In the first five months of 2026, China exported 4.24 million vehicles, up 49% year-on-year. May exports were 987,000 vehicles, up 42% y/y and 5% month-on-month. NEV exports were 463,000 vehicles, up 59% y/y; cumulative for Jan-May 2026 was 1.89 million, up 61%.

Top five incremental export destinations in May were Russia, Brazil, Thailand, Italy, Australia; cumulative top five were Brazil, Russia, UK, Algeria, Italy. In May, pure electric accounted for 29%, plug-in hybrids 17%, hybrids 9%, pure petrol 35%. Top five incremental NEV export destinations were Brazil, Australia, Thailand, Philippines, Italy.

Cui Dongshu noted that plug-in hybrids and hybrids have become new growth points for exports, and pure electric commercial vehicles performed strongly.

For New Zealand SME owners, the robust growth in China's auto exports highlights two key areas: first, supply chain opportunities. The surge in NEV exports, especially plug-in hybrids and hybrids, drives upstream demand for batteries, motors, and charging equipment. New Zealand has resources in lithium battery raw materials (e.g., lithium, cobalt) and renewable energy, allowing exploration of supply partnerships or technology transfer with Chinese carmakers.

Meanwhile, strong logistics demand from Chinese auto exports could benefit New Zealand's ports, warehousing, and transport enterprises through route expansion. Second, market competition. Chinese auto brands are gaining traction in neighbouring markets like Australia and Thailand, which may indirectly affect New Zealand's market landscape.

Local dealers should be aware of Chinese brands entering with cost-performance advantages, but can proactively offer after-sales, maintenance, and supporting services to create differentiated competition. Overall, China's auto export growth provides New Zealand with a window to connect with the world's largest automotive supply chain. SMEs are advised to assess their entry points in components, logistics, or energy supporting sectors.

Keywords: China auto exports, new energy vehicles, May 2026, export growth, Cui Dongshu, Brazil, Russia, Australia, plug-in hybrids, pure electric

2026年1-5月中国汽车出口424万辆，同比增长49%。5月出口98.7万辆，同比增42%，环比增5%。新能源汽车出口46.3万辆，同比增59%，1-5月累计189万辆，增61%。

5月出口前五增量国家为俄罗斯、巴西、泰国、意大利、澳大利亚；1-5月累计前五增量国家为巴西、俄罗斯、英国、阿尔及利亚、意大利。5月纯电动占比29%，插混17%，混动9%，纯燃油35%。新能源汽车出口前五增量国家为巴西、澳大利亚、泰国、菲律宾、意大利。

崔东树指出，插混和混动成为出口新增长点，纯电动货车表现突出。

对中国汽车出口的强劲增长，新西兰中小企业主应关注两大层面：一是供应链机会。中国新能源车出口激增，尤其是插混和混动车型，带动电池、电机、充电设备等上游需求。新西兰在锂电池原料（如锂、钴）及可再生能源领域有资源，可探索与中国车企合作供应或技术引进。

同时，中国汽车出口物流需求旺盛，新西兰港口、仓储及运输企业有望受益于航线拓展。二是市场竞争。中国汽车品牌在澳大利亚、泰国等新西兰邻近市场销量攀升，可能间接影响新西兰市场格局。

本地经销商需警惕中国品牌凭借性价比优势进入，但可主动对接售后、维修等配套服务，形成差异化竞争。总体看，中国汽车出口增长为新西兰提供了对接全球最大汽车产业链的窗口，建议中小企业评估自身在零部件、物流或能源配套方面的切入点。

关键词: 中国汽车出口, 新能源汽车, 2026年5月, 出口量增长, 崔东树, 巴西, 俄罗斯, 澳大利亚, 插混, 纯电动

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Source: Sina News