Chinese EV Stocks With Export Growth Investors Should Watch

China’s auto exporters are back in the spotlight after monthly car exports passed 1 million units in June 2026, with electric and hybrid models playing a big part and overall exports up 27% year on year. For investors, this surge in overseas shipments, combined with rising trade tensions and tariff risks, creates both potential openings and clear pressure points across Chinese EV and auto stocks. This article looks at 3 stocks from a Chinese Electric Vehicle and Auto Exporters screener that appear particularly exposed to these trends, helping you assess where the current export boom might matter most for your portfolio.

Changzhou Xingyu Automotive Lighting Systems (SHSE:601799)

Overview: Changzhou Xingyu Automotive Lighting Systems designs and manufactures advanced lighting and smart cockpit systems for cars, supplying digital headlights, LED solutions, interior lighting, and intelligent driving electronics to automakers in China and overseas.

Market Cap: CN¥25.8b

Changzhou Xingyu Automotive Lighting Systems sits in the flow of China’s booming auto exports, as higher value lighting, sensors, and smart cockpit electronics are increasingly bundled into EVs and hybrids heading to overseas markets. The stock trades on a lower P/E than both the wider China market and the auto components sector, with double digit earnings growth, a 10.6% profit margin and a 2.21% dividend yield, which could appeal to investors looking for a balance of income and growth. At the same time, the company’s forecast earnings strength, active buyback program and exposure to export heavy Chinese car platforms are set against risks such as a lower 14.3% ROE, reliance on external borrowing and trade tension driven tariff threats.

Changzhou Xingyu’s lower P/E, dividend yield and export exposure hint at a story the market may not be fully pricing in yet. The DCF valuation analysis for Changzhou Xingyu Automotive Lighting Systems could reveal how that balance shifts if one key assumption changes.

Ningbo Huaxiang Electronic (SZSE:002048)

Overview: Ningbo Huaxiang Electronic supplies automakers with a wide range of interior and exterior car parts, from dashboards and door panels to trim strips and rearview mirror modules, as well as body metal parts and electrical accessories used in both traditional and intelligent electric vehicles in China and overseas.

Operations: Ningbo Huaxiang Electronic generates all of its reported CN¥25.1b in revenue from automobile accessories.

Market Cap: CN¥17.5b

Ningbo Huaxiang Electronic sits in the path of China’s export wave, supplying interiors, body structures, and EV related plastics to both established carmakers and fast growing electric vehicle manufacturers at a time when overseas auto shipments are surging. Forecast earnings growth of 40.54% a year and a P/E below the wider China market are cited as indicators of potential earnings power if the business can move past last year’s large one off loss and thin 1.7% net margin. At the same time, the company relies fully on external borrowing, has an unstable dividend record, and a relatively new management team, so any turnaround in profitability and execution on export demand will likely be closely watched by investors.

Ningbo Huaxiang Electronic’s forecast 40.54% earnings growth and low P/E hint at a recovery story investors may be underestimating, but the thin 1.7% margin and fresh leadership raise sharp questions that the analyst forecasts for Ningbo Huaxiang Electronic starts to answer, then stops just short of the twist.

Chongqing Zongshen Power MachineryLtd (SZSE:001696)

Overview: Chongqing Zongshen Power MachineryLtd builds small and medium sized engines, general machinery, and powertrain components, as well as finished products like generators, pumps, and lawn equipment that are sold in China and exported across North America, Europe, Africa, Asia, and Oceania.

Market Cap: CN¥20.0b

Chongqing Zongshen Power MachineryLtd gives you exposure to China’s export engine at a time when car and machinery shipments are in focus. It pairs a history of positive earnings growth, high quality cash flows and projected 29.12% earnings expansion with a relatively modest 5% margin and a P/E that already sits above auto component peers. The company benefits from experienced management and a long tenured board, but relies entirely on external borrowing and has an uneven dividend record, which adds financial and income risk if export demand softens or trade tensions escalate. With the stock trading below one DCF based fair value estimate yet still priced for strong growth, the main question is how much of Chongqing Zongshen’s export and earnings story is already in the price and how much is still being overlooked by the market.

Chongqing Zongshen’s export story, cash flow quality and projected 29.12% earnings expansion suggest the market may be missing something. The analyst forecasts for Chongqing Zongshen Power MachineryLtd lays out what those expectations really assume, and where they could quietly break.

The three stocks in this article are just the starting point, and the full Chinese Electric Vehicle and Auto Exporters screener highlights 14 more Chinese EV and auto exporters with equally compelling narratives around tariffs, export exposure, balance sheet strength, and earnings quality. Use Simply Wall St to identify and analyze the specific catalysts that matter to you, from export growth and margins to financial health and management track records, so you can focus on the highest conviction ideas in this theme.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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