In November 2025, China’s new-energy vehicle (NEV) market once again delivered strong results, with both established automakers and younger startups reporting high delivery numbers. Among those, Geely led with 132,661 units delivered. Behind it, newcomers like HIMA achieved 81,864 units, while Leapmotor delivered 70,327 vehicles and Zeekr came in with 55,146 units. Meanwhile, BYD continued to dominate overall NEV deliveries in China, with 480,186 vehicles recorded in November.
These numbers reflect a broader trend: China’s electrified vehicle market remains dynamic, with both traditional automakers and agile EV-first brands contributing to rising monthly volumes. For buyers and observers, this mix of scale and innovation underlines how rapidly the NEV segment continues to grow.
Who Stood Out in November
According to CarNewsChina, Geely once again topped the publicly shared delivery figures, with 132,661 units, driven largely by its Galaxy-series and other electrified models. HIMA’s 81,864 deliveries mark a solid performance for a relatively new mobility alliance, reinforcing its growing footprint in China’s NEV landscape.
Leapmotor remained among the top-performing EV-first companies, delivering 70,327 cars. This continues a trend of monthly deliveries above 70,000 units, a level the company has often hit in 2025. Zeekr, part of the broader Geely ecosystem, delivered 55,146 vehicles, showing that even newer premium-oriented EV brands are finding buyers. BYD, despite steep competition, remains a dominant force. Its 480,186 NEV deliveries in November (across multiple sub-brands and product lines) underscore its scale and the wide acceptance of its models.
What This Means for China’s EV Market Trends
The mixed performance from both legacy automakers and startups suggests that China’s NEV market remains robust and highly competitive. The fact that both large manufacturers and newcomers are posting high volumes indicates continously strong consumer demand, not just for mainstream electric vehicles, but also for those offering innovation, variety and different value propositions.
For startups like Leapmotor or HIMA, sustaining high monthly deliveries is a sign of operational maturity. Production lines, supply chains, and consumer demand seem stable enough to deliver tens of thousands of vehicles per month. At the same time, established players like Geely and BYD demonstrate the advantage of scale — the ability to leverage broad product portfolios to meet demand quickly.
| Brand | November 2025 Deliveries |
|---|---|
| Geely NEV | 132,661 |
| HIMA | 81,864 |
| Leapmotor | 70,327 |
| Zeekr | 55,146 |
| BYD | 480,186 |
This environment will lead to continued pressure on EV-makers to innovate, cut costs, and differentiate. For consumers, it will translate into more choices, potentially sharper pricing, and accelerating technological development, and that’s a positive outlook for the EV segment overall.
Watchpoints for Coming Months
While November’s numbers are impressive, a few questions remain for analysts and observers. First, how sustainable are these high delivery rates, especially for startups facing global expansion ambitions? Meeting monthly targets is one thing; maintaining quality, profitability, and service support amid rapid growth is another.
Second, as competition intensifies, brands will compete not only on price or volume but on features, range, charging infrastructure and user experience. The NEV landscape is evolving fast, and those who can combine reliability with innovation will emerge as long-term leaders.
This trend also has implications beyond China. Several of these companies are already causing discomfort for legacy manufacturers in Europe, transforming what used to be a fairly predictable market into a much more dynamic and competitive landscape. Their rapid growth and aggressive product strategies are reshaping expectations around pricing, features, and technology. For consumers, this shift brings clear benefits: more choice, quicker innovation cycles, and opportunities that simply weren’t available a few years ago.
Featured Image Credit: Nio
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