CPCA Auto Expo Data Release: China's Automotive Leap "From Export to Expedition"

Now that the centennial automotive industry is entering a crossroads of deep transformation, data has become the key to decoding trends and insight into the future. On July 11, during the 23rd Changchun International Automobile Expo, Cui Dongshu, Secretary-General of the Passenger Car Market Information Joint Committee of the China Automobile Dealers Association, released authoritative industry data for the national passenger car market with the theme "Global Automotive Trade Layout and Overseas Mobility Scene Ecosystem Construction". This release not only outlines the grand picture of the restructuring of the global automotive industry pattern, but also, with detailed coordinate parameters, marked a clear course for Changchun and even the Chinese automotive industry: "Gathering Momentum, Innovating, Building Dreams, Moving Forward".

I. Observing the Change in Scale: Global Pattern Deeply Reshaped, China's Engine Power is Strong

Cui Dongshu pointed out in the release that the global automotive market is experiencing a historical reshuffle from a stock game to incremental restructuring. Traditional markets such as Europe, the US, Japan, and South Korea are seeing growth saturate, and competition has fully shifted from "incremental expansion" to "stock replacement"; meanwhile, emerging forces represented by China are rewriting the industry map with unstoppable momentum.

Looking far ahead, this change is far from over. Cui Dongshu made a profound judgment in the data release: the current global automotive sales volume is maintained at a scale of 96 million vehicles, and with the comprehensive rollout of electrification transition, the long-term space of the global automotive market is expected to break through 150 million vehicles — this is not only the inevitable trend of industrial transformation but also a vast blue ocean for Chinese automotive exports. The world automotive pattern is being completely reshaped due to electrification, and Chinese automotive exports will usher in a continuous surge. Breaking through the 10 million mark in 2026 is just the prologue, and the growth space for the next 30 years remains boundless.

In 2026, against the background of divergent trends in the global automotive market, Chinese automotive exports are expected to enter a high-quality era of 12 million vehicles at the 10 million vehicle level, continuously holding the top spot globally, and becoming the undisputed core engine driving the growth of global automotive trade. Particularly crucially, China's new energy vehicles account for over 60% of the global share, and in the plug-in hybrid field, it occupies nearly 75% of the global share — this is not only a lead in scale but also marks that China has firmly grasped the initiative in defining the rights and discourse power of the global new energy vehicle industry.

II. Observing the Optimization in Structure: Three Major Scenes Fully Penetrated, Ecosystem Export Paradigm Upgraded

Data is the appearance, structure is the essence. Cui Dongshu emphasized that Chinese automotive exports have completely shed the old labels of "low-end and low-price", achieving a qualitative leap from "scale expansion" to "value output". This leap is concentrated in the precise penetration and ecosystem coverage of three major core overseas mobility scenes: In the private vehicle use field, relying on the combination of "easy to drive, not expensive, service guarantee", Chinese brands have vigorously broken through 60% market share in emerging markets such as Thailand and Indonesia; In the ride-hailing operational field, through the full-link ecosystem of "customized models, exclusive finance, dedicated refueling", Chinese solutions are reshaping the ride-hailing business model in Southeast Asia; In the long and short rental scenes, "complete vehicle + full-dimension service" eliminates overseas operators' deep concerns about asset value preservation. This group of data profoundly reveals a trend change: The globalization of Chinese automobiles is no longer the trade output of a single product, but the global replication of a complete set of "complete vehicle + refueling + maintenance + finance + digitalization" five-in-one green mobility solutions — a mature, profitable, high-stickiness ecosystem loop is accelerating to spread across the world map.

III. Observing the Window of Opportunity: Filling the Inclusivity Gap, Changchun is at the Right Time

Based on the present and looking forward, Cui Dongshu's data judgment has marked a clear opportunity direction for the global automotive industry. He pointed out that there is a structural gap of "excess high-end and insufficient inclusivity" in the current global market — this is exactly the core breakthrough for Chinese brands to break out. Whoever understands the scenes better and understands the users better, and fills the vacuum of mass consumption and operational markets with high cost-performance and high utility products, will hold the initiative in global competition. Changchun, as the core hub of the Northeast Asian automotive industry, possesses natural geographic advantages and mature logistics channels towards Russia, South Korea, and Southeast Asia, and is exactly at the golden coordinate of the strategic pivot point of the Chinese automotive ecosystem export strategy. The trend of "localization rooting, scenario deep plowing, ecosystem collaboration" revealed in this data release provides highly significant decision reference and path guidance for Changchun and Northeast automotive companies to set sail overseas.

Data defines the present, and trends reveal the future. As Cui Dongshu deeply summarized in the release conclusion: "The globalization of the Chinese automotive industry has completed the leap from 'complete vehicle export' to 'outputting a complete global green mobility solution'. Relying on multi-scenario and full-industry chain advantages, we use products to make up for shortcomings, use models to build ecosystems, and use industries to empower the world — this is not only the confidence of Chinese new energy vehicles leading the future, but also anchors a clear course for the Changchun automotive industry to explore the global market." This resounding judgment has sublimated a data release into a collective ignition of industry confidence.

A grand blueprint from "Made in China Automobile" to "Made in China Global Green Mobility Ecosystem" has been spread out. We firmly believe that relying on the surging momentum of China's new energy vehicle full industry chain, based on Changchun Northeast Asian open hub's golden location, the Chinese automotive industry will surely ride the wind and waves in the tide of global industrial change, and with unstoppable momentum, sail towards a broader, greener, and smarter new journey.