, BEVs had been the quickest rising expertise, going up by 38% to 559,000 models, or 62% of plugin gross sales, whereas PHEVs grew 26% YoY (28% share of plugins) and EREVs grew 33% (10%).

This pulls the year-to-date (YTD) tally to over 3.3 million models. So, we should always see plugins finish the yr properly above 10 million models. In China alone….

Share-wise, April noticed plugin autos reaching 52%! Full electrics (BEVs) alone accounted for 32% of the nation’s complete passenger auto gross sales.

This good lead to April saved the 2025 share at 48%. BEVs had been additionally secure on their very own, at 30%. Anticipate to see plugins at 50% and BEVs at round 33% on the finish of the primary half of the yr.

(Might China end the yr above 60%?)

Within the general ratingnot like in March, after they had simply two representatives, ICE fashions managed to have three spots within the prime 10, with the perfect positioned being the Nissan Lavida in seventh.

In a prime 10 with no Teslas, the shock is the the Geely Xingyuan’s rise into the management spots, with the small hatchback beating a drained BYD Music, down 36% YoY, and its by some means direct competitor, the #3 BYD Seagull.

Talking of drained fashions, it wasn’t unnoticed that the gross sales of the opposite bread and butter mannequin from BYD, the Qin Plus, are additionally falling laborious, with the sedan seeing its deliveries fall by 45% YoY.

Troubles in paradise? Or is that this only a case of an excessive amount of inner competitors? True, on one hand it’s good that BYD has an entire lineup, with aggressive fashions in each market phase, however however…. Does it want so many fashions? I imply, simply wanting on the midsize sedan market, it has 5 fashions enjoying there (Qin Plus — BEV & PHEVBYD Qin L — BEV & PHEVSeal 06 — BEV & PHEVthe common Seal BEV, and the brand new fleet pleasant e7 BEV), or six should you additionally rely the Seal 06 GT hatchback!

Couldn’t they trim this mish-mash of fashions right into a extra coherent lineup?

One thing like: e7 for fleets, Qin for PHEVs, and Seal 06 for BEVs… with the Seal 06 GT as a hatchback by-product. The Dynasty lineup would imply PHEVs and a extra conservative design, whereas the Ocean lineup can be BEV solely and a extra streamlined design.

This fashion folks would know what every mannequin stands for. And it will additionally make life simpler for the folks doing experiences on BYD…. In any case, they’d solely have to report on 40 fashions, as a substitute of 400…. Finish of rant.

Apparently, there have been representatives from 4 totally different manufacturers within the prime 5. A very good signal of variety for the longer term?

the perfect sellers in a number of measurement classesall however the C phase (compact automobiles) have plugins main the way in which. In truth, the C phase noticed a 100% ICE podium, a rarity nowadays.

In all different classes, they had been both absent or the minority. It is a recurring matter, as plainly the C phase is the toughest of all to transform into EVs. Trying on the brilliant facet of this, it implies that fashions just like the Xpeng Mona M03, BYD Sealion 05, and Geely Galaxy E5 have loads of room to develop….

The most important shock was the 100% BYD podium within the midsize class, a feat in itself. BYD alone has 10 midsize fashions in its lineup.

One other matter to focus on is the domination that the Geely Xingyuan and Xiaomi SU7 are having of their respective classes, with the small hatchback and the sports activities sedan greater than doubling the gross sales of their class runner-up fashions.

Right here’s extra data and commentary on April’s prime promoting electrical fashions:

#1 — Geely Geome Xingyuan

A BYD Dolphin for BYD Seagull cash. This was the method that lastly made a Geely mannequin beat the BYD competitors. In addition to the remainder of the competitors. And this April, it even allowed it to win the perfect sellers trophy in China. Moreover the killer value, all of the assist that comes from a number one OEM like Geely doesn’t damage, in addition to a rounded, wise design — someplace between a Wuling Bingo and a Good #3. Beginning with an 80,000 CNY (+/-$11,000) value, the customer will get a 30 kWh LFP battery from CATL, which is nothing to write down dwelling about till you realise that its value locations it nearer to the BYD Seagull (70,000 CNY for the 30 kWh model) than the BYD Dolphin (100,000 CNY). In April, the Geely mannequin hit 36,119 registrations, its fourth report rating in a row. Exports? Absolutely that’s within the playing cards. However first they might want to end the manufacturing ramp-up with the intention to fulfill its inner market.

#2 — Music World (Bev+Phev)

BYD’s midsize SUV misplaced its finest vendor standing once more, scoring 34,931 registrationsa steep 36% drop YoY. It appears the veteran mannequin (six years is an eternity in China) is near its expiration date in its home automotive market, so whereas the 2025 Greatest Vendor title remains to be a robust chance, 2026 ought to see it move the ceptre to a distinct mannequin. A aggressive value can solely get you to this point, and with an more and more aggressive market, BYD’s midsize SUV will want a major enchancment if it desires to proceed clocking 40,000–50,000 gross sales/month, a essential threshold to proceed main the cutthroat Chinese language auto market.

#3 — BYD Seagull

Issues proceed to go properly for the hatchback mannequin, with the small EV securing one other podium presence due to 34,005 registrationsan 18% enchancment YoY. With a part of manufacturing now being diverted to export markets (and the mannequin about to land in Europe within the coming weeks), it appears demand for the little Lambo is now at cruising pace in China. The perky EV is now podium worthy. Even with its consideration now diverted to different geographies, like Latin America, Asia-Pacific, and Europe, anticipate the little BYD to proceed being a part of the BYD pack that populates the Chinese language prime 10.

