China Car Sales Drop 8.4% in September

China's total vehicle sales fell 8.4% year-on-year to 2.956 million units in September 2026, following a 5.1% drop in August, according to the China Association of Automobile Manufacturers (CAAM). Passenger vehicle sales declined 9.5% to 2.588 million units, while commercial vehicle sales edged up 0.2% to 369,000 units. New energy vehicle (NEV) remained a bright spot with sales rising 13.6% to 1.823 million units, following a 17.8% jump in August. NEVs accounted for 61.6% of total sales, marking the third straight month above 60%. In the first nine months, total vehicle sales fell 4.5%, while NEV sales climbed 11.1% to 12.47 million units. NEVs accounted for 53.6% of new vehicle sales for the third consecutive month. However, total vehicle sales rose 9% month-on-month in September.

China's total vehicle sales dropped 5.1% from a year earlier to 2.712 million units in August 2026, following a 0.3% decline in the previous month, according to data from the China Association of Automobile Manufacturers (CAAM). New energy vehicle (NEV) sales rose 17.8% year-on-year to 1.643 million units in August, following a 23.7% jump in July, with NEVs accounting for 60.6% of total vehicle sales, the second straight month in which the share exceeded 60%. For the first eight months of the year, total vehicle sales fell 3.8% year-on-year, compared with a 12.6% increase in the same period last year, while NEV sales grew 10.7% to 10.65 million units. During the period, NEV sales surpassed 50% of total new vehicle sales for the second consecutive month, accounting for 52.4%. Meanwhile, on a monthly basis, total car sales rose 4.9%. Last year, China's vehicle sales grew 9.4% to a record high of 34.4 million units, accelerating from a 4.5% rise in 2024, while NEV sales jumped 28.2%.

China's total vehicle sales fell 0.3% from a year earlier to 2.584 million units in July 2026, following a 3.2% decline in the previous month, according to data from the China Association of Automobile Manufacturers (CAAM). New energy vehicle (NEV) sales soared 23.7% year-on-year to 1.561 million units in July, following 23.6% growth in June, with NEVs accounting for 60.4% of total vehicle sales, breaking the 60% mark for the first time. For the first seven months of the year, vehicle sales dropped 3.7% year-on-year, compared with a 12.0% increase in the same period last year, while NEV sales climbed 9.6% to 9.007 million units. During the period, NEV sales surpassed 50% of total new vehicle sales for the first time. Meanwhile, on a monthly basis, car sales fell 8%. Last year, China's vehicle sales grew 9.4% year-on-year to a record high of 34.4 million units, accelerating from a 4.5% rise in 2024, while NEV sales surged 28.2%.