China’s EV Export Boom Accelerates: Implications for Global Auto Parts Trade

Beijing / Frankfurt, November 25, 2025 — China’s electric vehicle (EV) export momentum is reaching new heights, creating ripple effects through the global automotive parts supply chain. According to a recent report by the China Association of Automobile Manufacturers, China exported 256,000 new energy vehicles in October, nearly a 100% increase year-on-year. 新浪财经

This surge is part of a broader “go global” push by Chinese automakers. In September, the total value of China’s auto exports rose sharply, with export trade up 9.8% compared to the same month last year. 10100 At the same time, vehicle imports into China continue to shrink dramatically, deepening a fundamental shift in the country’s automotive trade pattern. 新浪财经+1

Key Implications for Global Auto Parts Trade

1. Rising Aftermarket Demand in Export Destinations
   As more Chinese EVs flood overseas markets, particularly in Southeast Asia, Latin America, and parts of Europe, demand will spike for compatible replacement parts—battery-related modules, electric drivetrain filters, and other EV-specific wear items.

2. Increased Pressure on Non-Chinese Suppliers
   With Chinese EV brands expanding their global footprint, traditional parts suppliers in Europe and North America may face lower margin pressure. Some may need to localize their sourcing or partner more deeply with Chinese component manufacturers.

3. Trade Complexity and Risks
   Despite the boom, the export wave isn’t risk-free. Countries like the EU continue to impose high import duties on EVs from China. 新浪新闻+1 These trade barriers may force parts exporters to adopt multi-market strategies—balancing between tariff-exposed markets and more favorable regions.

Bilink Auto Parts’ Strategic Opportunities

• Sourcing for Exporters: Bilink can position itself as a bridge for international buyers, supplying components that align with the growing Chinese EV fleet.

• Stocking EV-Compatible Parts: Prioritize EV-specific parts (e.g., thermal management, filters, and mounting components) to capture aftermarket demand.

• Flexible Logistics Networks: Use its global logistics capabilities to serve both traditional ICE markets and fast-growing EV markets.

• Risk Mitigation: Help customers navigate trade risks by sourcing from diversified suppliers and pre-positioning inventory in key export regions.

At Bilink Auto Parts, our deep ties with Chinese automakers and component manufacturers enable us to offer high-quality, export-ready parts at competitive prices. Our global reach ensures stable shipping for distributors and workshops worldwide. As EV exports from China continue to accelerate, trust Bilink to be your strategic sourcing partner.