Data released by the China Passenger Car Association (CPCA) indicates that electric vehicles (EVs) and plug-in hybrids now account for over 65% of all new car sales in mainland China. This figure, reaching 65.2% of the 1.54 million vehicles sold last month, marks a slight increase from the previous record of 65.1% set just one month prior.

Market observers point to a shift in consumer behavior, noting that buyers are increasingly convinced of the long-term advantages of electric transport. This transition is occurring despite a generally sluggish performance in the broader Chinese automotive market. The report suggests that the ongoing conflict involving Iran is acting as a catalyst for this shift, as motorists seek to insulate themselves from the volatility of petrol prices and potential supply chain disruptions associated with oil-producing regions.

While the data confirms a clear upward trend in EV adoption, the report does not provide a detailed breakdown of how much of this growth is driven by government subsidies versus organic consumer demand. The figures highlight a significant milestone for China’s domestic EV industry, which continues to outpace global adoption rates even as the overall economy faces cooling consumer sentiment.