Zheng Quan Shi Bao Wang·2026-01-04 14:38Core Insights - Major automotive companies in China, including BYD, Changan Automobile, and Geely, reported significant sales growth for 2025, with a notable increase in overseas sales and milestones achieved by new energy vehicle manufacturers [1][2][5][7]. BYD - BYD's total sales for 2025 reached 4.6024 million units, a year-on-year increase of 7.73%, with pure electric vehicle sales growing nearly 28% and commercial vehicle sales increasing by approximately 162% [2]. - BYD's overseas exports of new energy vehicles totaled 133,200 units in December 2025, with annual overseas sales surpassing 1 million units, reflecting a 145% year-on-year growth [4]. - The total installed capacity of BYD's power batteries and energy storage batteries was approximately 285.634 GWh, marking a nearly 47% increase from the previous year [4]. Changan Automobile - Changan's total sales for 2025 reached 2.913 million units, a year-on-year growth of 8.54%, with self-owned brand sales increasing by 10.86% and new energy vehicle sales growing by about 50% [5]. BAIC Blue Valley - BAIC Blue Valley achieved significant production and sales growth, with total production reaching 206,300 units, a year-on-year increase of 127.17%, and total sales of 209,600 units, up 84.06% [6]. Geely Automobile - Geely's total vehicle sales for 2025 were 3.0246 million units, a 39% increase compared to the previous year, exceeding its annual sales target [7]. - Geely set a sales target of 3.45 million units for 2026, representing a growth of approximately 14% from 2025, with a new energy vehicle sales target of 2.22 million units, up 32% [7]. NIO - NIO reported a delivery of 48,100 units in December 2025, a year-on-year increase of 54.6%, with total deliveries for the year reaching 326,000 units, up 46.9% [8]. Li Auto - Li Auto delivered 44,200 new vehicles in December 2025, with a historical cumulative delivery surpassing 1.5 million units, expanding its market presence in Central Asia and Africa [9]. XPeng - XPeng delivered 37,500 smart electric vehicles in December 2025, with total annual deliveries of 429,400 units, reflecting a year-on-year growth of 126% [10]. - The company expanded its overseas market presence with 45,000 units delivered abroad, a 96% increase, and established 1,100 new charging stations, bringing the total to 3,000 [10].