New Energy Vehicle Penetration Exceeds 50% for the First Time in 2025

[Market Inflection Point] In 2025, the penetration rate of new energy passenger vehicles in China has historically surpassed 53%, marking a full transition from policy-driven incentives to market-driven adoption.

Core Trend: New Energy Becomes the Mainstream Choice

A full-year penetration rate of 53% signifies a pivotal shift in consumer decision-making—from whether to buy a new energy vehicle to which specific model to choose—making product quality, intelligence, and charging experience the key considerations.

Key Metrics: Structural Growth Solidified

The monthly penetration rate reached 51.6% in October. Full-year sales are projected to support a total vehicle sales volume of 34.6 million units, including 27.6 million units sold domestically and over 7 million units exported, with year-over-year growth exceeding 8% across both segments.

Strategic Foundation: The Dawn of High-Quality Development

With the official implementation of regulations enabling Level 3 autonomous driving and the subsiding of the "price war," industry competition is escalating to higher dimensions—centered on technology, safety, and global ecosystem development—officially bringing the era of extensive, low-quality growth to an end.