China EV Registrations Surge: BYD Leads with 64,800 Units, Tesla and Xiaomi Follow

In a week marked by significant gains in the Chinese electric vehicle market, major players such as BYD, Tesla, and Xiaomi saw notable increases in their vehicle registrations. This surge highlights the dynamic nature of the EV sector in China, which continues to be a bellwether for global trends in electric mobility.

The second week of September 2025 brought substantial growth to China's EV market, with BYD registering an impressive 64,800 vehicles, a 24.5% increase from the previous week's 52,030 units. While BYD's figures were down 24.65% compared to the same period last year, the brand's momentum remains strong, driven by the popularity of its new model, Fang Cheng Bao, which alone saw a 61.5% rise to 4,200 registrations. This performance underscores BYD's dominant position in the Chinese electric vehicle industry.

Tesla, another major player, also recorded significant gains. The company registered 15,400 vehicles, marking a 7.4% increase from the previous week. However, this was a slight decline of 1.28% compared to the same week in 2024. Tesla's Model Y SUV was the standout performer, accounting for 9,500 of the total registrations. The Model 3 sedan and the newly introduced Model Y L also contributed significantly to Tesla's figures, indicating sustained consumer interest in the brand's diverse lineup.

Xiaomi, a relatively newer entrant in the EV space, demonstrated remarkable growth with a 59.1% rise in registrations to 9,800 vehicles. The SU7 sedan and YU7 SUV models were particularly popular, indicating Xiaomi's growing appeal among consumers seeking affordable yet advanced electric vehicles. This surge reflects the brand's strategic focus on innovation and competitive pricing, which have become key drivers in expanding its market share.

Onvo, however, faced a contrasting trend, with registrations slightly declining by 1.1% to 2,620 vehicles. This marks the third consecutive week of falling numbers for Onvo, highlighting the competitive pressures in the lower end of the market. Despite offering models like the L90 and L60, Onvo's struggle to maintain momentum suggests a need for strategic adjustments to capture more consumer interest.

The broader market dynamics reveal intense competition among Chinese and international brands in the EV sector. Brands like Nio, Xpeng, and Leapmotor also reported varying registration figures, reflecting both the challenges and opportunities present in the fast-evolving landscape. These fluctuations underscore the importance of innovation, brand loyalty, and strategic market positioning in sustaining growth.

Amidst these developments, the China Association of Automobile Manufacturers (CAAM) has recommended ending the public sharing of weekly registration numbers, citing concerns over industry order and competition. Despite this, data insights remain crucial for analysts and investors to gauge market trends and forecast future performance. As the world's largest EV market, China's figures continue to offer valuable insights into global shifts towards sustainable transportation.