The global automotive industry is entering a new era. According to the results of 2025, China has for the first time taken the leading position in global automobile sales, surpassing Japan.
According to the Japanese publication Nikkei, total sales of Japanese automakers declined to about 25 million vehicles, while Chinese companies sold nearly 27 million units.
Full shift to electric vehicles
A key factor in the growth of the Chinese auto industry has been the significant increase in electric vehicle exports. In 2025, exports of new energy vehicles reached 3.43 million units, growing by 70% and accounting for about 41% of total shipments.
Financial stability and scale effect
In 2025, a number of Chinese electric vehicle manufacturers turned profitable for the first time. CATL, one of the world's largest battery manufacturers, also recorded significant profits.
Pressure on traditional automakers
Against the backdrop of China's strengthening position, major automakers in Europe, the US and Japan face growing challenges. Nissan sales are declining, Toyota forecasts profit reductions, and Ford expects losses in the electric vehicle segment.
New logic of competition
In the context of global digitalization and electrification, the automobile is transforming into a high-tech platform. Experts emphasize that future leadership will be determined not only by production volumes but also by the ability to implement innovations.
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