Wasnt CN also tryjng to join CPTPP?
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
This is perfectly normal. Chinese consumers have always paid such high prices for imported cars, and no one would expect to buy a Mercedes-Benz in China at the same price as in Germany.
Some countries like Japan and Canada allowed UK, an out of region country, to join instead.
China domestic car sales Chinese Brands August 2025 and YoY
| Brand | Aug-25 | Aug-24 | YoY |
| BYD | 284005 | 364228 | -22.03% |
| Geely Galaxy | 101199 | 26438 | 282.78% |
| Wuling Motors | 80164 | 80519 | -0.44% |
| Geely Auto | 71620 | 67663 | 5.85% |
| Changan | 54990 | 59651 | -7.81% |
| Leapmotor | 51162 | 28005 | 82.69% |
| Chery | 49335 | 59063 | -16.47% |
| HIMA | 44561 | 33951 | 31.25% |
| Xiaomi Auto | 36396 | 13111 | 177.60% |
| Haval | 36205 | 25320 | 42.99% |
| Hongqi | 36172 | 34648 | 4.40% |
| Xpeng | 34691 | 11536 | 200.72% |
| Changan Qiyuan | 32038 | 11366 | 181.88% |
| Jetour | 29863 | 37207 | -19.74% |
| Li Auto | 28529 | 48122 | -40.72% |
| GAC Trumpchi | 25309 | 22601 | 11.98% |
| Lynk & Co | 25037 | 21358 | 17.23% |
| GAC Aion | 23331 | 31147 | -25.09% |
| Deepal | 22035 | 13158 | 67.46% |
| Chery Fulwin | 17704 | 0 | #DIV/0! |
| Onvo | 16434 | 0 | #DIV/0! |
| Roewe | 16323 | 10000 | 63.23% |
| Zeeker | 15522 | 18015 | -13.84% |
| Fangchengbao | 15486 | 4876 | 217.60% |
| FAW Bestune | 14637 | 12362 | 18.40% |
| Tank | 14360 | 12385 | 15.95% |
| Voyah | 13505 | 6156 | 119.38% |
| BAIC | 12346 | 8394 | 47.08% |
| ARCFOX | 10500 | 10001 | 4.99% |
| Nio | 10361 | 20176 | -48.65% |
Last edited:
BYD needs to consolidate all upscale brands into 2 brand: one is hard-core trucks and SUVs and the other is premium cars. Model lineups and pricing need to be tailor-made for actual market segments, not wishful thinking. Specifically BYD must recapture 200k~250k segment while ruthlessly attacking 300k~350k segment.
I can see why BYD shark is doing well in Australia, not everyone needs to tow a 2.5 ton boat or carry 40 bags of cement. No need to drop 100k on a ford raptor when the Shark has all the same features at a significant discount, it ticks all the boxes for cosplaying as a trades person without burning a hole in the wallet.
Agree. Expecting mexico or even Canada to against the US economically is like expexting mongolia to go against China. Lol its not a rational thing to do. Since vast majority about 60% of their economy depends and relies on the US market. So to expect them to go against US policy objectives for China's sake foesnt make sense. Of course if mexico had to choose they will obviously and rightly so choose the US no debate there, and it makes sense for them . Can't fault them on this one. The US market and her consumption led economy is just too enticing for almost every country in the world, including china.
So we can't blame Mexico who is a neighbour to the US and relies even far more on the US than other countries.
Well, thats different because back then Chinese consumers had no choice, chinese cars were substandard and ridiculous actually, so if chinese consumers wanted a good quality car they had to deep into their wallet to buy an expensive western or japanese car brand.
However, its not the case with Europe. Europe still has decent cars from european/japanese and south korean car brands. So they still have a wide variety of choices. So it wouldn't make sense for BYD to charge similar or same price as this established car brands who already have an established brand image and loyal consumer base. To have a chance of dominating the market , Chinese brands will have to offer their car cheaper than their competition to stand a chance. They dont have to sell at the same price as in China they can still sell at a higher price but lower than european brands.
Eventhough i understand why they are charging so much more overseas compared to home, since the margins in China are so little that some brands are even ready to sell at razor thin margins to outcompete their rival and price them out of the market in the long run. So chinese brands need overseas market more and more reason their investment overseas will soon(if it doesnt yet) dwarf those in China. So it makes more economic sense for them to also focus on overseas markets given the bigger margins.
Wow, Geely is really eating into BYD market share with their price war strategy. If this continues in the long term then BYD might lose their number 1 crown. Shows how competitive the market is, and that we can never take things for granted.
I think the question is not why Mexico is following US in setting up tariffs on Chinese cars. The main question for me is why is China not kicking out US car companies in retaliation? Why is China allowing US car companies to benefit from Chinese industrial chain by exporting them parts?
Use your leverage and cripple them inside US itself, kick them out from Chinese market. A comprehensive tit-for-tat response to US suppression of Chinese car companies could have evened the playing field.
I think recent trade war has shown that softness does not work against US and its not like they will not attack you if you are soft, they will still attack you. And Europeans and Japanese are not acting nice just cause China is soft. They are also attacking China on trade and technology.
But toughness and using your leverage has forced US to back down in the trade war. I think every US attack should be followed by an equal or even disproportionate Chinese response. That will shock US into giving up.
Last edited: