Tesla Model Y to lose to BYD Song in China in November 2025.
BYD Song led in November 2025 with 56,000 vehicles; Tesla Model Y reached 55,000. Wholesale EV sales totaled 1.706 million, retail sales 1.321 million; market penetration 59.3%, Tesla accounted for 5.5%.
BYD Song led electric vehicle sales in China in November 2025 with 56,000 units, while Tesla Model Y ranked second with 55,000 units. According to data released by the China Association of Automobile Manufacturers on December 8th, wholesale electric vehicle sales in November reached 1.706 million units, up 18.7% year-on-year and 5.8% month-on-month; retail sales reached 1.321 million units, up 4.2% year-on-year and 3.0% month-on-month.
Market ranking and size as of November 2025
Electric vehicles occupied 9 of the top 10 best-selling car models in November. Notably, the Xiaomi YU7, with sales exceeding 33,000 units, made its first appearance in the top 10, marking the debut of Xiaomi's first SUV on this list.
| Target | Value | Compared to the same period | Compared to last month |
|---|---|---|---|
| Wholesale electric vehicles | 1.706 million units | +18.7% | +5.8% |
| Electric vehicle retail | 1.321 million units | +4.2% | +3.0% |
| Electric vehicle penetration rate (retail) | 59.3% | +7 percentage points | — |
Top car models of November
| Car model | November sales figures |
|---|---|
| BYD Song | 56,000 |
| Tesla Model Y | 55,000 |
| Xiaomi YU7 | over 33,000 |
Brand segment penetration level
Electric vehicle penetration in China's total retail car sales in November reached 59.3%, a 7 percentage point increase year-on-year. By brand group:
| Brand group | Penetration rate |
|---|---|
| Inland | 79.6% |
| Luxury cars | 38.8% |
| Main joint venture | 8% |
Electric vehicle retail market share structure in November
In terms of retail market share, domestic brands hold a large proportion, but emerging brands recorded a significant year-on-year increase, while Tesla and joint ventures saw a slight decrease compared to the same period.
| Group | Market share | Changes compared to last year |
|---|---|---|
| Domestic brand | 67.5% | -5.9% |
| Main joint venture brand | 3.2% | -0.14% |
| Emerging brands (Xiaopeng, Leap Motor, Xiaomi) | 22.1% | +5.9% |
| Renault | 5.5% | -0.3% |
Quick observations
- BYD Song retains the top spot by model, surpassing Tesla Model Y in November 2025.
- Nine out of ten best-selling models are electric vehicles, reflecting a high level of adoption of electrification.
- Electric vehicle penetration reached 59.3% in retail; domestic markets led in penetration with 79.6%.
- The market share of emerging brands (Xiaopeng, Leap Motor, Xiaomi) increased to 22.1%, while Tesla remained at 5.5%.
The above figures are based on information released by the China Association of Automobile Manufacturers on December 8th.