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China-EU Consultations Signal Easing as Four Automakers Chart Different Paths

China-EU Consultations Signal Easing as Four Automakers Chart Different Paths

The second regular meeting of the China-EU Trade and Investment Consultation Mechanism was held in Beijing from October 8 to 9. The two sides reached an understanding on hybrid vehicle trade and agreed to advance price undertakings and review procedures in the electric vehicle anti-subsidy case. On October 14, Changan, Leapmotor, Dongfeng and GAC successively expressed support, but their European focuses vary: Changan stressed localization "in Europe, for Europe"; Leapmotor said it has established more than 1,000 outlets in 36 countries and entered local manufacturing; Dongfeng focuses on compliance and taking hybrid technology overseas; and GAC is deepening local cooperation. Industry insiders believe trade costs remain a key variable in automakers' European investment decisions.

1991 day ago
China's Commerce Ministry Opposes EU Request for Voluntary Limits on Hybrid Vehicle Exports

China's Commerce Ministry Opposes EU Request for Voluntary Limits on Hybrid Vehicle Exports

On September 18, 2026, China's Ministry of Commerce responded to the China-EU hybrid vehicle trade dispute, explicitly opposing the voluntary export restraints proposed by the EU and saying they seriously violate WTO rules. Previously, the EU asked China to voluntarily limit hybrid vehicle exports to Europe, otherwise it might impose higher tariffs. Data show that EU imports of hybrid vehicles from China rose from 3,800 units in October 2024 to 50,000 units in July 2026. The EU hopes to limit this share to about 15%, but it has already exceeded one third. In the same period, China's August vehicle exports reached 1.01 million units, up 65.3% year on year, of which new energy vehicle exports were 526,000 units, up about 130% year on year. Overseas markets have become an important growth support, and China-EU trade issues have also extended from pure electric vehicles to hybrids and localized production.

46427 days ago
BYD Recalls 183,211 Tang and Qin Vehicles in China Over Brake Pedal Stopper Pad Material Defect

BYD Recalls 183,211 Tang and Qin Vehicles in China Over Brake Pedal Stopper Pad Material Defect

On September 18, 2026, the State Administration for Market Regulation issued an announcement that BYD is recalling some Tang and Qin series models, totaling 183,211 vehicles, with production spanning from 2014 to 2022. The recall is due to abnormal material in the brake pedal limit pad, which may crack and fall off and cause the brake lights to illuminate incorrectly. BYD will replace the improved parts free of charge. The Tang series recall involves 142,895 vehicles, and the Qin series 40,316 vehicles. From January to August this year, cumulative sales of the Tang and Qin fell 34.96% and 52.88% year on year, respectively. During the same period, BYD's August new energy vehicle sales were 440,293, up 17.84% year on year.

39827 days ago
Sunwoda unveils 15C fast-charging battery: 10%-97% in 9 minutes, 10,000 MW stations by 2027

Sunwoda unveils 15C fast-charging battery: 10%-97% in 9 minutes, 10,000 MW stations by 2027

Sunwoda Power released a 15C intelligent flash-charge battery system on September 17, claiming a 10% to 97% charge in 9 minutes at room temperature and 15 minutes at minus 20°C, with a range of over 700 km, and offering a 10-year or 300,000 km warranty. The company plans to build 10,000 megawatt-level charging stations by the end of 2027, but did not disclose locations or mass-production vehicle models. The intelligent monitoring system released at the same time can warn of more than 20 types of faults 2 to 10 days in advance, with 99.77% accuracy. The article argues that flash-charging competition is shifting from technology launches to network expansion, and its overseas path remains to be seen.

28927 days ago

Leapmotor Advances European Localization: B10 Pre-Production in Spain, B03X Launched in Italy at €19,900

In September 2026, Leapmotor began pre-production of the B10 compact battery-electric SUV at Stellantis's Zaragoza plant in Spain, using local content to avoid EU tariffs; at the same time, it launched the B03X small electric SUV in Italy at 19,900 euros to enter Europe's entry-level market. European BEV registrations in August reached 202,833 units, up 54.2% year on year, with a 30.5% market share. Chinese automakers' European localization paths are diverging: BYD tends to build multiple bases itself, while Leapmotor leverages Stellantis's production capacity.

45528 days ago

BYD May Join China-U.S. Summit Business Delegation; Overseas Signals Awaited

People familiar with the matter say BYD may be included in the Chinese corporate delegation for the China-US summit, but this has not yet been officially confirmed. In the European market, BEV registrations in 16 core markets reached 202,800 in August, up 54.2% year on year, with market share rising to 30.5%; cumulative registrations in the first eight months exceeded 1.67 million. Leapmotor is pre-producing the B10 at Stellantis's Zaragoza plant in Spain, using local content to circumvent EU tariffs; BYD plans to build three vehicle assembly plants and one battery plant in Europe, with trade policies and export channels adjusted in tandem.

