Against the backdrop of increasingly fierce competition in the global automotive market, China's automotive export sector continued to demonstrate strong resilience in August. According to data from the China Passenger Car Association (CPCA), Chinese passenger car exports exceeded 500,000 units for the first time in August, rising 3.5% month-on-month and surging 19% year-on-year to reach a historic high.
New energy vehicle (NEV) exports totaled 199,000 units, declining 7.2% month-on-month but soaring over 100% year-on-year. Pure electric vehicle exports reached 130,000 units, down 6% month-on-month but up 62.8% year-on-year, while plug-in hybrid electric vehicle exports hit 64,000 units, falling 8.7% month-on-month but jumping over 200% year-on-year. This indicates that traditional fuel vehicles achieved a strong rebound in August, surging 12.3% month-on-month and becoming a key driver of overall export growth.
**Chery Reclaims Export Leadership**
The most significant change in August came from the leading tier, as Chery leveraged strong product performance to reclaim the top position in export volumes. Data shows that Chery brand exports (excluding Jetta, Exeed, and other sub-brands) exceeded 90,000 units in August, not only setting a new export record for the brand but also successfully surpassing BYD Company Limited to return to the top of China's automotive export brand rankings.
Chery's ascent to the summit was supported by strong performance from its key models. The Explore 06, Tiggo 7, and Omoda series all achieved significant export growth, becoming core drivers of Chery's overall export expansion.
Corresponding to Chery's strong rise, BYD Company Limited experienced a periodic adjustment in August exports, ultimately falling to second place with a slight 0.6% month-on-month decline. While BYD remains the leading enterprise in China's NEV exports from a long-term perspective, the August export fluctuation was directly related to declining sales of two core export models: the Song PLUS and Denza D9.
**Galaxy Brand Achieves Breakthrough**
Notably, the Galaxy brand achieved an explosive breakthrough in August's export market, with export volumes doubling month-on-month to become the most eye-catching presence on the monthly export rankings. Multiple models under the brand contributed jointly: both Galaxy E5 and L7 exceeded 3,000 units in exports, while the Galaxy L6 not only surpassed 1,000 units for the first time, reaching 1,954 units, but also set a new export record with a 161-fold month-on-month increase, becoming a key force driving the brand's export explosion.
**Model Performance Analysis**
The Tiggo 5x maintained its championship position for the second consecutive month. After breaking through 20,000 units in July, Tiggo 5x exports again exceeded 20,000 units, though declining 7.5% month-on-month, it still firmly held the top position in China's automotive exports. Meanwhile, Song PLUS experienced a significant 30% decline, falling out of the top five.
From a month-on-month growth perspective, August's Chinese automotive export market saw multiple "dark horses" emerge. Changan CS35 PLUS topped the list with an astonishing 1,453.1% month-on-month increase, becoming the biggest highlight of this month's export market. This explosive growth reflects not only the model's comprehensive advantages in exterior design, intelligent configuration, and cost-effectiveness, but may also benefit from improved overseas channel deployment and precise localized marketing efforts.
Following closely was the Explore 06 with a 126.1% month-on-month increase. Other notable performers included Omoda (95.7%), MG3 (58.5%), and Baojun 310 (40.3%), all achieving month-on-month growth exceeding 40%.
Conversely, Model 3 exports plummeted 46% month-on-month, while Song PLUS (-30.2%), Denza D9 EV (-26.8%), and Binyue (-21.5%) also faced significant month-on-month pressure.
**Year-on-Year Growth Highlights**
From a year-on-year perspective, August's Chinese automotive export market achieved remarkable results, with multiple models realizing double or even multiple-fold growth. The Denza D9 EV refreshed market perceptions with a 1,256.5% year-on-year increase, while the Seagull achieved impressive growth of 303.7%. Other strong performers included Changan CS35 PLUS (294.6%), Model Y (77.4%), and Song PLUS (73.2%).
**Brand Rankings and Performance**
In August, Chery achieved 91,427 units in exports, once again surpassing BYD Company Limited to create a historic high and occupy the top position. Compared to July's 86,919 units, this represents a 5.2% month-on-month increase and an 18.8% year-on-year growth.
BYD Company Limited followed in second place with 77,135 units exported in August, declining 0.6% month-on-month but demonstrating strong growth momentum with a remarkable 155.4% year-on-year increase.
MG and Haval ranked third and fourth with 40,255 and 32,707 units respectively. MG showed particularly bright performance with 15.7% month-on-month growth and 42.9% year-on-year growth, while Haval achieved 12.6% month-on-month growth and 6.0% year-on-year growth.
Among the notable performers, Galaxy brand stood out with 8,755 units exported in August, compared to 3,265 units in July, representing a remarkable 168.1% month-on-month increase and entering the rankings for the first time at 12th position.
JAC also demonstrated explosive growth with 11,668 units exported in August, up 65.3% month-on-month. Additionally, Wuling and Exeed achieved considerable month-on-month increases of 52.6% and 52.0% respectively.
However, some brands faced challenges, with Volvo experiencing the largest year-on-year decline at 51.7% despite 7.8% month-on-month growth. Geely's performance was also concerning, with August exports of 23,038 units declining 11.8% month-on-month and 47.1% year-on-year.
In summary, August demonstrated that leading brands represented by Chery, BYD Company Limited, and MG, along with emerging brands like Galaxy, Deepal, and Leapmotor, showed strong growth vitality and became important forces driving China's automotive export growth. However, some traditional and luxury brands faced year-on-year decline pressures, requiring timely adjustments to product strategies and market positioning to adapt to changes in the global automotive market.