"Exports Expected to Break 10 Million Units"! Investment Logic Analysis of the Auto Going-Global Industry Chain and Concept Stocks

English summary

### "Exports Expected to Break 10 Million Units"! Investment Logic Analysis of the Auto Going-Global Industry Chain and Concept Stocks Time: 2026-07-30 17:49:29 Content: In the first half of 2026, China's auto exports delivered an impressive report card: auto export value reached 635.82 billion yuan, a year-on-year increase of 48.3%; among them, new energy vehicle exports were particularly outstanding, with export value reaching 360.68 billion yuan, a year-on-year increase of 68.7%. Wei Wenqing, Executive Deputy Secretary-General of the China Association of Automobile Manufacturers, revealed that driven by new energy vehicle exports, the industry expects China's auto export volume to exceed 10 million units in 2026. This growth trend is by no means accidental; it is not only reflected in the rising number of complete vehicle exports, but also, like a ripple effect, drives the collaborative progress and vigorous development of a series of supporting links such as automotive electronics, wire-controlled chassis, thermal management, lightweight parts, and cross-border logistics. As China's automobile industry steadily moves from the primary stage of "product export" to a new stage of "supply chain going global," the auto going-global industry chain contains unlimited investment opportunities and potential. …