China September 2026: 1.053 million exports — NEVs 571,000 (+157%)
MIIT citing CAAM (12 Oct 2026): September whole-vehicle exports 1.053 million (+61.4% y/y); NEVs 571,000 (+157.2%). Jan–Sep 8.205 million (+65.8%); NEV exports 4.006 million (+127.9%).
Ministry of Industry and Information Technology (12 October 2026), citing CAAM:
- September whole-vehicle exports 1.053 million (+61.4% y/y).
- Of which NEV exports 571,000 (+157.2%).
- January–September: 8.205 million (+65.8%); NEV exports 4.006 million (+127.9%).
Domestic Sep sales were soft; export is still the volume stabilizer. Do not mix this CAAM whole-vehicle print with CPCA’s passenger CBU+CKD series.
Desk takeaway: corridor buyers should assume tight decks and longer booking lead times into Q4, not a shortage of Chinese nameplates.
*Source: MIIT “2026年9月汽车工业经济运行情况”, 12 Oct 2026.*