English

  • China's electric vehicle exports reached a record US$9.2 billion in May 2026, up 49 per cent year-on-year, according to new data from energy think tank Ember
  • China exported approximately 448,000 passenger electric vehicles in May 2026 alone, marking a massive surge in overseas demand
  • ASEAN demand for Chinese EVs soared to US$1.2 billion, led by Thailand as the region's largest market for Chinese electric vehicles
  • The surge underscores Southeast Asia's rapid EV adoption, driven by government incentives, expanding charging infrastructure, and competitive Chinese EV pricing
  • China's EV export trajectory has grown from just 72,000 units in 2020 to over 3.4 million units in 2025, a nearly fifty-fold increase in six years
  • The data highlights the growing role of ASEAN as a key export destination for Chinese EV manufacturers like BYD, MG, and Great Wall Motor
  • While Europe and the US have imposed tariffs on Chinese EVs, Southeast Asian markets remain relatively open, accelerating Chinese EV penetration in the region

中文

  • 中国电动汽车出口额在2026年5月达到创纪录的92亿美元，同比增长49%，据能源智库Ember新数据显示
  • 仅2026年5月，中国就出口了约44.8万辆乘用电动汽车，海外需求大幅飙升
  • 东盟对中国电动汽车的需求飙升至12亿美元，以泰国为中国电动汽车在该地区的最大市场
  • 需求激增凸显了东南亚电动汽车的快速普及，受政府激励政策、充电基础设施扩展和中国电动汽车有竞争力的定价推动
  • 中国电动汽车出口量从2020年的仅7.2万辆增长到2025年的超过340万辆，六年内增长近五十倍
  • 数据凸显东盟作为中国电动汽车制造商（如比亚迪、MG和长城汽车）关键出口目的地的角色日益重要
  • 虽然欧洲和美国已对中国电动汽车征收关税，但东南亚市场相对开放，加速了中国电动汽车在该地区的渗透