China's electric vehicle exports surge by 74.3%, causing Western nations to tremble—prompting widespread complaints about the U.S. military's attack on Iran!

On April 9, 2025, the China Passenger Car Association released a report that left the global auto industry wide awake: In March this year, China exported 695,000 passenger vehicles, a staggering 74.3% increase year-on-year. That same month, domestic retail sales of passenger vehicles in China stood at 1.648 million units, declining by 15% compared to last year. Exports have become a lifeline—and also the fuse that has ignited Western anxiety.

But the real blow is yet to come. In March, exports of new-energy passenger vehicles from China soared to 349,000 units, up 139.9% year-on-year, accounting for more than half of total export volume. Reuters immediately reported on this figure.

Europeans are still debating how to impose tariffs to block Chinese cars, while Americans are torn over whether to continue subsidizing domestic manufacturing—but now oil prices have delivered an unexpected boost. Wall Street analysts quickly calculated: at this pace, China’s automotive exports could very well break through the 10 million mark in 2025, while global annual car sales barely exceed 90 million. If China’s annual production surpasses 36 million units, it would capture nearly 40% of the global market—directly rewriting the rules of the game. The Western EV giants are truly starting to tremble.

In 2024, China’s auto exports reached 6.41 million units, surpassing Japan for the first time to claim the top spot globally. Chinese car brands’ billboards are becoming increasingly common across Europe, Southeast Asia, Latin America, and the Middle East. For every three Chinese vehicles sold abroad, more than one is an electric vehicle.

Now, the U.S. military's offensive against Iran has triggered a sharp spike in oil prices. Higher fuel costs make refueling painful. Consumers around the world are frantically recalculating: Should I buy a gasoline-powered car or an electric one? This once-difficult choice has suddenly become too easy.

Electric vehicles already cost only one-third to half as much to operate as gasoline cars. With rising oil prices, the savings become even more glaring. Europeans who were previously hesitant have now rushed to buy Chinese EVs using credit cards. In Southeast Asia, ride-hailing drivers are collectively switching vehicles—because without doing so, their daily earnings won’t even cover fuel costs.

The irony is thick: The U.S. military went to war in the Middle East to demonstrate power, but after establishing its dominance, consumers are flocking to electric vehicles—precisely boosting China’s EV industry to new heights. Even American media outlets are complaining: "We go to war, China sells cars—who really profits from this deal?"

Original source: toutiao.com/article/1862410888110156/

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