China Electric Vehicle Pulse: Q3 2025
Increasing demand in the electric vehicles market is boosting investor confidence and stock prices.
The strong growth in electric vehicle demand has put many of our stock valuations in our Chinese automotive industry coverage to be either fairly or overvalued. Though this may make it harder for investors to find undervalued opportunities, our researchers are optimistic about the long-term growth potential of the sector. New electric vehicle (NEV) sales growth hit a record 51% this past quarter, thanks to factors like government stimulus support, increasing consumer adoption, and more—and this trend is likely to continue.
Morningstar’s Q3 report on the China electric vehicle market analyses the country’s electric vehicle sales, pricing strategy trends, growth opportunities, batteries and lithium markets, and more.
Access the report to find out how your investing strategy can leverage recent EV market trends and forecasts.
