Core Insights - China's automotive exports are experiencing rapid growth, with a significant increase in new energy vehicle (NEV) exports, which are projected to exceed 200,000 units by September 2025, supporting high-quality development in the automotive industry [1][2] Export Performance - In September 2025, China's total automotive exports reached 652,000 units, marking a month-on-month increase of 6.7% and a year-on-year increase of 21%. NEV exports accounted for 222,000 units, representing a 100% year-on-year growth [2] - From January to September 2025, total automotive exports were 4.95 million units, up 14.8% year-on-year, with NEV exports at 1.758 million units, reflecting an 89.4% increase [2] - The top ten countries for NEV exports from January to September 2025 included Belgium, the Philippines, the UK, Brazil, Mexico, Australia, Thailand, the UAE, Indonesia, and India [2] Market Dynamics - The shift from subsidy-driven to market-driven growth in China's NEV sector has significantly enhanced its competitiveness. Despite challenges from EU policies in 2024, NEV exports still reached 2.01 million units, a 16% increase [3] - The performance of NEV exports in 2025 has been strong, particularly in plug-in hybrid and hybrid models, with robust demand in Western Europe and Asia [2][3] Regulatory Developments - To promote healthy development in NEV trade, the Ministry of Commerce and other departments have implemented export license management for pure electric passenger vehicles as of September 2025 [4][5] - The new regulations require that only automotive manufacturers and their authorized dealers can apply for export licenses, aiming to cut off unauthorized exports and improve product quality [6] Quality Control Measures - The export license management aims to address issues of low-quality exports that have tarnished the reputation of "Made in China" products. The lack of targeted management has led to a proliferation of low-quality vehicles in international markets [5][6] - The new policy stipulates that companies must be listed in the Ministry of Industry and Information Technology's announcement of vehicle production enterprises and products, and their products must pass mandatory certification to ensure compliance with national safety standards [6] Strategic Recommendations - Industry experts suggest that companies should focus on technological innovation and differentiation to enhance brand competitiveness, investing in areas such as smart driving, solid-state batteries, and ultra-fast charging technologies [6][7] - There is a call for strengthening overseas compliance and risk management to ensure sustainable development, including adherence to local regulations and fostering partnerships with local enterprises [7]

中汽中心中国汽车战略与政策研究中心教授级高级工程师吴松泉表示，这意味着，届时所有纯电动乘用 车出口必须向商务部或其授权机构申领出口许可证，未获许可将禁止出口。该举措有望从三大核心层面 系统重构出口秩序：强化品牌责任、提升服务水平、遏制低价竞争，从而构建健康可持续的出口生态， 助力我国电动汽车在全球市场中实现品牌提升与长远发展。 精准施策利于提升中国品牌形象 此次政策明确了两大核心规范：一是对海关商品编号8703801090项下，仅装有驱动电动机且具有车辆识 别代码（VIN码）的其他载人车辆实施出口许可证管理；二是资质申报、管理流程等均依照《关于进一 步规范汽车和摩托车产品出口秩序的通知》（商产发〔2012〕318号）执行，海关检验以现行法定检验 目录为准。 记者了解到，目前欧洲是中国电动汽车出口的重要目的地，2024年出口量前五的国家中，比利时、英 国、西班牙、德国均位列其中。而东南亚、拉美等市场也正在成为中国电动汽车的重要增长极。 全国乘用车市场信息联席会秘书长崔东树表示："目前欧盟市场仍是绝对主力市场，东南亚市场和中东 等市场的需求相对波动较大。尤其是随着新能源的发展放缓思潮，加之中国纯电动过于追求高端， ...

9月26日，商务部、工业和信息化部、海关总署、市场监管总局联合发布2025年第54号公告（以下简称《公告》），明确自 2026年1月1日起，对货物名称为仅装有驱动电动机的具有车辆识别代码（VIN码）的其他载人车辆（参考海关商品编号为 8703801090）实施出口许可证管理。这一专项许可制度的落地，或标志着中国新能源汽车出口从"规模导向"全面转向"质量 为先"，为中国新能源汽车在海外市场的高质量发展筑牢制度屏障。 商务部网站截图 图片来源：商务部网站 根据《公告》，申报出口资质的企业条件、管理方式、申报程序、出口许可证申领与发放等，依照商务部、工业和信息化 部、海关总署、原质检总局、原国家认监委《关于进一步规范汽车和摩托车产品出口秩序的通知》（商产发〔2012〕318 号）的相关规定执行，海关对出口纯电动乘用车的检验以现行有效的必须实施检验的进出口商品目录为准。 "商务部等主管部门此举是为了规范管理纯电动乘用车出口秩序，防止平行出口等不规范行为的出现。"9月26日，乘联分会 秘书长崔东树在接受《每日经济新闻》记者采访时表示。 "这意味着，届时所有纯电动乘用车出口必须向商务部或其授权机构申领出口许可证，未获许可 ...

商务部、工业和信息化部、海关总署、市场监管总局26日发布公告，决定对纯电动乘用车实施出口许可 证管理，自2026年1月1日起正式实施。这意味着出口的纯电动乘用车需通过官方许可流程，旨在规范出 口秩序，减少低价竞争乱象，推动行业向技术竞争转型。 洪涛也认为，该举措将对中国新能源汽车出口产生行业规范化程度提升、国际市场竞争策略调整以及产 业链协同效应等影响。具体来看，产业链方面，上游锂资源海外布局将更注重与出口资质企业的绑定， 确保供应链稳定性；下游海事备案、危险品运输等环节需求增长，推动物流与认证服务专业化。 此外，公告要求，申报出口资质的企业条件、管理方式、申报程序、出口许可证申领与发放等，依照商 务部、工业和信息化部、海关总署、原质检总局、原国家认监委《关于进一步规范汽车和摩托车产品出 口秩序的通知》的相关规定执行，海关对出口纯电动乘用车的检验以现行有效的必须实施检验的进出口 商品目录为准。 作者：白丽斐 中国是电动汽车的制造大国、贸易大国、消费大国。海关总署数据显示，2024年中国电动汽车出口量首 次突破200万辆。中国汽车流通协会乘用车市场信息联席分会（下称"乘联会"）数据显示，今年8月新能 源乘用车出 ...