Chinese automakers accelerated their global push on multiple fronts on July 7–8, 2026: Leapmotor made history as the first Chinese EV startup to reach North American consumers, BYD reported a record 792,256 overseas deliveries in the first half of the year, and XPeng's Mona L03 is days away from a Munich global debut targeting 64 markets. Taken together, the day's news signals that China's overseas offensive has shifted from tentative to structural — with local manufacturing, partner-channel distribution, and product breadth all moving in concert.
Leapmotor Enters North America Through the Stellantis Back Door
The first Leapmotor B10 SUVs reached Mexican customers on July 7, distributed through Stellantis's existing dealer network across more than 40 cities — making Leapmotor the first Chinese EV startup to achieve retail-scale presence in North America. [Automotive News, Jul 7] The milestone comes alongside a record June: 93,376 global deliveries (+95% year-on-year), lifting H1 2026 to 356,487 units (+60.8%) and cementing Leapmotor's position as China's top-selling EV startup for the first half. [Stellantis Media, Jul 1]
The overseas infrastructure is filling in rapidly. Leapmotor's Spain Zaragoza CKD plant — where the battery-pack line reached volume production in July — will begin B10 CKD assembly in Q4. [Gasgoo] Local assembly is also running in Malaysia's Kedah Kulim plant (C10, since June) and Myanmar's Yangon facility (B10, since March). Europe now counts more than 800 service and sales points across 40 countries. [Automotive World] The European B03X (the global A10) has opened for orders, and Canada factory-site negotiations are reportedly ongoing. [Stellantis Media] Overseas deliveries now account for more than 12% of H1 volume — a figure that will grow as CKD capacity comes online.
XPeng L03: Munich Global Debut, 64 Markets, Cheaper Price Point
XPeng opened pre-sales for the Mona L03 in Beijing on July 2, with a starting price of RMB 143,800 (approximately USD 19,800), and will formally debut the car globally in Munich on July 16. [CnEVPost, Jul 2] The model, powered by XPeng's proprietary Turing AI chip at up to 1,500 TOPS, is planned for 64 countries and regions within the year — and will be marketed outside China simply as the XPeng L03, dropping the Mona sub-brand. Australia has already confirmed a 2027 arrival. [carsales.com.au, Jul 7]
The L03 launch coincides with a June delivery rebound: 40,126 units (+15.9% YoY) was XPeng's highest monthly figure of 2026, ending five consecutive months of year-on-year declines. Q2 cumulative deliveries of 103,295 units landed within guidance. [Electric Vehicles Report] XPeng now covers 28 European countries and is targeting overseas revenue above 20% of total by year-end. The Graz (Magna Steyr) plant, already building the P7+, is nearing capacity, and talks on a second European manufacturing site — potentially involving Volkswagen Group — are underway. [EV Report]
BYD's H1 Overseas Volume Crosses 792,000 — Hungary Plant on Track for Q4
BYD delivered 175,349 vehicles overseas in June (+94.7% YoY, +9.15% month-on-month), a monthly record that pushed H1 overseas totals to 792,256 units — up 70.65% year-on-year and representing 43.81% of BYD's total H1 sales. [Electric Cars Report, Jul 2] That overseas share of 44% compares with just 23% for full-year 2025, a structural shift that Macquarie — which maintained an Outperform rating with a HK$113 target price, trimmed 4% — believes can offset continued domestic market erosion. [Ad-Hoc News, Jul 7]
The Hungary Szeged plant is confirmed for Q4 2026 production start, providing a critical EU tariff bypass. Turkey's planned billion-dollar factory has been shelved; Thailand, Brazil, and Indonesia plants are progressing. [Ad-Hoc News] In Australia, BYD set a single-month record of 18,881 units in June, though the Shark 6 pickup's H1 exports fell 25.76% globally as competition intensified from the GWM Cannon, Geely, and Changan. [The Electric Viking, Jul 7] BYD's proprietary fleet of eight ro-ro vessels — capable of transporting over one million vehicles per year — and 7,000 fast-charging stations (target: 20,000 by year-end) underpin the logistics ambition behind the 1.5 million overseas units full-year target.
