Cui Dongshu of the Automobile Federation Branch published an article stating that in the context of the automobile market under pressure and the year-on-year decline in retail sales in October 2026, strong export performance became a key variable supporting the sales volume of car companies, and the export structure showed obvious characteristics of “medium to low price mainstream models”, which directly contributed to mainstream independent brands performing more prominently in performance differentiation. Specifically, passenger car exports reached 928,000 units in October, a year-on-year increase of 69%, and exports accounted for 35% of the manufacturer's sales volume. Among them, 582,000 new energy passenger vehicles were exported, a year-on-year increase of 145%. A00+A0 class pure electric vehicles accounted for 56% of pure electric exports. Since export models are mainly mainstream models at medium to low prices, independent brands that focus on cost performance and scale advantages are more resilient in sales, driven by exports, while car companies that rely on high-end or pure fuel models are under greater pressure. This reflects the core logic of the current car market: under the pattern of “domestic stock game, overseas incremental breakthroughs,” the structural dividends of exports are reshaping the competitive position of independent brands.

Cui Dongshu of the Automobile Federation Branch published an article stating that in the context of the automobile market under pressure and the year-on-year decline in retail sales in October 2026, strong export performance became a key variable supporting the sales volume of car companies, and the export structure showed obvious characteristics of “medium to low price mainstream models”, which directly contributed to mainstream independent brands performing more prominently in performance differentiation. Specifically, passenger car exports reached 928,000 units in October, a year-on-year increase of 69%, and exports accounted for 35% of the manufacturer's sales volume. Among them, 582,000 new energy passenger vehicles were exported, a year-on-year increase of 145%. A00+A0 class pure electric vehicles accounted for 56% of pure electric exports. Since export models are mainly mainstream models at medium to low prices, independent brands that focus on cost performance and scale advantages are more resilient in sales, driven by exports, while car companies that rely on high-end or pure fuel models are under greater pressure. This reflects the core logic of the current car market: under the pattern of “domestic stock game, overseas incremental breakthroughs,” the structural dividends of exports are reshaping the competitive position of independent brands.