China EV and Battery Exports Jump 50%‑78% in Q1
Get the Energy newsletter
Daily energy & climate — solar, EVs, oil, the policy fights and tech bets shaping the transition. Free.
- China saw lithium‑battery exports rise 50.4% in Q1, Wang Jun, deputy director of the General Administration of Customs, said, compared to the same quarter of 2025.
- China exported electric vehicles 77.5% more in Q1 year‑over‑year, according to the same customs data.
- China’s overseas sales of wind‑turbine parts and equipment jumped 45.2% in Q1 YoY.
- Chinese manufacturers front‑loaded lithium‑battery shipments to take advantage of higher export‑tax rebates before the rate fell to 6% on April 1 (down from 9%).
- China exported a record 349,000 electric vehicles in March, a 140% surge YoY, per the China Passenger Car Association cited by Bloomberg.
- Wang Jun indicated the export‑tax rebate will be eliminated by 2027, further lowering costs for exporters.
Why it matters: Chinese green‑tech firms capture market share as oil‑price turmoil forces buyers toward batteries, EVs and wind parts, boosting export revenues; the tax‑rebate cut and planned elimination further lower costs, while rival producers risk losing sales to the surging Chinese supply.
