China's automobile exports maintained strong growth momentum. From January to April 2026, total vehicle exports reached 3.127 million units, a year-on-year increase of 61.5%. New energy vehicles emerged as the brightest spot, with NEV exports reaching 670,000 units in the first two months alone, up 88% YoY. Europe, Southeast Asia, South America, and the Middle East remain the primary destinations.
Export Scale and Growth
China's vehicle exports reached 3.127 million units in January-April 2026, surging 61.5% year-on-year, securing its position as the world's largest auto exporter. Passenger vehicles accounted for over 80%, with SUVs serving as the core growth driver.
Export Structure Deep Dive
Destination Market Distribution
Europe, Asia, and South America are the three core markets. Germany saw the most explosive growth, with Chinese vehicle exports surging 488% year-on-year in February. Brazil remains the largest destination for Chinese NEV exports, with 45,935 units shipped in February.
- NEV exports have been outstanding, reaching 670,000 units in January-February, up 88% year-on-year
- Plug-in hybrid exports surged 150%, becoming a new growth engine
Leading Automaker Export Performance
- Chery leads with cumulative exports exceeding 700,000 units, boasting the most comprehensive global layout
- BYD surpassed 1 million exports in 2025, targeting 1.3 million in 2026
- Leapmotor's European exports jumped 313.6% year-on-year in Q1
Jan-Apr Export Core Data
| Export Category | Jan-Apr Data | YoY Change | Note |
|---|---|---|---|
| Total Vehicle Exports | 3.127M units | +61.5% | World's #1 |
| NEV Passenger Vehicles (Jan-Feb) | 670,000 units | +88% | Core highlight |
| PHEV Export Growth Rate | 150% | — | New engine |
| Exports to Germany (Feb) | +488% | — | Fastest growth |
| Brazil NEV Exports (Feb) | 45,935 units | — | Largest destination |
Globalization Model Upgrade
The entire supply chain going global is the major trend. China's lithium battery demand reached 354.82 GWh in Q1 2026, with exports exceeding 65% for the first time. CATL and BYD are building large-scale factories in Hungary and Thailand.
Overseas Dealer Perspective
Chinese NEVs maintain a 20%-40% price advantage over comparable models, with leading intelligent features. EX1000.COM data shows Chinese automakers are transitioning from product trade to technology transfer and localized production.
EU anti-subsidy tariffs, US 100% tariffs, and Brazil's 35% NEV tariffs are accelerating Chinese automakers' localization efforts. Overseas dealers should seize the window and actively introduce high-value Chinese models.
