Overview
- Global electric vehicle sales surpassed 2 million in September 2025, a new monthly peak reported by Rho Motion.
- China sold 1.604 million new energy vehicles in September, lifting NEVs to 49.7% of new-car sales, according to CAAM data.
- The average price of a new energy passenger car in China fell to 158,000 yuan in September, the lowest in six years, with pure EVs seeing the steepest cuts, CPCA figures show.
- China produced 1,122 GWh of power and other batteries in January–September, including 151 GWh in September, as Chinese suppliers occupied all top‑10 global BESS slots and CATL led with a narrowing 22% share.
- Dongfeng said it built a self‑controlled solid‑state battery chain with 240 and 350 Wh/kg cells and test range beyond 1,000 km, as GM’s Mark Reuss said Western development timelines trail China’s 22–28 month cycles.