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  COMMENT
China's red-hot EV market cools
Yang Jian | 2019/6/14

SHANGHAI -- History has repeatedly shown that a market bubble created by government incentives will burst sooner or later.   That¡¯s what is happening with China¡¯s electrified vehicle market. After forging ahead, propelled by government subsidies for five years, the market is in for a hard landing.    Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
Beijing may regret retaliating against U.S. automakers
Yang Jian | 2019/6/7

SHANGHAI -- China¡¯s State Administration for Market Regulation this week slapped Changan Ford, Ford Motor Co.¡¯s car joint venture, with a hefty fine for fixing vehicle prices.   As China and the U.S. engage in a full-blown trade war, the ruling has created the impression that Beijing has begun targeting U.S. automakers in retaliation for U.S. President Donald Trump¡¯s tariffs on Chinese products.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
Hasty rollout of new emissions rules wreaks havoc on dealers
Yang Jian | 2019/5/31

As the new-vehicle market continues to contract, car dealers have come under increasing pressure with rising inventories.   Something else is poised to aggravate their pain: tougher emissions standards to be implemented much sooner than expected.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
U.S. brands are losing ground in China, but don't blame Trump
Yang Jian | 2019/5/24

SHANGHAI -- The Trump administration slapped punitive tariffs on a broad range of Chinese goods in July 2018, inviting retaliation from Beijing. So far this year, America¡¯s car brands have lost quite a bit of market share in China.   Are the two incidents related?   Not at all.    Pictured: Yang Jian is managing editor of  Automotive News China. 
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  How Beijing's campaign to protect the environment is hurting auto sales
Yang Jian | 2019/5/17

SHANGHAI -- China¡¯s economic growth has shown signs of stabilizing, but new light-vehicle sales have continued to decline, sliding 15 percent year on year to 6.8 million in the first four months.   What is prolonging the auto industry¡¯s slump? A government official points to China¡¯s environment protection campaign as a main culprit.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
Vehicles with 48-volt systems poised to thrive despite EV hype
Yang Jian | 2019/5/10

SHANGHAI -- Electric vehicle sales are exploding, hundreds of EV startups have emerged and the Chinese government is goading automakers to ramp up EV output with a carbon credit program.   Yet, the green vehicles that will first populate the world¡¯s largest auto market in the foreseeable future are not EVs, but those with cost-effective technology anchored by 48-volt systems.   Pictured: Yang Jian is managing editor of  Automotive News China. 
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  COMMENT
At Shanghai auto show, a dim future for most China EV startups
Yang Jian | 2019/4/26

Hundreds of new companies have popped up across China to develop electric vehicles with the dream of becoming the next Tesla.   Yet signs were evident at the Shanghai auto show that most of the EV startups will vanish in the near future.   Some 20 fledging EV makers showcased products at the show but only a small number of them have started production and just three have launched deliveries.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
Why VW may become 2nd foreign automaker to gain control of China JV
Yang Jian | 2019/4/12

SHANGHAI -- Beijing last year pledged to phase out ownership restrictions on foreign automakers that produce light vehicles through joint ventures in China. Now, Volkswagen Group is likely to become the second global auto manufacturer after BMW Group to gain control of a joint venture formed with a local peer.   The partnership in which VW is seeking to raise its share to more than 50 percent is the one established with Jianghuai Automobile Co.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
Chinese brands, unfazed by lower subsidies, prep more EVs
Yang Jian | 2019/4/5

SHANGHAI -- Beijing is set to wind down a subsidy program for electric vehicles and plug-in hybrids by the end of 2020 after cutting the incentives by more than 50 percent last week.   But judging from the vehicles Chinese brands plan to display this month at the Shanghai auto show, China's EV craze is still going strong.     Pictured: Yang Jian is managing editor of  Automotive News China. 
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  COMMENT
What's behind Beijing's steeper-than-expected cuts in EV subsidies?
Yang Jian | 2019/3/29

SHANGHAI -- By slashing subsidies and banning them for provincial governments, Beijing has cut financial incentives for domestically built electric vehicles and plug-in hybrids by some 75 percent.   The aggressive step is mainly intended to prevent automakers from relying on subsidies for sales and to curb local protectionism, government ministries said.  But other factors may well have prompted Beijing to slash the subsidies deeper than expected.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
For global automakers, the urgent but delicate need to take control of China JVs
Yang Jian | 2019/3/22

