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CAAM: China's auto industry sees widening divergence between domestic weakness ...

Published

14 October 2026

Topic

operational-macro

◆ Sectors

Micromobility

◆ Geography

China

◆ Source

Read at mysteel.net →

◆ Verified

Fusion42 · 14 October 2026 · Fusion42 review

China's auto industry is experiencing a divergence with weakening domestic sales but strong exports, alongside growing market share for new energy vehicles (NEVs) and shrinking demand for internal combustion engine vehicles (ICEVs). Overall auto sales and production declined by 4.5% year on year through September 2026, worsening from previous months.

This Wire brief sits within Fusion42's coverage of Micromobility.

◆ ◆ The Wire takeaway

You face a split market where local demand is dropping but export chances grow, and electric cars are outpacing petrol models. Focus your sales and development where growth actually lies or risk losing ground in China’s evolving auto sector.

◆ Coverage

1 source · 14 Oct 2026

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◆ Topics

Micromobilitychinaauto-industrynev-growthdomestic-salesexports