Chinese automakers have had solid growth in electric vehicle demand, which has pushed many Chinese auto stock valuations to be trading in fair or overvalued territory. New electric vehicle (NEV) sales growth reached 46% thus far in 2025, beating our growth forecast, despite recent overproduction, price competition, and tariffs adding pressure to the auto industry.

The Q2 2025 China Electric Vehicle Pulse analyses the country’s electric vehicle sales, pricing trends, growth opportunities, batteries and lithium markets, and more.

Download the report to discover how recent trends in the China electric vehicle market could influence your investment decisions.