Overview
- Auto analyst Ferdinand Dudenhöffer estimates China will produce about 7.9 million battery‑electric cars in 2025 after 6.52 million were built through September.
- BEV output in the first nine months rose 45% year over year to a 31% share of 20.8 million total vehicles, outpacing global BEV sales growth of 36% cited by PwC.
- BYD led China’s BEV production with roughly 1.58 million units to September, followed by Geely at 836,000 and Tesla at 603,000.
- Tesla’s Shanghai plant accounted for 49% of the company’s global production through September, underscoring China’s central role in EV manufacturing.
- Dudenhöffer expects growth to continue into 2026 and notes that VW and Audi plan China‑specific EVs in 2026, as supplier and battery capacity in China keep more value creation there and intensify challenges for German automakers.