Jing Ji Guan Cha Wang·2026-01-13 04:30Group 1 - The Ministry of Commerce of China reported on the progress of consultations regarding the EU's electric vehicle case, emphasizing mutual respect and the need for general guidance on price commitments for Chinese exporters of pure electric vehicles [2] - The European Commission has issued guidance for Chinese electric vehicle companies to submit price commitment applications, which could replace high anti-subsidy tariffs if agreements are reached [2] - The price commitment is a voluntary promise by exporters to sell products at or above a specific price level to mitigate the adverse effects of subsidies, potentially allowing for more flexible market access [2] Group 2 - In October 2024, the European Commission concluded its anti-subsidy investigation, imposing a five-year anti-subsidy tax of up to 35.3% on electric vehicles imported from China, while expressing willingness to negotiate price commitments as an alternative [3] - Despite the imposition of anti-subsidy taxes, the sales momentum of Chinese cars in the European market remains strong, with projections indicating sales exceeding 700,000 units in 2025, up from 408,000 units in 2024 [3] - Chinese automakers are advancing local production in Europe, with BYD starting construction of factories in Hungary and Turkey, and GAC Group collaborating with Magna for localized production of the AION V SUV in Austria [3] Group 3 - In November 2025, the Madrid City Government's investment promotion office announced that Spain would abstain from voting on tariffs against Chinese electric vehicles, creating a favorable environment for Chinese investments [4] - The European market presents significant potential for Chinese automakers, particularly in the new energy vehicle sector, with sales of new energy passenger vehicles in Europe projected to reach 3.32 million units from January to November 2025, reflecting a 30% year-on-year increase [4]