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Trump: Not Opposed to Chinese Automakers Building U.S. Plants, Opposes Mexico-Made Cars Exported to U.S.

Trump: Not Opposed to Chinese Automakers Building U.S. Plants, Opposes Mexico-Made Cars Exported to U.S.

According to Reuters, on September 11 Trump said he did not oppose Chinese automakers building factories in the US, provided they hire American workers, but opposed producing finished vehicles in Mexico and re-exporting them to the US, and denied allowing Chinese cars to be sold in the US. US regulations in early 2025 effectively prohibit Chinese automakers from selling or producing passenger vehicles in the US, with tariffs on Chinese electric vehicles exceeding 100%; the Alliance for Automotive Innovation is pushing Congress for a permanent ban, hoping to pass it by the end of December. US-Mexico negotiations are planned to be reached before the November 2026 midterm elections, with tariffs, local content ratios and Chinese companies' investment in Mexico becoming variables, and both North American paths for Chinese automakers facing uncertainty.

47115 hours ago
BMW Neue Klasse Switches to 46-Series Cylindrical Cells, CATL and EVE Energy Supply

BMW Neue Klasse Switches to 46-Series Cylindrical Cells, CATL and EVE Energy Supply

BMW Group announced that starting from its next-generation EV platform "Neue Klasse," the sixth-generation BMW eDrive platform will fully transition to self-designed 46-series large cylindrical cells, replacing the previously used prismatic cells. CATL and EVE Energy have become core suppliers, each receiving approximately 50% of the order share. Cell-level volumetric energy density increases by over 20% compared to the fifth generation, and paired with an 800V high-voltage platform, range improves by 30% and charging speed by 30%. The first Neue Klasse model will begin production in Shenyang in 2026.

53227 days ago
June 2026 Power Battery Installations Surge Over 30% YoY; Energy Storage Batteries Grow Even Faster

June 2026 Power Battery Installations Surge Over 30% YoY; Energy Storage Batteries Grow Even Faster

The China Automotive Power Battery Industry Innovation Alliance released June 2026 data showing sustained high-speed growth in the power battery sector. Combined production of power and energy storage batteries reached 206.0 GWh in June, up 59.5% YoY. Combined sales hit 196.0 GWh, up 49.1% YoY. Energy storage battery growth (67.5%) significantly outpaced power batteries (41.8%), with export share continuing to climb.

44258 days ago