Chinese EVs Surge: BYD Dominates Sales, Gilis Lead Tech Advances

In a pivotal week for China's electric vehicle (EV) industry, BYD claimed five spots in the top 10 November 2025 new energy vehicle sales with over 197,000 units sold collectively, while Geely joined the ASQMS software quality committee as a founding member to shape global standards. Meanwhile, Hesai's Meanwin Intelligent Mobility (under Joyson Electronics) partnered with Sannian Intelligent Driving to deploy L4 autonomous solutions, boosting port efficiency by 15% at Ningbo Port. These developments underscore China's dual push in market dominance and cutting-edge autonomous driving tech.

November 2025 Sales Breakdown: BYD's Unrivaled Reign

China's auto market in November 2025 highlighted the EV transition, with new energy vehicles outpacing traditional fuel cars in momentum. Cover世 Automotive Research data reveals a mature fuel car segment led by Japanese and German brands, but the EV arena is firmly Chinese-dominated.

Top 10 Fuel Car Sales

• Key Insights: Japanese (Nissan) and German (VW) brands hold the top, but Chinese firms like Geely (two models, ~43,500 units) and Chery signal rising domestic strength. SUVs and sedans split evenly at ~105,000-106,000 units each.

Top 10 New Energy Vehicle Sales

• BYD's Dominance: Five models (Seagull, Qin Plus, Yuan, Sea Lion 06, Dolphin) totaled over 197,000 units, showcasing full-category coverage from mini-EVs to SUVs.
• Wuling Mini EV leads micro-EVs; Tesla holds premium niches; newcomers like Xiaomi YU7 add cross-brand competition.

Strategic Partnerships: L4 Autonomous Driving Breakthrough

Joyson Electronics' Meanwin Intelligent Mobility signed a strategic pact with Sannian Intelligent Driving, targeting L4 autonomous solutions in limited scenarios and embodied intelligent domain control. Their joint "V2X + L4 + smart cloud scheduling" platform is live at Ningbo Port, tackling mixed-traffic and intersection challenges via V2X, 5G, and optimized algorithms.

• Performance Gains: 15% faster vehicle scheduling, 10% better path planning accuracy.
• Future Scope: Expand to scalable logistics networks and embodied AI, leveraging Meanwin's ADAS controllers and Sannian's heavy-duty unmanned transport expertise.

Meanwin CEO Xi Xiaohua emphasized tech-scenario synergy, while Sannian founder He Bei highlighted scalable, cost-effective solutions.

Geely Shapes Global Software Standards

Geely Auto joined the Automotive Software Quality Management System (ASQMS) Guidance Committee as a founding member on December 18, 2025, gaining full voting rights. With over 100 billion yuan invested in smart EV transformation, Geely will influence standards for software R&D, testing, and supply chains.

• Geely's Role: Nominate experts for standard drafting, propose supplier requirements, and enforce ASQMS compliance across its ecosystem.
• This marks China's shift from standard-follower to leader in software-defined vehicles.

Why This Matters: Global Implications

These milestones signal China's EV ecosystem maturity: BYD's sales blitz proves mass-market scalability, while L4 port deployments and ASQMS leadership position Chinese firms as autonomous driving and quality standard pioneers. Amid global EV adoption, this intensifies competition for Tesla and legacy automakers, potentially exporting tech like V2X-L4 to international logistics hubs. For investors, it highlights Geely and partners' edge in software-defined mobility.

Looking Ahead

Expect Geely's ASQMS influence to accelerate reliable OTA updates and ADAS; Meanwin-Sannian could scale L4 to warehouses and highways by 2026. With BYD's momentum, China's EV market—already 50%+ penetration—eyes export dominance, redefining global autonomous EV standards.