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Chinese EV Exports Surge 80% as Domestic Sales Slump

7/10/2026

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Story summary
  • Chinese passenger-car exports jumped 80% in June on overseas EV demand, while domestic sales fell 26% as price wars and a property slump squeezed budgets and cut government EV purchase support.
  • AlixPartners forecasts a 10% decline in Chinese light-vehicle sales in 2026, with automakers targeting 10 million exports, a 30%-50% rise.
  • Canada approved a quota for 49,000 Chinese EVs while the U.S. Commerce Department barred Polestar from U.S. sales after 2026.