China speed: What's behind the surge in China's auto exports?

单集文稿 ...

• 00:01

  Cutting through an overload of information to get to the heart of the story.

• 00:05

  This is The Point.

• 00:08

  According to the latest data from the China Association of Automobile Manufacturers,

• 00:14

  total vehicle exports in the first two months of this year reached over 1.35 million units,

• 00:20

  marking a year-on-year increase of nearly 50%.

• 00:24

  That's almost... 1,000 new cars exported from China every hour.

• 00:31

  Now, new energy vehicles, or NEVs, led the surge, with exports accounting for more than 40% of the total.

• 00:38

  So every hour, almost 400 NEVs depart China.

• 00:43

  How to make sense of these numbers?

• 00:45

  What's fueling this hyper-accelerated growth?

• 00:48

  Why are Chinese vehicles increasingly embraced around the world?

• 00:53

  Welcome to this edition of The Point with me, Lixin, an opinion show coming to you from Beijing.

• 00:58

  I'm pleased to be joined from Shenzhen, southern China by Carl Fei,

• 01:02

  professor of strategy at BI Norwegian Business School in Oslo.

• 01:07

  From Minneapolis, the U.S. by Xing Lei, co-host of the podcast China EVs and More.

• 01:14

  And here in the studio by Li Luan, Assistant Professor of Economics at Peking University.

• 01:19

  The warmest welcome to all of you, gentlemen.

• 01:22

  First of all, let's take a closer look at the numbers.

• 01:26

  Now, in the first two months of 2026, China exported 1.35 million vehicles,

• 01:33

  an increase of almost 50% year-on-year, as I said.

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