GAC, Chery, SAIC, GWM, Changan, Dongfeng, FAW: The Field Widens
GAC Group posted the most striking legacy-OEM growth rate this cycle: H1 2026 exports hit 121,483 units (+132% YoY), nearly matching its entire 2025 full-year export total. [PRNewswire, Jul 2] The AION UT ranked first in electric small-car sales in Hong Kong, Colombia, Uruguay, and Singapore, entered Mexico's BEV top 10, and has accumulated over 600 pre-orders in Australia. A prototype assembled at Magna Austria represents a key step toward local European production and tariff mitigation. [Yahoo Finance]
Chery's OMODA & JAECOO brands delivered 75,102 vehicles globally in June (+178% YoY), with NEV sales of 56,188 units (+310%) representing roughly 75% of the total mix — among the highest electrification rates of any Chinese export brand. [TechPlugged, Jul 6] The Barcelona free-trade-zone factory begins producing electric versions of the Omoda 5 and Jaecoo 5 in November. O&J has now entered 69 core markets with 1,364 dealer showrooms, adding one new market roughly every 16 days. [Barchart/PRNewswire]
SAIC Motor sold 325,000 vehicles overseas in Q1 2026 (+48.3% YoY), with own-brand models comprising 67.6% of that figure. MG surpassed 300,000 units in Europe in 2025 and is approaching a cumulative one million European sales. The Brazilian Horizonte factory is confirmed for October 2026 production of the electric MG4 Urban and MG S5, adding more than 600 jobs. [ChoZan, Jun 2026]
GWM reported June global sales of 108,080 units (-2.36% YoY) with overseas making up 56% of the total. Australia was the standout: Q1 2026 volume of 14,878 units (+28.5%) has made it a top-three strategic overseas market, and nine new models are planned for Australia in 2026, including the Haval H7, Jolion Max EV/PHEV, Cannon Hi4-T PHEV (September), and a first Wey brand appearance before year-end. The Ora 5 is set for a European launch mid-2026. [CarExpert, Jul 3]
Changan has operationally validated its Thailand-to-Europe supply chain: Deepal S05s built at the Rayong plant began shipping to the UK, Belgium, Norway, and Germany late in 2025. The Rayong factory targets 40,000–50,000 units for 2026 (50% for export). [Electrive, Jan 2026] The Deepal S05 received broadly positive UK media coverage and completed a 1,000 km Lisbon–Madrid–Turin road test in PHEV form. Changan's long-term European commitment includes a planned €2 billion investment by 2030 and eight new models. [Autocar UK]
Dongfeng's Voyah delivered 14,223 units in June (+41% YoY), with H1 at 76,264 units (+36%). The brand listed on the Hong Kong Stock Exchange in March. Most significantly, Stellantis and Dongfeng signed a non-binding MOU in May 2026 to form a 51:49 (Stellantis-led) European joint venture for Voyah sales, service, and potential production at the Rennes plant in France — mirroring the Leapmotor partnership model. [Stellantis, May 2026]
FAW's Hongqi officially launched the E-HS9 in right-hand-drive configuration in Singapore — the brand's first RHD market — via dealer agreements with Metro Group Thailand and Eurokars Singapore. Four new global SUV lines were unveiled at Auto China 2026, targeting 650+ dealers across 110 countries by 2028. [NewsFile, Apr 2026] An overseas SUV co-developed with Leapmotor on the B10 platform is confirmed for H2 2026 production at Leapmotor's Hangzhou factory.
NIO Bucks the Trend, Pulls Back Overseas to Protect Margins
NIO is the notable outlier in today's outbound narrative. Total June deliveries hit 40,597 units (+62.9% YoY) across the NIO, Onvo, and Firefly brands — a strong domestic number — but overseas exports in May amounted to just 44 vehicles. CEO William Li has explicitly stated that the company will apply greater scrutiny to overseas return on investment, and European direct-sales operations are being converted to a lighter-touch agency model. [CnEVPost, May 2026] H1 cumulative deliveries of 191,123 units (+67.4% YoY) suggest the domestic-first capital allocation is working. [CnEVPost, Jul 1]
What It Means
July 8, 2026 crystallises a new phase in Chinese automotive globalisation: the era of pure export is giving way to a web of local manufacturing, franchised distribution partnerships, and tariff-bypass supply chains spanning Thailand, Spain, Hungary, Austria, Brazil, and Malaysia. BYD's 44% overseas revenue share, Leapmotor's Mexico delivery, GAC's 132% H1 surge, and Chery's 75% NEV export mix are not isolated data points — they are symptoms of a coordinated structural shift. The single biggest near-term risk is regulatory: EU PHEV tariff revisions, USMCA rule-of-origin uncertainty, and partner-dependency (Stellantis's own margin pressure affects both Leapmotor and the prospective Dongfeng JV) could all disrupt momentum. But the sheer breadth of simultaneous localisation moves — from Zaragoza to Szeged to Rayong to Rennes — suggests that even a tightening regulatory environment will find it increasingly difficult to slow an industry that has already built the factories.
