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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
Chery, Bosch sign Europe ADAS nomination; production to start in 2028, over 800,000 units in five years

Chery, Bosch sign Europe ADAS nomination; production to start in 2028, over 800,000 units in five years

Chery Automobile and Bosch signed a project nomination in Paris. The two parties will cooperate on Chery's first batch of localized ADAS projects in Europe, covering Bosch's fourth-generation multi-purpose camera MPC4 and an integrated driving and parking system. The system is planned to be installed on six all-new Chery models, with mass production to start in 2028 and total output expected to exceed 800,000 units over a five-year cycle. Bosch disclosed that MPC4 series camera nominations have covered more than 50 models, with orders exceeding the ten-million-unit level; its one-stage high-level intelligent driving assistance solution has completed testing and validation in Germany, France, and Japan, and is planned to achieve road adaptation validation in multiple regions including North America, the Middle East, Southeast Asia, and the EU within 2026. This nomination reflects that Chinese automakers' going global is extending from vehicle exports to localization of the intelligent supply chain.

1971 day 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
Anfia Proposes Zero Tariffs on Chinese Car Imports Within 8% Quota

Anfia Proposes Zero Tariffs on Chinese Car Imports Within 8% Quota

Vavassori, president of the Italian automotive components association Anfia, proposed that the EU set an import quota for cars made in China, with zero tariffs for up to 8% and an 80% tariff on the portion above that, covering components as well. Chinese brands currently account for more than 9% of new car sales in the EU, and the EU's current combined tariff rate on Chinese EVs is about 18% to 45%. Italian component exports fell 4.6% in the first half, may decline 10% for the full year, and could fall 40% to 50% by 2028 without protection. Whether the proposal can enter the EU agenda remains to be seen.

51035 days ago
China NEV Sales Rankings: Leapmotor Overtakes Tesla, BYD Dominates

China NEV Sales Rankings: Leapmotor Overtakes Tesla, BYD Dominates

According to data from the China Passenger Car Association (CPCA), August 2026 new energy vehicle (NEV) wholesale sales reached an estimated 1.51 million units, up 16% year-on-year and 4% month-on-month, indicating continued robust market expansion. BYD secured the top position with an overwhelming 433,384 units, creating a gap of nearly 260,000 vehicles against second-place Geely (173,675 units). The most eye-catching development was Leapmotor delivering 103,129 units, surpassing Tesla China (86,166 units) for the second consecutive month above the 100,000-unit threshold. XPeng delivered 39,107 units, Li Auto 37,679 units, NIO 35,836 units, and Xiaomi Auto maintained its position above 30,000 units. Cumulative NEV retail sales from January to August 2026 reached approximately 8.869 million units, with a penetration rate of 52%, confirming NEVs as the market mainstream.

91040 days ago