China’s Car Exports Surge as Domestic Sales Decline and EVs Gain Ground
Passenger vehicle retail sales fell 27% year on year in October 2026, while exports rose 69%
China’s EV Industry Is Shifting From Domestic Scale to Global Expansion
China is the world’s dominant EV market, and surging exports and diversifying overseas sales are extending its reach across global markets
China’s Passenger Car Export Engine Accelerates, led by Electric Vehicles
A sharp post-2021 step-change in car exports is scaling rapidly and expanding China’s reach across developed and emerging markets.
Global Car Markets and the Uneven Transition to Electric Vehicles
Global passenger car sales reached 92 million units in 2025, including more than 20 million EVs, but adoption varies widely across markets.
Concentrated Processing, Dominant Manufacturing: China’s Dual Control of the EV Battery Value Chain
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
The Structure of Global Automotive Trade in 2024
The top ten exporters and importers of automotive products reveal a highly concentrated global trade system.
China Is Reshaping Global Auto Trade With Surging Electric Vehicle Exports
Electric and hybrid vehicles are driving China’s export growth, accelerating overseas market penetration and compressing the response time available to legacy auto exporters.
Fuels, Vehicles and Capital Goods: The Imports Powering Chile’s Economy
Energy, mobility and industrial equipment—led by imports from China and strong U.S. supply—underpin Chile’s industrial and consumer economy.
Capital Goods, Fuels and Chemicals: The Inputs Powering Brazil’s Farms and Factories
Brazil’s import bill is dominated by capital goods, vehicles & parts, fuels and industrial chemicals, with China as the top supplier.
China’s Domination of Global Car Production
China is for several years already the world’s leading producer of cars, and it looks set to soon become the world’s leading exporter of cars as well.