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    Home»Electric Vehicles»China NEV sales rise 17.8% in August as share hits record 60.6%, CAAM data shows
    Electric Vehicles

    China NEV sales rise 17.8% in August as share hits record 60.6%, CAAM data shows

    kirklandc008@gmail.comBy kirklandc008@gmail.comSeptember 11, 2026No Comments6 Mins Read
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    China NEV sales rise 17.8% in August as share hits record 60.6%, CAAM data shows
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    China Monthly NEV Sales (Exports Included) 2024-2026

    Month
    2024
    2025
    2026

    January
    729,000
    944,000
    945,000

    February
    477,000
    892,000
    765,000

    March
    883,000
    1,237,000
    1,252,000

    April
    850,000
    1,226,000
    1,344,000

    May
    955,000
    1,307,000
    1,496,000

    June
    1,049,000
    1,329,000
    1,643,000

    July
    991,000
    1,262,000
    1,561,000

    August
    1,100,000
    1,395,000
    1,643,000

    September
    1,287,000
    1,604,000

    October
    1,430,000
    1,715,000

    November
    1,512,000
    1,823,000

    December
    1,596,000
    1,710,000

    China monthly NEV sales (exports included)



    2024



    2025



    2026

    • China’s BEV sales rose 27.8% in August, while PHEV sales fell 0.9%.
    • NEV exports rose about 130% year-on-year, offsetting a decline in domestic sales.

    China’s new energy vehicle (NEV) sales rose 17.8% year-on-year in August, accounting for a record share of total new vehicle sales as exports continued to offset domestic market weakness.

    NEV sales totaled 1.643 million in August, including domestic sales and exports, according to a report released Thursday by the China Association of Automobile Manufacturers (CAAM).

    That was up 5.3% from July, matching the year’s high set in June, although year-on-year growth slowed from July’s 23.7%, according to data compiled by CnEVPost.

    NEVs accounted for 60.6% of total vehicle sales, up from 60.4% in July and 48.8% a year earlier, exceeding 60% for the second consecutive month.


    China Monthly NEV Penetration 2024-2026


    Month
    2024
    2025
    2026




    January
    29.9%
    39%
    40.3%


    February
    30.1%
    41.9%
    42.4%


    March
    32.8%
    42.4%
    43.2%


    April
    36%
    47.3%
    53.2%


    May
    39.5%
    48.7%
    56.9%


    June
    41.1%
    45.8%
    58.5%


    July
    43.8%
    48.7%
    60.4%


    August
    44.8%
    48.8%
    60.6%


    September
    45.8%
    49%



    October
    46.8%
    51.6%



    November
    45.6%
    53.2%



    December
    45.7%
    52.3%


    China monthly NEV penetration




    2024



    2025



    2026

    CAAM’s NEV wholesale figures cover passenger and commercial vehicles, including battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs) and fuel-cell vehicles.

    BEVs continued to lead growth. Sales reached 1.161 million in August, up 27.8% year-on-year and 8.3% month-on-month, setting a new high for the year.

    China Monthly BEV Sales 2024-2026

    Month
    2024
    2025
    2026

    January
    445,000
    574,000
    597,000

    February
    294,000
    544,000
    484,000

    March
    566,000
    806,000
    831,000

    April
    519,000
    822,000
    905,000

    May
    583,000
    834,000
    1,026,000

    June
    612,000
    859,000
    1,142,000

    July
    551,000
    811,000
    1,072,000

    August
    646,000
    908,000
    1,161,000

    September
    775,000
    1,058,000

    October
    842,000
    1,109,000

    November
    908,000
    1,170,000

    December
    973,000
    1,108,000

    China monthly BEV sales



    2024



    2025



    2026

    By contrast, PHEV sales totaled 482,000, down 0.9% year-on-year and 1.4% month-on-month, returning to decline after 2 consecutive months of year-on-year growth.

    China Monthly PHEV Sales 2024-2026

    Month
    2024
    2025
    2026

    January
    284,000
    370,000
    348,000

    February
    183,000
    348,000
    280,000

    March
    317,000
    431,000
    421,000

    April
    331,000
    403,000
    439,000

    May
    371,000
    473,000
    470,000

    June
    436,000
    470,000
    500,000

    July
    438,000
    451,000
    489,000

    August
    453,000
    487,000
    482,000

    September
    511,000
    546,000

    October
    587,000
    605,000

    November
    604,000
    652,000

    December
    622,000
    599,000

    China monthly PHEV sales



    2024



    2025



    2026

    NEV production reached 1.653 million in August, up 18.9% year-on-year. Cumulative NEV sales in the first 8 months totaled 10.65 million, up 10.7%, accounting for 52.4% of total vehicle sales.