SHANGHAI -- Now that Beijing has promised to relax limits on foreign stakes in vehicle manufacturing and marketing joint ventures, it¡¯s time for global carmakers seeking to gain control of Chinese joint ventures to launch formal talks with local partners.   Delaying such talks could only create bad blood between partners, add complexity to future talks and undermine operating flexibility at a time of rapid change in China¡¯s auto industry.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
Chinese automakers renew drive to go global
Yang Jian | 2019/3/15

SHANGHAI -- Over the past decade, Chinese carmakers¡¯ exports to emerging markets have thinned to a trickle after key regions such as Russia, Brazil, North Africa and the Middle East encountered economic or social instability.   Now equipped with better technology and a new generation of products, Chinese car brands are regrouping to expand overseas by targeting Europe and a select group of major emerging markets.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
For Beijing, more to do to unshackle vehicle sales, services
Yang Jian | 2019/3/8

The Chinese government, in a major policy shift triggered in large part by pressure from the Trump administration, last year slashed vehicle import tariffs and started to allow foreign automakers to gain control of local joint ventures.   Now with China¡¯s economy sputtering, Beijing might want to dismantle other regulatory hurdles in the auto industry, especially restraints on the sale of pickups, used vehicles and aftermarket parts and services.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
VW's newest brand arrives at a bad time for Chinese automakers
Yang Jian | 2019/3/1

SHANGHAI -- Volkswagen Group, after contemplating the move for years, is ready to launch an entry-level brand in China. While the timing of the Jetta brand¡¯s debut is perfect for VW, it couldn¡¯t be worse for Chinese carmakers.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
China's sales slump: Not as scary as it seems
Yang Jian | 2019/2/22

SHANGHAI -- The latest sales figures from the China Association of Automobile Manufacturers are grim: New light-vehicle demand fell 18 percent year over year to 2.02 million in January. It was the seventh consecutive decline and the steepest monthly dip since July 2018.   But there are solid reasons to believe the world¡¯s largest vehicle market is not doing as badly as the raw numbers indicate.   Pictured: Yang Jian is managing editor of  Automotive News China
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  COMMENT
China woes expose lax quality control at JLR
Yang Jian | 2019/2/15

SHANGHAI -- Jaguar Land Rover blames its latest quarterly loss largely on "challenging market conditions in China," which include a rare decline in industrywide sales and the trade dispute between China and the United States.   But those challenges are only part of the problem facing the company. What has rattled JLR¡¯s fortunes in China most are persistent woes with reliability and dependability.   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Market contraction deals heavy blow to Chinese automakers
Yang Jian | 2019/2/1

SHANGHAI -- China¡¯s auto market shrank in 2018 for the first time since 1990, with new-vehicle sales dipping 2.8 percent to 28.1 million.   The contraction was not severe but it has created heavy financial pressure on Chinese automakers who have long been used to playing in a growing market.   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Inside VW's blueprint to meet Beijing's quotas for EV output
Yang Jian | 2019/1/25

SHANGHAI -- When Beijing floated a carbon credit program in 2016 with the goal of prodding automakers to ramp up electrified vehicle output, Volkswagen Group and the German government complained about the hasty rollout.   But to no avail. The program was enacted this month, and VW has no choice but to comply.  To meet the requirements, the German auto giant has hammered out a three-stage strategy, according to company executives in China.   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Who is buying EVs in China?
Yang Jian | 2019/1/18

Sales of electrified vehicles have been surging in China for years. But until recently, it remained unknown who was buying many of the vehicles.   But a new research project led by Beijing-based news website   Sina.com   discovered that a big chunk of the EVs automakers claim to have sold have ended up at their fleet and mobility operations.   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Regulatory chaos, confusion reign over EV market
Yang Jian | 2019/1/11

SHANGHAI -- The severe downturn in China¡¯s traditional vehicle market in the second half of 2018 caught automakers unprepared.   At the start of the new year, companies find themselves confronted with a thick layer of regulatory chaos and confusion surrounding the electrified vehicle market.  The major uncertainty facing automakers is how the Chinese government will wind down subsidies for electrified vehicles.    Pictured: Yang Jian is managing editor of   Automotive News China.
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  COMMENT
Why China's auto industry should be grateful for Trump
Yang Jian | 2018/12/14

If there is a vote for the Person of the Year in China's auto industry for 2018, no other person is as worthy of the title as U.S. President Donald Trump.   Trump's tariffs and trade war have added to the troubles facing the Chinese economy and prompted a large number of local consumers to cut spending and delay new car purchases.   But the responses the trade posture have elicited from Beijing and global automakers, either intended or unintended by Trump, are conducive to the industry's healthy development over the long term.   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Chinese brands seek to crack Western Europe with EVs
Yang Jian | 2018/12/7

