That's right, now is the stage of absolute hegemony and complete madness in the world-China's new energy vehicle exports are no longer "leading", but are dominating the list in a fault manner, leaving Japan, South Korea, Europe and the United States behind.

1. Global share: one company accounts for half of the country

Compared with the same period last year, from January to March 2026, China exported 954,000 new energy vehicles, an increase of 120%. Global new energy vehicle trade: China accounted for 60%+, pure electricity 56%, and plug-in 73%. Conclusion: For every 10 export new energy vehicles sold in the world, at least 6 are from China.

2. Core market: sweeping the world, ranking first everywhere

Southeast Asia (Thailand): 86% of the pure electricity market, basically "unified" South America (Brazil): 77.6% of the pure electricity market. BYD is difficult to find a car in Europe: its share has suddenly increased from 4.2% in 2025 to 14.97% in the first quarter of 2026 Australia: Ending Japan's 28-year monopoly, with a market share of 25%. In the Middle East and Africa, China brands can be seen everywhere, and its market share is still growing rapidly.

3. The record of automobile companies: Everyone seems to have a hanging card, and it is common for monthly sales of more than 100,000 yuan to be sold.

BYD: Exports 119,600 vehicles in March, accounting for 44.5% overseas. Chery: Exports 148,800 vehicles in March, European new energy sales +250%. SAIC, Chang 'an, Geely: Exports of 100,000 vehicles in a single month, with a growth rate of 80%-120%

4. Why can you "kill people"

Industrial chain crushing: Batteries account for 70% of the world's total, and the cost is 13% that of Japan and South Korea; from lithium mines to complete vehicles, the penetration rate of autonomous controllable 90%+L2 smart driving reaches more than 60%. This is the result of the dual effects of technology and cost performance. And with the same configuration, the price is 30% to 50% lower than that of European cars, and factories are built globally: BYD (Thailand, Brazil), Great Wall (Thailand), and SAIC (Europe) are locally produced, with the only bottleneck of avoiding tariffs and reducing costs: Half a year later, there are not enough ships and orders, and ro-ro ships are "hard to find a cabin". There are cars that cannot be shipped out, otherwise the data will be even more terrifying.

5. Outlook for the whole year: 5 million vehicles +

It is estimated that throughout 2026, new energy vehicle exports will reach 5 million or more, and their global share will continue to remain at 60% or more.+ China's total automobile exports are expected to exceed 10 million. For three consecutive years, the world's first sentence is summarized: global new energy vehicle exports = China + other countries, and the gap is still widening.

Source: Xiong Yu, digital automobile export

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