Data & insights

The numbers behind the 2026 export surge

Publicly reported industry statistics for H1 2026. Sources are stated with every figure — please re-check against the latest official release before you commit.

Volume

509.6

10k units exported in H1 2026, +65.3% year on year — the first half-year above the 5 million mark.

Structure

46%

Share of new-energy vehicles in total exports: 235.5k units, up about 1.2x year on year.

Concentration

88.5%

Share held by the ten largest exporters, which shipped 451.1k units combined. Everyone else divides the remaining 11.5%.

Destinations

20%+

Latin America and the Caribbean is now the largest regional market; Europe is close to a quarter.

What changed in the destination ranking

Moved up

  • Russia returned to the top of the country list
  • Brazil moved up to second place
  • Italy and Algeria entered the top ten

Moved down

  • Mexico and the UAE dropped significantly
  • Saudi Arabia and Kazakhstan fell out of the top ten
  • Ranking drops usually follow policy, tariff or access-rule changes

A market that drops down the list rarely drops for no reason. When you plan regional coverage, leave room to adjust — that matters more than picking one winner.

Sources: publicly reported H1 2026 industry statistics; full-year outlook quoted from consultancy AlixPartners. Figures are reproduced for reference and should be verified against the latest official statistics before use.

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