China’s exports of electric vehicles doubled in September as competition at home intensifies

Mongabay
Mongabay
2M ago
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China's electric vehicle exports surged 100% in September, reaching 222,000 units, as local automakers seek international markets due to domestic overcapacity and price wars. This growth highlights China's expanding influence in the global EV market.
China’s exports of electric vehicles doubled in September as competition at home intensifies
A What happened
China's electric vehicle (EV) exports doubled in September 2025, reaching 222,000 units, according to the China Association of Automobile Manufacturers. This marks a significant increase from the previous year, although it is slightly lower than the 224,000 units exported in August. The rise in exports is attributed to Chinese automakers expanding their reach into international markets, particularly in Europe and Southeast Asia, as they face increasing competition and price wars at home. Domestic passenger car sales also saw an 11.2% year-on-year increase in September, following a 15.1% rise in August. The growing focus on overseas markets reflects the challenges posed by overcapacity and declining profit margins within China’s automotive sector.
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Key insights

  • 1

    Surge in EV Exports: China's EV exports doubled, indicating strong international demand.

  • 2

    Domestic Market Pressures: Overcapacity and price wars are pushing Chinese automakers abroad.

  • 3

    Growth in Passenger Car Sales: Domestic passenger car sales rose significantly, reflecting market resilience.

Takeaways

China's doubling of electric vehicle exports underscores its strategic shift towards international markets in response to domestic challenges, positioning the country as a key player in the global EV landscape.

Topics

Business & Markets Economy Climate & Environment Climate Change Energy