40528 days ago

Volkswagen Exports China-Made Cars to Africa, GM May Follow as Capacity Allocation Shifts

The decline in China's light vehicle demand is driving multinational automakers to adjust their global production capacity allocation. On September 11, FAW-Volkswagen launched sales in Madagascar, becoming the first multinational automaker to export China-made vehicles to Africa. In August, BEV registrations in 16 core European markets reached 202,833 units, up 54.2% year on year, with their share rising to 30.5%. BYD plans to build three vehicle plants and one battery plant in Europe, while Leapmotor uses Stellantis's Spanish plant for localized production to avoid tariffs. The UK faces pressure from EU tariffs and rules of origin, and Nissan, McLaren, and Yokohama are simultaneously adjusting capacity and supply chains.

41129 days ago
Denza Z9S to Launch on September 23 with Up to 1,100 km Range

Denza Z9S to Launch on September 23 with Up to 1,100 km Range

The Denza Z9S mid-to-large battery-electric sedan will launch on September 23, 2026. Pre-sales began on August 3, with pre-sale prices from 319,800 to 389,800 yuan across three versions, offering CLTC ranges of 780 km, 920 km, and 1,100 km, respectively; the 1,100 km version is officially described as the longest range of any mass-produced battery-electric vehicle globally. The new model is based on the Denza e3 platform, comes standard across the lineup with rear-wheel steering, supports 5-minute flash charging from 10% to 70% battery, and is equipped with God's Eye B driver assistance. Denza has not yet announced an overseas launch timetable or export plans, and its overseas competitiveness will still depend on future pricing and localization progress.

45429 days ago
After 7.098 Million Vehicle Exports, Chinese Auto Globalization Enters Deep Water

After 7.098 Million Vehicle Exports, Chinese Auto Globalization Enters Deep Water

In 2025, China's automobile exports reached 7.098 million units, a year-on-year increase of 21.1%, of which new energy vehicle exports reached 2.615 million units, a year-on-year increase of 103.7%. The industry's focus is shifting from export scale to the depth of globalization. The degree of openness of overseas markets varies significantly. Chinese automakers are advancing globalization through local factory construction, product portfolios, and ecosystem-based operations. According to statistics from Gasgoo Automotive Research Institute, the planned annual overseas production capacity of Chinese automakers increased from about 3.44 million units in 2023 to nearly 6.85 million units in 2026.

55229 days ago
Fang Cheng Bao Formula S/GT Launched: 10–70% Charge in 5 Minutes

Fang Cheng Bao Formula S/GT Launched: 10–70% Charge in 5 Minutes

On September 16, 2026, BYD's Fangchengbao launched the Formula S and Formula S GT, the former a coupe and the latter a shooting brake, with nine trims in total, priced from 189,900 to 239,900 yuan. The lineup has a CLTC range of 730 to 900 km, offers rear-wheel drive and all-wheel drive, and a maximum combined AWD output of 490 kW. It debuts an intelligent magnetorheological suspension, is equipped with LiDAR and God's Eye B, and supports urban navigated assisted driving. Officially, its competitors are the Xiaomi SU7 and Tesla Model 3, and charging from 10% to 70% takes 5 minutes.

48729 days ago
10% vs 45% Tariff Gap: Why Hybrid Vehicles Are the EU’s New China Trade Focus

10% vs 45% Tariff Gap: Why Hybrid Vehicles Are the EU’s New China Trade Focus

The EU plans to extend trade restrictions from pure electric vehicles to hybrid vehicles. The Financial Times reports that the EU is seeking to negotiate a voluntary limit by China on hybrid vehicle exports to Europe, and may impose additional tariffs if no agreement can be reached. Currently, Chinese-made hybrids are subject to a 10% tariff on exports to Europe, while pure electric vehicles face up to about 45%. EU imports of hybrids from China rose from 3,800 units in October 2024 to 50,000 in July 2026, with average prices falling over the same period. The EU's trade deficit with China is about 1 billion euros a day on average, and Trade Commissioner Sefcovic is expected to visit China in October for consultations; the outcome of the negotiations will affect the cost structure of Chinese automakers in Europe.

58129 days ago
Li Auto i9, Arcfox T7 and Fang Cheng Bao S launch same week as charging and smart driving take focus

Li Auto i9, Arcfox T7 and Fang Cheng Bao S launch same week as charging and smart driving take focus

On September 16, 2026, the Li i9, Arcfox Alpha T7, and Fang Cheng Bao Formula S were launched in the same week, with starting prices of RMB 369,800, RMB 132,800, and RMB 189,900, respectively, covering a large flagship battery-electric SUV, a mid-size family SUV, and a mid-to-large battery-electric sedan. The three cars respectively use space, chassis, and hardware, the downward extension of Huawei's intelligent driving, and a 900 km range plus 5-minute flash charging as selling points, reflecting competition among Chinese new energy vehicle makers in energy replenishment, intelligent driving, and by-wire chassis, and providing a product foundation for overseas expansion.

46629 days ago