Cui Dongshu: In January-September, China's automobile exports increased by 52% year on year, the overall trend is strong

The Zhitong Finance App learned that in January-September 2026, Cui Dongshu of the Passenger Transport Association published an article stating that from January to September 2026, China's automobile exports reached 8.63 million vehicles, an increase of 52% over the same period in 2025. In September, China's automobile exports reached 1.18 million vehicles, an increase of 55% over the previous year, and an increase of 13% over the previous month. The overall trend is strong. The main drivers this year are still high oil prices and the increasing competitiveness of Chinese products and the continued growth of the global southern markets. Exports from Mexico and the Philippines fell significantly from month to month in September. From January to September 2026, Anhui's automobile exports grew by 115%, and Zhejiang ranked second. The export grade of Shanghai enterprises is high, and the average export price is high.

The top 10 countries with total automobile exports in September 2026: Russia 1,12962, the United Kingdom 58,740, Brazil 58,725, Australia 46,559, Belgium 45,369, Thailand 39,323, the United Arab Emirates 39,120, Mexico 38,962, Italy 37,731, and Spain 3,4051. Among them, the top five that increased over the same period were: Russia 43836, Brazil 34,423, the United Kingdom 31,173, Thailand 25,515, and 25024 Italy. Our exports to Russia recovered significantly from January to September 2026. The top 10 countries with cumulative total vehicle exports from January to September 2026: Russia 75,2602, Brazil 539,675, UK 424,173, Australia 37,3674, Belgium 36,7879, Mexico 361,518, Italy 24,536, UAE 23,7970, Philippines 23,5933, Thailand 224,121. Among them, the top five that increased over the same period were: Russia 39,4809, Brazil 321,527, UK 199582, Australia 150298 Vehicles, 13,6011 Italian vehicles.

The growth rate of all types of customs models was divided throughout this year. The overall trend of passenger cars was strong, and the share performance of trucks in September was poor. Pickup truck growth increased in September, heavy truck export performance declined to a high level, and other truck markets showed strong trends. Among buses, the performance of large and medium-sized buses was weak, and the share of light bus exports rebounded to 63% in September.

In September 2026, China exported 612,000 new energy vehicles, up 104% year on year; in January-September, the cumulative export performance was 4.07 million units, an increase of 75%. In September, NEV exports increased 23% over August.

The top 10 countries with total NEV exports in September 2026: Belgium 4,3675, the United Kingdom 4,3548, Brazil 42,130, Thailand 37,714, Australia 33,437, Germany 26,465, Spain 24,711, Italy 24,134, Russia, 17,520, and the Philippines 170,27,027. Among them, the top five that increased over the same period were: Brazil 30,759, Thailand, 2,0201, Australia, 24072, the United Kingdom, 24027, and Belgium 22,806. The top 10 countries of China's total NEV exports from January to September 2026: Brazil 379,234, Belgium 35,132, UK 313,638, Australia 270,577, Thailand 213,455, Philippines 205197, Germany 142,382, Italy 133,234, Spain 131,120, South Korea 125,164. Among them, the top five that increased over the same period were: Brazil 23,7917, Australia 161,462, UK 160,373, Belgium 127,500, Thailand 116,136.

Exports of various types of new energy vehicles are clearly differentiated: the exports of pure electric passenger vehicles from January to September 2026 are mainly 24,5860 units from Belgium, 198551 units from Thailand, 196069 units from Brazil, 192,382 from Australia, and 15,9580 units from the United Kingdom. From January to September 2026, the exports of plug-in hybrid passenger cars were mainly 181,165 from Brazil, 151,559 from the UK, 101962 from Belgium, 84119 from Italy, and 76601 from the UAE. The cumulative export volume of hybrid trucks in 2026 is 17,346 from Australia, 3,849 from Argentina, 2,754 from Mexico, 2,064 from Pakistan, 2,220 from Chile, and 2,064 from New Zealand. The main exporters of pure electric buses this year were 2,325 in Nepal, 1,236 in Ethiopia, 829 in Pakistan, and 739 in Israel.

