The Jan-Apr 2026 Chinese independent OEM sales top 5 is out: BYD leads with 1.194M units, Chery rises to 2nd with 786K (boosted by exports), Changan 3rd at 732K. Geely and Great Wall round out the top 5 at 621K and 418K respectively. NEV penetration rate has become the decisive ranking variable.
Since October 2025, Russia raised vehicle scrappage tax by 70-85%, pushing combined tax burden past 50% for some models. This policy combo is reshaping China's auto export landscape to Russia. This article breaks down the policy impact chain, analyzes localization breakthrough paths by Great Wall, Chery, and Geely, and evaluates supply chain risks and opportunities for overseas buyers tracking the Russian market.
Russia has announced a further 15% increase in import vehicle scrappage tax, adding to accumulated hikes since 2023. Faced with mounting cost pressure, leading Chinese automakers are accelerating their shift from budget volume models to high-value vehicle exports, while exploring KD assembly and localization routes to mitigate tax burdens.
Russia's mandatory localization decree for the taxi industry has formally taken effect, requiring new taxi registrations from 2027 onward to meet minimum local content standards. Great Wall and Geely have urgently initiated KD kit assembly partnership negotiations, seeking to bypass policy barriers through local production to preserve this B2B market exceeding 150,000 annual units.
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