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Globalization

China's NEV H1 Penetration Exceeds 57%, Domestic Brands Fully Dominate

In the first half of 2026, China's NEV market showed structural divergence. NEV penetration has stabilized above 57%, with domestic brands fully dominating. BYD, Geely, and Leapmotor have widened their lead through multi-brand portfolios, global exports, and full-category layouts. The industry has ended the universal growth era, with premiumization, globalization, brand stratification, and self-developed technology becoming the four core variables determining growth ceilings.

48110 days ago
Geely Sells 240,799 Vehicles in June, Exports Break 100,000 for First Time Up 157%

Geely Sells 240,799 Vehicles in June, Exports Break 100,000 for First Time Up 157%

Geely Auto released its June 2026 sales figures, with total group sales reaching 240,799 vehicles, up 2.02% year-on-year. Overseas exports were particularly impressive, with monthly export sales reaching 102,874 units, surging 157.11% year-on-year and 20.82% month-on-month, breaking the 100,000-unit threshold for the first time and setting a brand record. In contrast, domestic market sales were 137,925 units, down 29.64% year-on-year. Geely's sales structure clearly reflects the typical "stable domestic, aggressive overseas" pattern of Chinese automakers, with global layout entering an accelerated harvest phase.

36115 days ago

BYD Exports Over 160,000 Units in May, Globalization Map Takes Shape

In May 2026, BYD exported 160,644 NEVs, with cumulative January-May sales reaching 1,405,039 units. Export regional distribution data shows Central & South America at 61,000 units, the EU & UK at 30,000 units, Southeast Asia at 10,000 units, and the CIS at 6,162 units. This data marks BYD's evolution from "China's NEV leader" to a multinational automaker with global depth. Its export structure also provides an important reference sample for Chinese automakers' overseas expansion pathways.

50230 days ago
Historic Leap: China's First "100-Million-Level" Automaker Emerges

Historic Leap: China's First "100-Million-Level" Automaker Emerges

In June 2026, China's automotive industry reached a historic milestone—its first automaker with cumulative production exceeding 100 million units officially emerged. This landmark not only signifies China's transformation from a "manufacturing giant" to a "manufacturing powerhouse," but also means Chinese auto brands have gained powerful scale-effect endorsement for their global competitiveness. From the first Jiefang truck in 1956 to today's 100-million milestone, China's auto industry completed the leap from follower to leader in 70 years.

42941 days ago