Market intelligence on China's automotive globalization — EV exports, brand strategies, supply chain shifts and aftermarket opportunities.
In March 2026, Chery exported 148,777 vehicles — a new monthly record for any Chinese automaker. The company has now surpassed 100,000 monthly exports for 11 consecutive months
Stellantis is in preliminary talks with Leapmotor to produce electric vehicles at its idle Brampton, Ontario assembly plant, using CKD (Completely Knocked Down) kits.
BYD’s Tang, NIO’s ES9, Li Auto’s L9, XPeng’s GX, Leapmotor’s D19, and AITO’s M9. All are large SUVs (over 5.2 meters in length). All offer pure electric or extended-range powertrains.
Xiaomi delivered over 410,000 vehicles in 2025, exceeding its original target by more than 100,000 units. For 2026, the target is 550,000 units—a 34% increase year-over-year.
On March 31, 2026, the last fuel-powered Range Rover Evoque rolled off the line at Chery Jaguar Land Rover’s Changshu plant.
For the first time, China surpassed both Thailand and Indonesia to become Vietnam’s largest source of finished vehicle imports—6,661 units, accounting for 44.3% of total imports.
Geely announced a $168 million CKD plant in Vietnam’s Thai Binh province—30 hectares, 75,000 units annual capacity, set to begin production in early 2026. The facility will produce both Geely
In Laos, inventories of Chinese e-scooters sold out in 15 days. In Thailand, Chinese EV brands drew significant attention at the Bangkok International Motor Show. In Vietnam, one local EV maker sold 2
On March 21, 2026, NIO founder and CEO William Li revealed during a user event in Wuhan that NIO has begun supplying battery packs to British luxury sports car manufacturer McLaren.
2026 Sales Target: 25,000 units, representing 40% YoY growth. 2025 Sales: 18,096 units, up 146% YoY, an all-time high.
On March 18, 2026, Geely Auto released its 2025 annual results, with total revenue exceeding RMB 300 billion for the first time. Source: Geely Auto 2025 Annual Report
On March 24, 2026, Xiaomi Group released its 2025 annual report, with its auto business achieving its first annual profit.411,082 units delivered in 2025, up 200.4% YoY.