BYD monthly sales tumble for the first time in 2025, reinforcing slowdown concerns

Hugzhou, China – September 21, 2025 – The audience is following a new energy tool under the BYD on a car show in China on 21 September 2025.
Cfoto | Future Publishing | Getty Images
China’s electric vehicle Behemoth Byd, with another mark on the slowdown of the market leader, despite the intense season for cars, despite the intense season, the first year’s decline in 2025 published.
Byd 393,060 pieces were delivered In September, it points to a decrease of almost 6% from year to year.
This has reduced the company’s sales target this year to 16% in the midst of a violent price competition in the domestic market.
Nevertheless, BYD continued to dominate the market share by taking more than 54% of the total home sales in September.
Upstarts pline
On the other hand, home upstarts on the board sets new records on monthly car distribution numbers and some of them are cheaper, new launch.
Joey Ying, an automatic analyst from Nomura, said that promotions from automobile manufacturers and incentive policies from the Chinese government generally support a “sequential improvement” in the last four months of the year.
Lapmotor delivered 66,657 Vehicles In September, it increased by more than 97% annually and maintained all time record levels. . Stellantis-Backed Company’s latest figure passed 50,000 signs in July.
Leapmotor’s C10 and C16 models have exceeded sales in its own size categories (under 200,000 Yuan) for the fourth and eighth straight month.
In a similar rhythm, the Huawei -backed Harmony Smart Movement Alliance, which includes brands like Aito, Chery and Maextro, broke a new monthly record. 52.916 units Throughout the whole series.
The car manufacturer has also exceeded 40,000 range he has entered since May.
Xiaomi A new milestone with More than 40,000 units In September. Although the electric car manufacturer did not specify the exact numbers, the last number was about twice as much as they gave in January.
The second production model of Xiaomi and the house rising directly to Tesla’s model Y’s, the star YU7 provided the sum. 40,000 pieces in the last three months Officially released in July.
Also defeating your own monthly delivery record XPENGwith 41.581 Delivery In September, an annual increase of 95% and 10% on a monthly basis. The car manufacturer has exceeded 40,000 signs after staying in December 30,000 since last November.
Nio POSTED 34.749 Delivery In September, we notch the second flat month of the new record summits. Almost half of the sales were onvo, the family -oriented smart electric vehicle brand.
Meanwhile, Li auto He returned in September 33.951 DeliveryAfter two months of sale below the usual 30,000 range. The beginning, despite the launch of a new automobile in August, declined in the last three months. Following a marketing blunder.
Geely-Theded zeekr 18,257 delivery in SeptemberA little below the registration 18,908 units May.