I. Overall trend of China's automobile exports

1. Trends in automobile exports over the years

China's automobile exports achieved a breakthrough in 2021 after years of multi-million platform periods. In the context of the downturn in the world economy from 2013 to 2016, automobile exports declined sharply. From 2017 to 2020, the export growth rate gradually stabilized and improved, and the annual export volume remained at around 1 million vehicles. The export volume reached 1.08 million vehicles in 2020, a year-on-year decrease of 13%, and then entered a period of high growth since 2021.

China's automobile exports have continued to grow at a high rate since breaking through the millionaire level in 2021 (up 102% in 2021, 50% + in 2024-2023, and falling back to around 30% in 2024-2025), and exported 8.63 million vehicles from January to September 2026 (up 52% from 2025), continuing the growth trend. Recently, China's automobile exports have shown a rapid growth trend. In the future, as long as the international market environment is stable, there is still huge room for development of Chinese automobile exports.

2. Monthly trend of vehicle exports

Judging from the monthly trend, China's automobile exports in recent years are still characterized by continuous strengthening of inertia. Recently, they have shown a trend in contrast between higher exports and domestic downturn. The export growth rate from January to September 2026 was relatively strong, continuing the momentum of continuous growth. Despite the outbreak of the US-Iran war, due to market fragmentation, the growth rate of China's automobile exports was less affected by the external environment, and has continued to rise since 2026.

From January to September 2026, China achieved exports of 8.63 million vehicles, a growth rate of 52% over the same period in 2025. In September, China achieved exports of 1.18 million vehicles, an increase of 55% over the previous year and a 13% increase over the previous year. The overall trend is strong. The main drivers this year are still high oil prices and the increasing competitiveness of Chinese products and the continued growth of the global southern markets.

Judging from the monthly trend, China's automobile exports in recent years are still showing seasonal characteristics, which are characterized by a trend that contrasts with the rise in summer and domestic trends. The export growth rate was relatively strong from January to September 2026, mainly due to the slump in the domestic market, and the increasing momentum and ability of enterprises to respond to overseas markets.

3. Structural characteristics of automobile exports

China's automobile exports remained at the scale of one million before 2020, and then continued to grow rapidly to 8.33 million vehicles in 2025. Passenger car exports continued to strengthen, and truck and bus exports also continued to grow well.

The growth rate of various types of customs vehicles was divided throughout this year. The growth rate of passenger car exports gradually rebounded to 54%, bus exports increased 25%, and truck exports increased 39%. The growth rate of trucks was slower than that of passenger cars. Compared with the steady trend of domestic fuel trucks, electric truck exports have been relatively good recently.

In terms of structure, the share of passenger car exports gradually stabilized, reaching 85% by 2023, and then relatively stable. Truck exports have increased markedly due to electric trucks. The share of bus exports has continued to fall to a low level in recent years. Since passenger cars are the focus of trade, the overall proportion of trucks and buses exported reached 13%, which is slightly lower than the share of domestic commercial vehicles.

The performance of several major passenger car categories is more balanced. Passenger car exports in 2026 are passenger cars with 9 seats or less, and buses with 9 seats or less account for 45% in 2026, of which it reached 48% in September. Although the impact of the decline in Tesla exports was significant, and the low-speed vehicle market slowed down, autonomous electric vehicle exports grew better in September.

The share performance of trucks in September was poor. Pickup truck growth increased in September, heavy truck export performance declined to a high level, and other truck markets showed strong trends. Among buses, the performance of large and medium-sized buses was weak, and the share of light bus exports rebounded to 63% in September.

4. Structural characteristics of export dynamics

In terms of export power structure characteristics, the export growth rate of passenger cars declined significantly in 2025. Among them, gasoline vehicle exports all grew at a low rate. This year, exports of hybrid passenger cars were very strong, while plug-in passenger car exports grew the strongest. Exports of trucks and buses have been stable this year, and fluctuations in passenger car exports to Russia and Europe are the core drivers of growth.

From January to September 2026, the share of new energy in passenger cars rebounded, the share of fuel vehicles dropped significantly, and hybrids rose to prominence. Exports of gasoline passenger cars, diesel trucks, and gasoline buses have declined significantly. Exports of plug-in hybrid passenger cars, diesel trucks, and hybrid passenger cars grew well in September.

