![\"Chart](\"https:\/\/bydcarchina.com\/wp-content\/uploads\/2026\/08\/byd-exports-featured.jpg\")
Source: CnEVPost (CPCA data)<\/p>\n
Geely slipped to fourth with 60,584 units and an 11.2% share, followed by Changan with 26,200 units, SAIC Passenger Vehicle with 24,778, Leapmotor with 17,569, SAIC-GM-Wuling with 13,199, GWM with 10,162 and Xpeng with 9,700. The spread of the top 10 shows that China’s NEV export market is no longer dominated by a single player: even outside the top three, brands such as Leapmotor and Xpeng are building meaningful overseas volume.<\/p>\n
How the rankings are compiled<\/h3>\n
The CPCA rankings are based on factory shipment data, which means they measure vehicles leaving plants for export rather than registrations in destination markets. They are the most widely cited source for China’s export performance because they are published monthly and cover every major automaker, but they should not be confused with actual sales in overseas showrooms \u2014 some shipped vehicles sit in port inventories or transit for weeks.<\/p>\n
January-July: BYD’s export base<\/h2>\n
BYD’s July result extends a long streak. In January-July, BYD exported 943,051 NEVs, up 80.8% year-on-year, keeping it first with a 34.0% share. Chery ranked second over the same period with 373,069 units (13.5%), followed by Geely with 336,001 (12.1%) and Tesla China with 295,324 (10.7%).<\/p>\n
For BYD, exports are now a structural part of the business rather than a buffer for weak domestic demand. The January-July total implies an annualized export run rate approaching 1.6 million units, which would make China’s NEV leader one of the largest vehicle exporters in the world on any basis.<\/p>\n
BYD has also invested heavily in the logistics to support that scale, including its own car-carrier fleet and charter capacity, alongside overseas assembly plants. Its overseas deliveries hit a fresh record in July, according to the company’s monthly sales report, confirming that the vehicles counted in export statistics are reaching buyers rather than piling up in inventory.<\/p>\n
Tesla China’s rebound to No. 3<\/h2>\n
The standout mover in July was Tesla China. Its exports of 66,330 units were up 83.4% from June and 143.2% year-on-year, lifting it from fourth to third place with a 12.3% share. The rebound suggests Tesla is using its Shanghai plant to supply markets outside China more aggressively, particularly as its North American production lines focus on domestic demand.<\/p>\n
Overall passenger vehicle exports<\/h2>\n
In the overall passenger vehicle export market, which includes conventional cars, Chery ranked first in July with 199,092 units and a 21.7% share, with BYD second at 173,721 units and an 18.9% share. Geely was third with 106,220 units (11.6%), followed by SAIC Passenger Vehicle and Tesla China.<\/p>\n Source: CnEVPost<\/p>\n The fact that BYD ranks second even in the all-fuel export ranking underlines how much of its volume is genuinely sold overseas, not just counted in China’s NEV statistics.<\/p>\n China’s NEV exports are increasingly spread across Southeast Asia, Latin America, the Middle East and Europe, with Africa and Central Asia growing from a small base. The destination mix matters because it determines both pricing power and exposure to trade policy: markets with open trade policies absorb more volume, while tariff-sensitive regions are supplied increasingly from local plants.<\/p>\n China’s EV exports continued to rise in July, extending a trend that has made the country the world’s largest vehicle exporter. The drivers include competitive pricing, a mature supply chain for batteries and electronics, and an expanding network of overseas assembly plants and shipping capacity.<\/p>\n BYD, in particular, has built local production and distribution in Southeast Asia, South America, Europe and the Middle East. Facilities such as BYD’s manufacturing plant in Rayong, Thailand<\/a>_Co.,_Ltd._manufacturing_plant_in_Rayong,_Thailand.png) help the company serve regional markets faster, although a large share of volume still ships from China.<\/p>\n Export growth is also happening against a backdrop of trade friction. EU tariffs on Chinese EVs and US restrictions on Chinese-made vehicles continue to shape where Chinese automakers can sell profitably, pushing more volume toward Southeast Asia, Latin America, the Middle East and Africa. July’s CPCA data do not break down exports by destination, but the overall direction is consistent with that shift.<\/p>\n For overseas buyers and dealers, the sustained export volumes underline the availability and scale of Chinese NEV supply \u2014 from mainstream Modelos BYD<\/a> to emerging brands. Tesla China’s recovery to third place also shows how export competition is intensifying, with price and specification decisions increasingly shaped by what is shipped out of China.<\/p>\n The takeaway for importers is that the supply side of China’s EV industry is expanding faster than any single market can absorb, which tends to keep prices competitive. Working with verified sourcing channels matters more than ever, because the range of models and regional specifications available for export continues to widen.<\/p>\n For dealers considering adding Chinese EV brands, the export data also provide a useful health check: a brand that ranks high in the CPCA export tables has real manufacturing and logistics capacity behind it, not just a showroom strategy.<\/p>\n Watch how July’s pace carries into the third quarter, whether EU tariffs alter the mix of destinations, and how quickly BYD’s overseas assembly plants absorb volume that currently ships from China. Also watch the August rankings: seasonal patterns in China usually mean a dip in export volume, so the comparison will be most meaningful against July rather than month-on-month.<\/p>\n I’m Lucian from BYD Sourcing. With more than 10 years in the automotive industry and hands-on experience with export procedures and customs clearance, I help overseas buyers source Chinese EVs \u2014 especially BYD models \u2014 through official, verified channels, for both retail and wholesale. Contacte-nos<\/a> para obter um or\u00e7amento competitivo.<\/p>\n![\"Chart](\"https:\/\/bydcarchina.com\/wp-content\/uploads\/2026\/08\/byd-july-sales.jpg\")
The regional mix<\/h3>\n
What is driving China’s NEV export growth<\/h2>\n
Trade and tariff context<\/h2>\n
What it means for overseas buyers<\/h2>\n
O que ver a seguir<\/h2>\n
Fontes<\/h2>\n