China Electric Vehicles Market Report: Q4 2025
Increased sales in the electric vehicles market have continued to push stock prices higher.
Persistent electric vehicle demand and EV adoption have boosted the stock prices of Chinese automobile manufacturers under our coverage to be either fairly or overvalued, making it difficult for investors to find an entry point into the industry. Despite this year’s share price gains, the outlook for 2026 looks ambiguous amid geopolitics, weaking consumer sentiment, and uncertain Chinese government policy support, which could result in slower sector growth. Nevertheless, our long-term growth potential for the sector remains unchanged.
Morningstar’s Q4 report on the Chinese electric vehicle market analyses the country’s electric vehicle sales, pricing strategy trends, growth opportunities, lithium and battery markets, and more.
Download the report to discover how our latest EV insights could influence your investment decisions.
