As China's carmakers ramp up overseas expansions, they mustn't repeat the price wars at home, writes @julianaliu (via @opinion) https://t.co/yP2ElOFF4O ...

Core Insights - Chinese car sales in Europe have surged significantly, with a 91% increase in the first nine months of 2025 compared to 2024, totaling 509,700 units sold [1][2] - Major Chinese brands like BYD, Leapmotor, Dongfeng, and Chery have experienced substantial sales growth, indicating a strategic shift towards hybrids and plug-in hybrids to counteract the impact of tariffs [2][5] Sales Performance - BYD's sales increased by 305%, while other companies like Skyworth, BAIC, and Dongfeng saw increases of 582%, 532%, and 430% respectively [5] - Saic Motor, which owns MG, led the sales with 226,047 cars sold, marking a 21% increase from the previous year [4] Market Dynamics - The European Union has imposed tariffs of up to 45% on Chinese electric vehicles, alongside an additional 35% tariff on imports, yet Chinese brands have managed to grow by focusing on hybrids and plug-in hybrids [2][3] - The shift in strategy has allowed Chinese manufacturers to maintain competitive pricing and product quality, contributing to their sales growth [5] Future Outlook - Continued growth is anticipated as Chinese carmakers plan to introduce more models and explore new technologies, including extended-range vehicles and local production [6]

Beijing’s campaign to rein in price wars and blunt deflation has done little to lift third-quarter earnings, leaving investors short on catalysts https://t.co/fwdfmvtHP8 ...

Price wars have advantages and disadvantages. Cheaper prices for the customer may seem great but aggressive price cutting can cause problems for businesses. https://t.co/DjwjRhdgvw ...

Industry Concerns - European business lobby in China calls on Beijing to address price wars and unsustainable competition [1] - The call comes as China prepares its next five-year plan [1]

Industry Policy - China pledged to rein in "irrational competition" in its electric vehicle industry [1] - Policymakers are concerned about price wars threatening economic growth in the EV sector [1]

Industry Trend - China's price wars are a race to the bottom [1]

Government Action - China's government is showing signs of taking action after years of concern over deflation and price wars [1]