China’s EV Bloodbath: Why Tesla and BYD Collapsed in July (And Who’s Taking Their Place)
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English Blog Post (Updated with Data Tables)
Title: China’s EV Bloodbath: Why Tesla and BYD Collapsed in July (And Who’s Taking Their Place)
URL: china-ev-bloodbath-july-sales-tesla-byd-geely
(Full Blog Post)
The July 2025 auto sales report from China sent a shockwave through the global industry. The two undisputed titans, BYD and Tesla, both stumbled badly. At first glance, it looks like a market-wide slowdown. But a deeper analysis of the data reveals a far more dramatic story: this isn’t a recession, it’s a revolution. A brutal reordering is underway, and the old formula for success has been thrown out the window.
The Fallen Kings
The headline numbers are stark. BYD, the reigning champion, saw its sales plummet by 17% year-over-year. Their powerhouse model, the Song PLUS, fell by a staggering 33%. The reason? A market that is rapidly shifting from Plug-in Hybrids (PHEVs), BYD’s stronghold, to pure Battery Electric Vehicles (BEVs).
Tesla’s situation was equally grim. Sales fell by more than 12% YoY, and a shocking 33% from the previous month. Their dependency on the aging Model Y became a critical vulnerability. As a swarm of new, compelling Chinese sedans hit the market, the once-invincible Model 3’s sales collapsed, dropping it out of the top 50 entirely. For Western automakers, this is a critical lesson: in China’s hyper-competitive market, product freshness is paramount and single-model dependency is a death sentence.
The New Warlords: Geely and Xiaomi
As the giants bled, new contenders surged forward to claim their territory.
Geely Auto was the undisputed winner of the month. Their “Geely + Galaxy” dual-brand strategy is paying off handsomely. The Galaxy brand alone posted an incredible 264.7% year-over-year growth. By integrating its various brands to create synergy rather than internal competition, Geely is demonstrating a level of strategic sophistication that rivals the Volkswagen Group, but at a much faster pace.
Meanwhile, Xiaomi, the company once dismissed as a “smartphone maker,” solidified its position as a major automotive force. With 132% YoY growth, the SU7 proved its initial success was no fluke. Xiaomi is winning not just by making a good car, but by seamlessly integrating it into its massive “Human x Car x Home” smart device ecosystem. They aren’t selling a vehicle; they’re selling a lifestyle—a feat traditional automakers are struggling to replicate.
The Paradigm Shift: From Scale to Ecosystem Efficiency
The real story of July’s sales data is the fundamental change in the rules of competition. The era of winning through sheer scale is over. The new battlefield is ecosystem efficiency.
The winners are companies that can demonstrate superior industrial chain efficiency and offer a compelling user ecosystem. Geely’s multi-brand synergy and Xiaomi’s connected-life platform are the new blueprints for success. This brutal reshuffling in China is a preview of the global battle to come. The lessons for Hyundai, VW, and Ford are clear: building a great EV is no longer enough. The ultimate victors will be those who build a world around it.
Data Room: July 2025 China Retail Sales Figures
Top 20 Brands by Retail Sales in July 2025
| Rank | Brand | July Sales | June Sales | MoM Change | YoY Change |
| 1 | BYD | 249,478 | 318,766 | -21.7% | -16.6% |
| 2 | Volkswagen | 145,796 | 175,317 | -16.8% | -2.2% |
| 3 | Toyota | 133,932 | 140,203 | -4.5% | 7.1% |
| 4 | Galaxy | 90,582 | 85,567 | 5.9% | 264.7% |
| 5 | Geely | 72,355 | 70,052 | 3.3% | 30.8% |
| 6 | Wuling | 71,976 | 72,724 | -1.0% | 19.9% |
| 7 | Changan | 60,370 | 61,207 | -1.4% | 56.1% |
| 8 | Nissan | 51,423 | 46,851 | 9.8% | 27.2% |
| 9 | Chery | 47,852 | 51,307 | -6.7% | 10.2% |
| 10 | Leapmotor | 45,524 | 44,921 | 1.3% | 106.1% |
| 11 | Honda | 44,251 | 58,017 | -23.7% | -14.1% |
| 12 | BMW | 40,883 | 49,143 | -16.8% | -16.5% |
| 13 | AITO | 40,753 | 44,685 | -8.8% | -0.8% |
| 14 | Tesla | 40,617 | 61,484 | -33.9% | -12.1% |
| 15 | Audi | 37,600 | 51,000 | -26.3% | -16.9% |
| 16 | Hongqi | 37,239 | 41,796 | -10.9% | 21.0% |
| 17 | Xpeng | 36,717 | 34,611 | 6.1% | 229% |
| 18 | Buick | 33,668 | 35,644 | -5.5% | 27.0% |
| 19 | Li Auto | 30,731 | 36,279 | -15.3% | -39.7% |
| 20 | Xiaomi | 30,452 | 25,459 | 19.6% | 132.1% |
Source: Based on data from the China Passenger Car Association (CPCA)
Top 20 Models by Retail Sales in July 2025
| Rank | Model | July Sales | June Sales | MoM Change |
| 1 | Xingyuan | 44,274 | 40,891 | 8.3% |
| 2 | Qin PLUS | 31,237 | 38,618 | -19.1% |
| 3 | Model Y | 30,766 | 44,848 | -31.4% |
| 4 | Hongguang MINIEV | 27,337 | 26,111 | 4.7% |
| 5 | Sylphy | 26,337 | 24,447 | 7.7% |
| 6 | Qin L | 24,490 | 31,304 | -21.8% |
| 7 | Xiaomi SU7 | 24,410 | 23,225 | 5.1% |
| 8 | Lavida | 23,081 | 25,249 | -8.6% |
| 9 | Seagull | 22,941 | 30,708 | -25.3% |
| 10 | AITO M8 | 21,564 | 21,185 | 1.8% |
| 11 | Seal 06 | 21,555 | 21,770 | -1.0% |
| 12 | Boyue L | 21,046 | 12,971 | 62.3% |
| 13 | RAV4 | 18,473 | 19,726 | -6.4% |
| 14 | Song PLUS | 17,887 | 26,813 | -33.3% |
| 15 | Camry | 17,719 | 20,358 | -13.0% |
| 16 | Sagitar | 17,524 | 20,192 | -13.2% |
| 17 | Xingyue L | 17,362 | 21,668 | -19.9% |
| 18 | Magotan | 17,066 | 19,781 | -13.7% |
| 19 | Passat | 16,579 | 20,008 | -17.1% |
| 20 | Tiguan L | 16,537 | 19,684 | -16.0% |
Source: Based on data from the China Passenger Car Association (CPCA)
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