II. The pattern of the automobile export market

1. Domestic regional characteristics of export manufacturers

The leading national automobile export position in Shanghai, which began in 2024, was replaced by Anhui, and in 2026, Anhui will maintain the number one export position. The importance of Shanghai's exports to China is extremely obvious. In fact, it is a leader with a long square corner, and the radiation effect is strong. From January to September 2026, Anhui automobile exports grew by 115%. This was mainly due to the relatively excellent local enterprises in Anhui, and companies such as BYD settled in Hefei. Shanghai companies have a high export grade. SAIC Motor and Tesla companies have a high average export price.

Anhui's export performance has been relatively strong in the past two years. Mainly, the export performance of Chery and JAC is relatively strong, but the Russian market has fluctuated greatly, so Anhui's exports have diversified quite well recently. The contribution of automobile exports from Hebei, Shandong, and Jiangxi increased significantly in 2026.

2. Export area characteristics

The overall performance of China's automobile exports was strong. Among them, the EU and Africa surged, the US and Canada market grew at a low base, and the export performance to Japan, South Korea, Africa, and Oceania was relatively excellent. Meanwhile, there is a lot of pressure on export performance in Southeast Asia and Oceania.

Earlier, China's automobile exports accounted for a high share in Central and South America and the European Union, and other regions of Asia, such as Southeast Asia and South Asia, showed strong performance. Currently, it is gradually shifting to the relatively strong characteristics of Central and South America, Europe, Russia, and Central Asia, and exports from Japan, South Korea, and the US have also improved. Recently, the low-end market in South Asia has been relatively sluggish. In particular, due to the US-Iran war in September, exports to the Middle East were clearly blocked.

3. Analysis of vehicle export trends by country

The decline in the average export price is conducive to export growth. As the RMB appreciates, the US dollar export price remains stable, and China's automobile export prices will be more competitive in 2026. The Russian market changed dramatically in the early stages, and other foreign investors withdrew. As a result, China has also exported a lot to Russia since 2023, removed inventory in 2025, and returned to normal in 2026. Last year, more cars were exported to Belgium. Relations with Europe have improved this year, and export performance has also improved.

Our exports to the UAE market fell 18% in September, and other Middle Eastern countries also contracted more severely.

Recently, the Brazilian market has performed well, and the local construction of Chinese automobiles has achieved certain results. Car markets such as Britain and Thailand have recovered this year.

4. Monthly trend of increase or decrease in vehicle exports

The top 10 countries with total automobile exports in September 2026: Russia 1,12962, the United Kingdom 58,740, Brazil 58,725, Australia 46,559, Belgium 45,369, Thailand 39,323, the United Arab Emirates 39,120, Mexico 38,962, Italy 37,731, and Spain 3,4051. Among them, the top five that increased over the same period were: Russia 43836, Brazil 34,423, the United Kingdom 31,173, Thailand 25,515, and 25024 Italy.

In the Russian market, Chinese car companies' awareness of risk prevention has increased. Domestic sales in Russia did not decline much in 2025, but we are making great efforts to export and remove inventory. Our exports to Russia recovered significantly from January to September 2026.

The top 10 countries with cumulative total vehicle exports from January to September 2026: Russia 75,2602, Brazil 539,675, UK 424,173, Australia 37,3674, Belgium 36,7879, Mexico 361,518, Italy 24,536, UAE 23,7970, Philippines 23,5933, Thailand 224,121. Among them, the top five that increased over the same period were: Russia 39,4809, Brazil 321,527, UK 199582, Australia 150298 Vehicles, 13,6011 Italian vehicles.

5. Analysis of changes in major exporting countries over the years

The results of overseas bases for automobile exports in the early stages were not ideal, and the main market fluctuated greatly. The main markets for automobile exports from 2023 to 2024 are from Russia, Mexico, Belgium, Australia, Saudi Arabia, the United Kingdom, etc., with strong trends in the European and American markets. Recently, performance has improved compared to developed countries such as the United Kingdom and Australia.

The structure of automobile exports changed from January to September 2026, and Russia rebounded to the top export position. The British market grew strongly, and the UAE's exports fell significantly year on year. Exports to Russia performed well in September, mainly due to a lower base.

6. Analysis of changes in exports to Russia

Due to the recent withdrawal of automobile companies from other countries from Russia, Chinese car companies quickly guaranteed Russia's vehicle supply demand in 2023. Early Chinese car companies should be safe in Russia for the time being.

