China Not Only Maintained Global Leadership in Electric Vehicles but Also Transformed the Sector: 40.9% Market Share and Production of 13 Million Units

Written by Maria Heloisa Barbosa Borges

Published on 11/09/2025 at 09:03

China mantém liderança mundial em veículos elétricos com 13 milhões de unidades produzidas

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The China confirmed its global leadership in electric vehicles by producing over 13 million units in 2024, a result that represented 40.9% of the domestic market and moved RMB 2 trillion (over R$ 1.5 trillion). The data, released by Exame, reinforces the structural transformation of the automotive sector and the global impact of China’s industrial strategy.

For experts, this is a milestone that redefines the balance of power in the global automotive industry, putting pressure on Western competitors and accelerating the energy transition.

The Vice Minister of Industry and Information Technology, Xin Guobin, highlighted that the so-called NEVs (New Energy Vehicles) are at the center of the country’s innovation policies.

ARTICLE CONTINUES BELOW

Explosive Growth in the Domestic Market

The global leadership in electric vehicles did not happen by chance. In just four years, the share of NEVs in the Chinese market jumped from 5.4% in 2020 to 40.9% in 2024, nearly half of all car sales in the country.

According to Exame, this consumption has moved entire supply chains, from lithium and rare earth mining to battery manufacturing and vehicle intelligence software.

This dynamism has solidified China as the largest global producer and seller for the tenth consecutive year, an accomplishment that demonstrates both the scale of the industry and the speed of domestic adoption of electric technology.

Technological Advancements Driven by the Five-Year Plan

The results were made possible thanks to the 14th Five-Year Plan, which focused investments on research and innovation.

Among the most relevant advancements are:

Average range of 500 km for passenger vehicles.

30% reduction in battery costs, making the models more affordable.

40% increase in battery life, reducing the need for replacements.

Charging speed three times faster than in 2020.

National expansion of charging points and fast battery swap stations.

These improvements have made the country not only a leader in scale but also a reference in technological innovation, as emphasized by Exame in its analysis.

Challenges That May Affect Global Leadership in Electric Vehicles

Despite the impressive numbers, the Chinese government admits that there are challenges.

Vice Minister Xin Guobin cited the scarcity of high-performance automotive chips, essential for smart vehicles, as well as the stiff competition among local manufacturers, which could jeopardize margins and the sustainability of the sector.

To tackle these obstacles, the strategy is to strengthen research in essential technologies, regulate competition, and maintain incentives aligned with market sustainability.

Thus, China seeks to preserve its global leadership in electric vehicles in an increasingly competitive environment.

Global Impact of Chinese Leadership

The consolidation of global leadership in electric vehicles by China has effects that transcend its borders.

The performance pressures Western automakers to accelerate their electrification programs, redefines global supply chains, and expands China’s influence in the technological race for electric mobility.

According to an analysis by Exame, the sector already represents one of the main engines of Chinese economic growth, with direct reflections on international trade and clean energy geopolitics.

China has reaffirmed its global leadership in electric vehicles by combining scale, innovation, and planned industrial policies.

More than just numbers, the 13 million units produced in 2024 represent a historic turning point that could dictate the course of the global automotive industry in the coming years.

And you? Do you believe that China’s global leadership in electric vehicles will be sustainable in the face of global competition or will the sector face barriers that could slow this advance?

Leave your opinion in the comments — we want to hear from those closely following this transformation.

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China Not Only Maintained Global Leadership in Electric Vehicles but Also Transformed the Sector: 40.9% Market Share and Production of 13 Million Units

Explosive Growth in the Domestic Market

Technological Advancements Driven by the Five-Year Plan

Challenges That May Affect Global Leadership in Electric Vehicles

Global Impact of Chinese Leadership

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China Not Only Maintained Global Leadership in Electric Vehicles but Also Transformed the Sector: 40.9% Market Share and Production of 13 Million Units

Country Reached 40.9% Market Share in the Domestic Market and Moved RMB 2 Trillion in 2024, Consolidating Global Leadership in Electric Vehicles, According to Exame

Explosive Growth in the Domestic Market

Technological Advancements Driven by the Five-Year Plan

Challenges That May Affect Global Leadership in Electric Vehicles

Global Impact of Chinese Leadership

In the cold desert of Ladakh, where it hardly rains, engineer Sonam Wangchuk created the ice stupa, a tower that freezes winter water and stores it for irrigating crops in the spring, a simple engineering feat that mimics nature.

Libya built over 4,000 kilometers of underground pipelines to bring water from the Sahara to coastal cities in a project that the government itself called the Eighth Wonder of the World.

Almost 6,000 residents live concentrated along a single street nearly 9 km long in the interior of Poland. Houses form a continuous row, and behind them, narrow agricultural strips emerge, creating one of the most unusual rural patterns in Europe.

Chinese woman planted trees for decades while sand buried part of her house, received $5,000 from an American in 1999, and helped transform the desert into a forest of 8 million trees in China.

Desert sand, previously discarded for being too smooth for concrete, becomes an ecological brick in the United Arab Emirates, dispensing with Portland cement, curing at room temperature, and attempting to transform dunes useless for construction into raw material for a new arid engineering.

Described by astronauts as one of the most unlikely natural phenomena on Earth, the Okavango Delta spreads over up to 15,000 square kilometers in the middle of the desert and transforms Botswana into a living labyrinth of channels, islands, and flooded areas.

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