BYD Leads China NEV Exports With 164,679 in October

November 10, 2026

E-mobility, Industry & Market

BYD led China's passenger NEV exports in October with 164,679 vehicles, though its share fell to 28.3%. Tesla China's exports nearly doubled from September to 59,012 vehicles, lifting its share above 10% for the month.

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BYD led China’s passenger new energy vehicle (NEV) export market in October with 164,679 vehicles, according to rankings from the China Passenger Car Association. Its exports rose 105.6% year over year but declined 5.5% from September, reducing its market share to 28.3% from 31.1%.

Chery remained second with 83,843 vehicles, an increase of 105.4% year over year but a decrease of 2.5% month over month. Its share fell to 14.4%. Geely Auto ranked third with 80,119 vehicles, up 488.0% year over year and 9.9% from September, raising its share to 13.8%.

The monthly export gap between Chery and Geely narrowed to 3,724 vehicles. Tesla’s China operations retained fourth place after exports rose 93.3% from September and 66.3% year over year to 59,012 vehicles. Tesla China’s share increased to 10.1% from 5.4%.

SAIC Passenger Vehicle ranked fifth with 42,030 vehicles, followed by Changan Automobile with 30,343 and Leapmotor with 21,132. SAIC-GM-Wuling exported 16,866 vehicles, while Xpeng rose to ninth with 13,326. GAC Aion returned to the top 10 with 12,150 vehicles, replacing Dongfeng.

During the first 10 months, BYD exported 1,465,753 passenger NEVs, up 95.3% year over year, for a 32.8% share. Chery ranked second with 611,333 vehicles and a 13.7% share, followed by Geely with 558,923 and 12.5%. Tesla China remained fourth with 420,984 vehicles and a 9.4% share.

China NEV exports · October

BYD Leads China NEV Exports With 164,679 in October

BYD retained a wide October lead despite a lower share, while Tesla China’s 93.3% monthly jump lifted its share to 10.1%.

164,679BYD October NEV exportsup 105.6% year-on-year; down 5.5% month-on-month

Vehicles, OctoberShareYear-on-year

BYDdown 5.5% MoM; 31.1% in September164,67928.3%up 105.6%

Cherydown 2.5% MoM; 15.3% in September83,84314.4%up 105.4%

Geely Autoup 9.9% MoM; 13.0% in September80,11913.8%up 488.0%

Tesla Chinaup 93.3% MoM; 5.4% in September59,01210.1%up 66.3%

SAIC Passenger Vehicleup 42.2% MoM; 5.3% in September42,0307.2%up 616.7%

Changan Automobileup 3.5% MoM; share maintained30,3435.2%up 218.9%

Leapmotordown 23.0% MoM; 4.9% in September21,1323.6%up 221.9%

SAIC-GM-Wulingup 2.0% MoM16,8662.9%up 51.4%

Xpengup 32.5% MoM; 1.8% in September13,3262.3%up 166.6%

GAC Aionup 45.5% MoM; returned to top 1012,1502.1%up 538.8%

October market582,000 vehiclesup 144.7% year-on-year and 3.9% month-on-month

Ten-month growthup 139.7%Cumulative passenger NEV exports reached 4.47 million vehicles.

BYD ten-month exports1,465,753 NEVsup 95.3% year-on-year; 32.8% share, from 33.5%

Overall export leader196,704 vehiclesChery: up 57.6% YoY, down 3.5% MoM; 21.2% share

Tesla China’s 93.3% monthly rebound stood out, lifting its share to 10.1% while BYD remained far ahead.

Leadership intactBYD’s lead held, but October momentum shifted toward Tesla China, SAIC Passenger Vehicle and GAC Aion as their monthly exports accelerated.

BYD Leads China NEV Exports With 164,679 in October · BatteryTech Network

China’s total passenger NEV exports reached 582,000 vehicles in October, up 144.7% year over year and 3.9% from September. Cumulative exports for the first 10 months totaled 4.47 million vehicles, an increase of 139.7%. In the broader passenger vehicle export market, including internal combustion engine vehicles, Chery led October with 196,704 vehicles, followed by BYD with 164,679.

Source: CnEVPost