China’s car exports beat last year’s record with four months to go
THE SO WHAT
China exporting 6.2M passenger cars in eight months—while domestic sales drop 25.6% and EU tariffs leave a plug-in hybrid gap—shows how fast its EV/PHEV overcapacity is being offloaded abroad. European OEMs and suppliers need a plan for a market where Chinese platforms set price and feature expectations, especially on electrified drivetrains.
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