From Vehicle Export to Supply Chain Globalization: China's Auto Industry Enters Era 2.0
In H1 2026, China exported 4.059 million vehicles, but the pure export model faces trade barriers including EU anti-subsidy duties and Southeast Asia capacity requirements. Huayu Automotive's new Serbia plant and CATL's Hungary gigafactory mark China's transition from "product export" to "capability export." 2026-2027 will be the critical validation window for overseas mass production capabilities.
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