历史性时刻！出口乘用车中，新能源占比首次超一半

Core Viewpoint - In January 2026, China's automobile exports continued to grow rapidly, with a total of 681,000 vehicles exported, marking a year-on-year increase of 44.9% [3] Group 1: Export Performance - Passenger car exports reached 589,000 units in January, up 48.9% year-on-year [3] - Commercial vehicle exports totaled 93,000 units, reflecting a year-on-year increase of 23.6% [3] - The export of new energy vehicles (NEVs) significantly contributed to this growth, with 302,000 units exported in January, a year-on-year increase of 100% [3] Group 2: New Energy Vehicle Insights - Among the NEVs, 295,000 were passenger vehicles, which accounted for over 50% of total passenger car exports for the first time, representing a year-on-year growth of 110% [3] - The export of pure electric vehicles reached 202,000 units, also doubling year-on-year, while plug-in hybrid vehicle exports were 99,000 units, up 97.3% [4] Group 3: Market Dynamics - The growth in plug-in hybrid vehicle exports has been notable, with these vehicles becoming a new growth point for exports, particularly in the pickup segment [4] - Despite previous challenges due to EU tariffs on electric vehicles, plug-in hybrids remain competitive in the European market due to a lower tariff rate [4] - The overall export performance is expected to remain strong, with a projected total of 8.32 million vehicles exported in 2025, a 30% increase year-on-year [5] Group 4: Leading Companies - In January, the top ten exporting companies included Chery (119,000 units), BYD (100,000 units), SAIC (97,000 units), Geely (77,000 units), and Tesla (51,000 units), all exceeding 50,000 units [5] - Nine out of the top ten companies experienced positive growth in exports, with only Changan showing a decline [5] Group 5: Future Outlook - The export markets are shifting towards regions like the Middle East and developed countries, indicating a trend of high-quality development in exports [4][6] - As long as the international market environment remains stable, there is significant potential for further growth in China's automobile exports [6]