Russia's import rules are continuously adjusted according to supply and demand. Russian car sales in 2024 are already at the highest level in recent years, so a decline in 2025 after demand is overdrawn ahead of schedule is inevitable. Since 2025, China's exports of new energy vehicles to Russia have fluctuated sharply. Domestic demand in Russia has gradually stabilized throughout this year, and Chinese automobile exports are gradually picking up.

Since 2023, Russia has suddenly become the largest market for Chinese automobile exports. This is another dramatic change in Chinese automobile exports after a lapse of 15 years. Chinese independent brands entered the Russian market in 2008 and performed well, but with Russia's policy of imposing huge tariffs on Chinese cars, Chinese car companies left Russia on a large scale back then. The decline in the first half of 2025 was somewhat similar to 2009, but the beginning of 2026 surged due to a low base.

III. Export trends of new energy vehicles

1. Characteristics of NEV exports over the years

With the transformation of China's domestic NEV market from subsidy-driven to market-driven, China's NEV market competitiveness has increased dramatically. China's NEV exports have exploded since 2021, then entered a continuous high growth range. Despite being disrupted by the EU's NEV export policy in 2024, China's NEV exports still reached 201 million units in 2024, an increase of 16% over the previous year. In 2025, 3.43 million new energy vehicles were exported, an increase of 70% over the previous year, and the performance was good. From January to September 2026, 4.07 million new energy vehicles were exported, an increase of 75% over the previous year, and the performance was good.

2. Monthly export characteristics of new energy vehicles over the years

Due to the imposition of tariffs by the European Union, the trend of China's new energy exports was sluggish in the second half of 2024, and the market pressure was high. The trend of a sharp increase in exports of new energy vehicles, which began in March 2025, is extremely strong. From January to September 2026, new energy exports continued to be at an all-time high, and the domestic downturn drove export enthusiasm even higher.

After continuous high growth, the cumulative export volume of new energy vehicles in 2024 was 201 million units, an increase of 16% over the previous year. In 2025, the country's NEV exports were 3.43 million units, an increase of 70% over the previous year, and the growth rate was more than 16% higher than the full year of 2024. In September 2026, China exported 612,000 new energy vehicles, up 104% year on year; in January-September, the cumulative export performance was 4.07 million units, an increase of 75%. In September, NEV exports increased 23% over August.

3. Changes in the structure of automobile exports

In September 2026, pure electric vehicles accounted for 28% of China's automobile exports (-1% YoY), hybrid accounts for 20% (YoY 7%), hybrids accounted for 7% (YoY 1%), and pure gasoline vehicles accounted for 37% (YoY -6%).

98% of NEV exports are passenger cars. Commercial vehicles account for a relatively small share, and NEVs perform better than buses. The share of unlisted passenger cars due to electrification remains high.

4. Analysis of regional changes in new energy exports

As Tesla entered China, China's automobile export pattern changed. In previous years, Shanghai ranked first for a long time. With the rise of domestic cars, they have independently become the core of new energy exports. Recently, Anhui and the like have risen. In September, Anhui and Zhejiang's new energy export performance was good, while Jiangsu's exports were poor.

The average export price of new energy vehicles rose relatively steadily in 2026, and export performance was relatively good.

5. National characteristics of NEV passenger vehicle exports over the years

New energy vehicle exports have achieved more breakthroughs. 2026 is still the strongest in the EU. The US, Canada, Japan and South Korea have shown high growth rates, and Southeast Asia is still growing relatively steadily.

In 2026, the year-on-year growth of NEV exports diverged. NEV exports are mainly the two major markets in Europe and Asia. In September of this year, Britain surpassed Belgium to become the largest NEV export market. Brazil built a factory to boost Brazil's exports in the first half of the year, and deep adjustments began in September. Mexico's new energy exports continued to plummet in September.

The main markets for NEV exports are generally growing well this year. Markets such as Germany and Italy showed outstanding growth in NEV exports, the Mexican market weakened, and the Thai market picked up.

6. Analysis of changes in NEV exports in 2026

The top 10 countries with total NEV exports in September 2026: Belgium 4,3675, the United Kingdom 4,3548, Brazil 42,130, Thailand 37,714, Australia 33,437, Germany 26,465, Spain 24,711, Italy 24,134, Russia, 17,520, and the Philippines 170,27,027. Among them, the top five that increased over the same period were: Brazil 30,759, Thailand, 2,0201, Australia, 24072, the United Kingdom, 24027, and Belgium 22,806.

