he first half of 2026 confirms a clear restructuring of global EV trade flows.
Based on customs aggregation and industry tracking, Chinese NEV exports have become increasingly concentrated in emerging economies, with non-OECD markets now accounting for the majority of incremental growth.
2026 H1 Regional Breakdown
| Region | Estimated Volume | YoY Growth | Dominant Segment |
|---|---|---|---|
| Brazil & Latin America | 185,000 | +221% | BEV + PHEV SUVs |
| ASEAN (Thailand, Indonesia) | 240,000 | +64% | RHD Compact BEVs |
| Middle East & North Africa | 115,000 | +42% | Premium Sedans |
| Eastern Europe & Non-EU | 98,000 | +35% | Entry-level Crossovers |
| Canada (Quota Market) | 49,000 | N/A | Mid-size BEVs |
Source: CAAM, General Administration of Customs of China (Updated June 2026)
Key Observations
One of the most important structural changes is the rapid rise of Latin America as a core demand center. High fuel prices and improving charging infrastructure have accelerated hybrid adoption, pushing PHEVs to nearly 45% of total exports into the region.
At the same time, Southeast Asia is transitioning from pure import dependence toward partial local assembly, which is reshaping supply chain dynamics.
Another notable development is Canada’s quota-based import system, which has created a highly competitive allocation environment among global EV brands.