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China’s EV exports jump 145% in October as BYD leads

A robot assembly line in a BYD manufacturing Plant in Shenzhen. Image: BYD

China exported 582,000 new-energy passenger cars in October, up 144.7% from a year earlier, according to data released Monday by the China Passenger Car Association. The total was up 3.9% from September.

Battery-electric and plug-in hybrid models made up 62.8% of all passenger car exports, up 20 percentage points in a year. Battery-electric cars accounted for 61.7% of new-energy exports, plug-in hybrids for 33.7% and extended-range models for 4.6%.

BYD led with 165,194 exported vehicles, followed by Chery at 83,843, Geely at 80,119 and Tesla’s China operations at 59,012. Leapmotor, in which Stellantis holds a stake of about 21%, exported 21,132.

Several carmakers shipped a large share of their exports as kits for assembly abroad. Kits made up 41.9% of SAIC-GM-Wuling’s exports, 31.1% of Great Wall’s, 27.6% of SAIC Passenger’s and 8% of Leapmotor’s, the association’s figures show.

The association said interference from some foreign countries had weighed on exports, but that demand for Chinese plug-in hybrids in developing countries was growing quickly, IT Home reported.

China’s EV exports jumped 145% in October

BYD shipped almost twice as many new-energy cars abroad as its nearest rival, and several makers sent a large share overseas as kits for local assembly.

582,000
New-energy cars exported
October 2026
+144.7%
Year on year
+3.9% on September
62.8%
Share of all car exports
Up 20 points in a year
1

Who shipped the cars

New-energy passenger car exports by maker, October 2026, in units.

BYD
165,194
Chery
83,843
Geely
80,119
Tesla China
59,012
SAIC Passenger
42,030
Changan
30,343
Leapmotor
21,132
SAIC-GM-Wuling
16,866
XPeng
13,326
GAC Aion
12,150
Great Wall
12,029
Tesla China is the US carmaker’s Shanghai operation. New-energy vehicles include battery-electric (61.7% of exports), plug-in hybrid (33.7%) and extended-range (4.6%) models.
2

Kits for assembly abroad

Share of each maker’s October exports shipped as knock-down kits.

SAIC-GM-Wuling
41.9%
Great Wall
31.1%
SAIC Passenger
27.6%
Leapmotor
8.0%
Stellantis owns about 21% of Leapmotor.
Sources
Data: China Passenger Car Association (CPCA), October 2026, via IT Home (9 November 2026)
Leapmotor stake: Automotive World

Source: China Passenger Car Association via IT Home