全球电动车销量创纪录，中国领跑新一轮增长
据《Fleet news》报道，2025年9月全球电动汽车销量达到210万辆，创下有史以来单月最高纪录。截至目前，全球电动汽车注册量已达1470万辆，比去年同期增长26%。
中国市场继续保持全球领先地位，前九个月电动车注册量达900万辆，同比增长24%。欧洲市场表现同样亮眼，累计注册量约300万辆，同比提升32%，成为全球增长的另一关键驱动力。
在英国，受新车牌季节性需求及7月电动车补贴政策推动，9月成为电动车销量历史最佳月份。英国汽车制造商与贸易商协会（SMMT）数据显示，注册新车中超过一半为电动化车型，其中插电式混合动力车增幅高达56.4%，纯电动汽车销量也创下纪录，占比达23.3%。
欧洲其他国家同样受益于政策扶持。德国批准了总额30亿欧元的新激励计划，预计将自2026年起进一步刺激需求；意大利与西班牙的EV销量则分别同比增长三分之二与一倍以上。
美国市场在9月同样迎来连续第二个月的高峰期，销量同比增长66%。消费者在联邦税收抵免政策到期前的抢购潮推动了需求，但随着30D与45W税收优惠于9月底结束，多家车企已宣布调整产能布局，包括通用、奔驰、大众与日产等厂商。
在全球需求持续上扬之际，中国市场依旧稳居首位。2025年9月，中国电动车销量达到130万辆，其中纯电车型增长28%，达到80多万辆。前三季度累计销量近900万辆，同比增长24%，凸显出中国作为全球最大、最成熟电动车市场的领导地位。
According to Fleetnews, global electric vehicle (EV) sales reached a record 2.1 million units in September 2025 — the highest monthly volume ever recorded. Year-to-date global EV registrations totaled 14.7 million units, up 26% compared to the same period last year.
China remained the undisputed leader, contributing around 9 million registrations in the first nine months of 2025, a 24% year-on-year increase. Europe followed closely with approximately 3 million units, marking a 32% annual growth and solidifying its role as a key driver of global expansion.
In the UK, strong seasonal demand linked to new registration plates and the July EV subsidy scheme drove record sales in September. Data from the Society of Motor Manufacturers and Traders (SMMT) showed that over half of all new cars registered were electrified, with plug-in hybrids (PHEVs) soaring 56.4% and battery electric vehicles (BEVs) accounting for a record 23.3% of total sales.
Elsewhere in Europe, policy incentives continued to stimulate growth. Germany’s newly approved €3 billion subsidy package aims to boost demand from 2026 onwards, while Italy and Spain reported EV sales growth of two-thirds and more than double year-on-year, respectively.
In the United States, September marked the second consecutive month of record EV sales, rising 66% year-on-year as consumers rushed to benefit from federal tax credits before their expiration. Following the end of the 30D and 45W tax incentives, several automakers — including General Motors, Mercedes-Benz, Volkswagen, and Nissan — have adjusted production plans accordingly.
Amid this global surge, China’s EV market continued to dominate. The country recorded 1.3 million EV sales in September alone, with pure electric models (BEVs) growing 28% to over 800,000 units. Total EV sales for the first three quarters reached nearly 9 million, up 24% year-on-year, underscoring China’s position as the world’s largest and most mature EV market.