BOE vs BYD

BOE（京东方）氧化物显示技术荣膺2025年度国家科学技术进步奖 以创新驱动引领显示技术新纪元

BOE（京东方）氧化物显示技术荣膺2025年度国家科学技术进步奖 以创新驱动引领显示技术新纪元

京东方科技集团股份有限公司2025年第三季度报告全文

BOE Technology Group Co., Ltd. has published its full third quarter report for 2025, along with other announcements including bond issuance coupon rate and share repurchase progress.

Chinese Automakers Gain European Market Share, Iran War Drives EV Demand

Chinese automakers are rapidly gaining market share in Europe, driven by strong electric vehicle demand and exacerbated by the Iran conflict's impact on fuel prices. Data from Dataforce shows Chinese brands accounted for 8.7% of European new car registrations from January to July, nearly triple the share from 2024 and up from 0.6% in 2021. In the EV segment, their share reached 12.6%. BYD leads with 217,000 registrations, while others like MG, Chery, Leapmotor, and Omoda also contribute significantly. The trend is regional, with the UK at nearly 16%, while Germany lags at 4.1%. The article notes the premium segment remains untapped, with expectations of future growth to 20% by 2030. Hybrids now make up 53% of Chinese car sales in Europe due to EU tariffs.

• Chinese automakers reached 8.7% of European new car registrations (Jan-Jul 2026), up from 0.6% in 2021.
• Chinese EV market share in Europe reached 12.6% in the same period, up from 2.1% in 2021.
• BYD leads with 217,000 new registrations and a 2.4% market share in Europe.

EV Boom Meets Rising Pressure from China

The European car market grew again in 2026, driven mainly by battery-electric vehicles (BEVs) and strong sales from Chinese manufacturers. European registrations rose in H1 2026, with BEVs reaching a 20.7% market share and Germany showing particularly strong EV growth. Chinese brands such as BYD, Geely, SAIC, Chery and Leapmotor have rapidly increased European volumes, capturing roughly 10% of the market in June. Established European automakers are not benefiting uniformly; some (e.g., Volkswagen) show only modest growth. The shift is changing competitive dynamics and forces automakers to adapt communication and marketing strategies amid pressure on margins and more constrained automotive advertising budgets in some markets (WARC forecast).

• EU new-car registrations rose 5.7% in H1 2026 (ACEA).
• Battery-electric vehicles reached a 20.7% market share in H1 2026; hybrids 37.3%; petrol and diesel fell to 29.7% (ACEA).
• Germany's EV new registrations rose 48% in H1 2026; in June Germany registered 84,057 pure electric cars (+78.2% year-on-year) with a 28.4% market share (Kraftfahrt-Bundesamt).