Global performance

• May 2025: sales of 1.6 million EVs (including PHEVs).
• January–May 2025: sales of 7.2 million (+28% vs. 2024).

Growth

• +24% in May 2025 vs. May 2024.
• +28% in 5 months of 2025 vs. 2024.

Regional dynamics

China is the absolute leader (61% of the global market):

• Sales: 4.4 million in 5 months (+33% vs. 2024).
• Share: 61% of global sales.

Europe – a sharp recovery after stagnation in 2024:

Sales: 1.6 million (+27% vs. 2024). In 2024 there was a decline of 3%, but in 2025 – significant growth:

• Germany: +45% (new government programs for corporate car fleets).
• UK: +32%.
• Spain: +72%.
• Italy: +58%.

North America (USA, Canada, Mexico):

• Sales: 0.7 million (+3% vs. 2024).
• USA: +4%.
• Canada: sales decline.

Rest of the world:

• Growth +36% (strong increase in demand in emerging markets).

Conclusions

• China continues to dominate, but Europe shows the sharpest growth after last year’s decline. – North America is lagging behind due to weak momentum in Canada and moderate growth in the US.
• Corporate programs (especially in Germany) are becoming a key sales driver.