According to the latest data released by the European Automobile Manufacturers' Association (ACEA), new registrations of battery-electric vehicles in the EU reached 217,898 in 2025, a significant increase of 51% compared to the same period in 2024. This marks the first time that electric vehicle sales in the EU have exceeded those of standard petrol cars, representing a major milestone in the automotive market's shift towards electrification.

Throughout 2025, the market share of electric vehicles in the EU rose to 17.4%, showing clear growth from 13.6% in 2023. Meanwhile, petrol car registrations fell by 18.7%, with their market share shrinking from 33.3% to 26.6%. This change reflects an accelerated shift towards electrification in the EU automotive market.

In terms of regional distribution, four major markets—Germany, the Netherlands, Belgium, and France—accounted for 62% of total battery-electric vehicle registrations. Germany saw the most significant growth, with a year-on-year increase of 43.2%. France experienced the largest decline in petrol car registrations, down 32% year-on-year, while Germany, Italy, and Spain also saw varying degrees of decline.

Hybrid vehicles remain the largest market segment in the EU, with sales reaching 324,799 in December 2025, up 5.8% year-on-year. However, battery-electric and plug-in hybrid vehicles are growing faster, with increases of 51% and 36.7% respectively during the same period, demonstrating stronger growth potential.

This data comes as the EU is advancing its "Fit for 55" package of proposals, aimed at supporting the automotive industry's transition to clean mobility. According to the relevant proposals, the EU plans to reduce CO2 emissions from new cars by 90% from 2021 levels by 2035. If adopted, the proposal would allow vehicles like plug-in hybrids to continue playing a role in the market.

In a press release, ACEA stated that the current level of electric vehicle sales "still leaves room for growth to stay on the transformation track." Opinions within the European automotive industry differ regarding the implementation of clean car rules, with some manufacturers believing that the targets should be adjusted appropriately in the face of international competition.

In terms of brand performance, Volkswagen maintained its position as the largest market share holder in the EU, accounting for 26.7% in December 2025. Tesla's market share dropped from 3.5% to 2.2%, with a full-year decline of 37.9%. The Chinese EV brand BYD saw its market share increase from 0.7% to 1.9%, achieving significant growth.

The historic overtaking of petrol cars by electric vehicle sales in the EU not only reflects a shift in consumer preferences but also highlights the profound impact of policy guidance and technological advancement on the automotive market. As the electrification process accelerates, the structure of the EU automotive industry will continue to evolve.