China’s Car Market Shrinks at Home as Exports Drive a Global Expansion
13m | Oct 12, 2026China’s domestic passenger-car sales fell for a twelfth straight month in September 2026, while exports surged more than 60 percent year over year. The split reveals a fast-moving industrial transition—but also raises questions about consumer demand, excess capacity, trade retaliation, and the real environmental gains of exporting more electric vehicles.
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