New Energy Vehicle Exports Surge! 'Laodeng Stocks' Rally Collectively, Industry Chain Recovery Begins

English summary

### New Energy Vehicle Exports Surge! 'Laodeng Stocks' Rally Collectively, Industry Chain Recovery Begins Time: 2026-07-30 17:27:13 Content: In recent days, as technology stocks experienced volatile pullbacks, 'Laodeng stocks' staged a reversal rally. During today's trading, Jianghuai Automobile hit the daily limit, while Seres, King Long Motor, and Changan Automobile followed with gains. This round of rise is not merely a safe-haven move by funds, but a market repair of expectations for the new energy vehicle track. The latest data show that China's new energy vehicle exports reached 2.355 million units in the first half of the year, a year-on-year increase of 1.2 times; among them, BYD's single-month exports in June exceeded 170,000 units, a record high. As of now, BYD's deliveries in the UK have reached 100,000 units, capturing nearly 5% of the local market. As the penetration rate of new energy vehicles continues to increase, the external stereotype of "involution" in the new energy track can be said to have been broken. …