June Electric Vehicle Sales Surge: BYD Dominates, Geely Holds Strong, HarmonyOS Rises

The electric vehicle market delivered robust figures in June 2025, marking a pivotal close to the first half of the year. Major players reported significant sales volumes, showcasing the intense competition and diversification within China's rapidly evolving new energy car sector. Leading the pack, BYD solidified its dominance with a commanding performance.

BYD Reigns Supreme in EV Race
As the undisputed leader in the new energy automobile space, BYD reported staggering June sales of 378,000 passenger new energy vehicles. This represents a slight 0.2% increase from May and a solid 11% year-over-year gain. Breaking down the figures:

• Dynasty/Ocean Series: 342,737 battery cars

• Fang Cheng Bao: 18,903 units

• Denza: 15,783 vehicles

• Yangwang: 205 premium electric vehicles

This brings BYD's total passenger car sales for the first half of 2025 to an impressive 2,113,271 units, surging 31.5% year-on-year. Powering this growth, BYD sold 206,900 pure electric vehicles and 170,700 plug-in hybrids in June alone. Overseas expansion remains key, with 90,000 new energy automobiles shipped internationally last month. Furthermore, BYD's energy arm reported battery installations totaling approximately 27.019 GWh for June and a cumulative 134.526 GWh for the year. BYD's strength lies in its incredibly diverse product lineup, covering sedans, SUVs, and MPVs across all price points. Crucially, their vertical integration and industry-leading battery technology (like the Blade Battery) provide a significant edge in the competitive electric vehicle landscape. This comprehensive approach cements their top position globally.

Geely's Mixed Results Showcase Diverse Portfolio
Geely Auto Group reported June sales of 122,367 new energy vehicles. While this marked an 11.3% dip compared to May's strong showing, it still represented an impressive 85.5% leap year-over-year. Key contributors within the Geely ecosystem include:

• Galaxy Series: 90,222 new energy cars

• Lynk & Co NEV Family: 16,443 automobiles

• Zeekr: 16,702 premium electric vehicles

Cumulative sales for the first six months hit 725,151 battery cars, skyrocketing 126.5% compared to the same period last year. Geely's resilience stems from its multi-brand strategy, significant R&D investment (especially in electrification and smart features), and agile market positioning. Looking ahead, Geely has an aggressive pipeline of new battery car models planned for H2, including pure electric vehicles on fresh platforms and hybrid SUVs with upgraded technology. These launches are critical for Geely as it pushes towards its ambitious annual target of 3 million units, aiming to solidify its standing in the top tier of new energy car manufacturers. Expect their diverse offerings to play a major role.

HarmonyOS Drive Gains Traction
The HarmonyOS Intelligent Automotive Alliance (marketed as HarmonyOS Drive) also made its presence felt, reporting a notable 53,000 units sold in June. This performance highlights the growing influence of this tech-centric approach to the new energy automobile experience.

Market Dynamics: Consolidation & Competition Intensify
June's figures paint a picture of a maturing yet fiercely competitive electric vehicle market. Beyond the giants like BYD and Geely, newer players are making waves. Leapmotor, for instance, had a standout month with deliveries surging 138.7% year-over-year to 48,006 units. Established startups like NIO, Li Auto, and XPeng continue to execute distinct strategies amidst ongoing challenges. Traditional automakers are accelerating their electrification transformations, with several seeing promising results, while entrants like Xiaomi are beginning to demonstrate potential.