GAC Group's NEV production in May 2026 reached 62,000 units, up 85.71% YoY; sales reached 46,100 units, up 71.64% YoY. Cumulative Jan-May production hit 211,800 units, up 41.70% YoY; cumulative sales reached 201,300 units, up 62.38% YoY. Total group vehicle sales were 127,300 units, up 8.18% YoY.
Monthly Data: Production and Sales Both Surge
GAC Group's NEV production and sales data for May 2026 delivered impressive results. Production reached 62,000 units, surging 85.71% YoY; sales reached 46,100 units, up 71.64% YoY. The production growth rate significantly outpaced sales growth, reflecting that GAC's NEV capacity ramp-up has entered an acceleration phase.
May Core Metrics Breakdown
- 62,000 units produced, +85.71% YoY, unprecedented capacity release
- 46,100 units sold, +71.64% YoY, sustained strong end-demand
- Production-sales gap widening, inventory levels recovering
| Metric | May Data | YoY Growth | MoM Change |
|---|---|---|---|
| NEV production | 62,000 units | +85.71% | +15% |
| NEV sales | 46,100 units | +71.64% | +12% |
| Total vehicle sales | 127,300 units | +8.18% | +5% |
| NEV share | 36.2% | +12.3pp | +2.1pp |
Cumulative Performance: Jan-May Production and Sales Exceed 200K
From a cumulative perspective, GAC NEV's growth momentum is even stronger. Jan-May cumulative production reached 211,800 units, up 41.70% YoY; cumulative sales reached 201,300 units, up 62.38% YoY. Sales growth outpacing production growth indicates terminal digestion capacity exceeds supply capacity.
Cumulative Production and Sales Comparison
- Cumulative production 211,800 units, +41.70% YoY, capacity building progressing steadily
- Cumulative sales 201,300 units, +62.38% YoY, market demand exceeding expectations
- Production-sales ratio 95.0%, overall healthy supply-demand relationship
- AION brand continues volume growth, AION Y and AION S remain sales pillars
- GAC Trumpchi's NEV transformation accelerates, E-series models contributing incremental volume
- Joint venture brands gradually introducing NEV models, enriching product portfolio
Group Overall and NEV Share Analysis
GAC Group's total vehicle sales in May reached 127,300 units, up 8.18% YoY. NEV model share has risen to 36.2%, up 12.3 percentage points from the same period last year.
Rapid NEV Penetration Growth
| Time Dimension | Total Sales | NEV Sales | NEV Share |
|---|---|---|---|
| May 2025 | 117,700 units | 26,900 units | 22.9% |
| May 2026 | 127,300 units | 46,100 units | 36.2% |
| Change | +8.18% | +71.64% | +12.3pp |
This structural shift indicates GAC Group's NEV transformation has entered the harvest period. While traditional fuel vehicles still contribute, their growth momentum has clearly weakened, with NEV becoming the core engine driving group growth.
For overseas buyers focused on China's NEV supply chain, GAC Group's rapid expansion means richer component procurement opportunities and vehicle cooperation space. Through platforms like EX1000.COM, buyers can gain in-depth understanding of export model configurations and supply policies for GAC's AION and Trumpchi brands.
