Chinese Electric Vehicles 2025: Records from XPeng, Nio, and Xiaomi and Tesla's Decline

The Chinese market for electric vehicles reached a new level in August 2025: local brands XPeng, Nio, and Xiaomi set sales records while Tesla continues to lose ground. We prepared a detailed analysis with numbers, facts, and forecasts to show how the balance of power is shifting in the global EV industry.

XPeng: Leader of the Month

• 📌 Sales: 37,709 vehicles
• 📈 Growth: +168.7% compared to August 2024
• 🔑 Success Factor: rising popularity of P7 and G9 models with advanced autopilot systems

Nio: Betting on Onvo

• 📌 Sales: 31,305 vehicles
• 📈 Growth is supported by the new Onvo brand aimed at families and the mass segment
• 🔑 Breakthrough in positioning — expanding the offering in the mid-price range

Xiaomi: Powerful Debut

• 📌 Deliveries: over 30,000 vehicles
• 📈 SU7 and YU7 models surpassed Tesla Model 3 in sales
• 🔑 Xiaomi is quickly strengthening its position through a gadget ecosystem and synchronization with vehicles

BYD: Confident Leader

• 🚘 Sales: 373,626 electric vehicles
• 📈 Growth due to BEV and active exports to Europe and Latin America

Li Auto: Declining Interest

• 📉 Sales decreased to 28,529 vehicles
• 📌 Reason — competition and decreased interest in PHEV models

Tesla: Declining Market Share

• 📉 Sales fell by 4% year on year
• 📌 Even the launch of Model Y L and price discounts did not help maintain volumes
• 🔑 The company is facing pressure from Chinese brands offering similar technologies at lower prices

• 🚀 Growth of Local Brands — Chinese companies are becoming the dominant force.
• ⚡ Shift to BEV — the share of hybrids is declining, pure electric cars are capturing more of the market.
• 🗺️ Export Surge — Chinese EVs are entering European and Asian markets.
• 📉 Tesla’s Problems — falling demand and growing competition in the mid and premium segments.

• 🚗 By 2030, China may control over 60% of the global EV market.
• 📌 Key drivers: government subsidies, extensive charging station networks, technological innovations.
• 🔮 In the coming years:
  • Tesla will continue to lose market share,
  • XPeng and Xiaomi will actively enter foreign markets,
  • alliances between manufacturers are possible to strengthen positions.

The Chinese market for electric vehicles has established itself as the largest and most dynamic in the world. XPeng, Nio, and Xiaomi have proven that they can not only compete with Tesla but also push it out of key segments. The prospects for the coming years promise fierce competition, where Chinese brands will set the tone in the global EV industry.

Question 1: Which Chinese brands are currently leading in the EV market?
Answer: In August 2025, the leaders were XPeng, Nio, and Xiaomi, which showed record sales and pushed Tesla out of the top.

Question 2: Why is Tesla losing ground in China?
Answer: The main reasons are the aggressive pricing policies of Chinese manufacturers, new models in the mid-segment, and growing trust in local brands.

Question 3: What trends are shaping the development of China’s electric vehicle market?
Answer: A shift towards BEV, growth in exports, technological leadership, and government support.

Question 4: Should we expect further growth from XPeng and Xiaomi?
Answer: Yes, active growth for these companies in international markets is expected due to innovations and integration with digital services.

Question 5: What are BYD’s prospects?
Answer: BYD maintains leadership through large-scale production and exports, as well as diversification of its model range.