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.
China's passenger vehicle exports reached 930,000 units in May 2026, up 68.7% year-over-year and 3.1% month-over-month, marking a new all-time high and the second consecutive month above 900,000 units. NEV exports totaled 446,000 units, surging 110% YoY, with PHEV exports jumping 140%. This underscores the accelerating global competitiveness of China's automotive supply chain.
In May 2026, BYD sold 383,453 new energy vehicles, with overseas sales exceeding 160,000 units, setting a new monthly export record. This milestone marks BYD's globalization strategy entering the scaled harvest phase, providing overseas dealers and buyers with more stable supply expectations.
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