Chinese Auto Globalisation: Tariffs Are Moving Production, Not Removing Chinese Industrial Power

Scope: This assessment examines China’s automobile export and overseas-manufacturing expansion from 2024 through 13 September 2026, with particular attention to EV/NEV trade, tariff-jumping foreign direct investment, CKD/SKD assembly, plant localisation, battery and software value capture, and the industrial-policy implications for the European Union and other major host economies over a five-year horizon. Executive Summary / … Leggi tutto Chinese Auto Globalisation: Tariffs Are Moving Production, Not Removing Chinese Industrial Power