market
2026-10-12
CPCA September: NEV is 60.8% of passenger exports — BYD / Chery / Geely lead the print
CPCA (12 Oct 2026): Sep passenger exports 917k (+73.7%); NEV 558k (60.8%). Top NEV exporters in the note: BYD 175,877; Chery 85,990; Geely 72,893. Pure EV 60.5% of NEV export; PHEV 34.2%; REEV 5.3%.
CPCA / Gasgoo (12 October 2026):
- September passenger exports (CBU+CKD) 917,000 (+73.7%)
- NEV 558,000 — 60.8% of that export print
- Mix inside NEV export: pure EV 60.5%, PHEV 34.2%, REEV 5.3%
- Named strong NEV exporters: BYD 175,877, Chery 85,990, Geely 72,893 (plus Tesla China, SAIC, Changan, Leapmotor…)
Desk takeaway: “China export” on a corridor quote increasingly means NEV paperwork (battery docs, BEV licence where applicable) — not only an ICE CoC.
*Source: CPCA Sep 2026 analysis / Gasgoo 12 Oct 2026.*