1. China's new energy vehicle exports surpass the 2 million mark for the first time
Double growth! New energy vehicle exports exceed 2 million units for the first time
According to the latest data from the China Association of Automobile Manufacturers, from January to October 2025, China's exports of new energy vehicles exceeded the 2 million mark for the first time, reaching a cumulative total of 2.014 million vehicles, a year-on-year increase of 90.4%. In October, the export volume was 256000 vehicles, a month on month increase of 15.4%, and a year-on-year surge of 99.9% (almost doubling).
Highlights:
-The average monthly export has doubled from 100000 vehicles last year to 200000 vehicles this year, achieving a doubling growth
-New energy vehicles accounted for 35.9% of total automobile exports, an increase of 14.6 percentage points from last year
-In sharp contrast to the 5.1% decline in exports of traditional fuel vehicles
-The rise of Chinese brands in the Southeast Asian market: Japanese brands' market share has decreased from 77% in the 2010s to 62%, while Chinese brands have increased from almost zero to over 5%
-Thai market: Chinese brand market share has exceeded 19.5%
-China Laos Railway Becomes a New Channel: The number of cars exported through China Laos Railway in the first 10 months increased 10 times year-on-year
2. Chinese new energy vehicles in Europe: challenges and breakthroughs coexist
Chinese new energy vehicle companies' new ideas for solving problems in Europe
Highlights:
-Localized production: BYD Hungary factory will be put into operation by the end of 2025 (with an annual production capacity of 150000 vehicles); Geely Spain factory layout
-Product strategy: Increase the export of plug-in hybrid vehicles and take advantage of the relaxed European policy on PHEVs
-Market performance: Belgium becomes the largest destination country for China's new energy vehicle exports (223532 units exported from January to September 2025)
3. Middle East market explosion: China's new energy vehicles become the new favorite
China's new energy vehicles' hardcore breakthrough 'in UAE, with a monthly peak of over 8000 vehicles
By 2025, the United Arab Emirates will become the third largest destination country for China's automobile exports, with the highest monthly import of 8000 new energy vehicles from China, setting a historical record in the Middle East.
Highlights:
-From January to September 2025, China exported 89948 cars to the United Arab Emirates, a year-on-year increase of 66.9%
-JETOUR's sales in the UAE market increased by 149.7% year-on-year, with a market share of 4.1%
-Huawei Digital Energy signs contract with Saudi Arabia to deploy 5000 supercharging piles by 2025
4. Innovation in export mode of new energy vehicles: from product output to ecological output
Product output → technology output, China's new energy vehicle going global model is' new '
The Chinese automotive industry is shifting from exporting a single product to collaborating with the industry chain to go global.
Highlights:
-Technical output: SAIC Group provides a new generation of in car information service system to German car companies
-Infrastructure Collaboration: Telekom deploys supercharging network in Europe, connecting 200000 charging stations
-Localized production acceleration: Ningde Times Hungary factory and joint venture with Stellantis Spain factory under construction
-Hainan is building a global exhibition and trade base for new energy vehicles and their components
5. Global restructuring: China's new energy vehicles lead industrial transformation
China's new energy vehicle exports explode: global industrial restructuring underway
Senior financial commentator Chen Yulong pointed out that the outbreak of China's new energy vehicle exports marks a deep restructuring of the global automotive industry order.
Highlights:
-Technological advantage: China's new energy vehicles have opened up the international market with the dual advantages of "* * technology gap+industry chain synergy * *"
-Market share: China's new energy vehicles account for 32% of the global market share
-Forecast for 2025-2030: The export structure will transition towards high-end, and the proportion of vehicles priced over 300000 yuan will exceed 40%
-Global market size: It is expected that by the end of 2025, the global export of new energy vehicles will exceed 10 million units
