In July 2026, theproportion of monthly new car sales of new energy vehicles exceeded 60% for the first time, and the cumulative proportion exceeded 50% for the first time. The latest set of data released by China Automobile Manufacturers Association has attracted much attention.

To understand the weight of these two "firsts", we must first understand the statistical caliber. Previously, statements such as "accounting for more than half of the proportion" were mostly aimed at passenger car categories or the domestic sales market. However, this data includes passenger cars and commercial vehicles, domestic sales and automobile exports, which is a truly crossing "half of the country". The watershed marks that new energy vehicles have become the mainstream of the market.

Looking at the domestic auto market, the proportion of domestic sales of new energy passenger vehicles has increased month by month since the beginning of this year, reaching 68.1% in July, which is equivalent to 2 for every 3 new cars sold. The electrification transformation speed of commercial vehicles also maintained rapid growth. In July, domestic sales of new energy commercial vehicles increased by nearly 50% year-on-year.

Looking at cars going out to sea, the proportion of new energy vehicle exports has exceeded 50% for two consecutive months. Previously, my country's automobile exports have long been dominated by fuel vehicles. Now, new energy vehicles are becoming a new engine driving export growth.

Since the beginning of this year, especially in the recent past, oil prices have continued to operate at high levels, which has directly pushed up the daily cost of fuel vehicles. The power consumption cost of new energy vehicles is much lower than the fuel consumption cost. The economy has become increasingly prominent and has become a key factor in attracting consumers to buy cars. motivation.

At the same time, the product power of new energy vehicles continues to increase. Domestic automobile companies are deeply engaged in technological innovation and R & D investment, and continue to tackle key problems in aspects of user concerns such as safety and battery life. New generation power batteries, smart cockpits, and intelligent assisted driving have successively made new progress, and the model iteration cycle has been continuously compressed.

From pure electric scooters to luxury smart flagships, from hard-core off-road to home MPVs... differentiated positioning covers the travel needs of different consumer groups, and the abundant supply of new energy vehicle products continues to activate market potential.

Infrastructure is improving day by day, and the world's largest energy replenishment network continues to protect green travel. The latest data shows that the total number of electric vehicle charging infrastructures (guns) in my country has reached 23.057 million, and more than 180,000 high-power charging guns have been built.

Facing the future, what are the development prospects of new energy vehicles?

Recently, a number of "15th Five-Year Plan" plans have been publicly released. As representatives of new quality productivity, new energy vehicles have frequently been deployed, injecting strong confidence and providing strong support for the high-quality development of the industry.

For example, the State Council issued the "10th Five-Year Plan for Carbon Peak Action", proposing that by 2030, the proportion of new energy vehicles will strive to reach 30%, and the proportion of new energy operating vehicles will reach 25%;"New Power System Construction The" 10th Five-Year Plan "clarifies that by 2030, the total number of charging infrastructure will exceed 40 million, forming a charging service capacity to support more than 110 million electric vehicles...

Relying on the advantages of the domestic ultra-large-scale market, the perfect and efficient industrial chain supply chain system, and the core technical strength of continuous iteration, it is believed that China's new energy automobile industry will continue to deepen the green transformation track and accelerate the integration and upgrading of electrification, intelligence, and networking, continuously release industrial vitality and spawn more new breakthroughs.

Source: Xinhua Agency WeChat, China Government Network

[Disclaimer] The content of this website (including pictures and texts) originates from the Internet, and the copyright belongs to the original author. Respect the rights and interests of originality, and select content is only used for information sharing. If copyright disputes are involved, please contact us to handle them in a timely manner