中国车企主导全球新能源车市场:2025上半年BEV占比近六成
2025年上半年,全球新能源车市场延续强劲增长势头。根据Autovista24数据,纯电动汽车销量达到605.4万辆,同比增长34.5%,远高于2024年同期的10.2%增幅。插电式混合动力汽车在此期间也实现了快速增长,销量为348.1万辆,同比增长33.9%。
从市场分布来看,中国继续保持领先,上半年占全球纯电动汽车销量的57.8%,较六个月前的54.1%进一步提升。美国市场份额为9.4%,排名第二,德国和英国分别为4.1%和3.7%,法国则下降至2.5%。在插混市场,中国的份额更是扩大到70.7%,美国、德国、英国和西班牙分列其后。
在纯电动车型方面,特斯拉Model Y上半年以46.9万辆的销量继续领跑全球,约占整体市场的7.7%,主要集中在中国和美国两大市场。Model 3以22.7万辆位居第二。中国车企表现亮眼,吉利Geome Xingyuan、比亚迪Seagull / Dolphin Surf、五菱宏光Mini以及小米SU7均进入前十。今年,比亚迪首次有四款车型跻身前十。
在插混车型中,比亚迪依旧保持强势。宋Plus以18.8万辆位居全球第一,宋Pro和秦Plus紧随其后,分别售出12.7万辆和11.5万辆。前十名中唯一的非中国品牌车型是沃尔沃XC60,凸显了中国车企在该细分市场的主导地位。
总体来看,2025年上半年新能源车市场保持高速增长,中国品牌与特斯拉在不同细分领域共同主导竞争格局,而欧美市场份额相对收缩。随着竞争加剧,未来车企在产品创新与全球布局方面的战略调整将成为关键。
The global new energy vehicle market sustained strong momentum in the first half of 2025. According to Autovista24, battery electric vehicle sales reached 6.05 million units, up 34.5% year-on-year, significantly higher than the 10.2% growth seen in the same period of 2024. Plug-in hybrid electric vehicles also expanded rapidly, with sales climbing 33.9% to 3.48 million units.
China continued to lead the market, contributing 57.8% of global BEV sales in H1, up from 54.1% six months earlier. The US accounted for 9.4%, followed by Germany at 4.1% and the UK at 3.7%, while France declined to 2.5%. In the PHEV segment, China’s share rose further to 70.7%, with the US, Germany, the UK, and Spain trailing behind.
Tesla’s Model Y remained the world’s best-selling BEV, with 469,143 units sold in the first half, representing 7.7% of the market and concentrated mainly in China and the US. The Model 3 ranked second with 227,210 units. Chinese automakers also made strong gains, with Geely Geometry Xingyuan, BYD Seagull/Dolphin Surf, Wuling Mini, and Xiaomi SU7 all securing spots in the global top ten. For the first time this year, BYD placed four models in the ranking.
In the PHEV market, BYD maintained its dominance. The Song Plus led globally with 188,484 units sold, followed by the Song Pro and Qin Plus with 127,353 and 114,689 units respectively. The Volvo XC60 was the only non-Chinese model in the global top ten, underlining the strong presence of Chinese automakers in this segment.
Overall, the first half of 2025 showcased robust NEV growth. Chinese brands and Tesla together shaped the competitive landscape, while European and US market shares edged downward. Strategic innovation and global expansion will remain crucial as competition intensifies.