Anticipated July EV Sales Figures in China: Deutsche Bank forecasts Nio at 21,000 units, Tesla at 42,300 units, BYD at a staggering 345,000 units.
Electric Vehicle Sales and Deliveries in China for July 2025
A new report reveals the latest sales and delivery figures for major electric vehicle (EV) manufacturers in China for the month of July.
Tesla
Tesla's retail sales in China totaled 38,000 vehicles in the first four weeks of July, marking a significant new order flow of around 66,000 units. However, the company's market share in China's new energy vehicle (NEV) market and battery electric vehicle (BEV) market saw a decline compared to June. Tesla's wholesale sales, including exports, reached nearly 68,000 units in July.
Nio
Nio delivered 24,925 vehicles in June, showing a year-on-year increase of 17.52% and a month-on-month increase of 7.29%. The company is estimated to deliver about 26,000 vehicles in July, a month-on-month increase of 11 percent.
BYD
BYD is projected to have wholesale sales of about 345,000 vehicles in July, dwarfing Tesla and Nio’s volumes. The company's exact delivery figures for July have not been released.
Other Notable Points
Li Auto delivered 36,279 vehicles in June, down 24.06 percent year-on-year and down 11.20 percent month-on-month. China EV insurance registrations for the week ending July 27 showed Nio with 3,250 registrations, Tesla with 10,620, and our X (Twitter) profileiaomi with 7,590. Among Tesla China's new order flow in July, the Model Y accounted for about 47,000 units and the Model 3 about 19,000 units.
Upcoming Events
Our X (Twitter) profileiaomi is set to debut its new P7 sedan in Beijing on August 6. The company's second factory is expected to begin production in September, which could significantly boost monthly sales in the fourth quarter to above 50,000 units. Li Auto officially launched the Li i8, its first electric SUV, yesterday. Firefly president Daniel Jin announced that the brand had completed production line adjustments and would ramp up production this week. Onvo unveiled its second product, the L90, on July 10, with a pre-sales price of about RMB 280,000 yuan.
This data highlights Tesla's relatively strong new order flow compared to Nio but a challenging sales environment with declining overall shipments in a rapidly growing Chinese EV market dominated by domestic brands like BYD. The upcoming launches and production ramps of various EV models are expected to shape the market dynamics in the coming months.
- Tesla's retail sales in the first four weeks of July reached 38,000 vehicles, with a significant new order flow of around 66,000 units.
- Nio is estimated to deliver about 26,000 vehicles in July, a month-on-month increase of 11 percent.
- BYD is projected to have wholesale sales of approximately 345,000 vehicles in July, surpassing both Tesla and Nio's volumes.
- Li Auto delivered 36,279 vehicles in June, with a decline of 24.06 percent year-on-year and 11.20 percent month-on-month.
- Nio had 3,250 EV insurance registrations in the week ending July 27, while Tesla had 10,620.
- Among Tesla China's new order flow in July, the Model Y accounted for about 47,000 units and the Model 3 about 19,000 units.
- Our X (Twitter) profileiaomi is set to debut its new P7 sedan in Beijing on August 6, and its second factory is expected to begin production in September.
- Li Auto officially launched the Li i8, its first electric SUV, yesterday.
- Onvo unveiled its second product, the L90, on July 10, with a pre-sales price of about RMB 280,000 yuan, indicating developments in the ev industry's finance and technology sectors.
