乘聯會數據顯示,2026年4月中國汽車出口76.9萬輛,新能源車佔52.7%、達40.6萬輛,首度超越汽油與柴油車 [18]。 中汽協相關口徑也指向同一趨勢:4月中國乘用車出口年增近85%至約79.6萬輛,新能源乘用車出口年增逾120%至約42萬輛 [24]。

Create a landscape editorial hero image for this Studio Global article: How did China’s EV exports surpass gasoline car exports for the first time in April, what do CPCA and CAAM data show about the surge in new. Article summary: China’s April 2026 export mix appears to have crossed a structural threshold: new-energy vehicles — battery EVs and plug-in hybrids — made up more than half of China’s passenger-car exports for the first time, overtaking. Topic tags: general, general web. Reference image context from search candidates: Reference image 1: visual subject "**China sold 1.34 million electric vehicles and plug-in hybrids in April, marking renewed growth in demand both year-on-year and over the course of 2025 so far. The 1,344,000 batte" source context "Chinese EV sales recover as exports surge - electrive.com" Reference image 2: visual subject "# China's April NEV sales hold steady a
中國汽車出口在2026年4月跨過一道門檻:新能源車(NEV,包含純電動車與插電式混合動力車)成為出口主角。根據 Morningstar 引述中國乘用車市場信息聯席會(CPCA,常稱乘聯會)的資料,4月中國出口76.9萬輛汽車,其中新能源車佔52.7%;同一個月,中國國內乘用車零售仍年減21.5% [18][
25]。
換句話說,海外市場已不只是中國車廠的額外增量,而正在變成內需疲弱時的「洩壓閥」。
乘聯會數據顯示,2026年4月中國出口76.9萬輛汽車,新能源車佔52.7%。新能源車出口年增逾一倍至40.6萬輛,使純電動車與插電式混合動力車首次在中國出口結構中超過汽油與柴油車 [18]。
另一組以中國汽車工業協會(CAAM,常稱中汽協)資料為基礎的報導也指向同一方向:4月中國乘用車出口年增近85%至約79.6萬輛,其中新能源乘用車出口年增逾120%至約42萬輛 [24]。
需要注意的是,各家數字的口徑並不完全相同。一份乘聯會口徑報導稱,4月乘用車出口包含整車與 CKD 散件組裝套件為76.9萬輛,年增80.7% [19];另一個引述乘聯會秘書長崔東樹的較廣義車輛出口統計,則稱4月出口93.9萬輛、年增51% [
17]。因此,最重要的不是把所有數字硬湊成單一總量,而是共同趨勢:新能源車在中國相關汽車出口口徑中,已大致跨過半數門檻 。
Studio Global AI
Use this topic as a starting point for a fresh source-backed answer, then compare citations before you share it.
乘聯會數據顯示,2026年4月中國汽車出口76.9萬輛,新能源車佔52.7%、達40.6萬輛,首度超越汽油與柴油車 [18]。
乘聯會數據顯示,2026年4月中國汽車出口76.9萬輛,新能源車佔52.7%、達40.6萬輛,首度超越汽油與柴油車 [18]。 中汽協相關口徑也指向同一趨勢:4月中國乘用車出口年增近85%至約79.6萬輛,新能源乘用車出口年增逾120%至約42萬輛 [24]。
2026年展望偏向新能源車出口比重續升,但仍有變數:內需疲弱與油價推高支撐外銷,美國等市場准入限制與成長能否延續則帶來不確定性 [15][30]。
繼續閱讀「Bitmine 的以太幣財庫策略:518 萬枚 ETH、5% 目標與 MAVAN 質押押注」,從另一個角度查看更多引用來源。
開啟相關頁面將這個答案與「霍爾木茲海峽危機一次看懂:美國封鎖伊朗港口、HMS Dragon與中國制裁」交叉比對。
開啟相關頁面April Exports Surge to New High: Chery Maintains Clear Lead, BYD and SAIC Break Records ... Gasgoo Munich- Export data for April 2026 has once again sent shockwaves through the Chinese auto industry. Chery Group exported 177,600 units in a single month, whi...