2026年7月7日至8日，中国车企出海攻势在多条战线同步提速：零跑汽车创造历史，成为首家进入北美消费者市场的中国新势力品牌；比亚迪公布上半年海外累计交付79.2万辆的历史纪录；小鹏Mona L03全球发布会将于数日后在慕尼黑举行，目标覆盖64个国家及地区。综合来看，当日新闻表明：中国汽车的出海攻势已从试探性扩张转向结构性布局——本地制造、合作渠道分销与产品矩阵三管齐下，正在形成合力。
零跑借道Stellantis叩开北美大门
7月7日，首批零跑B10 SUV通过Stellantis在当地逾40个城市的经销网络正式交付墨西哥客户，零跑由此成为首家在北美实现零售规模落地的中国新势力品牌。[《汽车新闻》，7月7日] 这一里程碑节点与6月创纪录数据同步到来：全球交付93,376辆（同比+95%），推动2026年上半年累计交付量达356,487辆（+60.8%），蝉联中国新势力H1销冠。[Stellantis Media，7月1日]
零跑的海外制造版图正在迅速成形。西班牙萨拉戈萨CKD工厂的电池包配套产线已于7月达到量产，B10整车CKD组装计划于Q4启动。[盖世汽车] 马来西亚吉打州格伦工厂已于6月启动C10本地化组装，缅甸仰光工厂首辆B10于3月下线。目前零跑在欧洲已建立800+销服网点，覆盖40个国家。[Automotive World] 欧洲版B03X（全球版A10）已正式开启订单接受，加拿大工厂选址谈判据报持续推进。[Stellantis Media] 上半年海外交付占总量比例已突破12%，随着CKD产能陆续释放，这一比例将进一步提升。
小鹏L03：慕尼黑全球首发，剑指64国市场
小鹏汽车于7月2日在北京开启Mona L03预售，起售价14.38万元（约合1.98万美元），并将于7月16日在慕尼黑举行全球发布会。[CnEVPost，7月2日] 该车型搭载自研图灵AI芯片（最高1,500 TOPS），计划当年进入64个国家及地区，并在中国以外统一以XPeng L03（去掉Mona子品牌名）命名。澳大利亚已确认将于2027年引入该车型。[carsales.com.au，7月7日]
L03发布恰逢小鹏月度交付反弹：6月交付40,126辆（同比+15.9%），为2026年月度最高，结束连续五个月同比下滑。Q2累计交付103,295辆，位于10万—10.6万辆的指引区间内。[EV Report] 小鹏目前已覆盖欧洲28国，目标2026年海外收入占比超20%。格拉茨Magna Steyr工厂已在生产P7+，产能趋于饱和，正与大众集团等方面讨论欧洲第二制造选址。[EV Report]
比亚迪上半年海外突破79.2万辆，匈牙利工厂Q4投产在即
比亚迪6月海外交付175,349辆（同比+94.7%，环比+9.15%），创月度历史新高，推动上半年海外累计达792,256辆——同比增长70.65%，占H1总销量的43.81%。[Electric Cars Report，7月2日] 44%的海外占比较2025全年的23%大幅跃升。麦格理维持"跑赢大市"评级，目标价小幅下调4%至港币113元，认为出口势能可对冲国内市场持续侵蚀。[Ad-Hoc News，7月7日]
匈牙利赛格德工厂确认Q4 2026启动整车组装，成为绕开欧盟关税的关键节点；土耳其十亿美元工厂计划暂停；泰国、巴西、印尼工厂同步推进。[Ad-Hoc News] 澳大利亚6月创下单月18,881辆历史新高，但Shark 6皮卡因长城炮、吉利、长安竞相入局，H1全球出口量同比下滑25.76%。[The Electric Viking，7月7日] 比亚迪自有的8艘滚装船（年运力逾百万辆）及7,000座快充站（年底目标扩至20,000座）为全年150万辆出海目标提供物流保障。
广汽、奇瑞、上汽、长城、长安、东风、一汽：各路出海全面提速
广汽集团以本轮最亮眼的传统OEM增速领跑：2026年上半年出口121,483辆（同比+132%），几乎追平2025全年出口总量。[美通社，7月2日] AION UT在香港、哥伦比亚、乌拉圭、新加坡均排名纯电小型车销量第一，墨西哥BEV进入前十，澳大利亚预订已超600辆。奥地利Magna工厂首辆AION UT样车下线，标志着欧洲本地化生产取得关键突破。[Yahoo Finance]