#4 — Wuling Mini EV

The 2021 finest promoting EV in China is again in type, due to a refresh, and above all, a new 5-door version. This allowed the small metropolis automobile to succeed in 28,990 registrations in April, greater than doubling its end result YoY. So, it appears the tiny EV is again to its good previous dayswhich makes you marvel … is 2025 the yr that the Mini EV will win its second finest vendor trophy? With the BYD Music uninterested in profitable, the Tesla Mannequin Y affected by a number of issues, the BYD Seagull with its consideration break up between its dwelling market and abroad markets, and the Xiaomi SU7 quickly affected by the inner competitors of its YU7 crossover sibling, solely the Geely Xingyuan may stand in the way in which for the tiny EV to win its second title. With the worth of the 5-door model beginning at 45,000 CNY ($6,200), it continues to be one of many least expensive in its class. And this time it’s not too naked bones, because it has a 16 kWh LFP battery, helps DC charging, and contains stuff like air con and distant management by way of cell phone.

#5 — Xiaomi SU7

The poster youngster of the Chinese language EV market joined the highest 5 in April, due to 28,585 registrations final month, or thrice as many as the identical month final yr. That implies that it was the perfect promoting sedan in China, all powertrains counted. With a Porsche Taycan–like design, however for Tesla Mannequin 3 cash, the one-year-old EV success permits it to nonetheless maintain a ready listing exceeding 6 months, one thing that its extra direct opponents can solely dream of. However — the SU7 remains to be the make’s warning shot, because the upcoming YU7 crossover is predicted to be the goose that lays the golden eggs, benefitting from the extra widespread crossover physique in the identical manner because the Tesla Mannequin Y is a a lot greater vendor than the Mannequin 3, or the VW ID.4 outsells the ID.3.

the remainder of the perfect vendor desk, the spotlight is the BYD Sealion 05, becoming a member of the desk for the primary time at #14, due to a report 12,305 gross sales. The brand new compact crossover may presumably grow to be the subsequent chief within the compact class. And plugins actually want a gross sales champ in that class, with the intention to finish the ICE domination within the compact class.

One other sedan liftback to shine was Xpeng’s Mona M03. Due to 16,593 registrations, it has overwhelmed its private finest for the second month in a row. Contemplating the present weak point of the EV workforce within the C-class class, I’m rooting for the startup mannequin to rise even additional within the charts, in order that we are able to take away these pesky ICE fashions from the compact class management platform. Will it have the ability to run at 20,000 models per thirty days?

Regardless of now having to cope with the touchdown of its extremely anticipated successor, the BYD Han L, the one with 1,000 hp and megawatt-scale chargingthe veteran BYD Han (launched all the way in which again in … 2020) nonetheless managed to finish the month at #17. It was the second finest promoting full measurement mannequin, solely behind the Xiaomi SU7 celebrity. With the Han L touchdown with a major 3,505 registrations in April, how will BYD deal with these two? Will they coexist, to the Music vs. Music L? Or will the brand new era absolutely exchange the older one?

Talking of touchdown months, outdoors the highest 20, we had a couple of vital fashions debuting in April. Moreover the aforementioned BYD Han L, its SUV sibling, the Tang L, additionally began its profession, with a robust 5,229 registrations. Nonetheless within the BYD Galaxy, the Fangchengbao Tai 3 compact SUV additionally landed in April, with 3,048 models, offering a lot wanted quantity for BYD’s specialist focussed model.

Elsewhere, we must also spotlight the touchdown of the Avatr 06 midsize sedan, with a major 4,965 models. This might be a very good signal for Changan’s premium model, which has been struggling to seek out success with its present mannequin lineup.

As for present fashions, the Xpeng G6 had its finest month in China since December 2023, due to a current refresh. It scored 5,485 deliveries. Humorous sufficient, whereas the midsize crossover is the startup’s star participant in Europe, in its home market, it performs second fiddle to the present key gamers, the Mona M03 and P7+. Come on Xpeng, don’t be stingy — ship these two over to Europe.

Lastly, a point out goes out to the Denza N9. The total measurement SUV is already exhibiting up on the radar, scoring 5,018 deliveries in solely its second month available on the market.

The 20 Greatest Promoting Electrical Autos in China — January–April 2024

Trying on the 2025 rating, this time there’s actually not a lot to say. The main BYD Music is forward of the competitors, adopted by the Geely Xingyuan and Wuling Mini EV.

The large occasion of the month was a very dangerous month for the Tesla Mannequin Y. With fewer than 20,000 deliveries in April, it was down 24% YoY, main it to lose two positions within the YTD desk. Ultimately, it fell to sixth.

Nonetheless, it’s doable that June would possibly pull it again to third, however contemplating the chances, I might say that 2025 might be the primary yr since 2019 that we received’t see any Tesla on the Chinese language podium on the finish of the yr.

Humorous sufficient, the Tesla Mannequin 3 managed to maintain its place in ninth, even when the 4 fast fashions behind it are fewer than 1,000 models behind.

Within the second half of the desk, there was simply minor motion, with the Geely Panda Mini climbing one place to #12.

Keep tuned. Subsequent up, we’ll report on the highest promoting EV manufacturers and auto teams.