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In Depth: China’s Auto Export Boom Spurs Push to Manufacture Overseas

By Yu Cong, Lu Yutong and Ding Yi
2026年09月11日 19:16
Rising trade barriers are forcing Chinese carmakers to rethink globalization, from tapping idle foreign factories to winning local communities’ trust

China’s auto export engine was in overdrive in August, shipping more than 1 million vehicles for a third straight month. The momentum is fueling expectations that full year exports will hit 10 million cars.

Year-on-year change Unit: million vehicles Exports Fuel Auto Growth as Domestic Demand Weakens Source: China Association of Automobile Manufacturers 0 10 20 30 2022 2023 2024 2025 -30 0 30 60 90% Domestic sales Exports -21.8% 66.7% 13.2 7.2

Yet, behind the boom is an increasingly precarious reality, as Chinese automakers’ top markets, including Europe, and critical emerging markets such as Mexico and Malaysia are erecting ever higher trade barriers.

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