China's 'new three' exports reach USD 23 billion in August 2026, up 36%
China's exports of the "new three" products—electric vehicles, lithium batteries and solar cells—totaled USD 23 billion in August 2026, up 36% year on year, the General Administration of Customs said. Electric vehicle exports reached 572,000 units, up 57.2%, worth USD 11 billion, up 65.3%. Plug-in hybrid passenger car exports rose 115.4% to USD 4.14 billion, while battery-electric passenger car exports rose 41.8% to USD 5.03 billion.
On September 18, 2026, the General Administration of Customs released detailed data. In August 2026, China's exports of the "new three" products totaled USD 23 billion, up 36% year on year. Exports of electric vehicles and lithium batteries maintained growth, while solar cell exports fell in both volume and price, and exports of labor-intensive products continued to improve.
In August 2026, electric vehicle exports reached 572,000 units, up 57.2% year on year, with an export value of USD 11 billion, up 65.3% year on year. Exports of plug-in hybrid passenger cars totaled USD 4.14 billion, up 115.4% year on year, accounting for nearly 40% of electric vehicle export value; exports of battery-electric passenger cars totaled USD 5.03 billion, up 41.8% year on year.
Why this event matters
The event has a measured impact on 6 industrys. The strongest current signal is positive for New Energy Vehicles, with intensity 78/100 and 82% confidence over a short term horizon.
New Energy Vehicles
- Direction
- positive
- Intensity
- 78
- Confidence
- 82%
- Horizon
- Short term
Batteries & Energy Storage
- Direction
- positive
- Intensity
- 65
- Confidence
- 75%
- Horizon
- Short term
Wind & Solar Power
- Direction
- negative
- Intensity
- 60
- Confidence
- 78%
- Horizon
- Short term
Wind & Solar Equipment
- Direction
- negative
- Intensity
- 55
- Confidence
- 72%
- Horizon
- Short term
Textile Manufacturing
- Direction
- positive
- Intensity
- 45
- Confidence
- 65%
- Horizon
- Short term
Apparel & Footwear
- Direction
- positive
- Intensity
- 40
- Confidence
- 62%
- Horizon
- Short term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.