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Explosion in Sales in China! BYD Loses Strength, Geely Rises 62%, and Xiaomi Breaks Records in the Automotive Market.
The Chinese automotive market surprised again in September 2025.
The country, the world’s largest consumer of new cars, recorded a historic sales record, with 3.22 million vehicles sold — a jump of 14.8% compared to the same month last year.
The figure, released by the CAAM (China Association of Automobile Manufacturers), marks the eighth consecutive month of growth and reinforces the purchasing power of the Chinese automotive industry.
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Less than a Tera TSI, up to 710 km of range and charging in 9 minutes: the new BYD Song Ultra expands the Chinese brand’s bet on increasingly faster, more technological, and competitively priced electric SUVs.
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With a 1.0 engine producing 75 hp and costing less than R$ 70,000, Fiat’s car returns to the podium as the cheapest in the country; a temporary promotion for the 2026 Like version reduces the price of the Fiat Mobi.
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With a mild hybrid system of 48 V, 176 hp and a price of R$ 175,990 in the Sahara version, the new Jeep Renegade changes mostly on the inside, improves slightly in fuel consumption, and remains almost the same car.
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With a 293.5 cm³ engine and a range of up to 400 km with a 14.1-liter tank, the Honda CB 300F Twister 2026 has up to 24.7 hp, an initial price of R$ 25,150, and already exceeds R$ 29,000 in the Fipe Table.
For the year to date, the performance is also impressive: 24.33 million cars sold, a growth of 12.8% over 2024. This accelerated pace places China even further ahead in the global race for efficiency, innovation, and cost-effectiveness.
BYD Maintains Leadership but Feels the Pressure
Despite maintaining the top spot in the rankings for the eighth consecutive month, BYD experienced a decline of 15.5% in sales, totaling 313 thousand units.
This drop was the largest among the top ten. Nevertheless, the company continues to hold a significant lead over its competitors, sustained by the popularity of its electric and hybrid models.
On the other hand, the race for second place has heated up. Geely surged with 186.3 thousand units sold, an impressive increase of 62.3% — one of the largest in the Chinese automotive market in 2025.
This growth was driven by its new line of electric vehicles with excellent cost-effectiveness, which gained the preference of urban consumers.
Foreign Automakers Lose Ground
While Chinese brands accelerate, traditional automakers are facing a deceleration curve.
Volkswagen fell 14.3%, and Toyota dropped 1.6%, showing that the appeal of local manufacturers is becoming increasingly strong.
Mercedes-Benz, for example, experienced the largest drop among the top 20, with a decrease of 18.1%, indicating the difficulties faced by foreign premium brands to compete with new local players.
The Chinese automotive market is now dominated by companies offering cutting-edge technology at more competitive prices.
New Chinese Brands Break Records
The rise of emerging manufacturers is attracting attention. Leapmotor, for example, grew 84.6% and recorded its fifth consecutive sales record, reaching 59.7 thousand units.
Meanwhile, Xiaomi, which recently entered the sector, surprised with 41.9 thousand cars sold — the best result since the launch of its automotive line.
Xpeng, for its part, reached 36.5 thousand units, also breaking records for the second consecutive month.
These brands are attracting consumers with modern design, advanced technology, and high cost-effectiveness, consolidating a new era for the Chinese automotive market.
Best-Selling Models: Electric Vehicles Dominate the Rankings
Among the models, the Wuling Hongguang Mini EV returned to the top after two years, with 51.7 thousand units sold — an increase of 78.9% compared to 2024.
Right behind, the Tesla Model Y maintained second place, with 51.1 thousand units, followed by Geely Xingyuan, which completed the podium with 48 thousand vehicles.
Other highlights of the month include the BYD Sealion 06, which made its second consecutive appearance in the top 10, and the Geely Boyue, which grew an incredible 106% in sales. Meanwhile, the BYD Yuan Up rose 62%, reinforcing the importance of compact SUVs in the country.
In contrast, BYD is facing a symbolic drought: it has been ten months without any model from the brand at the top of the rankings, indicating that domestic competition is tougher than ever.
China Accelerates in the Global Race
The record performance confirms China’s dominance in the global automotive market. The combination of technological innovation, state incentives, and large-scale production created a highly competitive environment.
Additionally, electric cars with great cost-effectiveness have become the new consumption standard in the country.
Meanwhile, foreign manufacturers struggle to adapt to the speed and strategy of Chinese companies, which dominate not only the domestic territory but are also beginning to target markets in Europe and Latin America.
Thus, the month of September marks more than just a record: it is a snapshot of the revolution in the automotive market in China, where the future of electric vehicles is being shaped — and the boundaries between innovation and tradition are becoming increasingly blurred.
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