The Daily Briefing

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China Export Watch

Every Friday: shipments, registrations and policy moves shaping the world's biggest car-exporting nation.

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May 22, 2026 · Issue #14

Four million NEVs shipped: how 2025 closed and where 2026 is heading

Chinese EVs Cross 4 Million Annual Exports in 2025Photo: BYD
Industry · May 22, 2026

Chinese EVs Cross 4 Million Annual Exports in 2025

China surpassed Japan as the world's largest auto exporter for the third consecutive year, with NEV exports growing 38%.

BYD Opens First European Plant in HungaryPhoto: BYD
Export

BYD Opens First European Plant in Hungary

May 18, 2026

The Szeged facility starts production of the Dolphin and Atto 3 for the European market, bypassing tariffs.

Xpeng MONA M03 Crosses 200K Deliveries in 12 MonthsPhoto: Electrek
Launch

Xpeng MONA M03 Crosses 200K Deliveries in 12 Months

May 10, 2026

The sub-$20K smart EV reshaped the entry-level market and proved L2++ autonomy can be democratised.

Solid-State Batteries: CATL and BYD Both Target 2027Photo: BYD Yangwang
Tech

Solid-State Batteries: CATL and BYD Both Target 2027

May 04, 2026

Pilot lines are running. Energy density above 400 Wh/kg. The question is no longer "if" but "at what cost".

NIO Power Swap Network Hits 3,000 Stations GloballyPhoto: NIO
Infrastructure

NIO Power Swap Network Hits 3,000 Stations Globally

April 28, 2026

Including 60 stations in Europe. CATL, Geely, and Changan have joined the open swap standard.