智通财经网·2026-02-06 11:53Global New Energy Vehicle Trends - In 2025, China's share of the global new energy passenger vehicle market is projected to be 68.4%, with a peak of 71.9% in Q4 [1][31] - The global automotive sales for 2025 are expected to reach 96.47 million units, with new energy vehicles accounting for 22.71 million units, representing 30% of total sales, an increase of 4 percentage points from 2024 [1][3] - The contribution of new energy vehicle sales in 2025 is primarily from China (66%), followed by Germany (6%) and India (4%) [1][29] Market Performance - In 2025, the sales of new energy vehicles in the world are expected to reach 22.71 million units, with pure electric vehicles making up 15.6% and plug-in hybrids 7.9% [1][6] - The U.S. new energy vehicle sales for 2023 are projected at 1.63 million units, with a growth rate of 1%, while December sales dropped by 31% year-on-year due to high tariffs and the removal of subsidies [1][23] - European new energy vehicle sales for 2023 are expected to reach 3.83 million units, a 32% increase from the previous year, with December sales showing a 35% year-on-year growth [1][24] Autonomous New Energy Vehicle Export - The overseas market share of autonomous new energy passenger vehicles is expected to reach 20.8% by December 2025, up from 15.3% in 2024 [2][17] - The significant increase in export performance of autonomous new energy vehicles is attributed to changes in the U.S. market [2][17] Regional Market Dynamics - The global new energy vehicle penetration rate is expected to reach 26.3% by Q4 2025, with China leading at 49.3%, followed by Germany at 30% and the U.S. at only 7% [26][27] - The European new energy vehicle market is projected to maintain a stable growth trajectory, with a share of 17% in the global market by 2025 [30][31] Sales Growth and Trends - The sales of new energy passenger vehicles in 2025 are expected to grow by 27% year-on-year, with December sales reaching 230,000 units, a 10% increase from the previous year [11][12] - The overall trend indicates that while China continues to strengthen its position in the new energy vehicle market, Europe and the U.S. are experiencing a slowdown in growth [27][31]