Chinese EV sales edge higher in April despite weakening domestic demand Retail sales of EVs fall 11 per cent year on year in April to 614,000 units – but foreign markets are providing a boost ... Chinese electric vehicle (EV) makers – including BYD and Geel...
China's clean technology titans, hungry for export markets to boost flagging profits, aren't letting a crisis go to waste. Manufacturers of electric vehicles, batteries, and solar panels have been wooing nations looking to wean themselves off costly fuel im...
若只看出口,4月像是一片火熱;但中國本土零售端卻是另一個景象。乘聯會4月最終數據顯示,全國乘用車零售138.4萬輛,年減21.5%、月減16.0%;今年以來累計零售560.4萬輛,年減18.5% [25]。
新能源車零售84.9萬輛,年減6.8%,但新能源車零售滲透率升至61.4%,首次突破60% [20][
25]。這看似矛盾,其實關鍵在分母:新能源車市佔率上升,是因為整體乘用車零售下滑得更快,而不是國內新能源車零售全面暴衝 [
20][
25]。
細看結構也不均衡。CnEVPost 報導稱,4月純電動車零售年增2.4%,但插電式混合動力車零售年減25.2% [20]。因此,4月出口里程碑並非來自中國國內新能源車市場全面繁榮,而是車廠更積極把車送往海外。
中汽協數據解釋了為何零售疲弱與批發成長可以同時發生。4月新能源車批發銷量包含國內銷售與出口達134.4萬輛,年增9.7%、月增7.35% [21]。新能源車佔新車批發交付的53.2%,純電動車批發銷量90.5萬輛,年增10.2% [
21]。
4月之前,中國車市的內外溫差已經很明顯。中汽協第一季數據顯示,中國國內汽車銷售482.3萬輛,年減20.3%;同期出口222.6萬輛,年增56.7% [22]。更早前,業界協會已警告,2026年中國車市可能停滯,部分地方補貼縮減或暫停、競爭加劇,使國內需求轉弱 [
15]。
車廠層面的出口數字更直接。4月奇瑞集團出口17.76萬輛,比亞迪出口13.45萬輛,上汽乘用車出口超過12.5萬輛;三者合計單月海外銷量超過43萬輛 [1]。
比亞迪的情況尤其能說明壓力所在。CnEVPost 指出,比亞迪4月銷售321,123輛新能源車,較3月增加6.96%,但較去年同期下滑15.51%,已連續第八個月出現年減 [7]。南華早報也報導,包括比亞迪與吉利在內的中國電動車廠,正以出口與新技術來抵消國內需求轉弱 [
3]。
中國出口增加不只是供給端的故事,也有海外需求在拉動。洛杉磯時報報導,伊朗戰爭引發全球能源衝擊後,中國電動車、電池與太陽能製造商正積極爭取希望降低昂貴燃油進口依賴的國家 [4]。對燃油進口成本敏感的市場而言,電動車與插電式混合動力車的低用油特性,變成更有力的銷售理由。
這個效果在3月已經出現。海峽時報報導,在伊朗戰爭引發的能源衝擊重新帶動電動車興趣後,中國電動車與混合動力車出口年增140%至34.9萬輛 [9]。中汽協相關3月數據也顯示,乘用車出口年增82.4%至約74.8萬輛,新能源乘用車出口年增逾140%至36.3萬輛 [
11]。
較穩妥的判讀是:2026年中國汽車出口結構會更偏向新能源車,而不是假設每個月都能複製4月的增速。乘聯會的52.7%新能源車出口佔比,以及中汽協的53.2%新能源車批發佔比,都顯示純電與插電式混合動力車已站上中國汽車出口與生產敘事的核心位置 [18][
21]。
但限制同樣不能忽視。首先,出口總量因統計範圍不同而有差異,月度比較必須用相同口徑 [17][
18][
19][
24]。其次,美國不是這波成長的主要出口去向;CBT News 指出,中國電動車基本上被美國市場擋在門外 [
30]。再者,業界協會已提醒,強勁的電動車出口成長未必能無限期延續 [
15]。
總結來看,4月是一個結構性訊號:中國車廠正在把國內產品策略的核心技術出口到海外,而海外需求正在緩衝中國本土市場的疲弱。數字很強,但仍應同時看見統計口徑、市場准入與油價變動這三個變數,而不是把4月當成出口成長永遠加速的保證 [15][
18][
24][
30]。
Bitmine 距離「5% 的煉金術」還有多遠?
