Pressemitteilung: Are the EV tariffs working? Western carmakers shifted production to EU, but Chinese brands continue to grow – analysis

Imports of Chinese batteries, which face virtually no tariffs, increased seven fold
The EU’s electric car tariffs succeeded in reducing the market share of EVs made in China, according to T&E analysis of the trade measures. But while the share of electric cars produced in China by western brands fell, imports from Chinese brands continued to grow. To avoid Europe becoming a dumping ground – or a mere assembly plant – for Chinese EVs, T&E called for further trade measures including tariffs on Chinese batteries.
Western brands move production
Electric cars produced in China accounted for 17% of the EU BEV market in the first quarter of 2026, down from a peak of 22% in 2024 when tariffs were introduced, the analysis finds. The drop was largely driven by Western brands Tesla, BMW and Volvo switching production from China to Europe. European manufacturers' share of Chinese BEV imports fell from 38% in 2024 to 23% in Q1 2026, and Tesla’s dropped from 26% to 19%. Chinese carmakers now account for more than half of Chinese BEV imports.
Chinese carmakers’ response: onshoring and PHEVs (....)

Der vollständige Inhalt dieser Pressemitteilung wird auf unserer Seite nicht angezeigt.
Zum Lesen der Mitteilung klicken Sie bitte auf den folgenden Link:

-> Pressemitteilung: Are the EV tariffs working? Western carmakers shifted production to EU, but Chinese brands continue to grow – analysis

Quelle: European Federation for Transport and Environment AISBL

Stichwörter: European Federation for Transport and Environment AISBL, EU EV tariffs, Chinese EV imports, Western carmakers, onshoring, SAIC, BYD, PHEV market, Chinese battery imports, EU battery supply chain, car CO₂ targets, EU Industrial Accelerator Act, Corporate Fleets law, The presence of Chinese automakers in the EU car market (Lucien Mathieu, Ludovico Machet)

The presence of Chinese automakers in the EU car market (Lucien Mathieu, Ludovico Machet)

Kategorie(n): Märkte & Konjunktur, Neue Publikationen