In June 2026, 23 A- and H-share listed automakers sold a combined 2.2166 million vehicles, up 5.97% year-on-year. BYD led with 403,500 units, while Chery's exports of 191,100 units set a new monthly record for the fourth consecutive month. NEV sales reached 1.3986 million units, with penetration at approximately 64.46%.
Sales Landscape: Head-Brand Concentration Intensifies
June 2026 delivered a solid performance for China's listed automakers. Collectively, 23 A- and H-share vehicle manufacturers sold 2.2166 million units, marking a 5.97% YoY increase and an 8.17% month-on-month rise — a notable achievement amid domestic demand headwinds.
The top-tier ranking shows a further solidification of market leaders:
- BYD claimed first place with 403,500 units sold
- SAIC Motor followed closely with 394,800 units
- Chery Group moved 256,600 units, up 9.85% YoY
- Geely Auto recorded 240,800 units for the month
In terms of YoY growth velocity, BAIC BluePark, Leapmotor, and NIO all posted increases exceeding 60%. Meanwhile, five companies including Seres and Qianli Technology saw declines of over 10%, highlighting deepening market polarization.
| Automaker | June Sales (10k units) | YoY Growth | Rank |
|---|---|---|---|
| BYD | 40.35 | +5.46% | 1 |
| SAIC Motor | 39.48 | +8.1% | 2 |
| Chery Group | 25.66 | +9.85% | 3 |
| Geely Auto | 24.08 | +2.0% | 4 |
| Changan Auto | 20.20 | -14.09% | 5 |
Structural Signals Behind the Divergence
Compared to May 2026, BAIC BluePark, Shuguang, JAC Motors, and XPeng all saw significant acceleration in sales growth. In contrast, Yutong and Zhongtong Bus experienced slower momentum. This divergence signals a market transition from universal growth to selective winners.
Export Engine: Chery Breaks Records for Four Straight Months
The most striking figures in June came from overseas markets. China's auto exports surged 75.1% YoY to 1.0378 million units — the first time monthly exports have crossed the one-million threshold, setting a new historical record.
Among listed automakers, Chery Group, BYD, SAIC Motor, and Geely Auto each exported over 100,000 units in June. Key highlights include:
- Chery Group exported 191,100 units, up 79.69% YoY, breaking China's single-month export record for the fourth consecutive month. Exports accounted for 74.46% of its total sales
- Great Wall Motor saw exports reach 55.67% of total monthly sales
- Changan Auto, BYD, and Geely Auto each had export ratios exceeding 40%
In export growth terms, Geely Auto doubled its export volume YoY, while BYD, Chery Group, and Changan Auto all posted export growth exceeding 70%.
Chery's sales structure is particularly illustrative: of its 256,600 total units sold in June, 191,100 were exported and only 65,500 sold domestically — a clear "exports exceeding domestic sales" pattern. Meanwhile, Chery's NEV sales reached 113,600 units in June, up 58.68% YoY, showing that its green transition is also accelerating.
| Automaker | June Exports (10k units) | Export Share | YoY Growth |
|---|---|---|---|
| Chery Group | 19.11 | 74.46% | +79.69% |
| Great Wall Motor | — | 55.67% | — |
| Changan Auto | 9.11 | 45.09% | +73.18% |
| Geely Auto | >10 | >40% | Doubled |
| BYD | >10 | >40% | >70% |
NEV Penetration: 64.46% Marks an Industry Inflection Point
The NEV segment continues to serve as the primary growth engine. Nineteen disclosing automakers sold a combined 1.3986 million NEVs, up 25.41% YoY and 10.82% MoM. NEV penetration reached approximately 64.46%, maintaining a sustained upward trajectory.
NEV growth also showed significant divergence:
- BAIC BluePark posted NEV growth exceeding 150%
- GAC Group and Leapmotor both saw NEV growth surpassing 90%
- Qianli Technology, JAC Motors, and Seres reported YoY declines
GAC Group sold 144,900 vehicles in June, of which 58,900 were NEVs — a 95.18% YoY increase representing over 40% of total sales. GAC Aion alone moved 37,489 units, up 88.52%.
Leapmotor set a new brand record with 93,376 units in June, up 95% YoY, cementing its position as one of the fastest-growing new forces.
Implications for Global Markets
China's automakers are accelerating toward a "dual-drive" model balancing domestic and export markets. While domestic competition intensifies and growth moderates, booming overseas sales are effectively offsetting demand pressure at home. For buyers, dealers, and industry observers in Central Asia, Russia, and other emerging markets, several trends merit close attention:
- Expanding export scale: With monthly exports surpassing one million units, brands like Chery, BYD, and Geely have built increasingly mature product portfolios and distribution networks overseas
- Rising NEV export share: NEVs accounted for 57% of total auto exports in June, confirming China's position as the world's largest NEV exporter
- Diversified brand options: From BYD's pure-electric lineup to Chery's multi-brand coverage and Geely's European M&A integration strategy, varied overseas demands now find matching Chinese solutions
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