The China Passenger Car Association (CPCA) released rankings on October 13, 2026, showing that BYD retained the lead in China’s passenger new energy vehicle (NEV) export market in September. BYD exported 174,277 passenger NEVs, up 151.6% year over year but down 5.2% from August.
BYD’s monthly market share declined to 31.1% from 35.4% in August. From January through September, the automaker exported 1,301,074 NEVs, an increase of 94.1% year over year, giving it a 33.5% share.
Chery moved ahead of Geely Auto to take second place in September. Chery exported 85,990 NEVs, up 173.9% year over year and 25.7% month over month. Its share increased to 15.3% from 13.2%. Geely ranked third with 72,893 vehicles and a 13.0% share, compared with 13.5% in August.
Tesla China remained fourth after exporting 30,529 vehicles. Its volume rose 58.3% year over year but fell 15.5% from August, marking a second consecutive monthly decline. Tesla China’s share decreased to 5.4% from 7.0%, narrowly exceeding SAIC Passenger Vehicle’s 5.3% share.
SAIC Passenger Vehicle ranked fifth with 29,552 NEVs, followed by Changan Automobile with 29,325. Leapmotor remained seventh after exports increased 50.4% month over month to 27,454 vehicles. SAIC-GM-Wuling, Dongfeng and Xpeng completed the top 10 with 16,543, 10,282 and 10,055 vehicles, respectively.
Across the first nine months, Chery ranked second in passenger NEV exports with 527,490 vehicles, followed by Geely with 478,804 and Tesla China with 361,972. In the broader passenger vehicle export market, including internal combustion engine vehicles, Chery led September with 203,765 vehicles and a 22.2% share. BYD ranked second with 174,277 vehicles and a 19.0% share.
BYD Leads September NEV Exports With 174,277 Vehicles
BYD retained a substantial lead despite losing share, while Chery’s month-on-month growth carried it past Geely into second place.
Gain marks annual growth with no stated share loss; lost flags growers whose share fell, notably BYD and Tesla China.
Source: CnEVPost
