The Zhitong Finance App learned that according to an analysis by the China Automobile Industry Association, in September, the cumulative sales share of new energy vehicles remained above 50%, and the share of domestic sales of new energy vehicles increased month by month, and NEV exports accounted for more than 50% for four consecutive months. In September 2026, production and sales of new energy vehicles reached 1.814 million units and 1.823 million units respectively, up 12.2% and 13.6%, respectively. From January to September 2026, production and sales of new energy vehicles completed 12.483 million units and 12.4.72 million units respectively, up 11% and 11.1%, respectively.

In September 2026, domestic sales of new energy vehicles were 1.252 million units, up 12% month-on-month and down 9.4% year-on-year.

From January to September 2026, domestic sales of new energy vehicles were 8.466 million units, a year-on-year decrease of 10.6%.

In September 2026, 571,000 new energy vehicles were exported, up 8.6% month-on-month and 1.6 times year-on-year.

From January to September 2026, 4.06 million new energy vehicles were exported, an increase of 1.3 times over the previous year.

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