China’s car market is heading for its worst year since 2021. Sales fell 20% in the first half.
THE SO WHAT
A 20% drop to 8.7M units in H1 means China’s auto overcapacity problem is getting sharper — and that pressure will spill into exports, pricing, and EV component supply globally. If you depend on automotive demand or supply, model more aggressive price competition and potential policy responses over the next 12–24 months.
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