China's NEV Production Surpasses 16.6M Units, Driving AC Unit Sales Growth in 2025

Published: Feb 24, 2026 13:35

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In 2025, China's NEV production exceeded 16.6 million units, with a penetration rate as high as 48.1%. The rapid expansion of the NEV industry has driven rapid growth in sales of upstream thermal management parts. According to ChinaIOL data, the total annual sales of air conditioning units (AC units) in China reached 19 million sets in 2025, up 26.7% YoY.

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