The top 10 countries of China's total NEV exports from January to September 2026: Brazil 379,234, Belgium 35,132, UK 313,638, Australia 270,577, Thailand 213,455, Philippines 205197, Germany 142,382, Italy 133,234, Spain 131,120, South Korea 125,164. Among them, the top five that increased over the same period were: Brazil 23,7917, Australia 161,462, UK 160,373, Belgium 127,500, Thailand 116,136.

Exports to the European Union, such as Brazil, Belgium, and the United Kingdom in 2026, are some of the main directions. Recently, exports to markets such as Turkey and Mexico have been weak.

7. Analysis of changes in fuel vehicle exports by power vehicle

In 2024, China exported 3.48 million units of gasoline fuel vehicles, an increase of 22%; in 2025, China exported 3.55 million units, an increase of 2%; from January to September 2026, China exported 3.08 million units of gasoline fuel vehicles, an increase of 25%.

This year, China has a strong fuel vehicle market for markets such as Russia, Africa, and South Asia. The overall performance of other markets is average. In particular, fuel vehicle exports to the European Union, Oceania and other markets have declined, and the characteristics of high-quality development are obvious.

Diesel vehicle exports are better than gasoline vehicles this year, achieving strong growth in diesel vehicles in Africa and Central and South America. Exports from Japan, South Korea, the US and Canada were good in September, and exports from the Middle East were poor.

This year, the increase in hybrid models to other markets in Europe, Central and South America, and Asia was strong, reflecting the overall increase in the competitiveness of Chinese passenger cars. However, sales in the Middle East declined sharply, and hybrid performance in Russia's Central Asia region was average.

8. Analysis of changes in NEV exports in 2026

In 2024, China exported 1.68 million pure electric vehicles, an increase of 6%; in 2025, China exported 2.32 million pure electric vehicles, an increase of 38%; from January to September 2026, China exported 2.53 million units of pure electric vehicles, an increase of 54%, and the increase of 83% in September was also very good.

Currently, the EU market for pure electric power is still the absolute main market. Demand in the Southeast Asian market and markets such as Central and South America fluctuates relatively greatly. The Japanese and South Korean markets have clearly risen, but the Middle East market has lost huge losses. Due to the lack of infrastructure abroad, and the fact that China pursues high-end electric power too much, and the characteristics of large-scale expansion are obvious, small electric vehicles lack good products, and there is still room for improvement in pure electric exports.

From January to September 2026, China exported 1.54 million hybrid vehicles, an increase of 125%, including 240,000 plug-in vehicles in September, an increase of 148%. Apart from regions such as the US and Canada, where there is very little demand for mixing, China's mixed performance in other regions is outstanding. Meanwhile, demand for hybrid models in China has exploded in the European Union, and the Middle East's plug-in hybrid exports are generally growing.

IV. Export trends by passenger car category

1. Export of passenger cars by emission

Passenger car exports mainly rely on plug-in hybrid and hybrid passenger cars. Pure electric performance is also strong, and fuel vehicle exports have maintained a good trend. The displacement of fuel vehicles is mainly in the 1 liter to 1.5 liter range. This is also a comprehensive advantage of China's autonomous passenger car products. The 1.5-2 liter model in 2025 declined sharply. Exports of 1.5-2 liter models recovered relatively quickly this year, indicating that Russia and others are more in demand for high-end, high-priced SUV models from China, and there is basically no market for diesel passenger cars.

However, with the product grade differentiation of electric vehicle models, exports of high-end electric vehicles improved greatly, while entry-level plug-in hybrid exports grew better.

2. Structural characteristics of passenger vehicle exports

China's largest fuel passenger vehicle exports in September 2026 were Russia's 91,216, Mexico's 22,228, Kazakhstan's 17,673, the UAE's 16,271, Algeria's 1,6062, Peru's 12,912, Saudi Arabia's 12,647, Malaysia's 12,368, Egypt's 12,343, and South Africa's 10,726 vehicles. Among them, the top five that increased over the same period were Russia's 31,249, Peru's 6,388, Egypt, and 4046 Malaysia.

