China’s Sept 2026 NEV export ranking
China’s Sept 2026 NEV export ranking
Ranking
Automaker
NEV Exports
Market Share
1
BYD
174,277
31.1%
2
Chery
85,990
15.3%
3
Geely
72,893
13.0%
4
Tesla China
30,529
5.4%
5
SAIC Passenger Vehicle
29,552
5.3%
6
Changan
29,325
5.2%
7
Leapmotor
27,454
4.9%
8
SAIC-GM-Wuling
16,543
3.0%
9
Dongfeng
10,282
1.8%
10
Xpeng
10,055
1.8%
- BYD exported 174,277 NEVs in September, down 5.2% from August, with its share falling 4.3 percentage points.
- Chery’s exports rose 25.7% month-on-month, overtaking Geely for second place; Tesla China remained fourth as its share fell to 5.4%.
BYD (HKEX: 1211) continued to lead China’s passenger new energy vehicle (NEV) export market in September despite losing share, while Chery (HKEX: 9973) overtook Geely Auto (HKEX: 0175) to take second place.
BYD exported 174,277 passenger NEVs in September, up 151.6% year-on-year but down 5.2% month-on-month, according to rankings released by the China Passenger Car Association (CPCA) on Tuesday.
BYD’s share fell to 31.1% from 35.4% in August, though it maintained a substantial lead over other automakers. Its cumulative exports exceeded 1.3 million vehicles in the first 9 months of the year.
Chery ranked second with 85,990 vehicles, up 173.9% year-on-year and 25.7% month-on-month. Its share rose to 15.3% from 13.2% in August.
Geely ranked third with 72,893 vehicles, up 398.2% year-on-year and 4.3% month-on-month. Its share was 13.0%, down from 13.5% in August.
Tesla (NASDAQ: TSLA) China exported 30,529 vehicles in September, up 58.3% year-on-year but down 15.5% month-on-month, marking its second consecutive monthly decline.
The US EV maker remained fourth, with its share falling to 5.4% from 7.0% in August, only slightly ahead of fifth-placed SAIC Passenger Vehicle.
SAIC Passenger Vehicle exported 29,552 NEVs, up 18.3% month-on-month, with a 5.3% share, moving up 1 place from August.
Changan Automobile (SZSE: 000625) ranked sixth with 29,325 vehicles, up 3.5% month-on-month, with a 5.2% share.
Leapmotor (HKEX: 9863) remained seventh with 27,454 vehicles, up 298.6% year-on-year and 50.4% month-on-month. Its share rose to 4.9% from 3.5% in August.
SAIC-GM-Wuling remained eighth with 16,543 vehicles, down 4.8% month-on-month, with a 3.0% share.
Dongfeng rose to ninth with 10,282 vehicles, up 106.4% month-on-month, with a 1.8% share. GAC Aion dropped out of the monthly top 10.
Xpeng (NYSE: XPEV) ranked tenth with 10,055 vehicles, up 100.9% year-on-year and 23.8% month-on-month. Its share was also 1.8%, though it fell 1 place from August.
From January through September, BYD exported 1,301,074 NEVs, up 94.1% year-on-year, ranking first with a 33.5% share.
China’s Jan-Sept 2026 NEV export ranking
China’s Jan-Sept 2026 NEV export ranking
Ranking
Automaker
NEV Exports
Market Share
1
BYD
1,301,074
33.5%
2
Chery
527,490
13.6%
3
Geely
478,804
12.3%
4
Tesla China
361,972
9.3%
5
SAIC Passenger Vehicle
204,097
5.2%
6
Leapmotor
159,572
4.1%
7
Changan
137,130
3.5%
8
SAIC-GM-Wuling
109,341
2.8%
9
Dongfeng
93,505
2.4%
10
GAC Aion
69,265
1.8%
Chery remained second with 527,490 vehicles, up 176.9% year-on-year, with a 13.6% share. Geely ranked third with 478,804 vehicles, up 533.4%, with a 12.3% share.
Tesla China exported 361,972 vehicles over the same period, up 108.4% year-on-year, retaining fourth place with a 9.3% share.
SAIC Passenger Vehicle ranked fifth with 204,097 vehicles and a 5.2% share. Leapmotor ranked sixth with 159,572 vehicles, up 322.5% year-on-year, with a 4.1% share.
Changan, SAIC-GM-Wuling, Dongfeng and GAC Aion ranked seventh through tenth, with shares of 3.5%, 2.8%, 2.4% and 1.8%, respectively.
In the overall passenger vehicle export market, which includes conventional internal combustion engine vehicles, Chery remained first in September with 203,765 vehicles, up 46.9% year-on-year and 5.5% month-on-month, with a 22.2% share.
China’s Sept 2026 passenger vehicle export ranking
China’s Sept 2026 passenger vehicle export ranking
Ranking
Automaker
Exports
Market Share
1
Chery
203,765
22.2%
2
BYD
174,277
19.0%
3
Geely
105,914
11.5%
4
SAIC Passenger Vehicle
73,199
8.0%
5
GWM
51,210
5.6%
6
Changan
50,734
5.5%
7
SAIC-GM-Wuling
36,433
4.0%
8
Tesla China
30,529
3.3%
9
Leapmotor
27,454
3.0%
10
Yueda Kia
15,749
1.7%
BYD ranked second with 174,277 vehicles and a 19.0% share. Its share gap with Chery widened to 3.2 percentage points from 1.1 percentage points in August.
Geely ranked third with 105,914 vehicles, up 160.5% year-on-year but down 3.2% month-on-month, with an 11.5% share.
SAIC Passenger Vehicle ranked fourth with 73,199 vehicles and an 8.0% share. GWM (HKEX: 2333) ranked fifth with 51,210 vehicles and a 5.6% share.
Changan ranked sixth with 50,734 vehicles and a 5.5% share. SAIC-GM-Wuling rose to seventh with 36,433 vehicles and a 4.0% share.
Tesla China fell to eighth with 30,529 vehicles and a 3.3% share. Leapmotor and Yueda Kia ranked ninth and tenth, with shares of 3.0% and 1.7%, respectively.
In overall passenger vehicle exports from January through September, Chery remained first with 1,527,483 vehicles, up 64.5% year-on-year, with a 21.8% share.
China’s Jan-Sept 2026 passenger vehicle export ranking
China’s Jan-Sept 2026 passenger vehicle export ranking
Ranking
Automaker
Exports
Market Share
1
Chery
1,527,483
21.8%
2
BYD
1,301,074
18.5%
3
Geely
793,965
11.3%
4
SAIC Passenger Vehicle
620,175
8.8%
5
GWM
416,326
5.9%
6
Tesla China
361,972
5.2%
7
Changan
307,373
4.4%
8
SAIC-GM-Wuling
250,124
3.6%
9
Leapmotor
159,572
2.3%
10
Dongfeng
136,288
1.9%
BYD ranked second with 1,301,074 vehicles and an 18.5% share, while Geely ranked third with 793,965 vehicles and an 11.3% share.
SAIC Passenger Vehicle and GWM ranked fourth and fifth, with shares of 8.8% and 5.9%, respectively. Tesla China remained sixth with a 5.2% share.
Changan, SAIC-GM-Wuling, Leapmotor and Dongfeng ranked seventh through tenth, with shares of 4.4%, 3.6%, 2.3% and 1.9%, respectively.
Tesla’s share rose to 6.0%, while Li Auto and Nio dropped out of the top 10 in NEV retail sales.
