November 2025 Automotive Sales Report: A Shift in Market Dynamics
Summary:
- BYD continues to dominate the automotive market with over 480,000 vehicles sold in November 2025.
- Notable growth observed in several new players, particularly in the electric vehicle sector.
- Traditional automakers are facing varying challenges, with some recording substantial year-on-year declines.
The automotive industry is witnessing significant shifts as the latest sales and delivery data for November 2025 is released. BYD holds its ground as the leading force, surpassing 480,000 vehicle sales, while other brands are also making notable strides. This report captures the key trends and figures shaping the current automotive landscape.
BYD Leads the Charge
BYD continues to lead the automotive market with an impressive sales volume of 480,186 vehicles in November, a figure slightly down by 5.25% year-on-year. Despite this decline, BYD achieved a record overseas sales figure of over 130,000 units, showcasing its growing global influence.
SAIC and Geely’s Performances
SAIC follows closely with 460,818 vehicles sold, marking a 3.75% year-on-year decrease. Within this figure, the Zhiji brand notably contributed with a record 13,577 vehicles sold.
Geely Automobile, on the other hand, demonstrated resilience with a total of 310,428 vehicles, marking a significant 24% increase year-on-year. The Geely Galaxy model was particularly successful, selling 132,652 units—a remarkable 76% increase from the previous year. Additionally, Ji Krypton and Lynk & Co. have both reported steady growth, solidifying Geely’s competitive edge in the market.
FAW and Chery Group: Mixed Results
China FAW also reported strong performance, with a total of 306,000 vehicles sold. This figure includes impressive sales among its new energy vehicle lineup, which reached 35,500 units. Furthermore, FAW-Volkswagen contributed 149,146 vehicles, while sales for the Hongqi brand exceeded 40,000 units.
Conversely, the Chery Group experienced a 2% decline in sales, totaling 255,809 vehicles. While the Chery brand recorded a marginal increase of 1% with 165,511 vehicles, other lines like Xingtu and Jietu saw notable year-on-year declines.
Emerging Brands Gain Traction
SAIC-GM-Wuling remains a steadfast performer with 161,726 vehicles sold. The Wuling Silver Label led the charge with 93,866 units, reflecting a 10.7% increase year-on-year. Notably, the Baojun brand’s sales were up by 9.2%, while overseas exports reached 21,726 vehicles, indicating robust international interest.
Great Wall Motors reported 133,200 vehicles, an increase of 4.57% year-on-year, aided by a surge in new energy vehicle sales, which grew by 11.43%. Their overseas sales also climbed, showcasing the brand’s expanding global footprint.
Record-Setting Newcomers
New entrants in the market such as Hongmeng and Leap Car have emerged as strong competitors. Hongmeng’s Chi Heng achieved 81,864 vehicles, a staggering 89.61% increase, setting a new delivery record. Meanwhile, Leap Car sold 70,327 vehicles, reflecting a robust 75% growth.
Thalys reported an impressive 36.34% growth with 58,113 vehicles sold, driven by increased demand for new energy vehicles which saw a 49.84% increase.
The Struggles of Established Brands
Prominent names like NIO and Ideal Car are experiencing mixed results. NIO sold 36,275 vehicles, marking a significant 76.3% increase. This figure includes contributions from its sub-brands, with Ledo and Firefly showing promise. However, Ideal Car reported a 31.92% decline in sales with 33,181 vehicles, underscoring challenges faced by established brands in a rapidly evolving market.
Furthermore, traditional players like GAC Aian and BAIC New Energy have also shown varied performance. GAC Aian saw a year-on-year decline of 14.2%, whereas BAIC New Energy achieved impressive growth, marking an increase of 112.71% with 32,328 vehicles sold.
Conclusion: A Landscape in Flux
The automotive market in November 2025 reveals a landscape in considerable flux, marked by the dominance of BYD and a growing presence of electric and new energy vehicles from emerging players. Despite challenges faced by some established brands, the overall momentum towards greener and more innovative alternatives continues to drive sales. As we progress into the coming months and years, the shift towards electric mobility is set to accelerate, fundamentally reshaping the future of the automotive industry.
This analysis provides a comprehensive overview of the latest automotive sales trends, emphasizing the strategies brands are employing to navigate a competitive and changing market dynamics.
