Blurred traffic lights, for article on China EV sales

Plugin vehicles account for 99% of new car sales in China

Note: This is an imagined future story, written as if a projected milestone has occurred. It is based on current trends and evidence, not confirmed events.

In 2039 C.E., China has crossed a threshold that once seemed audacious: plugin vehicles — battery electrics and plug-in hybrids combined — now account for 99% of all new passenger car sales in the country. The remaining 1% represents a handful of specialized or legacy commercial orders. For a market that sold roughly 26 million vehicles a year, this is not a footnote. It is the final chapter of the internal combustion era in the world’s largest auto market.

Key projections

  • China EV sales: Plugin vehicles reached 99% of new car sales in 2039 C.E., up from 25% battery-electric alone in 2023 C.E. — a trajectory that took just 16 years.
  • Charging infrastructure: China’s national charging network expanded to more than 28 million public charging points by 2038 C.E., resolving the range anxiety that slowed adoption in earlier years.
  • Battery costs: Lithium iron phosphate battery pack prices fell below $45 per kilowatt-hour by 2037 C.E., making EVs cheaper to manufacture than comparable combustion vehicles across almost every segment.

How China got here

The foundation was laid years before anyone called it inevitable. In 2023 C.E., CleanTechnica reported that 25% of new car sales in China were already fully electric — a figure that stunned analysts outside the country. Plugin hybrids pushed the total plugin share even higher that year, closer to 35%.

From that base, the slope was steep. Domestic brands like BYD, SAIC, and a wave of newer entrants competed ferociously on price and features, compressing margins and accelerating innovation in ways that foreign competitors struggled to match. By 2030 C.E., the plugin share had climbed past 75%.

Government policy played a critical enabling role without being the sole driver. Purchase subsidies phased out gradually rather than abruptly, avoiding the demand shocks that had derailed earlier programs. Simultaneously, Chinese cities tightened registration restrictions on combustion vehicles — making a plugin vehicle, in many urban areas, the only practical choice for a new buyer.

What the grid transition made possible

Critics had long argued that electrifying cars without cleaning the grid would simply move tailpipe emissions to the smokestack. That concern was legitimate in 2023 C.E., when coal still generated roughly 60% of China’s electricity.

By 2039 C.E., that figure has dropped to under 25%, according to projections from the International Energy Agency. Wind and solar capacity expanded at a pace that repeatedly broke global records through the late 2020s and early 2030s. The result: an EV charged on China’s 2039 C.E. grid produces a fraction of the lifecycle emissions of even the most efficient combustion car.

This shift also benefited urban air quality in ways that public health researchers are still measuring. Nitrogen oxide and particulate emissions in major cities fell dramatically across the 2030s. The World Health Organization estimates that improved air quality in Chinese cities has prevented hundreds of thousands of premature deaths annually.

The uneven picture

The milestone deserves celebration. It also deserves honesty.

Rural adoption has lagged meaningfully behind urban rates. Charging infrastructure in China’s less-dense inland provinces remains thin compared to coastal cities, and lower-income buyers have faced a harder path to affording newer models despite falling base prices. The secondary market for used EVs has grown but still carries uncertainty around battery degradation and resale value — concerns that disproportionately affect buyers who cannot absorb that risk.

There are also supply chain questions that 2039 C.E. has not fully resolved. Lithium and cobalt sourcing remains geopolitically contested, and while Chinese battery manufacturers have pushed hard toward sodium-ion and other chemistries that reduce dependence on constrained minerals, the transition is incomplete. The World Bank has noted that responsible mineral sourcing will remain a live challenge for the EV industry globally through mid-century.

What 99% actually means

Numbers like this can feel abstract. Consider what they represent at street level.

A child born in Beijing in 2039 C.E. will grow up in a city where the sound of combustion engines is something you hear in old films. The smell of exhaust at an intersection is becoming a memory. For a generation of urban Chinese, the car was always electric — the transition is simply the world they know.

For the global auto industry, China’s 99% serves as both a proof of concept and a competitive pressure. Automakers worldwide are watching a market of this scale demonstrate that full electrification is not a distant aspiration. It is an operational reality.

The remaining 1% will not last long.

Read more

For more on this story, see: CleanTechnica

For more from Good News for Humankind, see:

About this article

  • 🤖 This article is AI-generated, based on a framework created by Peter Schulte.
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