Bev Boom, Ice Bust: China’s July Auto Market Signals an EV-Driven Shift

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Source: electrek.co
TL;DR Summary

July 2026 in China shows BEVs up 6% year over year while gas-car sales plunge 44%, pulling overall car sales down 3.9%; BEVs capture 65.1% of the retail market as NEVs (BEV+PHEV+EREV) fall 3.9% due to PHEV/EREV drag and prior policy changes. Cumulatively, 7-month 2026 sales are down 12.5%. China also posted a surge in NEV exports, up 147.8% YoY to account for 58.8% of total vehicle exports, underscoring a global shift toward EVs and China’s continued export leadership.

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