Since 2009, the Chinese automotive market has been the largest in the world, with China also being the main driver of electrification in the sector, as evidenced month after month by the figures related to new car sales in that country. In November, yet another record was set for new car sales powered by electric or plug-in hybrid engines (a sector of the market in those parts referred to as New Energies, or NEV).
According to the China Association of Automobile Manufacturers, in November alone, among new cars registered in the country and exported, no less than 1.823 million vehicles were sold, 108,000 more than in October (an increase of 6.3%). And this increase in demand, compared to the same month of the previous year, is even more significant: 20.6%. Another important figure: considering that 3.43 million vehicles were sold in the same period, electric and plug-in hybrid vehicles recorded a record share of 53.2%.
However, in China, in the realm of automobiles, the numbers from the industry and the market continue to impress. This is further evidenced by the 260% increase in exports, comparing November 2024 with November 2025. The growth rate of demand in the domestic market was much more moderate, not exceeding 6.5%, or 4.3% when taking October as a reference point. Still, never before have so many NEVs been sold in a single month in the country.
Models equipped with 100% electric drivetrains, for the third consecutive month, surpassed the milestone of one million units sold, with 1.17 million, an increase of 28.9% compared to November of last year (and an increase of 5.5% compared to October of this year). Plug-in hybrids (this classification also includes models equipped with range-extending technologies) also recorded an increase in demand, exceeding 650,000 units, which represented a growth of 7.9% compared to the same month in 2024 (in comparison with last October, a progress of 7.8%).
