Group 1 - The global sales of new energy vehicles (NEVs), including BEVs, PHEVs, and hydrogen fuel cell vehicles, are projected to reach 4.02 million units in Q1 2025, representing a year-on-year increase of 39%, with NEVs accounting for 18.4% of total global car sales in the same period [1] - The estimated total sales of NEVs for the entire year of 2025 is 19.47 million units, reflecting a year-on-year growth of 19.6% [1] Group 2 - In Q1 2025, the sales of BEVs reached 2.67 million units, marking a year-on-year increase of 45%, with BYD maintaining the top position in sales with a market share of 15.4%, followed by Tesla at 12.6% [3] - Geely's sales saw a significant increase of 443% year-on-year, aided by the launch of new models, while Xiaopeng's sales were largely driven by its affordable model, the Mona M03 [3] - Volkswagen ranked fifth in BEV sales, with a year-on-year growth of 41%, driven by its strategy "In China, For China" to enhance its product offerings in the Chinese market [3] Group 3 - The sales of PHEVs in Q1 2025 totaled 1.35 million units, showing a year-on-year increase of 28%, with BYD leading the market with a share of approximately 38.7% [4] - Geely's PHEV sales benefited from the strong performance of the Galaxy series, achieving a 158% year-on-year increase and securing the third position in the market [4] - Some Chinese brands, such as Aito, experienced a decline in sales, with a 47% drop compared to the same period last year, indicating increased competition in the market [4]
TrendForce:一季度全球新能源车合计销量达402万辆 同比增长39%