HS 8703.80 / 8703.60 – China's NEV Passenger Car Export

HS anchor: HS 8703 (Motor cars, principally designed for transport of persons)

Key sub-codes for your RFQ:

8703.80 – Pure electric (BEV) passenger
8703.60 – Plug-in hybrid (PHEV) passenger 2025 full-year China auto export: 7.098 m units (+21.1%), world #1 for 3rd year 2026 May: NEV passenger export 424,000 units (+112.6% YoY), 54.1% of all passenger car export

The “China = cheap ICE car” narrative is dead. In May 2026, every 10 passenger cars exported from China, 5.4 were NEVs — and the mix is shifting: BEV 59.3% of NEV export (down from 66.1% a year ago), PHEV gaining fast (especially for LatAm / Middle East / Central Asia where charging is weak).

Why HS 8703.80 / 8703.60 Matter for Overseas Distributors

If you’re booking 2027 allocation, the OEM ranking under HS 8703 has permanently reordered:

Rank	OEM	May 2026 NEV export	Share	YoY
1	BYD	155,944	36.7%	+85.5%
2	Chery	62,398	14.7%	+142.3%
3	Geely	39,811	9.4%	+429%
4	Tesla China	38,701	9.1%	+67.7%
5	SAIC PV	22,450	5.3%	—
6	Leapmotor	20,168	4.8%	+451%

Data: CPCA, CnEVPost

BYD is no longer “a Chinese brand” — it’s the global NEV export leader by volume, with 598,433 units Jan–May 2026 (+67.6% YoY), 34.6% share.

Regional Flow (where these HS 8703.80/60 cars actually land)

EU: BYD Atto 3 / Seal / Seagull (tariff-exposed, shifting to Turkey/Hungary CKD)
ASEAN: Thailand CKD (BYD Rayong plant live 2025–26), Malaysia, Indonesia — 8703.80 BEV + 8703.60 PHEV both flowing
LatAm (Brazil/Mexico): PHEV share rising — Chery Fulwin, BYD Song Plus DM-i
Middle East / GCC: BYD Han / Tang PHEV, tank 500 PHEV (GWM) — hot segment
Russia/Central Asia: ICE still dominant, but PHEV 8703.60 entering via parallel export

HS 8703.80 / 8703.60 – China's NEV Passenger Car Export Boom (2026)

Buyer Procurement Note (HS 8703 Sourcing China, 2026)

⚠️ Three things changed in 2026 that your 2024 contract didn’t cover:

HS 8703.80 vs 8703.60 tariff differential — many markets (EU, UK, some LatAm) tax BEV lighter than PHEV; others (ASEAN under ATIGA) treat both NEV same. Your landed math shifts if you switch SKU mix.
CKD/SKD > CBU for 2026–27 — BYD Thailand, Turkey (2026 JV), Brazil (BYD Camacari 2027) — if you’re a distributor in those regions, CKD kit allocation (HS 8703 kits + 8708 parts) beats CBU quota.
8703.60 PHEV = the new margin pocket — charging-deficient markets (KSA, UAE, Kazakhstan, Brazil interior) can’t absorb BEV volume but take PHEV. Chery Fulwin + BYD DM-i series are the SKUs to watch, not just Atto 3.

China NEV Industrial Belts (which city = which brand)

Base	Dominant OEM / product	HS flow
Xi’an / Changsha / Hefei	BYD (Seal, Han, Yuan)	8703.80 BEV + 8703.60 PHEV
Wuhu	Chery (Fulwin, Tiggo NEV)	8703.60 PHEV heavy
Hangzhou / Ningbo	Geely (Zeekr, Galaxy)	8703.80 + premium BEV
Shanghai Lingang	Tesla (Model 3/Y export)	8703.80 pure
Baoding	GWM (Ora, Tank PHEV)	8703.60 PHEV SUV