China stands out in development: its domestic market continues on a steady growth path.
In September 2025, more than 2.1 million electric vehicles were sold worldwide for the first time, a new monthly record. The rise was driven mainly by strong demand in China, Europe, and the USA.
In the USA, a key driver was the impending expiration of tax incentives, prompting consumers to buy ahead. At the same time, automakers remain ambivalent: some throttle back their E-mobility ambitions, others invest purposefully.
China stands out in development: its domestic market continues on a steady growth path, and exports of Chinese electric cars are exploding. In September, exports doubled year over year to about 222,000 vehicles. Chinese manufacturers respond to intense competition at home and are increasingly seeking sales overseas.
For Europe and German manufacturers, this means more competitive pressure, price pressure, and the need to focus on technological differentiation and efficiency.
LC
