In June 2026, for the first time, China's monthly automobile exports exceeded the 1 million unit mark. Meanwhile, the domestic passenger vehicle retail market witnessed double-digit declines for several consecutive months, creating a sharp contrast of "booming overseas sales amid a sluggish domestic market." The proportion of overseas sales and revenue for several automakers, including BYD, continues to grow, with higher per-vehicle profits overseas compared to the domestic market. These companies are also setting up overseas production bases, charging facilities, and other infrastructure to circumvent tariffs and enhance their competitiveness. Chinese brands are expanding their market share overseas, reshaping the global automotive market landscape.

Given the fierce domestic competition, limited profit margins, and an electric vehicle penetration rate that far exceeds the global average, the global market has become a vital avenue for Chinese automakers to amortize R&D costs, build their brand image, and navigate economic cycles. However, during overseas expansion, it is crucial to guard against vicious competition, such as engaging in price-cutting without adhering to principles, to avoid repeating the mistakes made by Chinese motorcycles in the Vietnamese market. Relevant authorities have issued guidelines to regulate automakers' overseas competition, and automakers are actively cooperating with these measures.

Chinese automakers are transitioning from simple exports to comprehensive globalization, becoming true global corporate citizens through localized production, R&D, and operations. This transformation will drive the entire automotive supply chain to go global, reversely promoting the upgrading of "Made in China" and leading Chinese manufacturing onto the global stage.