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China's auto exports expected to surpass 10 million units in 2026_我的网站

极速之巅

A | (ECNS) -- China's auto exports are expected to surpass 10 million units this year, industry insiders said recently at the 2026 Global New Energy Vehicle Cooperation and Development Forum (GNEV2026). Jiang Yaoping, vice minister of Commerce of China, said reaching the 10-million-unit export milestone would represent a historic leap for the country's auto industry. Data from the General Administration of Customs showed that China exported 6.399 million vehicles during January-July 2026, up 53.7% year on year, setting a new record. Chinese brands are receiving unprecedented attention globally, an industry expert said, noting that Chinese automakers have performed well in major markets. In Europe, for example, their monthly market share has exceeded 11%. However, Chinese automakers face an overlooked obstacle as they expand overseas. There are concerns in some destination markets that Chinese companies could displace local manufacturers and squeeze domestic supply chains. An executive at a multinational auto parts company told a CB.COM reporter that localization should go beyond simply hiring local workers and sourcing components locally. Instead, he said that Chinese companies should strengthen the capabilities of local industries, enabling them to build more competitive industrial ecosystems. He added that partnering with or acquiring existing production capacity is a more practical and efficient way for Chinese automakers to achieve localized production. Experts said China's auto industry should shift from "passively integrating into global markets" to "actively developing a global presence," while upgrading local industries. Chinese automakers, they said, should bring the advanced capabilities they have developed in manufacturing, technology and management to overseas markets, while encouraging Chinese auto parts suppliers to expand abroad alongside them. (By Gong Weiwei) 。 8月26日消息，2026年上半年，奔驰、宝马、奥迪三大德系豪华品牌营收数据集体下跌。财报显示，三家企业净利润合计减少15.35亿欧元（折合人民币约120亿元），过往轻松赚钱的时代已经一去不返。 具体来看，奔驰依靠较强的定价能力稳住毛利率，上半年营收636.63亿欧元，同比下滑4.1%，净利润25.19亿欧元，小幅下跌6.3%。 宝马全球销量表现尚可，但利润滑坡最为突出，营收622.66亿欧元，同比下降7.9%，毛利率回落至13.5%，净利润大跌28.5%。奥迪营收约291.77亿欧元，同比下滑10.4%，净利润同比下降16.6%，是三者营收规模最低的一家。

B | 中国市场是压力的集中地。上半年BBA在国内合计少卖了超20万辆新车。其中，奔驰在华交付21.02万辆，同比大跌28.3%；宝马售出26.20万辆，同比下滑20.4%；奥迪交付23.30万辆，同比下降19%。

C | 得益于欧美市场的增长，宝马依靠海外增量缓冲国内的颓势，但区域市场的增长已经难以掩盖盈利能力的衰败。如今奔驰乘用车利润率4%，宝马汽车业务息税前利润率仅2.3%，奥迪为3.8%，对比过去普遍8%以上的水平，卖车主业利润被大幅压缩。值得留意的是，三大车企不少利润已经不再来自整车制造。宝马二季度金融服务板块盈利已经超过造车业务，奔驰金融业务收益同样超过乘用车板块，奥迪利润提升也源于成本拨备调整，并非车辆销售带来的增长。面对困局，三家企业走出不同的自救路线。奔驰主动压缩各项成本，收缩燃油业务，资源倾斜高端电动车型；奥迪推进工厂产能调整，选择和国内企业合作补齐智能化短板；宝马依托海外基本盘，持续押注新一代纯电平台。不过目前来看，电动化产品还没能完全填补燃油车下滑留下的缺口，BBA的转型依旧任重道远。