Caixin Global (18 Sep 2026) reports that China’s August exports of the so-called ‘new three’ green technologies — electric vehicles, lithium batteries and solar cells — surged 36% year on year to USD 23 billion, according to detailed customs data released Friday. The same data show broader mechanical and electrical product exports rose 33% to a record USD 262.3 billion, the seventh month this year above the USD 200 billion mark.
Within the ‘new three’, EV export value soared 65.3% to USD 11 billion, with volumes up 57.2% to 572,000 units. Plug-in hybrid passenger cars jumped 115.4% to USD 4.1 billion (nearly 40% of EV export value); pure-electric passenger cars rose 41.8% to USD 5 billion. Lithium-battery shipments rose 33.4% by value to USD 9.6 billion and 22.9% by volume to 530 million units. Solar-cell exports moved the other way: volumes fell 37.8% to 925 million units and value fell 23.1% to USD 2.3 billion.
Caixin notes that rising prices for AI-related products also supported the mechanical and electrical total: automatic data-processing equipment and components exports surged 77% to USD 30.4 billion, and integrated-circuit export value jumped 129.8% to USD 40.7 billion even as shipment volume fell 7.9%. Guotai Haitong analysts, cited in the same piece, warned Q4 growth may slow as US and European barriers rise — including EU anti-subsidy duties on EVs and the Carbon Border Adjustment Mechanism moving from expectation into cost. Those outlook comments are analyst views, not published tariff decisions.