From January to September 2026, China exported the most fuel-fueled passenger vehicles: Russia with 65,4071 vehicles, Mexico with 199853 vehicles, Algeria with 153,142 units, Saudi Arabia with 12,202 units, Kazakhstan with 112,775 units, the United Arab Emirates with 10,2467 vehicles, Belarus with 99,815 vehicles, Brazil 91,369 units, Peru with 88,477 vehicles. Among them, the top five that increased this year over the same period last year were: Russia 343,343, Peru 45,709, and Belarus 39078, Brazil 37,718.

China's exports of pure electric passenger vehicles in September 2026 were mainly 32859 to Belgium, 31,849 to Thailand, 25023 to Brazil, 24,110 to the United Kingdom, 23,442 from Australia, 20,342 from Germany, 14,342 from South Korea, 14,218 from Indonesia, 13,968 from the Philippines, and 13,134 from Spain. The top five that increased over the same period were: Thailand 20,432, Brazil 19639, Australia 17,486, Belgium 14,892, and Germany 12,754.

From January to September 2026, China's exports of pure electric passenger vehicles were mainly Belgium 24,5860, Thailand 198551, Brazil 196069, Australia, 19,2382, the United Kingdom, 15,5,1504, the Philippines, 121,462, Germany, 87,807, Indonesia, and 739,23. Among them, the top five that increased this year over the same period last year were: Brazil 145,293, Australia 12,2614, Thailand 10,6610, Belgium 83,245, South Korea 62,758 vehicles.

In September 2026, the main exports of hybrid passenger cars were 18,482 to the United Kingdom, 16,808 to Italy, 13,127 to the United Arab Emirates, 13,173 Russian vehicles, 12,798 Jordan vehicles, 1,145 Spanish vehicles, 10,791 Belgian vehicles, 7690 Argentina, and 7036 Kyrgyz vehicles. Among them, the top five vehicles that increased over the same period were: Italy's 13,321 vehicles, the United Kingdom's 12,906 vehicles, Brazil's 11029 vehicles, Belgium's 9898 vehicles, and Jordan's 8924 vehicles.

From January to September 2026, the exports of hybrid passenger cars were mainly 181,165 in Brazil, 151,559 in the UK, 101962 in Belgium, 84119 in Italy, 76601 in the UAE, 73,526 in Spain, 59430 in Russia, 58,687 in Germany, and 47,898 in the Philippines. Among them, the top five that increased this year over the same period last year were: the UK 103,303, Brazil 92003, Italy 63795, Belgium 46,400, and Spain 40,450.

In September 2026, the export of passenger car ordinary hybrids was mainly 8,584 in France, 7734 in the UK, 7,643 in Italy, 7414 in Brazil, 5955 in Spain, 5150 in the UAE, 3803 in Poland, 3057 in Iraq, 2952 in Kazakhstan, and 2,801 in Australia. Among them, the top five that increased over the same period were: France 8533, Italy 4,351, UK 4,347, Brazil 3720, Kazakhstan 2,909.

From January to September 2026, the export of passenger car ordinary hybrids was mainly 60,411 in the UK, 59,613 in Italy, 52271 in Brazil, 51,593 in Spain, 44,637 in France, 33511 in Poland, 30,522 in the UAE, 21,546 in Australia, 20299 in Argentina, and 14,836 in Iraq. Among them, the top five that increased this year over the same period last year were: Brazil 36,642, Italy 36119, France 3,3640, Spain 27046, and Poland 25,570.

5. Export trends by truck category

1. Truck exports

Export growth in the truck market has not been strong in recent years. The share of the automobile export market has continued to shrink slightly, but in 2026, the strong performance of pure electric and diesel light trucks led to an improvement in export share. The main force in the truck market is gasoline and diesel trucks under 5 tons. Overall, there is also strong demand for heavy diesel trucks of 5-14 tons and 20 tons or more.

2. Characteristics of changes in the truck export market

The fuel truck export market: Mexico 7,425, Vietnam 5,363, Chile 4511, Algeria 4506, Peru 4399, Russia, 3790, Nigeria, 3706, Tanzania, 3035, and Ecuador 2,758. The top five increases over the same period were: Algeria 3205, Peru 2,560, Brazil 2,518, Russia 2015, and Venezuela 1936.

