China exported 877,000 passenger vehicles in June, up 82.3% YoY and 11.5% MoM, representing 37% of manufacturer sales. NEVs accounted for 56.9% of exports, with self-owned brands shipping 763,000 units, up 86% YoY.
Chinese automakers are accelerating their Middle East expansion. Dongfeng M-Hero opened its first flagship store in Doha, Qatar, while Li Auto established its first overseas retail center in Uzbekistan with plans to deepen Middle East penetration. BYD, Geely, and Chery are also building dealer networks across Saudi Arabia and the UAE, shifting from pure vehicle exports to comprehensive channel and service development.
BYD's 2026 overseas sales skyrocketed 120% year-over-year, with Chinese hybrid technology forming a reverse-harvest trend in global markets. BYD's overseas sales not only surpassed multiple traditional European brands but also established dominance in Southeast Asia, Latin America, and Middle East markets. The cost advantage and product maturity of Chinese hybrid technology are reshaping the global automotive export landscape.
Affected by ongoing Middle East tensions, Toyota has announced a reduction of 830,000 units in its overseas production target for June-November 2026. Toyota expects fiscal year 2026 pure ICE vehicle sales to decline 16.4% year-over-year, with growth momentum shifting to hybrids. The Middle East conflict has driven oil prices to surge, accelerating the global shift toward new energy vehicles.
In May 2026, Tesla Shanghai Gigafactory delivered 85,000 new vehicles, with exports accounting for over 60%, approximately 51,000 units shipped to Europe, Asia-Pacific, and Middle East markets. Shanghai continues to solidify its position as the core hub of global EV supply.
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