New Energy Vehicle Exports Surge, Overseas Sales Proportion Expected to Reach 30%

In response to industry rumors about Great Wall Motors planning to build a factory in Europe, Great Wall Motors stated that Shi Qingke, the International President of Great Wall Motors, had a brief interview with the media on November 26, during which he mentioned that the company is evaluating site selection for investment in building a factory in Europe, but currently has no plans. The rumors about Great Wall Motors inspecting multiple European countries pertain to information from before 2025.Great Wall MotorsNo relevant surveys have been conducted in any European country.

On November 28, Hongmeng Zhixing released data showing that the delivery volume of Zhijie Automobile in November exceeded 10,000 units, achieving over 10,000 deliveries for two consecutive months, and breaking 10,000 in large orders for three consecutive months.

According to a report by Russian electronics retailer M.video, the country's sales of car navigation devices doubled in the first nine months of 2025, increasing from 31,000 units during the same period last year to 72,000 units, with sales revenue growing nearly 90% to 714 million rubles. The company stated that the resurgence in demand is mainly due to updates in product lines and upgrades in car multimedia system functions, with consumers preferring models with larger screens, online map support, smartphone connectivity, and enhanced multimedia features. In terms of sales volume, non-branded products dominate (50.7%), followed by Teyes with 30%, HINZ with 5.2%, Navitel with 5%, and Fullimmax with 3.8%. However, the distribution of sales revenue shows a different pattern, with Teyes leading at 62%, non-branded products at 24.6%, Navitel at 10.3%, Fullimmax at 3.6%, and HINZ at 3.1%. The growth in sales of mid-to-low-end models was particularly significant, while high-end product lines maintained a stable market position.

At the 2025 Guangzhou Auto Show, BYD showcased multiple sub-brands and intelligent solutions, and launched the "Universal Intelligent Driving" strategy, covering from high-end to mainstream markets. The penetration rate of BYD's intelligent driving models reached 71%, and the Han L and Tang L models received OTA upgrades. Meanwhile, BYD introduced the "Car-Phone Connectivity" feature across all brands, integrating with major smartphone brands. BYD has established a full industry chain advantage from energy to intelligence, aiding China's automotive industry in entering a high-quality development phase driven by both electrification and intelligence.

At the 2025 Automotive Finance Industry Summit, Xu Changming from the National Information Center revealed that the current overseas sales proportion of domestic brand cars is 16%, and it is expected to increase to 30% within five years. In the first ten months of this year, China's electric vehicle exports reached 2.014 million units, a year-on-year increase of 90.4%; in October alone, exports were 256,000 units, nearly doubling year-on-year. In emerging markets, 55 out of every 100 electric vehicles are from Chinese brands, highlighting the rapid enhancement of their global competitiveness.