Main export markets for fuel trucks from January to September 2026: Mexico 72,176, Vietnam 62779, Algeria 46672, Peru 3,6666, Chile 29,672, Nigeria 28,761, Ghana 28,524, South Africa, 27,509, Ecuador, and 26,900 Tanzania. Among them, the top five that increased this year over the same period last year were: Algeria 36,915, Peru 17034, Mexico 16,182, Tanzania 15,218, and Vietnam 13,550.

The mixed truck export market has recently been strong. This is mainly due to the increase in the passenger car attributes of pickup trucks, which have created convenient and cost-effective use in overseas markets.

Currently, the export market in September is 3,184 for Australia, 675 for the United Kingdom, 650 for Argentina, 309 for the Philippines, 305 for New Zealand, 265 for Chile, 232 for Ecuador, 220 for Spain, 180 for Pakistan, and 140 for Germany. Among them, the top five that increased over the same period were: Australia 3101, the United Kingdom 675, Argentina 648, the Philippines 250, and Spain 220.

Currently, the top ten total exports for the year are: Australia with 17,346 vehicles, Argentina 3,849, Mexico 2,500, Pakistan 2,220, Chile 2,220, New Zealand 2,064, South Africa 1975, UAE 1,365, Brazil 1,074, and Colombia 805. Among them, the top five that increased this year over the same period last year are: Argentina 3,725, Pakistan 2,096, UAE 1,262, New Zealand 696, and the United Kingdom 683.

The export market for pure electric trucks has recently surged. This is mainly due to a sharp increase in the attributes of special vehicles, creating a strong scenario convenience and cost advantage in overseas markets.

6. Export trends by passenger car category

1. Overall bus exports

Recently, world demand for buses has declined to a certain extent, causing China's bus exports to continue to shrink in the previous two years, from 64,000 vehicles in 2019 to 48,000 units in 2022. World demand has recovered since 2023, and the total number of buses in China reached 106,000 in 2025.

From January to September 2026, 14,000 pure electric buses were exported, showing an average increase of 21%. Exports of diesel buses from a low base increased significantly, and exports of large and medium-sized gasoline buses were strong.

2. Characteristics of changes in the bus export market

China's fuel bus export market is scattered. The top 10 in September were: Egypt with 2094 vehicles, Peru with 1,189 vehicles, Mexico 426, Bolivia 356, Uzbekistan 312, Argentina 286, Ecuador 283, Chile 270, Ghana 241, and UAE 228 vehicles. Among them, the top five that increased in the current period over the same period were: Egypt 1,052, Peru 433, Bolivia 280, Argentina 267, Uzbekistan 263. Bus exports were mainly from underdeveloped countries, and the market was quite complicated. It is difficult to carry out exports in an orderly manner and continuously.

The largest exports in January-September were: Egypt with 12,886 vehicles, Algeria with 10,406 vehicles, Peru with 8,669 vehicles, Saudi Arabia with 3,916 vehicles, Bolivia with 3,486 vehicles, Mexico with 3070 vehicles, Vietnam with 3003 vehicles, the United Arab Emirates with 2,098 vehicles, Ecuador 1,884, and Uzbekistan with 1,592 vehicles. Among them, the top five that increased this year over the same period last year were: Algeria 9005, Egypt 7032, Peru 2,688, Bolivia, and 1,558 Mexico.

The export market for pure electric buses is small, and the data fluctuates greatly. The main export forces in September this year were: Ethiopia's 435 vehicles, Nepal's 358 vehicles, Vietnam's 344 vehicles, Pakistan's 293, Thailand's 224, Israel's 96, South Korea's 64, Chile's 58, and the United Kingdom's 57 vehicles. Among them, the top five that increased over the same period were: Ethiopia 389, Vietnam 342, Nepal 315, Thailand 214, and Pakistan 184.

The main exporters of pure electric buses this year were 2,325 in Nepal, 1,236 in Ethiopia, 829 in Pakistan, 739 in Israel, 739 in Norway, 594 in Belgium, 536 in Mexico, 516 in the UK, 385 in the Netherlands, and 377 in Vietnam. Among them, the top five that increased this year over the same period last year were: 1,036 in Ethiopia, 414 in Pakistan, 369 in Mexico, 320 in Belgium, and 284 in Norway.