BYD remained China’s largest new energy vehicle (NEV) manufacturer in June, maintaining its lead in the country’s passenger vehicle market, while Tesla held fifth place for the second consecutive month, according to retail sales data released by the China Passenger Car Association (CPCA).
BYD recorded retail sales of 224,478 passenger NEVs in China during June. The figure represented an 8.2% increase from May, although it was 36.2% lower than the same month a year earlier. The company accounted for a 22.3% share of China’s NEV retail market, up from 21.8% in May.
Geely Auto remained the second-largest NEV seller, delivering 107,951 units during the month. Its market share stood at 10.7%.
Tesla sold 52,920 vehicles in China in June, an increase of 11.9% from the previous month but a decline of 13.9% compared with a year earlier. The U.S. electric vehicle maker captured a 5.3% share of the domestic NEV market.
Chinese EV Makers Post Mixed Monthly Results
Nio ranked eighth in June with retail sales of 40,525 vehicles, up 62.6% year over year and 7.7% from May.
The company’s previously released delivery figures showed it delivered 40,597 vehicles during the month, its highest monthly total so far this year. The Nio brand contributed 21,908 deliveries, while Onvo delivered 11,743 vehicles and Firefly added 6,946 units.
Xiaomi EV entered the top 10 in tenth place with 34,738 retail sales, marking its third consecutive month above the 30,000-unit threshold. Sales increased 36.4% from a year earlier and 6.0% from May.
The company’s YU7 sport utility vehicle delivered 14,324 units in June, rising nearly 64% from the previous month after Xiaomi introduced a new entry-level variant in late May. Meanwhile, deliveries of the SU7 sedan totaled 20,414 units, extending its year-over-year decline for a ninth consecutive month.
Li Auto did not rank among the top 10 NEV brands in domestic retail sales despite delivering 30,895 vehicles during June, down 14.8% from a year earlier.
Xpeng also missed the domestic retail top 10 despite reporting total deliveries of 40,126 vehicles, its highest monthly figure of 2026. According to CPCA data, domestic retail sales accounted for 32,593 units, while overseas deliveries reached a record 7,533 vehicles, supported by production ramp-up of newer models including the GX SUV.
BYD Maintains First-Half Lead
During the first six months of the year, BYD retained the top position in China’s passenger NEV market with retail sales of 990,879 vehicles and a market share of 21.1%.
Geely ranked second with 578,347 NEV sales, representing a 12.3% market share.
Tesla ranked sixth during the January-to-June period with retail sales of 238,955 vehicles and a 5.1% market share.
Li Auto placed eighth with 193,472 units, narrowly ahead of Nio, which recorded 190,648 retail sales. Xiaomi EV completed the top 10 with 185,055 vehicles sold during the first half of the year.
In the broader passenger vehicle market, which includes both electric and internal combustion engine models, BYD ranked first in June with a 14.0% retail market share, while Geely followed with 10.8%. Tesla ranked ninth with a 3.3% share.
For the first half of the year, Geely led China’s overall passenger vehicle retail market with more than 1.02 million vehicles sold, while BYD ranked second.
BYD exclusively manufactures new energy vehicles, including battery-electric and plug-in hybrid models. Tesla’s lineup consists entirely of battery-electric vehicles, while Geely continues to sell both electric and conventional gasoline-powered passenger vehicles.
Source: CnEVPost
