CPCA's Cui Dongshu said China-to-EU auto exports reached 1.83 mln units in the first nine months of 2026, already surpassing last year's full-year total; September shipments rose 128% YoY and cumulative exports were up 87%. Exports show both rapid scale expansion and sharp mix polarization: PHEV shipments surged 372% in 2026 and became the main growth driver; BEV exports nearly doubled despite high EU tariffs; HEV rose 91% as a stable base. Manufacturer concentration is increasing — BYD's lead w

CPCA's Cui Dongshu said China-to-EU auto exports reached 1.83 mln units in the first nine months of 2026, already surpassing last year's full-year total; September shipments rose 128% YoY and cumulative exports were up 87%. Exports show both rapid scale expansion and sharp mix polarization: PHEV shipments surged 372% in 2026 and became the main growth driver; BEV exports nearly doubled despite high EU tariffs; HEV rose 91% as a stable base. Manufacturer concentration is increasing — BYD's lead widened markedly while Geely, Chery and Leapmotor posted rapid gains — underscoring the accelerating global rise of China's auto industry.