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VW Group Slips in 2025 Deliveries as Cupra Surpasses Seat and EV Push Accelerates for 2026

Chinese competition and U.S. tariffs dragged results, prompting a larger 2026 electric rollout.

Overview

  • Volkswagen Group deliveries fell 0.5% in 2025 to nearly 9 million vehicles, with China down 8% to 2.69 million and North America down 10.4% to 946,800, while Europe grew 3.8%.
  • The Volkswagen brand delivered 4.73 million vehicles and 382,000 ID battery‑electric cars, and it plans an expanded 2026 lineup including more than ten China‑specific EVs plus the ID. Polo and the production ID. Cross.
  • Seat and Cupra posted a record 586,300 deliveries, with Cupra up 33% to 328,800 and overtaking Seat, whose sales fell 17% to 257,400; BEVs made up about 24.2% of Cupra sales.
  • Martorell built about 470,347 vehicles in 2025, opened a new battery‑assembly plant, and is set to start producing the Group’s urban EVs in 2026, including the Cupra Raval and Volkswagen ID. Polo.
  • In Spain’s BEV market, Chinese brands exceeded 20% share as Tesla and BYD led the rankings, public chargers reached roughly 50,000 points, and Mercedes‑Benz set a national sales record with 50,778 registrations, including more than 20,000 electrified vehicles.