Data table: Top EV battery makers' global installations in Jan-Nov 2025

This post shares the global battery installations of the top EV battery makers from SNE Research.

Tesla China car sales in Dec: 97,171

Tesla China's wholesale sales in 2025 totaled 851,732 units, marking a 7.08% year-on-year decline.

BYD battery installations in Dec: 27.352 GWh

In 2025, BYD's power battery and energy storage battery installations totaled about 285.634 GWh, marking a year-on-year increase of 46.70 percent.

BYD NEV sales in Dec: 420,398

BYD sold 420,398 NEVs in December, down 18.34 percent year-on-year and down 12.45 percent month-on-month.

Geely Auto sales in Dec: 236,817

Geely sold 196,507 vehicles in the Chinese market and exported 40,310 vehicles in December.

Nio deliveries in Dec: 48,135

For the full year 2025, Nio Inc delivered 326,028 vehicles, representing a year-on-year increase of 46.88 percent.

Xpeng deliveries in Dec: 37,508

In 2025, Xpeng delivered 429,445 vehicles, marking a year-on-year increase of 125.94 percent.

Leapmotor deliveries in Dec: 60,423

In 2025, Leapmotor delivered 596,555 vehicles, marking a 103.1 percent year-on-year increase.

Li Auto deliveries in Dec: 44,246

In 2025, Li Auto delivered 406,343 vehicles, a year-on-year decrease of 18.81 percent.

China vehicle inventory alert index rises to 57.7% in Dec

China's December Vehicle Inventory Alert (VIA) Index stood at 57.7 percent, indicating the automotive industry remains in contraction territory.
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