China's passenger NEV wholesale sales in June 2026 are estimated at 1.36 million units, up 12% year-on-year. BYD leads with 377,000 units, followed by Geely, Chery, and Tesla China. The market maintains strong momentum despite entering the traditional low season, with NEV penetration expected to exceed 50% again.
June Forecast: Resilient Growth in Low Season
According to the CPCA's preliminary estimates, China's passenger NEV wholesale volume in June 2026 is projected to reach 1.36 million units, representing a 12% year-on-year increase and stable month-on-month performance. This data confirms the market has moved past the early-year slowdown and entered a steady expansion phase.
PHEVs (including EREVs) continue to outpace BEVs in growth rate, reflecting their adaptability in regions with limited charging infrastructure. For overseas buyers in Central Asia and Russia, plug-in hybrids remain the most practical choice.
Brand Landscape: Top Players Consolidate
| Rank | Automaker | Est. Wholesale (units) | YoY Trend |
|---|---|---|---|
| 1 | BYD | 377,000 | Sustained growth |
| 2 | Geely | 131,000 | Strong growth |
| 3 | Chery | 93,000 | Steady growth |
| 4 | Tesla China | 86,000 | Year-high |
| 5 | Leapmotor | 82,000 | New record |
BYD maintains its dominant lead, with its PHEV models particularly competitive in export markets. Geely and Chery leverage multi-brand strategies across both BEV and hybrid segments. Leapmotor sets another monthly record, with its export growth also notable.
H2 2026 Outlook
- Policy support continues with the third batch of 62.5 billion RMB trade-in subsidies already deployed
- Exports remain a key growth driver—May's 930,000 vehicle export record sets a strong baseline
- New model launches from Nio, Xiaomi, and Xpeng will intensify competition in H2
- Solid-state batteries, advanced ADAS, and 800V platforms will reach more mass-market models
For Central Asian, Russian, and Middle Eastern dealers, June's data further confirms the competitiveness of Chinese NEV products. EX1000.COM will continue tracking monthly market dynamics to support overseas procurement decisions.