    China Monthly NEV Production 2024-2026

    Month
    2024
    2025
    2026

    January
    787,000
    1,015,000
    1,041,000

    February
    464,000
    888,000
    694,000

    March
    863,000
    1,277,000
    1,231,000

    April
    870,000
    1,251,000
    1,320,000

    May
    940,000
    1,270,000
    1,554,000

    June
    1,003,000
    1,268,000
    1,598,000

    July
    984,000
    1,243,000
    1,576,000

    August
    1,092,000
    1,391,000
    1,653,000

    September
    1,307,000
    1,617,000

    October
    1,463,000
    1,772,000

    November
    1,566,000
    1,880,000

    December
    1,530,000
    1,718,000

    China monthly NEV production



    2024



    2025



    2026

    Exports and domestic sales continued to diverge. NEV exports reached 526,000 in August, up about 130% year-on-year, despite falling 5% from July.

    China Monthly NEV Exports 2024-2026

    Month
    2024
    2025
    2026

    January
    101,000
    150,000
    302,000

    February
    82,000
    131,000
    282,000

    March
    124,000
    158,000
    371,000

    April
    114,000
    200,000
    430,000

    May
    99,000
    212,000
    446,000

    June
    86,000
    205,000
    523,000

    July
    103,000
    225,000
    553,000

    August
    110,000
    224,000
    526,000

    September
    111,000
    222,000

    October
    128,000
    256,000

    November
    83,000
    300,000

    December
    134,000
    300,000

    China monthly NEV exports



    2024



    2025



    2026

    NEVs accounted for about 52.1% of total vehicle exports during the month, exceeding half for the third consecutive month. Cumulative NEV exports in the first 8 months reached 3.435 million, up 124.3% year-on-year.

    Domestic NEV sales totaled 1.118 million in August, down 4.6% year-on-year but up 10.9% month-on-month. In the first 8 months of the year, domestic NEV sales totaled 7.215 million, down 10.8% year-on-year.

    China Monthly NEV Sales (Excluding Exports) 2024-2026

    Month
    2024
    2025
    2026

    January
    629,000
    793,000
    643,000

    February
    395,000
    760,000
    483,000

    March
    758,000
    1,079,000
    882,000

    April
    736,000
    1,025,000
    914,000

    May
    856,000
    1,095,000
    1,049,000

    June
    963,000
    1,124,000
    1,120,000

    July
    887,000
    1,037,000
    1,008,000

    August
    990,000
    1,171,000
    1,118,000

    September
    1,176,000
    1,382,000

    October
    1,302,000
    1,459,000

    November
    1,429,000
    1,522,000

    December
    1,463,000
    1,410,000

    China NEV sales excluding exports



    2024



    2025



    2026

    Domestic passenger NEV sales totaled 1.015 million in August, down 8.2% year-on-year, while commercial NEV sales rose 56.6% to 103,000.

    The broader auto market remained under pressure. Total vehicle sales came in at 2.712 million in August, down 5.1% year-on-year but up 4.9% month-on-month.

    China Monthly Car Sales 2024-2026

    Month
    2024
    2025
    2026

    January
    2,439,000
    2,423,000
    2,346,000

    February
    1,584,000
    2,129,000
    1,805,000

    March
    2,694,000
    2,915,000
    2,899,000

    April
    2,359,000
    2,590,000
    2,526,000

    May
    2,417,000
    2,686,000
    2,629,000

    June
    2,552,000
    2,904,000
    2,810,000

    July
    2,262,000
    2,593,000
    2,584,000

    August
    2,453,000
    2,857,000
    2,712,000

    September
    2,809,000
    3,276,000

    October
    3,053,000
    3,322,000

    November
    3,316,000
    3,429,000

    December
    3,489,000
    3,272,000

    China monthly car sales



    2024



    2025



    2026

    CAAM said expanded vehicle purchase subsidies across multiple regions and active promotional campaigns by automakers helped drive the monthly recovery in vehicle production and sales.

    However, domestic vehicle sales fell 24.2% year-on-year to 1.701 million in August, marking the fifth consecutive month with a decline exceeding 20%. Domestic sales of conventional fuel-powered vehicles fell 45.7% to 584,000.

    Against that backdrop, NEVs accounted for 65.7% of domestic vehicle sales, further underscoring the contraction in the conventional fuel-powered vehicle market.

    Exports continued to support the industry’s overall sales. China exported 1.01 million vehicles in August, up 65.3% year-on-year and exceeding 1 million for the third consecutive month, although shipments fell 3.2% from July.

    In the first 8 months of the year, China’s vehicle exports totaled 7.153 million, up 66.7% year-on-year, while total vehicle sales fell 3.8% to 20.315 million.

    Tesla returned to sixth place with a 5.0% share, while Leapmotor retained third place and posted the fastest year-on-year growth among the top 10.

    August CAAM China data hits NEV Record rise sales Share Shows
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