globalization

After 7.098 Million Vehicle Exports, Chinese Auto Globalization Enters Deep Water

In 2025, China's automobile exports reached 7.098 million units, a year-on-year increase of 21.1%, of which new energy vehicle exports reached 2.615 million units, a year-on-year increase of 103.7%. The industry's focus is shifting from export scale to the depth of globalization. The degree of openness of overseas markets varies significantly. Chinese automakers are advancing globalization through local factory construction, product portfolios, and ecosystem-based operations. According to statistics from Gasgoo Automotive Research Institute, the planned annual overseas production capacity of Chinese automakers increased from about 3.44 million units in 2023 to nearly 6.85 million units in 2026.

55026 days ago

From Product Export to Systemic Roots: The Three Stages of Deep Globalization in the Automotive Supply Chain and the Talent Imperative

On September 9, 2026, the 20th anniversary celebration of the Automotive Talent Committee of the China Talent Research Society was held. Fu Yuwu, Yang Hong, and others discussed supply chain globalization: technology windows such as electrical/electronic architecture, smart cockpits, and intelligent driving are opening opportunities for Chinese suppliers, but winning orders is only admission. Building plants, R&D, ESG compliance, and cross-cultural system capabilities determine whether they can take root, while interdisciplinary talent ultimately determines how far they can go.

18933 days ago

GWM August Sales Hit 113,396 Units, Down 1.87% YoY with Overseas and NEV as Bright Spots

Great Wall Motors sold 113,396 vehicles in August 2026, down 1.87% YoY. Cumulative sales for January-August reached 805,358 units, up 1.98% YoY. Overseas sales stood at 62,517 units and NEV sales reached 40,700 units in August.

25534 days ago

China Passenger Vehicle Export Overview (Jan.-Jul. 2026): Russia Leads with 524,428 Units

According to Gasgoo Automotive Research Institute, China's passenger vehicle and NEV exports continued to grow in the first seven months of 2026. Russia led with 524,428 units (+143.4% YoY), followed by Brazil with 408,393 units (+148.4% YoY). The global market footprint is becoming increasingly diversified.

35734 days ago

Geely H1 Revenue Hits Record 173.6B RMB, Core Profit Up 46%

Geely Holding reported H1 2026 revenue of 173.6B RMB, up 28% YoY, with core net profit up 46%. The group announced it will stop all pure ICE vehicle R&D.

32055 days ago

China's Auto Exports Hit 1.04 Million in July, NEV Share Exceeds 50%

In July 2026, China's auto exports reached 1.043 million units, up 81.3% year-on-year. NEV exports exceeded 50% of total exports for the first time, with Russia, Central Asia, and Southeast Asia leading destinations.

39555 days ago

Chery Acquires Nissan's South Africa Plant: Another Milestone in Chinese OEMs' Africa Layout

Chery officially acquired Nissan's South Africa plant, marking an important capacity layout for Chinese OEMs in Africa. The plant will provide Chery with localized production for South Africa and southern African markets, reducing tariff and logistics costs.

38159 days ago

New Wine in Old Bottles: The Next Chapter for China's Joint Venture Automakers

In her latest column, Gasgoo senior commentator Tina provides an in-depth analysis of the transformation challenges facing China's joint venture automakers. Using SAIC-GM's renewal to 2047 as a starting point, the article argues that JVs must shift from "local adaptation" to "China-defined products," requiring fundamental changes across five dimensions: product definition, R&D, technology integration, decision speed, and reverse exports.

36068 days ago

Tina's Talk: The Next Transformation Window for the NEV Industry

In 2026, China's new energy vehicle industry stands before a new transformation window. This is not simple volume growth but systemic restructuring. From diversified powertrain competition to the commercialization tipping point of intelligent driving, from reverse exports by joint ventures to global output of Chinese standards, the industry is undergoing a deep shift from "scale expansion" to "value reshaping."

21268 days ago

Can XPENG Replicate Its China Success Overseas? 2026 Global Strategy Deep Dive

XPENG is pushing its globalization strategy with unprecedented intensity. In June 2026, XPENG achieved a record-high global delivery of 27,907 units, up 50.8% year-on-year. The company plans to launch the Mona L03 and a premium SUV in Europe from July, targeting a doubling of overseas sales in 2026. XPENG has established over 500 sales and service outlets globally, with its business model evolving from "selling cars" to a dual-track "selling cars + selling technology" approach spanning vehicle exports, component sales, flying cars, and robotics. However, the global automotive trade environment is growing increasingly complex — the EU imposes anti-subsidy tariffs on Chinese EVs, and the U.S. has levied 100% tariffs on Chinese-made EVs since 2024, creating unprecedented policy headwinds for Chinese brands going global.

60171 days ago

Baolong Automotive H1 Net Profit Surges 83%-123%, Air Suspension and Sensors Drive Dual Growth

Baolong Automotive Technology released its H1 2026 earnings forecast, projecting net profit attributable to shareholders of RMB 246-300 million, up 82.56%-122.64% year-on-year. The company's air suspension and sensor businesses continue high growth, with global operations covering 12 production parks and serving over 2,500 customers.

31074 days ago

NEV Penetration Breaks 64%, China's Auto Market Enters Post-Growth Era

In 2026, China's NEV industry has reached a critical inflection point. Penetration hit 56.9% in May and is expected to reach 64.5% in July. Yet the other side of the coin is equally stark: H1 auto industry profit margins fell to 3.8%, the lowest in a decade; purchase tax exemptions were halved; and the EU imposed anti-subsidy tariffs up to 45.3%. The competitive logic has fundamentally shifted from who runs faster to who stands firmer.

59376 days ago