?? Key Export Data (July 2026)

China Auto Export — All-Time Record: 1.092 Million Units in July

• July total export: 1.092 million units (+57% YoY); Jan-Jul cumulative: 6.4 million units (+54% YoY)
• July auto export value: USD 19 billion (+60% YoY); Jan-Jul total: USD 110.8 billion (+55% YoY)
• Passenger car export: 918,000 units (+87.8% YoY, +4.9% MoM), NEV share approaching 60%
• CAAM: Total vehicle export: 1.043 million units in July (+81.3% YoY), 2nd consecutive month above 1 million
• China continues to consolidate as world's No. 1 auto exporter

Chery Group — Export Ratio Exceeds 70%, Global Top 10 Achieved

• 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 720,305 units (+25.2% YoY)
• Chery ranked No. 9 globally by sales share (4.1%), tied with Ford

BYD — Overseas Sales Hit New High, Europe Strategy Accelerates

• July overseas sales: 180,500 units (+123.6% YoY)
• Export ratio: 43.1% (4 out of every 10 BYD vehicles sold globally)
• Export focus shifting from Latin America to Europe as core growth market
• Excluding Russia and Iran, BYD overseas sales have overtaken Chery in Jan-Jun 2026
• Europe export up 136% YoY in H1 2026; BYD Seal/Song lead NEV overseas lineup

Foton Motor — NEV CV Portfolio Expansion

• 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)
• Foton-ZF JV: next-gen integrated electric drive axle further rolled out in Jiaxing

JAC Group — Pickup Exports Surge 70%, Maishida EV Launch

• July total sales: 28,605 units (+13.53% YoY)
• Pickup exports surged 70% YoY in July — standout CV growth driver
• Aug 7: JAC New Energy Maishida (EZ6) globally launched — world's first 5-ton integrated parallel-shaft electric drive axle with Bosch 2nd-gen motor

Electric Drive Axle & Lightweight Technology Highlights

1. JAC Maishida (EZ6): 5-Ton Integrated Parallel-Shaft Electric Drive Axle — Global Debut

• Launch: August 7, 2026, Hefei, Anhui (JAC 2026 CV User Conference)
• Bosch 2nd-gen high-efficiency flat-wire motor + 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, municipal engineering

2. Foton-ZF JV: Next-Gen Integrated Electric Drive Axle

• Foton-ZF joint venture unveiled next breakthrough in commercial vehicle integrated electric drive axle technology
• New product rolled off the line in Jiaxing; further expands Foton NEV CV portfolio

3. Global CV Drive Axle Market — $5.3 Billion by 2026

• Global commercial vehicle drive axle market projected to reach $5.3 billion in 2026
• Driven by rising NEV penetration; 2026–2032 CAGR ~5.1%, reaching $7.1B by 2032
• China accounts for ~1/3 of global market — largest single-country market

4. Lightweight Axle — 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; wheel hub bearings lifetime maintenance-free

5. IronChiMa Lightweight Axle Patent

• Fujian IronChiMa secured patent: "Lightweight Axle Manufacturing Method with Weight Reduction Structure" (CN116748461B)

Commercial Vehicle Export Market Overview (July 2026)

• China heavy truck wholesale: 92,000 units (+8.4% YoY)
• Truck export growth >36% YoY, driven by Africa, Southeast Asia, Latin America, Central Asia
• Africa: China heavy truck export to Africa +84.4% YoY (first 4 months 2026); Tanzania +140%, Kenya +130%, Ghana +230%
• Europe: Emerging as core growth market for Chinese NEV exports
• Non-Russia markets: China heavy truck export +31.5% YoY

Industry Outlook

1. NEV export matrix diversification: BYD and Chery dominate with complementary strategies. Europe replacing Latin America as primary growth frontier for BYD.
2. Electric drive axle technology leap: JAC Maishida's 5-ton integrated axle marks a new era of CV powertrain consolidation — lighter, more efficient, longer-range.
3. Lightweight remains critical: Sub-50 kg weight reduction per axle directly translates to range extension and TCO improvement.
4. Pickup exports surging: JAC pickup exports up 70% YoY — a high-margin CV segment gaining rapid traction.
5. CAAM 1M-unit benchmark: Two consecutive months above 1 million units confirms China's export growth trajectory is structural.

Compiled: August 13, 2026 | Sources: CAAM, CPCA, QQ News, Chery Group Official, Foton Motor Official, BYD Official, JAC Official, Gongyan Research Institute, Gasgoo Research, IThome