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Daily BriefingJul 28, 2026

China Refutes 'Overcapacity' Claims, Repeatedly Citing the Automotive Industry

China’s Ministry of Commerce released a detailed rebuttal against claims of industrial overcapacity, using the electric vehicle sector as a key example to demonstrate market-driven competitiveness and strong domestic demand. The report underscores China's role in the global green transition and calls for open, cooperative supply chains.

china-foreign-trade-geopolitical-barometerChinese Automaker Global Expansion and Competition
Daily BriefingJul 28, 2026

EU Battery Passport Countdown Begins: Chinese Enterprises Face Major Compliance Challenge

Starting February 18, 2027, the EU will require all traction batteries sold in its market to carry a digital battery passport disclosing critical environmental and supply chain data. With Europe absorbing 42.1% of China’s battery exports, non-compliance risks major market exclusion.

Battery Industry Regulation and Competitionchina-foreign-trade-geopolitical-barometer
Daily BriefingJul 25, 2026

LG Energy Solution Sues EVE Energy in the U.S. Over Cylindrical Battery Patent Infringement

LG Energy Solution has filed a patent lawsuit against EVE Energy in the U.S., targeting its high-rate cylindrical batteries used in power tools. The case, accompanied by an ITC investigation, could lead to import restrictions on EVE’s products in the American market.

Battery Industry Regulation and CompetitionEV Industry Legal and Reputational Issues
Daily BriefingJul 24, 2026

U.S. Proposes Legislation Setting 15% Chinese Ownership Red Line

The U.S. Senate Commerce Committee has advanced the 'Connected Vehicle Safety Act of 2026,' imposing a 15% ownership cap on Chinese entities in connected vehicle manufacturers. Mercedes-Benz faces immediate risk due to combined stakes from BAIC and Geely totaling nearly 20%, potentially triggering a U.S. sales ban and threatening over 343,000 annual vehicle sales and Alabama-based jobs.

china-foreign-trade-geopolitical-barometerChinese Automaker Global Expansion and Competition
Daily BriefingJul 24, 2026

Multinational Automakers Face Obstacles in China Transformation

Multinational automakers are grappling with declining sales, slow decision-making, and poor localization in China’s rapidly shifting EV landscape. Challenges span intelligence integration, supply chain agility, and global export barriers for China-developed models.

Legacy Automaker EV TransitionsChinese Automaker Global Expansion and Competition
Daily BriefingJul 23, 2026

Geely and Ford Form Joint Venture to Build EV Plant in Europe

Geely and Ford have signed a deal to co-develop an EV production base at Ford’s Almussafes plant in Spain. Geely will invest €221M for a 34% stake, with production starting in 2027 and first EVs launching in 2028—helping Geely bypass EU tariffs on Chinese-made electric vehicles.

Chinese Automaker Global Expansion and CompetitionGeely EV Strategy and Restructuring
Daily BriefingJul 17, 2026

Recruitment Launched for Sino-German Smart Mobility Study Mission

Registration is open for a high-level Sino-German smart mobility study mission to Munich and Stuttgart in late August 2026. The program will connect Chinese EV and tech firms with German OEMs, regulators, and chipmakers to advance collaboration on smart cockpits, autonomous driving, and automotive semiconductors.

Chinese Automaker Global Expansion and CompetitionADAS and Autonomous Driving Technology
Daily BriefingJul 14, 2026

China's Electric Vehicle Exports Surge by 68.7%

China’s electric vehicle exports soared by 68.7% year-on-year in the first half of the year, fueled by strong global demand for green mobility solutions and aligned with worldwide decarbonization trends. Exports of related green products like e-bikes, lithium batteries, and wind turbines also posted significant gains.

china-foreign-trade-geopolitical-barometerChinese Automaker Global Expansion and Competition
Daily BriefingJul 10, 2026

Automotive Production and Sales Hold Steady at 15 Million Units in First Half of 2026

China’s automotive market remained stable in H1 2026 with 15 million units produced and sold, supported by a 65.3% year-on-year export increase and NEV penetration nearing 50%, despite a 21.1% decline in domestic sales.

Automotive IndustryChinese Automaker Global Expansion and Competition
Daily BriefingJul 10, 2026

Automobile Sales Reach 15.017 Million Units in First Half of 2026

In H1 2026, China sold 15.017 million vehicles, including 7.446 million new energy vehicles—a 7.3% YoY increase. Exports surged 75% in June alone, while commercial vehicles and Chinese brands showed resilience.

Automotive IndustryChinese Automaker Global Expansion and Competition
Daily BriefingJul 9, 2026

China's Auto Exports Surpass One Million for the First Time in June, with NEVs Accounting for 60%

In June, China exported over 1 million vehicles for the first time ever, with new energy vehicles (NEVs) making up 60% of shipments. Weak domestic demand is pushing automakers to prioritize exports and electrification, setting the stage for a record-breaking year with projected annual exports exceeding 10 million units.

china-foreign-trade-geopolitical-barometerChinese Automaker Global Expansion and Competition
Daily BriefingJul 9, 2026

Chery Takes Over Nissan's South Africa Plant to Accelerate Global Manufacturing

Chery has officially acquired Nissan’s Rosslyn assembly plant in Pretoria, South Africa, establishing its first wholly owned manufacturing base in Africa with a 50,000-unit annual capacity. This strategic move supports Chery’s global expansion amid rising trade barriers and strengthens its position as a top Chinese EV exporter.

Chinese Automotive Manufacturers into the African Market (2026 Edition)Chinese Automaker Global Expansion and Competition
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