TREE NEWS reports: China’s exports of auto goods to Belt and Road partner countries reached $135.77 billion in the first nine months of 2026, up 32.6% year on year and accounting for 58.3% of total auto goods exports, according to customs data compiled by the China Association of Automobile Manufacturers. Complete vehicle exports totaled 5.598 million units, up 45.2%, while new energy vehicle exports reached 2.042 million units, up 64.7%.
China’s auto exports to Belt and Road countries up 32.6% in Jan-Sept 2026
AI take
The Belt and Road share now exceeding half of China's auto goods exports shows how much the trade corridor has become the load-bearing channel for the sector, rather than a supplementary one. The faster growth in NEVs than in complete vehicles overall points to an accelerating mix shift within those flows, which matters for anyone tracking where Chinese EV capacity is being absorbed. Whether that NEV outperformance persists as the export base widens is the open question.
Generated by AI for reference only.
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