English

  • China's EV exports reached a record US$9.2 billion in May 2026, a 49% year-on-year increase according to energy think tank Ember
  • Previous monthly record was US$9.1 billion in April 2026, showing sustained momentum in Chinese EV export growth
  • Approximately 448,000 electric passenger vehicles exported in May, comprising 279,000 BEVs and 169,000 PHEVs
  • ASEAN demand hit an all-time high of US$1.2 billion, led by Thailand (36,000+ vehicles) and the Philippines (33,000+ vehicles)
  • Cambodia reduced customs duties on BEVs to zero and lowered PHEV duties to 7% from 35% in late March 2026
  • Laos mandated EVs to account for 10% of transport company fleets by end of 2026 and temporarily banned petrol car imports
  • Energy security concerns driving ASEAN adoption as countries seek to reduce dependence on imported fossil fuels
  • EV exports now approaching lithium-ion batteries as China's largest clean technology export category among the "new three"

中文

  • 2026年5月中国电动汽车出口创纪录达92亿美元，同比增长49%，据能源智库Ember数据
  • 此前月度纪录为2026年4月的91亿美元，显示中国电动汽车出口增长势头持续强劲
  • 5月出口约44.8万辆电动乘用车，包括27.9万辆纯电动车和16.9万辆插电式混合动力车
  • 东盟需求创历史新高，达12亿美元，其中泰国进口超3.6万辆，菲律宾超3.3万辆
  • 柬埔寨将纯电动车关税降至零，并于2026年3月底将插电式混合动力车关税从35%降至7%
  • 老挝要求运输公司车队到2026年底电动车占比达10%，并临时禁止汽油车进口
  • 能源安全担忧推动东盟采用电动汽车，各国寻求减少对进口化石燃料的依赖
  • 电动汽车出口正接近锂电池，成为中国"新三样"清洁技术出口中最大类别