2026 is crazy! The export volume of many domestically produced cars has soared?

The export volume of many domestically produced cars has soared, and the momentum is too strong. The data of going to sea in 2026 shows a comprehensive explosion.

1. Market data: No. 1 in the world, with growth rate surpassing Japan, South Korea and Germany

China Automobile Association's latest May data (2026)

In May, vehicle exports were 930,000 vehicles, a year-on-year surge of 68.7%;

From January to May, a total of 4.059 million vehicles were exported, a significant increase of 63% compared with the same period last year, and the average monthly export steadily exceeded 800,000 units

New energy is the absolute main force: in May, the export of new energy vehicles was 463,000, a year-on-year increase of +59%, accounting for 54% of the total exports in the month; from January to May, the cumulative export of new energy was 1.89 million units, a year-on-year increase of 61%;

Comparison: Japan and Germany's automobile export growth rate is only single digits. China's growth rate is more than 10 times that of traditional automobile powers. It has been the world's number one automobile exporter for three consecutive years. The industry predicts that annual exports are expected to exceed 12 million vehicles.

2. Export report card of leading vehicle enterprises (cumulative from January to May)

total echelon

Chery: 749,000 units,+69.6% year-on-year, ranking first in total exports. The fuel + hybrid dual line stabilized Russia, South America, and Europe, with stable exports of around 180,000 units in a single month;

BYD, 617,000 vehicles, a year-on-year increase of 67.6%. Pure electric overseas is the leader. In May, its monthly export exceeded 160,000 vehicles. Orders from Europe and Brazil have been full, and the momentum to catch up with Chery is strong

SAIC Passenger Vehicles (MG): 543,000 vehicles, with a deep foundation in the European market;

Geely: 459,000 vehicles,+150% year-on-year, ranking first in the top five growth rates. High-end models of Lingg and Krypton have entered Europe and the United States, and production capacity of overseas factories has been released;

Chang 'an, 364,000 vehicles, Deep Blue New Energy began to sell relatively quickly in Southeast Asia and South America

Great Wall: 231,000 vehicles, with pickup trucks and hard-core off-road monopolizing the Middle East and Russian market segments;

New forces are growing at a dark horse

Zero running: 75,000 vehicles, a year-on-year increase of 335.5%. Europe's high-end pure electricity market ranked first in the industry. In the first quarter, exports to Europe were nearly 400% year-on-year;

3. Core overseas markets are blooming everywhere

Russia: In May, 94,000 China cars were imported in a single month. The local market share of China brands exceeded 55%. Chery, Haval and Geely were the most popular sellers;

Brazil: 90,000 units, the largest incremental market in South America, BYD and Chery hybrid models are selling well;

Australia, Mexico, Southeast Asia (Thailand, Philippines), and Western Europe (Belgium, Britain, Italy) simultaneously started mass production;

The core battlefield of high-end new energy vehicles has become Europe, and the market shares of Chery, Zero Racing and BYD have been continuously rising.

4. Four underlying reasons for the collective surge in domestic automobile exports

The exclusive advantages of the entire industry chain of new energy (core powerful tricks)

China has the most complete power battery, motor, and electronic control supply chain in the world. 800V high-voltage fast charging, smart cockpit, and high-end smart driving technology are ahead of overseas traditional car companies; overseas brands have slow electrification transformation and long model iteration cycles. Domestic cars have a number of new cars have been updated in one year, and their configuration and cost have completely surpassed competing products.

Fuel + hybrid dual tracks are at the bottom, not relying on pure electricity

When pure electricity encounters trade barriers, plug-in and hybrid models become an incremental dark horse. Overseas oil prices have always been high. PHEV's low vehicle costs are particularly popular in emerging markets. Fuel SUVs and pickup trucks from Chery, Great Wall, and Chang 'an have stabilized basic sales, forming a risk-resistant structure for the oil-electricity dual-line.

The global layout is mature, from selling cars to building industries

Leading car companies have set up local factories in Russia, Brazil, Thailand, and Mexico to circumvent tariffs; they have built dealers, parts, and after-sales networks around the world, and no longer just exporting complete vehicles, but exporting complete manufacturing and service systems.

The global wave of emission reductions has created huge demand

Countries in Europe, the United States, the Middle East, and Southeast Asia are accelerating carbon emission reductions, and local car companies are short of new energy supply; domestic trams have lower prices and cheaper maintenance, which is in line with the consumption needs of ordinary households in various countries and replaces the share of Japanese and Korean fuel vehicles.

5. Industry summary

At present, domestic cars go to sea is no longer a single brand: Chery stabilizes the total amount, BYD stabilizes new energy, Geely high-end, zero running and other new forces seize the European high-end market, Great Wall pickup truck cross-country subdivision king. From the past "low-cost scooter export" to full coverage of fuel, hybrid, and pure electricity, mature markets + emerging markets have made a breakthrough in the dual lines, officially completing the transformation from "Made in China" to "Global Export of China Automobile Brands."

Source: Xiong Yu, digital automobile export

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