CPCA Releases Data at Changchun Auto Expo, Charting the Path for Chinese Auto Industry's Leap

At the current juncture where the century-old auto industry is entering a critical 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 Auto Expo, Cui Dongshu, Secretary-General of the China Passenger Car Association, released authoritative industry data on the national passenger car market with the theme "Global Auto Trade Layout and Overseas Mobility Scene Ecosystem Construction". This release not only outlines the grand picture of the global restructuring of the auto industry, but also, with detailed coordinate parameters, marked a clear course of "gathering momentum for innovation, building dreams and moving forward" for Changchun and even the Chinese auto industry.

I. Observing the Change in Scale: Global Landscape Deeply Reshaped, Chinese Engine Momentum Strong

Cui Dongshu pointed out in the release that the global auto market is undergoing a historic reshuffle from stock game to incremental restructuring. Growth in traditional markets such as Europe, America, Japan, and South Korea is tending to saturate, competition is fully shifting from "incremental expansion" to "stock substitution"; while emerging forces represented by China are rewriting the industry map with an irresistible momentum.

Looking to the long term, this change has far from reached the end. Cui Dongshu deeply analyzed in the data release: The current world car sales volume is maintained at a scale of 96 million vehicles, and with the full rollout of electrification transformation, the long-term space of the global car market is expected to break through 150 million vehicles — this is not only the inevitable direction of industrial change, but also the grand blue ocean for Chinese cars to go global. The world auto pattern is being completely reshaped due to electrification, Chinese car exports will usher in 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 diverging trends in the world auto market, Chinese car exports are expected to step into the 12 million vehicle scale quality era, continuously holding the top position globally, becoming the undisputed core engine driving world auto trade growth. What is particularly crucial is that China's new energy vehicles account for over 60% of the world share, and the plug-in hybrid field even 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 the global new energy vehicle industry definition and discourse rights.

II. Observing the Advantage in Structure: Three Major Scenes Penetrated Globally, Ecosystem Outbound Paradigm Upgraded

Data is the appearance, structure is the essence. Cui Dongshu emphasized that Chinese car exports have completely gotten rid of the old label of "low-end 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 sector, relying on the combination of "affordable and easy to drive, service-backed", Chinese brands' market share in emerging markets such as Thailand and Indonesia has strongly broken through 60%; In the ride-hailing operation field, through the "customized vehicle models, exclusive finance, dedicated charging" full-link ecosystem, Chinese solutions are reshaping the ride-hailing business model in Southeast Asia; In the long and short-term rental scenes, "vehicle + full-dimension service" dispels overseas operators' deep concerns about asset value preservation. This set of data profoundly reveals a trend shift: The globalization of Chinese cars is no longer the trade output of single products, but the global replication of a complete green mobility solution of "vehicle + charging + maintenance + finance + digitalization" — a mature, profitable, and high-stickiness ecosystem closed loop is accelerating on the world map.

III. Observing the Window of Opportunity: Filling the Inclusive Gap, Changchun is Just the Right Time

Standing in the present and looking forward, Cui Dongshu's data analysis has marked a clear opportunity direction for the global auto industry. He pointed out that the current global market has a structural gap of "high-end excess, insufficient inclusiveness" — this is exactly the core breakthrough for Chinese brands to break the deadlock. Whoever understands scenes and users better, and fills the vacuum of mass consumption and operation markets with high cost-performance and high practicality products, will grasp the initiative in global competition. Changchun, as the core hub of the Northeast Asian auto industry, possesses natural geographical advantages and mature logistics channels against Russia, South Korea, and Southeast Asia, and is exactly at the golden coordinate of the Chinese auto ecosystem outbound strategic fulcrum. The trend of "localized rooting, scenario-based deep cultivation, ecosystem coordination" revealed by this data release provides highly weighted decision reference and path guidance for Changchun and Northeast automotive companies to set sail overseas.

Data defines the present, trends indicate the future. As Cui Dongshu profoundly summarized in the release conclusion: "The globalization of China's auto industry has completed the leap from 'vehicle exports' to 'exporting global green mobility complete solutions'. Relying on diverse scenarios and whole industry chain advantages, we use products to make up for shortcomings, use models to build ecosystems, use industry to empower the world — this is not only the confidence of Chinese new energy vehicles leading the future, but also anchors the clear course for Changchun auto industry to explore the global market." This resounding judgment elevated a data release to a collective ignition of industry confidence.

A grand blueprint from "Chinese-made cars" to "Chinese-made global green mobility ecosystem" has been unfolded. We firmly believe, relying on the surging momentum of China's new energy vehicle whole industry chain, standing on the golden location of Changchun Northeast Asian opening hub, the Chinese auto industry will surely ride the wind and waves in the tide of global industrial change, with an irresistible momentum, sail towards a broader, greener, smarter new journey. (Source: Changchun Auto Expo Organizing Committee)