Overview
- JATO data show battery‑electric registrations in Europe rose 27% in August to a 20.2% share, with plug‑in hybrids up 59% and Chinese brands selling over 43,500 vehicles to surpass Audi and Renault for the month.
- DataForce figures indicate Europe’s EV sales grew about 26% in the first eight months of 2025, even as Tesla’s Model Y and Model 3 posted year‑to‑date declines of roughly 34% and 29% respectively.
- Tesla’s China insured registrations reached about 17.3k units for the week of September 15–21, up 12.7% week over week, with the new six‑seat Model Y L contributing to demand and current orders guiding deliveries into November; local media also report consumer lawsuits over FSD (Supervised).
- Deutsche Bank projects roughly 72,000 Tesla China deliveries in September, about 27% above August, with first‑three‑week insurance registrations totaling around 46,950 units.
- Nio Group’s expansion continues, with Onvo reaffirming an October production target of 15,000 L90 SUVs and Deutsche Bank estimating about 35,000 group deliveries in September across Nio, Onvo, and Firefly.