China car companies maintain a strong momentum of "going out to sea". According to the latest sales data disclosed by car companies, many car companies achieved double-digit or even triple-digit sales growth overseas in July.

Leading company BYD Co., Ltd.(hereinafter referred to as "BYD") sold 419,200 new energy vehicles in July, of which overseas sales reached 180,500, a year-on-year growth rate of more than 120%, setting a record high. In terms of proportion, BYD's overseas sales of new energy vehicles accounted for 43.07%, which has become a key support for sales.

Geely Automobile Holdings Co., Ltd.(hereinafter referred to as "Geely Automobile") sold 250,200 vehicles in July, of which 106,700 were exported overseas, a year-on-year increase of 202%, exceeding 100,000 vehicles for two consecutive months. Chongqing Changan Automobile Co., Ltd. delivered 207,100 vehicles in July and 82,300 vehicles overseas, a year-on-year increase of 79.1%. It has achieved significant year-on-year growth for six consecutive months. Great Wall Motor Co., Ltd.(hereinafter referred to as "Great Wall Motor") sold 108,100 vehicles in July, and sales in overseas markets increased by 50.93% year-on-year. Chery Automobile Co., Ltd.(hereinafter referred to as "Chery Automobile") sold 261,900 vehicles in July, of which 196,300 were exported.

"The rapid growth in overseas sales of leading companies such as BYD, Chery Automobile, and Geely Automobile marks that the global competitiveness of China's automobile industry is being systematically realized." Gao Chengyuan, president of the Tiaoyuan Influence Research Institute, told reporters that China automobile companies have formed differentiated advantages in the fields of electrification and intelligence, and their product matrix is becoming increasingly complete. At the same time, the resilience of the supply chain and the cost and efficiency advantages brought by large-scale production are significant.

In fact, the structural changes in China's automobile industry will be very obvious in 2026, and exports are becoming a key engine driving the growth of China's automobile industry. Data recently released by China Association of Automobile Manufacturers shows that in the first half of this year, China's automobile production and sales completed 14.993 million and 15.017 million respectively. China's automobile exports totaled 5.096 million, marking the first time my country's automobile exports exceeded 5 million in half a year. According to data from the Ministry of Commerce, in the first half of this year, my country's automobile exports reached 635.82 billion yuan, a year-on-year increase of 48.3%, and were sold to more than 210 countries and regions around the world. Among them, the export value of new energy vehicles was 360.68 billion yuan, a year-on-year increase of 68.7%.

It is worth noting that the core logic of China car companies to "go out to sea" is undergoing profound changes. From product export and layout to today's rooted and systematic operation of the entire industry chain, the globalization process of China's automobile industry is evolving from "going global" to "going in."

In terms of products, in order to explore overseas markets, China car companies have adopted diversified strategies to design and manufacture based on local needs. For example, on July 28, BYD officially launched the RACCO (Sea Otter), a pure electric minicar developed specifically for the local market, in Japan. This is the first time that China car companies have entered Japan's unique light automatic vehicle (K-Car) market, and it has attracted widespread attention from local market participants.

In terms of manufacturing, leading car companies such as BYD, Geely Automobile, and Great Wall Motor are also accelerating the layout of overseas production capacity and R & D systems. BYD's Hungarian factory is expected to start vehicle assembly production in the fourth quarter of 2026; Geely Automobile recently announced that it will acquire a 34% stake in Ford's Spanish target company and share the production capacity of Ford Motor's plant in Valencia, Spain; Great Wall Motors is accelerating production capacity in Southeast Asia, Latin America and other regions. layout.

"In the past, China's automobile exports relied more on price advantages, but current growth has gradually shifted to being driven by product power, technology power and supply chain capabilities." Lawyer Sun Yuhao, senior partner of Shanghai City Haihua Yongtai Law Firm, told reporters that future growth depends not only on the number of exports, but also on overseas channel construction, localized production, after-sales service systems and ability to adapt to local regulations and consumer needs.

Source: Leading the way to the sea by Gaoshen's car

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