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China’s auto exports top 1 million for second straight month in July, NEV shipments surge 145.5% amid strong global demand_我的网站

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A | 随着美国政府的关闭,未来几个月进入市场的技术产品数量将减少,甚至5G网络的部署也将受到影响。这是因为联邦通信委员会(FCC)、食品药品监督管理局(FDA)和其他美国认证消费电子设备安全的机构因政府关闭而被暂停。    

Robots assemble a new-energy passenger vehicle at Liuzhou Wuling Automobile Industry Co in Liuzhou, South China's Guangxi Zhuang Autonomous Region, on July 18, 2026. Photo: VCG
    Robots assemble a new-energy passenger vehicle at Liuzhou Wuling Automobile Industry Co in Liuzhou, South China's Guangxi Zhuang Autonomous Region, on July 18, 2026. Photo: VCG
China's auto exports maintained strong growth in July, with shipments exceeding 1 million units for two consecutive months in June and July, according to the China Association of Automobile Manufacturers (CAAM) released on Wednesday, and new-energy vehicle (NEV) exports were particularly strong.
The latest data show that China exported 1.043 million vehicles in July, up 0.6 percent month-on-month and 81.3 percent year-on-year. Auto exports had already exceeded 900,000 units in both April and May, before rising above 1 million units in both June and July.
Notably, NEV exports were particularly upbeat. China exported 553,000 NEVs in July, up 5.7 percent month-on-month and 145.5 percent year-on-year. NEVs have accounted for more than half of China's total auto exports for two consecutive months.
The rapid growth in China's auto exports is mainly attributed to the country's complete automotive industrial chain, the CCTV News reported, citing a representative with the CAAM. From lithium processing and battery manufacturing to electric motors, control systems and vehicle assembly, China has sufficient production capacity, competitive costs and a highly resilient supply chain, said the representative.
The continued growth in NEV exports reflects rising global demand for cost-effective Chinese products and the needs of the global green transition, Cui Dongshu, secretary-general of the China Passenger Car Association, told the Global Times on Wednesday, noting that China's highly coordinated NEV ecosystem enables faster technological and product upgrades while keeping costs under control, giving the industry a key competitive edge.
Among China's top 10 auto exporters, Chery exported 1.141 million vehicles in the first seven months of the year, up 71 percent year-on-year and accounting for 18.6 percent of total exports. Tesla recorded the fastest growth from a year earlier, with exports reaching 295,000 units, up 130 percent, according to the CAAM.
"Despite rising trade barriers in the US and Europe, China's NEV exports continue to grow rapidly, reflecting strong global demand. Trade restrictions may shift export flows, but cannot easily curb demand for competitive products," said Cui.
Meanwhile, Chinese NEV companies are diversifying its markets, with regions such as Southeast Asia playing a growing role.
The domestic market remained the largest market for NEVs. In the first seven months, NEVs accounted for 53.2 percent of domestic auto sales, according to the CAAM. 
The booming demand for China-made NEVs at home and abroad also rebuts the "overcapacity" narrative pushed by some Western media and politicians, as facts and figures show that demand is outpacing supply, Cui said.
An official from China's Ministry of Commerce told a press conference on July 28 that China has the world's largest consumer market, providing a testing ground for new technologies, products and services. The country has ranked first globally in NEV sales for 11 consecutive years.
China has built a complete and highly efficient NEV industrial system covering the entire chain, from basic materials and auto parts to complete vehicles and manufacturing equipment, with globally leading supply chain responsiveness, cost control and delivery speed.
"A complete, efficient and innovative automotive ecosystem is the result of long-term market competition and industrial development... It cannot be easily replicated in the short term or weakened by tariffs and trade barriers," Cui said.
The industry veteran said that looking ahead, China's NEV competitiveness will increasingly be measured not just by exports, but by the global presence of its companies, technologies and supply chains, as domestic automakers shift from mainly exporting vehicles to building production, supply chains and service networks overseas.

B | 这种情况持续了21天。如果美国政府不尽快恢复运营,下一代无线网络的引入也可能受到影响。这些基于5G技术的无线网络可以大大提高网络速度和响应速度。代表电信设备制造商的电信行业协会(TIA)周五表示,政府的关闭减缓了需要FCC认证的设备的引进速度,并可能最终影响5G网络的部署。TIA负责政府事务的高级副总裁肉桂·罗杰斯说,美国政府的关闭恰逢美国需要在5G竞争中保持领先地位的关键时刻。

C | 如果企业不能获得必要的FCC认证,将对新网络设备的批准产生严重的负面影响。这些设备的目标是实现5G的部署和5G支持的下一代技术的完整生态系统。

D | 在众议院和参议院未能就美国总统特朗普花费50亿美元修建边界墙达成一致后,美国政府于12月22日开始部分关闭。但似乎不会很快结束——民主党和特朗普都没有表现出屈服于他们要求的迹象。

E | 僵局对80万联邦工人产生了真正的经济影响,这些工人自上周五停工以来没有拿到第一份工资。

F | 但事件的涟漪效应已开始蔓延,科技产业也受到影响,一些设备制造商被迫暂停产品发布。

G | 政府关门的影响是什么?联邦通信委员会在1月3日正式停止了大部分工作,但保留了一些任务,例如正在进行的5G频谱拍卖。但是该机构已经有超过80%的员工在临时休假,并且关闭了认证机构用来与产品开发人员和实验室合作的几个数据库。根据联邦通信委员会的要求,大多数发射射频能量的新设备都经过认证,以确保这种能量不会伤害人类或干扰使用无线电频谱的其他产品或服务。

H | 几乎所有的实际测试都外包给联邦通信委员会授权的公司或电信认证机构。但许多产品最终仍需得到联邦通信委员会的批准。在披露关闭计划时,联邦通信委员会明确表示,这些第三方“无法上传设备授权申请或颁发证书授权”,因为他们无法访问必要的数据库。任何带有传送器的产品在停车结束前都不会获得认证。

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