Global EV sales rise 9% in July amid regional market divergence

electric vehicle sales automotive market trends new energy vehicles EV market share global automotive industry

Global electric vehicle (EV) sales reached 1.85 million units in July, a 9% year-over-year increase, according to Benchmark Mineral Intelligence. While total year-to-date sales hit 11.5 million, regional performance shows significant divergence. Europe saw robust growth with sales rising 33% to 450,000 units, supported by various subsidy schemes. In contrast, North American sales fell 27% to 140,000 units, partly due to the removal of federal tax credits. China's market experienced a 5% decline in July sales to 980,000 units, though it is showing signs of recovery.

In China, new energy vehicles (NEVs) achieved a major milestone, with monthly sales share exceeding 60% for the first time. Additionally, NEV exports from China have consistently accounted for over 50% of total vehicle exports. Leading exporters include BYD, which holds a 32.2% share of China's NEV exports, and Tesla China, which rose to third place with a 12.3% share.

Other regional highlights include a 148.46% year-on-year surge in EV registrations in Malaysia. In Moldova, Geely has emerged as the top brand in the new automobile market for 2026. Meanwhile, Bosch CEO Christian Fischer warned that Western automotive suppliers must accelerate innovation to counter the growing competitive threat from Chinese EV manufacturers.

Entities

BYD · Benchmark Mineral Intelligence · Bosch · CATL · China · China Association of Automobile Manufacturers · China Passenger Car Association · Europe · European Union · Geely · North America · Tesla

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[DISPUTED] China's New Energy Vehicle (NEV) sales reached over 60% of monthly new car sales in July. www.lacronaca24.it · smartcar.cnmo.com · cn.dailyeconomic.com
[● 14 SOURCES] Global electric vehicle sales rose 9% year-over-year in July to 1.85 million units. mix929.com · wdez.com · jack1065.com · kelo.com · wsau.com · +8 more
[● 3 SOURCES] New energy vehicle exports from China accounted for over 50% of total vehicle exports in July. cn.dailyeconomic.com
[● 3 SOURCES] China's automobile exports reached 1.043 million units in July, an 81.3% year-on-year increase.
[● 14 SOURCES] European EV sales grew 33% in July to 450,000 units. mix929.com · wdez.com · jack1065.com · kelo.com · wsau.com · +8 more
[● 14 SOURCES] North American EV sales fell 27% in July to 140,000 units. mix929.com · wdez.com · jack1065.com · kelo.com · wsau.com · +8 more
[○ 1 SOURCE] Electric vehicle registrations in Malaysia increased by 148.46% year-on-year in July. afma.org.au
[○ 1 SOURCE] Electric vehicle sales in Ecuador grew 239.2% between January and July 2026. www.expreso.ec
[● 2 SOURCES] Chinese brands accounted for 14.2% of Western European battery-electric vehicle sales in the first five months of 2026. heartofasia.af · www.thecooldown.com
[DISPUTED] New energy vehicle sales in China exceeded 60% of total monthly new car sales in July. www.lacronaca24.it · smartcar.cnmo.com
[○ 1 SOURCE] BYD recorded 223,461 passenger new energy vehicle retail sales in China in July. cnevpost.com