China’s Top 10 NEV SUVs in Dec 2025: Tesla Model Y Holds Lead as NIO ES8 Debuts
December 2025 saw significant changes in China’s new-energy SUV market, with Tesla and Xiaomi leading.
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December 2025 saw significant changes in China’s new-energy SUV market, with Tesla and Xiaomi leading.
The pace of vehicle OTA updates accelerated significantly in 2025, with the cumulative number of updated functions rising 36.7% YoY.
China’s auto exports surged 73% YoY to 990,000 units in December 2025, bringing the annual total to 8.32 million units with a 30% increase.
In 2025, ternary battery installation accounted for 144.1 GWh, while lithium iron phosphate batteries reached 625.3 GWh.
China’s pickup exports totaled 300,000 units in 2025, up 21% YoY, accounting for roughly 50% of total pickup sales.
China’s auto market cooled toward year-end, with December sales down 8% YoY, but full-year volumes still rose 9% to 34.4 million units, driven by exports and NEVs.
China’s lithium-ion battery shipments reached 1,888.6 GWh in 2025, up 55.5% YoY, an acceleration of 18.6 percentage points from the previous year, accounting for 82.8% of global shipments.
China’s NEV market in 2025 saw intense competition, particularly among joint venture automakers like Toyota and Nissan.
Among mainstream passenger cars with a starting price below RMB 300,000, models equipped with Urban NOA accounted for over 68.9% of sales.
In December 2025, China sold more than 1.3 million EVs, while full-year sales reached about 12.9 million units, up 17% year on year.