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Chinese Auto Export

Ford and Geely Form Joint Venture in Spain, Multi-Energy Vehicles from 2028

Ford and Geely Form Joint Venture in Spain, Multi-Energy Vehicles from 2028

On July 23, 2026, Ford Motor Company and Geely Automobile Holdings announced a manufacturing joint venture at Ford's Valencia, Spain plant. Ford holds 66% and Geely 34% of the JV, which will share a facility with annual capacity of approximately 500,000 units to produce multi-energy vehicles for both brands. Operations are expected to begin in H1 2027, with the first new models rolling off the line in 2028. The move accelerates Geely's European localization strategy while supporting Ford's product offensive in Europe.

1374 days ago
Brazil Raises NEV Tariff to 35% in July, Mexico Imposes 50% on China

Brazil Raises NEV Tariff to 35% in July, Mexico Imposes 50% on China

In July 2026, multiple global trade rules took effect, significantly impacting Chinese NEV exports. Brazil raised NEV tariffs to 35%, eliminating previous phased discounts. Mexico increased passenger vehicle tariffs on China to 50% from January 2026. EU draft local content rules require 70% localization. UK automakers warned of potential 140 million GBP tariff losses from post-Brexit rules. Australia, Southeast Asia, and Central Asia remain relatively open, but localization requirements are gradually increasing. Chinese automakers are shifting from "product export" to "ecosystem globalization" through local production.

60221 days ago
Nissan UK Plant to Manufacture Cars for Chery: Chinese Automaker's First Reverse Integration of Japanese Giant

Nissan UK Plant to Manufacture Cars for Chery: Chinese Automaker's First Reverse Integration of Japanese Giant

Nissan Motor and Chery International UK have signed a non-binding memorandum of understanding to open Nissan's Sunderland plant Line 1 for Chery vehicle production starting April 2027. This marks the first time a Chinese automaker has reverse-integrated Japanese giant resources through technology export plus capacity sharing, signaling the birth of a fourth export model beyond complete vehicles, KD kits, and self-built factories.

26943 days ago
U.S. Congress Proposes Bill to Ban Chinese-Affiliated Automakers with Over 15% Stake

U.S. Congress Proposes Bill to Ban Chinese-Affiliated Automakers with Over 15% Stake

U.S. Congress is reviewing targeted legislation that would prohibit automakers with over 15% ownership by foreign adversary governments from producing, selling, or importing vehicles in America. Mercedes-Benz could be forced to exit the U.S. market due to BAIC and Geely stakes. If enacted, this would mark a new phase in global automotive trade protectionism and further accelerate Chinese companies' deep cultivation of alternative markets in Central Asia and Russia.

27543 days ago