IFAC: In May, the distribution of new energy vehicles is estimated to be 1.36 million, an increase of 12 per cent.

According to news from IT House on 2 June, the latest data released today by the Union show that in May 2026, the country ' s new energy source was estimated at 1.36 million cars, an increase of 12 per cent over the same period and an increase of 11 per cent over the ring, resulting in an increase in the sum of the two digits.

Of these, Tesla China delivered 85,982 electric vehicles in May, an increase of 39.4 per cent over the same period, an increase of 8 per cent over the ring, a new high in single-month delivery in 2026, and a year-on-year increase in Tesla’s delivery for the seventh consecutive month.

In its analysis, the Commission noted that in May 2026, new energy production and sales were driven by multiple factors. Owing to the disruption of navigation in the Straits of Hormuz, the international crude oil market has fluctuated sharply, with retail prices of domestic finished oil rising in two consecutive rounds in May, with a cumulative increase of nearly $400 per ton, significantly raising fuel vehicle costs. High oil prices have directly suppressed the willingness to consume conventional fuel vehicles, magnifying the low-energy cost advantage of new energy vehicles and accelerating the switch in consumption demand from oil to electricity.

At the same time, it has continued to optimize output and improve the efficiency of its supply, with the addition of a midday break in June and May, which has allowed for a full day of work in the construction of the vehicle, thus guaranteeing its release. In addition, high international oil prices have also generated strong demand for electric alternatives in overseas markets. The autonomous brand of new energy vehicles, based on the advantages of energy-consuming technologies and high value for money, has steadily expanded their export size, resonating with domestic demand and resonating with demand, building on the strength of new energy production and sales in May.

The growth of the new energy market in May has been more widespread in terms of the business sector. In May, new energy was sold to a single-month record in May.

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