BEV sales grow in China in August, everything else drops – including Tesla — SkimNews
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- China’s overall retail car market contracted 23.6% year over year in August, extending year-over-year declines every month in 2025 so far.
- Pure battery-electric vehicles posted the only powertrain gain, rising 0.8%, while plug-in hybrids fell 29.6%, extended-range EVs dropped 22.2%, and fossil-powered vehicles declined 40%.
- New energy vehicles collectively fell 10.1%, but their market share climbed to 65.2% from 55.2% as non-NEV sales dropped more sharply.
- Chinese NEV exports surged 154.7% in August and accounted for 58.4% of all Chinese car exports.
- Tesla recorded a third consecutive monthly sales decline in China, with domestic sales down 12.4%, while exports from its Shanghai factory rose 38.7%.
- BYD maintained the domestic NEV lead with 233,000 retail deliveries, ahead of Geely’s 110,000; Tesla ranked sixth with 50,000.
Why it matters: For Chinese EV makers, exports supplied the strongest growth: NEV exports rose 154.7% in August and represented 58.4% of all Chinese car exports. Tesla was a counterpoint, with China sales down 12.4% while exports from Shanghai rose 38.7%.
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