China accounted for 75% of global new energy passenger vehicle (NEPV) sales in October 2025, according to data released by the China Passenger Car Association (CPCA).
For the first ten months of the year, China’s global share stood at 68%, underscoring the country’s dominant position in the fast-growing electric vehicle sector.
From January to October 2025, global NEPV sales reached 17.36 million units, up 30% year-on-year. In October alone, global NEPV sales totaled 2.11 million units, representing a 17% increase from a year earlier but a 3% decline from September.
While China continued to expand its worldwide influence, the U.S. new energy vehicle market showed significant weakness. For the first ten months of 2025, U.S. NEPV sales reached 1.4 million units, growing just 10% year-on-year—far below the global average.
In October, U.S. sales fell sharply to 93,000 units, down 32% year-on-year and 51% month-on-month. The CPCA attributed the decline to high tariffs and price increases resulting from the removal of certain subsidies.
Chinese independent-brand NEPVs also continued to gain traction in global markets. In October, their overseas market share rose to 17.7%, up three percentage points month-on-month.
Driven by strong export performance—and a sharp contraction in the U.S. market—Chinese brands increased their overseas NEPV market share from 8.7% in 2024 to 13.8% in the first ten months of 2025.
Analysts say China’s growing cost advantage, maturing supply chain, and aggressive overseas expansion strategies continue to reshape the global EV landscape, positioning Chinese automakers as increasingly influential players.
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