ACEA January-November 2025 European Automotive Market Data: Key Industry Signals and Impending Shifts

• Battery Electric Vehicles (BEVs): 2.276 million units sold, +27.4% YoY

• Plug-in Hybrid Electric Vehicles (PHEVs): 1.149 million units sold, +33.1% YoY

01 Battery Electric Vehicles (BEVs)

• Germany leads the market: 490,000 registrations, +41.3% YoY

• UK: 426,000 registrations, +26.0% YoY

• Spain records the fastest growth: 90,000 registrations, +86.3% YoY

• Norway, a BEV pioneer: 138,000 registrations, +34.2% YoY, with a BEV penetration rate exceeding 90%

• Eastern European countries see doubled growth rates: Poland (36,000 units, +140.3%), Slovenia (6,000 units, +100.7%); Romania (7,000 units, -11.1%) and Estonia (1,000 units, -35.1%) post declines

• Large & Fast-growing: Germany, UK, Poland, Spain (Poland’s 140.3% growth ranks first in Europe)

• Large & Stable: France, Belgium, Netherlands, Sweden (YoY growth <10%, mature stock markets)

• Small but Booming: Slovenia, Iceland, Slovakia (YoY growth >80%, small volume with high potential)

• High-risk Markets (not worth entering): Croatia, Estonia, Malta (sales <2,000 units + negative growth)

02 Plug-in Hybrid Electric Vehicles (PHEVs)

• Germany: 281,000 registrations, +62.7% YoY

• UK: 208,000 registrations, +34.8% YoY

• Spain: 111,000 registrations, +113.0% YoY

• Italy (88,000 units, +80.6%) and Poland (28,000 units, +102.0%) see robust growth

• Eastern Europe (low base): Lithuania (4,000 units, +166.3%), Latvia (3,000 units, +280.4%)

• Declining countries: Belgium (36,000 units, -44.0%), France (91,000 units, -24.9%) – due to subsidies shifted to BEVs or the scrapping of PHEV incentives

03 Hybrid Electric Vehicles (HEVs, including full & mild hybrids)

• Germany (the largest HEV market): 745,000 registrations, +8.7% YoY

• Followed by France (646,000 units, +24.2%), Italy (626,000 units, +7.9%) and the UK (698,000 units, +8.5%)

• Southern Europe sees outstanding growth: Spain (438,000 units, +26.0%), Portugal (46,000 units, +46.7%)

• Eastern Europe leads in growth rates: Poland (247,000 units, +6.7%), Bulgaria (2,000 units, +94.7%)

• Declining cases: Netherlands (94,000 units, -5.5%), Denmark (23,000 units, -14.3%)

• Petrol cars: EU registrations at 2.666 million units, a 18.6% YoY drop

• Diesel cars: EU registrations at 890,000 units, a 24.4% YoY drop

• For the broader European market, total traditional fuel vehicle registrations stand at 4.167 million units.

04 Market Share Rankings of Major Automotive Groups & Brands

Volkswagen Group

• Market share: 27.0% | Total registrations: 3.264 million units | +4.6% YoY

• Remains the undisputed leader in the European market.

• Volkswagen Brand: 11.0% (1.329 million units, +5.5% YoY) – the core pillar posts steady growth

• Škoda: 6.4% (771,000 units, +9.9% YoY) – strong performance in Eastern European markets

• Audi: 5.0% (600,000 units, -2.1% YoY) – faces pressures in the luxury segment

• SEAT/Cupra: 2.3% (273,000 units, +37.5% YoY) – rapid growth for the Spanish sub-brands

• Porsche: 0.7% (85,000 units, -13.0% YoY) – slowing demand in the high-end segment

Stellantis Group

• Market share: 14.6% | Total registrations: 1.761 million units | -4.5% YoY

• Europe’s second-largest automotive group; its market share decline is mainly due to the sharp contraction of Fiat, Lancia and other brands.

• Peugeot: 4.9% (597,000 units, +0.1% YoY) – flat growth

• Opel/Vauxhall: 3.1% (370,000 units, -4.4% YoY)

• Citroën: 2.7% (325,000 units, -3.0% YoY)

• Fiat: 2.1% (252,000 units, -13.1% YoY) – significant decline

• Alfa Romeo: 0.5% (55,000 units, +34.9% YoY) – the niche high-end brand sees countercyclical growth

Renault Group

• Market share: 10.2% | Total registrations: 1.231 million units | +6.8% YoY

• Renault: 5.6% (675,000 units, +7.6% YoY) – core brand growth

• Dacia: 4.5% (548,000 units, +4.9% YoY) – prominent cost-performance advantage drives sales

• Alpine: 0.1% (9,000 units, +143.5% YoY) – the niche sports car brand witnesses a sales surge

Hyundai Motor Group

• Market share: 7.9% | Total registrations: 959,000 units | -2.6% YoY

• Balanced performance from its two core brands, but the group faces overall market pressures.

BMW Group

• Market share: 7.3% | Total registrations: 882,000 units | +5.4% YoY

• Driven by the sharp growth of the Mini brand, the group bucks the market downturn.

Toyota Group

• Market share: 7.0% | Total registrations: 850,000 units | -6.7% YoY

• Retains its hybrid technology edge, but growth slows down.

Mercedes-Benz

• Market share: 5.1% | Total registrations: 615,000 units | -0.7% YoY

• A marginal decline in market share for the luxury giant.

Key Data for Chinese Automotive Enterprises in Europe

• SAIC Motor (MG): 2.3% market share | 274,000 registrations | +26.1% YoY

• BYD: 1.3% market share | 160,000 registrations | +276.0% YoY (exponential growth)

• Tesla: 1.7% market share | 203,000 registrations | -28.0% YoY (sharp decline)

• Chery: An estimated over 100,000 units registered

• XPeng: 15,000 units registered

• LYNK & CO + ZEEKR: Combined registrations surpass 10,000 units

Conclusion