In September 2026, BYD maintained its lead in the Chinese new energy vehicle (NEV) export market with a 31.1% share, despite a month-on-month decline in volume to 174,277 units. Chery secured the second position with 85,990 vehicles, capturing a 15.3% share, while Geely followed in third place with 72,893 units and a 13.0% share.
Tesla China saw its export volume drop for the second consecutive month to 30,529 vehicles, resulting in a 5.4% market share and fourth place. SAIC Passenger Vehicle and Changan Automobile followed closely with 5.3% and 5.2% shares respectively. Leapmotor demonstrated significant growth, reaching 27,454 units and a 4.9% share.
For the first nine months of 2026, BYD leads the cumulative NEV export rankings with 1,301,074 vehicles and a 33.5% share. Chery and Geely hold the second and third spots with 527,490 and 478,804 units respectively. Tesla China occupies fourth place for the year-to-date period with 361,972 exported vehicles.
When considering the broader passenger vehicle export market, including internal combustion engine models, Chery leads with 203,765 units exported in September and a 22.2% share. BYD ranks second with 174,277 units, while Geely holds third place with 105,914 vehicles. Tesla China ranks eighth in this broader category with a 3.3% share.
