数说新能源·2025-07-17 07:56Overall Situation - In June 2025, China's passenger car terminal sales reached 2.12 million units, a year-on-year increase of 22.7% and a month-on-month increase of 14.9% [1] - New energy passenger car sales totaled 1.12 million units, with a year-on-year growth of 33% and a month-on-month growth of 15% [1] - Pure electric vehicle sales were 681,000 units, up 42% year-on-year and 17% month-on-month [1] - Plug-in hybrid vehicle sales reached 321,000 units, a year-on-year increase of 31% and a month-on-month increase of 18% [1] - Range-extended vehicle sales were 115,000 units, showing no significant change [1] Market Overview - In July, many regions faced a temporary shortage of subsidy funds for vehicle trade-ins, leading to some cities suspending applications for vehicle replacement subsidies [3] - The reduction in promotional discounts in the car market during 2025, especially from April to June, has been significant [3] - Tightening auto credit policies and reduced loan rebate subsidies have increased sales pressure on dealers, prompting strong demands for assistance from automakers [3] Brand Rankings - BYD led the global new energy market with a monthly sales volume of 382,585 units, a year-on-year increase of 12%, including 90,049 units sold overseas [4] - Geely achieved a sales volume of 236,036 units, marking a 42% year-on-year growth, becoming the fastest-growing major automaker [4] - Chery Group's June sales reached 233,607 units, a year-on-year increase of 16.6%, with new energy vehicle sales growing by 59.6% [4] - Changan Automobile's total sales in June were 235,098 units, with new energy vehicle sales surpassing 100,000 units for the first time, a year-on-year increase of 57.11% [4] New Energy Vehicle Sales Rankings - In June 2025, BYD sold 308,000 new energy vehicles, followed by Changan with 63,000 and Tesla with 61,000 [6] - The top-selling pure electric models included Tesla Model Y with 44,000 units and BYD Sea Lion with 30,000 units [7] - The top-selling plug-in hybrid models were BYD Qin PLUS with 27,000 units and BYD Song Pro with 20,000 units [8] Additional Insights - BYD is expanding its presence in Southeast Asia, focusing on both performance and cost in battery cell procurement [13]