Michael Dunne(@dunne_insights):Shocking numbers, not widely publicized. China car sales fell 24% in August. It's the 11th straight month of decline in world's largest market. China Car Market Sales YTD 2026 by Select Makers Tesla down 12% Toyota down 18% VW down 26% Mercedes down 29% BYD down 33% Honda down 37% Chevy (discontinued China sales in August 2026, after selling only 36 vehicles all year). In a market of 25 million units, a 24% decline represents a collapse of almost 6 million cars on an annual basis. That's the size of the entire Japan car market. Sources: Marklines, Reuters, CPCA, Company reports.

2026.09.11 04:16

Shocking numbers, not widely publicized. China car sales fell 24% in August. It's the 11th straight month of decline in world's largest market. China Car Market Sales YTD 2026 by Select Makers Tesla down 12% Toyota down 18% VW down 26% Mercedes down 29% BYD down 33% Honda down 37% Chevy (discontinued China sales in August 2026, after selling only 36 vehicles all year). In a market of 25 million units, a 24% decline represents a collapse of almost 6 million cars on an annual basis. That's the size of the entire Japan car market. Sources: Marklines, Reuters, CPCA, Company reports.