Data from the China Association of Automobile Manufacturers shows China's NEV exports reached 4.006 million units in the first nine months of 2026, up 130% year on year. Since June, NEV's share of total vehicle exports has stayed above 50% for four straight months, making it the main engine of the country's auto going-global push.
Chery shipped 529,000 NEVs overseas in the period, up 136%, while Geely's NEV exports hit 484,000, up 531%, with September alone above 73,000 units, up 403%, ranking first among Chinese brands in Sweden, Malaysia and Mexico. Linglong Tire holds over 12% of the global NEV matching market. Observers forecast 2026 NEV exports will exceed 5 million units.
The export surge reflects a complete supply chain, smart-feature differentiation and the global electrification wave rather than a short-term price edge.
Source: China News Weekly
