Which country is the country that exports most cars in China? Why can I occupy it?

1. Authoritative ranking of exporting countries (divided into two categories)

1. Complete list for the whole year of 2025 (Official Passenger Federation Customs, first place of the year: Mexico)

Mexico: 625,200 vehicles (first in the year)

Russia, with 582,700 vehicles, ranked first for two consecutive years from 2023 to 2024, and dropped to second place by 2025)

United Arab Emirates: 571,900 vehicles

UK: 335,600 vehicles

Brazil: 322,100 vehicles

Saudi Arabia: 302,200 vehicles

Belgium: 300,100 vehicles

Australia: 297,400 vehicles

Philippines: 256,700 vehicles

Kazakhstan: 211,500 vehicles

Ranked first in the phased short-term is Brazil in the cumulative list from January to May 2026)

Brazil: 385,800 vehicles (currently ranked first)

Russia: 364,700 vehicles

UK: 194,200 vehicles

Australia: 178,600 vehicles

Mexico: 165,000 vehicles (dropped sharply after tariff increase)

2. The core logic of three "once and now number one" countries to reach the top

(1) 2025 Championship: Why did Mexico win first

North American Free Trade Agreement USMCA core springboard (most critical)

The United States has a tariff of 27.5% for direct imports of complete vehicles from China, which is extremely high; Mexico belongs to the US-Mexico-Canada Free Trade Zone, and CKD spare parts assembled vehicles in Mexico can be sold to the United States and Canada at zero tariffs. BYD, Chery, and Great Wall all built factories in Mexico, using the Mexican curve to enter the world's largest North American consumer market, bringing massive increases.

Local consumption is in urgent need, and products are misplaced in competition

Latin America's second largest automobile market, with annual new car sales exceeding 3.3 million units; Japanese and Korean models are priced at high prices and poorly configured, and China's cost-effective SUVs and trams accurately seize the mid-end market. In 2025, 221,000 new energy vehicles will be exported to Mexico, a year-on-year increase of 176%. Local oil prices are high and the cost advantage of tram vehicles is obvious.

Tariffs will be relaxed in 2025, and car companies will concentrate on momentum

Only in January 2026 will the tariff on imported vehicles be increased from 20% to 50%. In 2025, import costs will be friendly, and major vehicle companies will concentrate on shipments to seize the share, leaving Russia alone.

Mature automobile industry supporting facilities

Mexico has a complete ro-ro port, parts supply chain, and skilled auto workers. It builds factories and puts them into production quickly, and dealers and maintenance outlets are rapidly rolling out across the country.

(2) The reason why Russia won the championship for two consecutive years from 2023 to 2024

European and American car companies withdraw completely, leaving a million-level market vacuum

After the Russia-Ukraine conflict, Volkswagen, Toyota, Renault, Hyundai, and Kia all shut down their factories and stopped supplying supplies. The local Lada models are old, poorly intelligent, and insufficient production capacity. China brands are the only stable large-scale suppliers, with a market share exceeding 60%.

The product is suitable for extremely cold climate and has exclusive advantages for hybrid

Suitable for the severe cold of minus 40℃, it is an exclusive low-temperature anti-freezing chassis and low-temperature battery adjustment. The plug-in and mixed-in or range-increasing method is perfect for long-distance travel in Russia. There is no need to rely on charging piles. There are almost no competing products of the same level in the local area.

Local factories avoid high taxes and fees

The Great Wall Tula Complete Vehicle Factory and Chery Geely CKD Assembly Plant have been implemented. Local production enjoys income tax and scrapping tax exemptions, greatly reducing terminal selling prices, and stable supply through China-Europe freight trains and shipping channels.

Core reasons for decline after 2025

Russia has significantly increased import tariffs by 20%-38%, increased scrapping taxes by 70%-85%, tightened vehicle certification, and combined with the recovery of production capacity of local automobile companies. The annual export volume has been directly halved, giving up the top spot.

(3) Reasons for Brazil's surge, ranking first in the short term from January to May 2026

Centralized shipments during the tariff window (short-term impulse core)

Due to Brazil's plan to increase the import tariff on electric vehicles to 35% in July 2026, major car companies cleared customs and shipped goods in large quantities in advance. Short-term sales broke out and overtook Russia and Mexico.

Strong local market demand and increased new energy subsidies

Brazil is the sixth largest automobile market in the world and has no strong local independent brands; BYD Dolphin, Yuan PLUS, and Song series have long dominated the retail sales list. Government tram purchase subsidies have driven demand for electrification. Brazil is also the first destination for China's new energy vehicle exports.

South American logistics and trade policies are friendly

Shipping can go directly to the Port of Santos in Brazil. The barriers to bilateral trade are relatively low and settlement in domestic currency is very convenient. The channel can be extended downwards to cover small and medium-sized cities across the country.

3. China's cars can seize the top spot in other countries and the bottom line of GM

A complete global industry chain: integrated manufacturing of batteries, electronic controls, chassis, and complete vehicles, controllable costs and ranked first in the world in delivery speed;

Comprehensive leadership in new energy technologies: a complete product line of pure electricity, plug-in hybrid, and extended range, suitable for various countries with severe cold, high temperatures, and lack of charging facilities;

It has obvious advantages in terms of cost performance and configuration. The size is larger in the same price range. It also comes standard with a large screen, panoramic image, and full-speed driving assistance. These are generally not available in affordable overseas models.

It has the ability to quickly implement globalization, can build factories overseas, complete local regulations and certification, build after-sales parts systems relatively quickly, and flexibly respond to changes in tariffs in various countries.

Source: Xiong Yu, digital automobile export

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