· China's Electric Vehicle shipments to Mexico surged by more than 2,000% in November.

· Overall, China's Electric Vehicle exports increased by 87% in November.

· From January to November 2025, China exported nearly 1 million Electric Vehicles to Asia, with more than 600,000 ultimately sold in Europe.

After BYD launched a range of affordable models in Mexico, vehicle sales in the country recorded exponential year-on-year growth.

As growth in China's domestic Electric Vehicle market begins to slow, the country's largest automakers are turning to exports to sustain momentum. According to Chinese government data reported by Bloomberg in November, this strategy appears to be working.

Last month, China's Electric Vehicle exports rose 87% year-on-year from November 2024, reaching nearly 200,000 units. In the first 11 months of 2025, China's Electric Vehicle exports approached 2 million units. Asia remains the largest destination for China-made plug-in Electric Vehicles, though other markets are growing at a faster pace.

Bloomberg noted that 19,344 Electric Vehicles were delivered to Mexico in November alone, a 2,367% increase from the same period in 2024. This brought China's total Electric Vehicle exports to Mexico this year to 96,194 units, up 150% from 2024.

BYD has rolled out a series of new models and has become the leading Electric Vehicle brand in Mexico. The company plans to more than double its 2024 sales to 100,000 units by the end of this year. In addition, BYD is scouting locations in Mexico for a major manufacturing plant to serve the entire Latin American market.

Last month, imports of Chinese Electric Vehicles across Latin America and the Caribbean jumped 283% year-on-year, with cumulative growth of 65% through November. Mexico and Brazil are the region's largest Electric Vehicle markets.

Exports to Europe are also rising. November shipments exceeded 42,000 units, and year-to-date exports surpassed 600,000 units, up 12% from 2024. Despite multiple challenges—including import tariffs (exceeding 40% for some manufacturers), markups, and market-specific changes that can make the same model more than 50% more expensive in Europe than in China—more Chinese Electric Vehicles entered the European market this year.

The largest European markets for Chinese Electric Vehicles are the United Kingdom (up 113% from November 2024) and Belgium. Last month, imports to both countries totaled around 9,000 units, while cumulative imports by November reached approximately 121,000 units and 195,000 units, respectively.

By November, China had exported nearly 1 million Electric Vehicles to Asia (excluding China), representing a 36% year-on-year increase. Indonesia, Thailand, the Philippines, and Malaysia are the main Asian destinations for China-made plug-in Electric Vehicles, and exports to these countries are expected to rise sharply by the end of 2024.

Most Electric Vehicles produced in China are still sold domestically. China is expected to produce around 17 million Electric Vehicles in 2024, accounting for roughly 70% of global Electric Vehicle output—a share expected to grow further this year. About 11 million of these vehicles were not exported, though not all found buyers. Some manufacturers were found to have bulk-purchased and registered Electric Vehicles to inflate sales figures, with many later becoming “zero-mileage” used cars sold overseas at discounted prices.

China's Electric Vehicle exports continued to trend upward in 2025, but growth may slow in 2026. Western automakers have finally introduced high-performance, uncompromising Electric Vehicles capable of competing with China's best offerings. Models such as the Mercedes-Benz CLA, BMW iX3, and the electric Porsche Macan indicate that manufacturers have found viable solutions, and more so-called “third-generation Electric Vehicles” are expected to debut next year.