奇瑞OMODA&JAECOO品牌6月全球交付75,102辆（同比+178%），其中新能源销量56,188辆（+310%），约占总量75%——是目前出口品牌中电动化渗透率最高之一。[TechPlugged，7月6日] 巴塞罗那自由贸易区工厂将于11月起生产电动版Omoda 5和Jaecoo 5。截至Q1 2026，O&J已进入69个核心市场，建立1,364家经销商展厅，平均每16天进入一个新市场。[Barchart/美通社]
上汽集团Q1 2026海外销量325,000辆（同比+48.3%），自有品牌占比67.6%；MG 2025年欧洲突破30万辆，累计欧洲销量接近百万辆。巴西Horizonte工厂确认2026年10月投产纯电MG4 Urban和MG S5，新增600余个就业岗位。[ChoZan，2026年6月]
长城汽车6月全球销量108,080辆（同比-2.36%），海外占比56%。澳大利亚表现亮眼：Q1 2026销量14,878辆（+28.5%），已成为长城前三战略海外市场。2026年计划澳洲推出9款新车，包括Haval H7、Jolion Max EV/PHEV、Cannon Hi4-T PHEV（9月）及魏牌澳洲首秀（年底前）。Ora 5计划2026年中在欧上市。[CarExpert，7月3日]
长安汽车的"泰国制造→欧洲出口"供应链已率先验证可行：深蓝S05于2025年底从泰国拉勇工厂出口至英国、比利时、挪威和德国。拉勇工厂2026年目标生产4万—5万辆，其中50%用于出口。[Electrive，2026年1月] 深蓝S05获英国主流媒体正面评价，PHEV版已完成里斯本—马德里—都灵千公里欧洲路测。长安计划2030年前在欧洲投资20亿欧元并推出8款新车型。[Autocar UK]
东风岚图6月交付14,223辆（同比+41%），H1累计76,264辆（+36%），并于3月完成港交所上市。更为关键的是，Stellantis与东风于2026年5月签署非约束性MOU，拟在欧洲成立51:49（Stellantis主导）合资公司，负责岚图品牌在欧洲的销售、服务及潜在的法国雷恩工厂本地制造，复制了零跑的合作模式。[Stellantis，2026年5月]
一汽红旗E-HS9右舵版正式在新加坡上市，成为红旗品牌首个右舵市场，并已与泰国Metro集团和新加坡Eurokars集团签署经销商协议。2026北京车展推出四款全新海外SUV产品线，目标2028年覆盖110国、650+经销商。[NewsFile，2026年4月] 与零跑联合开发、基于B10平台的红旗海外版SUV确认2026年下半年在杭州工厂投产。
蔚来逆势收缩，聚焦国内保利润
蔚来是本轮出海叙事中罕见的逆行者。6月三品牌（蔚来、乐道、萤火虫）总交付40,597辆（同比+62.9%），国内表现强劲，但5月单月海外出口仅44辆。CEO李斌明确表示将更审慎评估海外投资回报，欧洲直营市场将逐步转向轻资产代理模式。[CnEVPost，2026年5月] H1累计交付191,123辆（+67.4%），显示国内优先的资本配置策略正在奏效。[CnEVPost，7月1日]
综合研判
2026年7月8日标志着中国汽车全球化进入新阶段：纯出口时代正让位于覆盖泰国、西班牙、匈牙利、奥地利、巴西、马来西亚的本地制造网络、特许经销合作与关税规避供应链体系。比亚迪44%的海外营收占比、零跑墨西哥交付、广汽132%的H1增速、奇瑞75%的新能源出口占比，并非孤立数据点，而是一场系统性结构转型的集中显现。最大的近期风险来自政策层面：欧盟PHEV关税调整、北美USMCA原产地规则的不确定性，以及合作依赖风险（Stellantis自身的利润压力同时波及零跑和潜在的东风合资公司）。但从萨拉戈萨到赛格德、从拉勇到雷恩，如此大规模同步本地化布局表明——即便监管环境持续收紧，一个已在全球各地建好工厂的产业，也将愈发难以被阻挡。