In April 2026, the Chinese new energy vehicle (NEV) market continued to present a complex and volatile competitive landscape. Some automakers achieved significant growth in delivery volumes driven by new models and strong performance in overseas markets, wh...
China’s EV exports soar to record as oil shock entices buyers ... China’s exports of electric vehicles and hybrids jumped 140 per cent from a year earlier in March, led by BYD. ... BEIJING – China’s exports of electric vehicles (EVs) and hybrids more than d...
HONG KONG – China’s exports of passenger cars accelerated in March, an industry association said Friday, as Chinese automakers stepped up their push to grow overseas markets. Passenger car exports jumped 82.4% year-on-year last month to around 748,000 vehic...
BEIJING, Jan 9 (Reuters) - China's car sales are expected to be flat this year, extending a downtrend, while robust electric vehicle exports in 2025 are unlikely to be sustained, a Chinese industry association said on Friday. ... Electric vehicles and plug-...
- China exported 939,000 vehicles in April 2026, up 51% year-on-year, nearing 1 million monthly units. - Export value hit $16.1 billion in April and $56.9 billion year-to-date, signaling higher-value vehicle mix. - NEVs and advanced EVs now drive exports, p...
By Jiahui Huang China exported more electric vehicles and plug-in vehicles than gasoline or diesel cars for the first time in April, as automakers expanded aggressively overseas to offset subdued demand in the domestic market. China exported 769,000 automob...
- China's NEV penetration hit a record 61.4% in April as BEVs and PHEVs dominate new-car sales. - Passenger car exports surged 80.7% in April, with NEVs surpassing 50% of exports for the first time. - Domestic retail collapsed—gasoline car sales plunged and...
- China's BEV retail sales rose 2.4% year-on-year in April, while PHEV sales plunged 25.2%. - NEVs contributed to more than 50% of China's auto exports for the first time. ... China's NEV retail sales stood at 849,000 units in April, down 6.8% year-on-year,...
- China's April NEV wholesale sales rose 9.7% year-on-year to 1.34 million units as exports surge 110% to a record high. - April BEV wholesale sales stood at 905,000 units, up 10.2% year-on-year. ... Wholesale sales of NEVs, including domestic sales and exp...
On April 10, the China Association of Automobile Manufacturers (CAAM) released production and sales data for the first quarter of 2026, revealing a stark "ice and fire" contrast between the domestic and overseas markets. Data shows that domestic auto sales...
HONG KONG (AP) — China’s exports of passenger cars surged in April, an industry group said Monday, as its carmakers push to expand in overseas markets as domestic sales continue to fall. Exports of passenger cars from China last month jumped almost 85% from...
BEIJING, May 11 – The China Passenger Car Association released final certified sales data for April 2026 on May 11. Passenger car retail sales reached 1.384 million units, down 21.5% year-on-year and 16.0% month-on-month, with the year-to-date cumulative re...
China exported more EVs than gas cars for the first time in April, but not to the U.S., where they are effectively shut out. ... - China exported more EVs than gas cars for the first time in April. ... China exported more electric and plug-in hybrid vehicle...