| Brand | Total Volume May, 2026 | Export | Export YoY | Export Mix | NEV Ratio |
|---|---|---|---|---|---|
| BYD | 383,453 | 160,644 | +80.70% | 41.89% | 100% |
| Chery | 247,823 | 181,871 | +80.50% | 73.39% | 40.47% |
| Geely | 237,637 | 85,144 | +184.00% | 35.83% | 56.12% |
| Changan | 209,100 | 70,700 | +38.00% | 33.81% | 44.19% |
| Great Wall | 100,399 | 50,688 | +46.75% | 50.49% | 30.33% |
May 2026 sales figures for China’s five leading homegrown auto giants land, with overseas shipments standing out as the primary growth pillar while local market expansion stays sluggish.
BYD: 383,453 total units (+0.26% YoY), exports hit 160,644 (+80.7% YoY, 41.89% mix). Entire lineup is all-new-energy, unique among the group.
Chery: 247,823 total (+20.5% YoY), export volume tops the pack at 181,871 (+80.5% YoY), exports account for an ultra-high 73.39% of total sales; NEV takes only 40.47% share.
Geely: 237,637 total (+1% YoY), exports surge 184% YoY to 85,144 units (35.83% mix). NEV contributes 56.12% of overall deliveries, second-best NEV penetration here.
Changan: 209,100 total (+3% YoY), exports 70,700 (+38% YoY, 33.81% mix), NEV ratio at 44.19%.
Great Wall: 100,399 total (-1.79% YoY, only yearly drop among five), exports 50,688 (+46.75% YoY, half of total sales at 50.49%), NEV share lowest at 30.33%.
Chinese legacy automakers are increasingly export-reliant to offset weak domestic consumption. NEV adoption diverges sharply: BYD goes all-electric, while legacy-focused marques like Great Wall lag in new-energy transition.