HONG KONG (AP) Chinas passenger car exports surged 80% in June from a year earlier, mainly due to strong demand for electric vehicles, though domestic sales fell 26%.
In the first half of this year, Chinese passenger vehicle exports jumped 72% to more than 4.4 million, according to the China Association of Automobile Manufacturers.
Sales inside China were still larger, at nearly 8.3 million for January-June and around 1.5 million passenger cars in the month of June.
China exported about 905,000 passenger cars last month, up from 809,000 in May.
Chinas domestic car market has been under pressure as the overcrowded market is plagued by fierce price wars . A prolonged slump in the property market has hurt household budgets, hitting demand. Cutbacks in government support for purchases of EVs have also taken a toll.
Consultancy AlixPartners forecast that sales of light vehicles including passenger cars in China will likely fall 10%, partly because potential buyers could be holding off on purchases as they wait for prices to fall further.
Chinese automakers like BYD have been expanding into overseas markets and setting up factories in key markets. That can help improve their profitability, but its added to friction with trading partners .
Chinas passenger car exports could grow by 30% to 50% for the whole of 2026 from a year ago, said Stephen Chan, an analyst at S&P Global Ratings.
AlixPartners recently forecast Chinese exports for 2026 could rise to about 10 million vehicles this year, up from around 7 million in 2025.
Chinese car brands are also making inroads in Canada after it approved an annual import quota of 49,000 EVs from China at a low tax rate. Auto analysts are watching to see if that might pave the way for exports to the U.S. market, where hefty tariffs have effectively blocked Chinese EV exports.
Last month, Sweden-headquartered EV maker Polestar, which is controlled by Chinese auto group Geely, said the U.S. Commerce Department has banned it from selling vehicles in the U.S. from the 2027 model year.
Going global has become a necessity for automakers in China, Wei Haigang, president of automaker GAC International, said at an autos expo in Hong Kong in June. In Chinas highly competitive environment, companies that dont venture overseas will face immense difficulties in surviving.
香港（美联社）——中国6月份乘用车出口量同比激增80%，主要得益于电动汽车的强劲需求，但国内销量却下滑了26%。
中国汽车工业协会数据显示，今年上半年中国乘用车出口量激增72%，突破440万辆。
中国国内市场的销量仍然更高，1月至6月累计销售近830万辆，其中6月单月乘用车销量约为150万辆。
中国上月出口乘用车约90.5万辆，较5月份的80.9万辆有所增长。
中国国内汽车市场正面临压力，过度拥挤的市场陷入激烈的价格战。房地产市场的长期低迷损害了家庭预算，抑制了购车需求。政府对电动汽车购买补贴的削减也造成了负面影响。
咨询公司艾睿铂（AlixPartners）预测，中国包括乘用车在内的轻型汽车销量可能下降10%，部分原因是潜在买家可能推迟购买，等待价格进一步下跌。
比亚迪等中国汽车制造商正积极拓展海外市场，并在关键市场建立工厂。此举虽有助于提升盈利能力，但也加剧了与贸易伙伴间的摩擦。
标普全球评级分析师陈世民（Stephen Chan）表示，2026年中国乘用车出口量可能较上年增长30%至50%。
艾睿铂（AlixPartners）最新预测显示，中国汽车出口量将从2025年的约700万辆增至2026年的1000万辆左右。
在加拿大批准以低税率每年从中国进口4.9万辆电动汽车的配额后，中国汽车品牌也正逐步打开该国市场。汽车行业分析师正密切关注这一进展，观察其是否能为进入美国市场铺平道路——目前美国的高额关税实际上阻断了中国电动汽车的出口。
上个月，由中国汽车集团吉利控股的瑞典电动汽车制造商极星（Polestar）表示，美国商务部已禁止其从2027款车型开始在美国销售车辆。
广汽国际董事长魏海刚在6月香港车展上表示，"走向全球"已成为中国汽车制造商的必然选择。"在中国高度竞争的市场环境中，不积极拓展海外业务的企业将面临巨大的生存压力。"
