Week of August 12, 2026 | English Edition
Key Export Data (July 2026)
Chery Group - Historic Export Record
July total sales: 276,820 units (+23.3% YoY)
Export: 202,533 units (+70.1% YoY) - First Chinese automaker to exceed 200,000 units/month in exports
Export ratio: 75% of total monthly production shipped overseas
NEV sales: 129,067 units (+97.5% YoY)
Cumulative Jan-Jul: 1.508M units; overseas cumulative 720,305 units (+25.2% YoY)
Chery ranked No. 9 globally by sales share (4.1%), tied with Ford
BYD - Overseas Expansion Accelerating
July overseas sales: 180,500 units (+123.6% YoY)
Export ratio: 43.1% (4 out of every 10 BYD vehicles sold globally)
July total: 419,211 units; Jan-Jul cumulative: 2,227,722 units
BYD Seal/Song leads overseas NEV lineup
Foton Motor - Steady Growth in CV Segment
July total sales: 51,784 units
Jan-Jul cumulative: 412,188 units (+10.38% YoY)
NEV sales: 11,288 units; Jan-Jul NEV cumulative: 70,383 units (+21.48% YoY)
JAC Group - EV Light Truck Debut
August 7: JAC New Energy EZ6 globally launched in Hefei
2026 CV user conference held simultaneously
Electric Drive Axle & Lightweight Technology Highlights
1. JAC EZ6: World First 5-ton Integrated Parallel-Shaft Electric Drive Axle
Market debut: August 7, 2026, Hefei, Anhui
Bosch 2nd-gen high-efficiency flat-wire motor paired with industry-first 450 N.m, 5-ton integrated parallel-shaft electric drive axle
Three battery options: 100 kWh / 120 kWh / 140 kWh (CATL cells)
8-year / 600,000 km 3-electric system warranty
Targets urban distribution, cold chain, express delivery
2. Foton-ZF JV: Next-Gen Integrated Electric Drive Axle - New Milestone
Foton-ZF joint venture unveiled another breakthrough in commercial vehicle integrated electric drive axle technology
New product rolled off the line in Jiaxing
3. Global Commercial Vehicle Drive Axle Market - 5.3 Billion USD by 2026
Global commercial vehicle drive axle market is projected to reach approximately 5.3 billion USD in 2026
Report covers 2026-2032 deep analysis and investment outlook
4. Lightweight Axle Innovation - Handa 3.5T Central Integrated Electric Drive Axle
Weight reduction >50 kg vs. traditional direct-drive solution
8% higher transmission efficiency via optimized efficiency curves
12/300,000 km extended oil-change interval
Commercial Vehicle Export Market Overview (July 2026)
China heavy truck wholesale: 92,000 units (+8.4% YoY)
Export growth >36% YoY
Total auto export (July): ~380,000 units (+22% YoY)
China continues to consolidate position as world No. 1 auto exporter
Industry Outlook
1. NEV export matrix diversification: BYD and Chery dominate with complementary strategies
2. Electric drive axle technology leap: Integrated axle solutions mark a new era of CV powertrain consolidation
3. Lightweight remains critical: Sub-50 kg weight reduction per axle directly translates to range extension
4. Foton-ZF JV intensifies competition in high-end electric drive axle supply chain
Compiled: August 12, 2026 | Source: China First Auto Website, QQ News, Chery Group Official, Foton Motor Official, Gongyan Research, ITHome