Recently, it has been reported that in September 2025, the Chinese new energy vehicle market will reach a milestone moment with a monthly penetration rate of 58.37%, setting a new historical high.
This means that for every 10 passenger cars sold, nearly 6 are new energy vehicle models, and the monthly sales of new energy vehicles have reached 1.4 times that of gasoline vehicles.

Starting from a penetration rate of only 1.42% in January 2018, the Chinese new energy vehicle market has been thriving. In July 2024, the penetration rate exceeded the 50% mark for the first time.
In 2025, it will accelerate its upward trend, with a cumulative penetration rate of 52.15% from January to September, and a direct sprint to 58.37% in September.
Behind this data is a triple resonance of technological iteration, policy support, and changes in consumer attitudes.
On a technical level, there has been an increase in battery energy density, improvement in charging networks, and widespread adoption of intelligent driving functions. On the policy side, favorable policies such as purchase tax reduction and green license plate access continue to be released. On the consumer side, more and more users are shifting from "trying new things" to "just in need", making new energy vehicles their first choice for home car purchases.
From the perspective of market structure, the penetration rate growth in 2025 is not a solo dance of a single brand or price range, but a collective explosion of all categories and prices. Both luxury electric vehicles in the high-end market and cost-effective products in the mainstream market have achieved growth in their respective fields.
