In November 2025, the German electric vehicle (EV) market witnessed a complex landscape for Chinese automotive brands, marked by varying performance and significant import tariffs.
Market Overview
- Total new passenger vehicle registrations: 244,544 (0.5% decline year-over-year)
- Battery electric vehicle (BEV) market: 35,167 units (21.8% decrease)
- Plug-in hybrid vehicles (PHEV): 20,604 units (13.7% increase)
- Chinese EV brands: 2,710 BEVs (8% market share)
Chinese Brand Performance
Top Performers
- MG (SAIC): 957 EVs
- 33.2% decline month-on-month
- 42.8% drop year-over-year
- Facing 45.3% total import tariffs
- BYD: 431 vehicles
- 24.2% increase month-on-month
- 23.1% growth year-over-year
- Subject to 27% import tariffs
Mixed Results
- Xpeng: 81 vehicles (19% monthly decline)
- Nio: 29 vehicles (93.3% monthly increase, but 42% yearly decline)
- Great Wall Motor/Ora: 195 vehicles (9.3% monthly drop)
Comparative Context
- Tesla: 2,208 EVs in November (55% decrease from last year)
- European Commission increased tariffs on Chinese-made EVs to 45.3% from October 30th
Key Insights
The German EV market demonstrates the challenges Chinese manufacturers face, including:
- High import tariffs
- Fluctuating market demand
- Increasing competition
- Geopolitical trade tensions
The data suggests a volatile environment for Chinese EV brands in the European market, with performance varying significantly across different manufacturers.