SHANGHAI -- No Chinese brand has succeeded in distributing vehicles in Western Europe, but that may soon change as several Chinese companies are preparing to crack the market with electric vehicles.   Great Wall Motor Co., for example, expects to launch electric-car sales in Western Europe in late 2020 or 2021.   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Market downturn exposes excess capacity facing automakers
Yang Jian | 2018/11/30

When new-vehicle sales in China were rising the past two years, a slew of domestic carmakers and several of their global peers were already operating well below production capacity. The market downturn is now exacerbating the factory glut, forcing some automakers to seek suitors, sell plants and perhaps begin another wave of consolidation in China¡¯s auto industry.   Pictured: Yang Jian is managing editor of Automotive News China.
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  COMMENT
Why foreign automakers in China feel no pressure to develop EVs
Yang Jian | 2018/11/23

SHANGHAI -- Despite Beijing¡¯s plan to push automakers in China to ramp up local output of electric vehicles, foreign car manufacturers are in no rush.   Why?   Because they have gamed the government¡¯s carbon credit program that takes effect at the start of next year. As a result, they can avoid racing into China¡¯s EV market with their proprietary brands.   Pictured: Yang Jian is managing editor of Automotive News China.
>> Read Full Commentary

  COMMENT
Beijing's decision to maintain tax on auto sales is a bad move
Yang Jian | 2018/11/16

SHANGHAI -- The National Development and Reform Commission, China¡¯s central economic planning agency, has no plan to cut the tax on new-vehicle purchases as was widely expected.   Given the severe challenges confronting the Chinese economy, including slowing demand for new cars and light trucks, the government should reduce the tax as soon as possible, rather than sit idle and do nothing.   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Li Shufu's sky-high ambitions for Geely as mobility provider
Yang Jian | 2018/11/9

SHANGHAI -- Li Shufu, chairman of Zhejiang Geely Holding Group, until recently seemed interested only in building a business empire in the automotive world.   But that turned out to be a false impression.  Li¡¯s new mission is to expand Geely¡¯s reach beyond the auto industry to provide mobility services in areas few others would dream of.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
Can FAW achieve its bold revival plan for Hongqi?
Yang Jian | 2018/11/2

China FAW Group Corp., seeking to revive its ailing Hongqi brand, will focus the marque on developing, marketing and selling battery electric vehicles, fuel cell EVs and self-driving technology. The plan is ambitious -- but is it achievable?   Pictured: Yang Jian is managing editor of  Automotive News China.
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  COMMENT
Ford must do more to revive China operations
Yang Jian | 2018/10/26

SHANGHAI -- Ford Motor Co. is taking the right first steps to fix its troubled operations in the world¡¯s largest new-car market by making its China business a standalone unit and hiring a new China CEO with extensive experience in  the local market.  But the company must do more: Ford¡¯s China turnaround depends how fast it can roll out the right new products in the market.  Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
Trump's trade war casts dark shadow over China
Yang Jian | 2018/10/12

SHANGHAI -- U.S. President Donald Trump's real estate family business is not known to have bought or sold cars in China. But Trump is exerting major pain in China via the trade war he initiated three months ago.   Unless he can resolve bilateral trade disputes with his Chinese counterpart at the Group of 20 summit late next month in Argentina, his trade war will continue to weigh down on vehicle demand in China.   Pictured: Yang Jian is managing editor of  Automotive News China
>> Read Full Commentary

  COMMENT
Beijing moves to monitor EV safety
Yang Jian | 2018/9/28

SHANGHAI -- The Chinese government¡¯s decadelong subsidy program has led to the creation of the world¡¯s largest market for electrified vehicles. But the government has largely failed to pay attention to the vehicles' safety.   It finally responded this week and started deploying a nationwide check on the safety of the vehicles.  The move may expose a reality not as pleasant as the green propaganda trumpeted by the government but it is essential to ensuring sustainable development of the domestic electrified vehicle market.   Pictured: Yang Jian is managing editor of  Automotive News China. 
>> Read Full Commentary

  COMMENT
Chinese brands pay price for single-minded bet on crossovers
Yang Jian | 2018/9/14

It can be risky placing all your eggs in one basket, as the saying goes. That¡¯s the lesson Chinese carmakers should learn from the softening market over the past two months.   Their big bet on crossovers, which worked wonderfully over the past several years, is now causing havoc with their sales.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary
 

TOP 10 HEADLINES
OF THE LAST WEEK
Beijing policies dash hope for quick market rebound

Geely picks Swedish software developer to supply self-driving tech

Volvo names new China sales chief

EV startups face more funding hurdles

SAIC to build MG cars in Egypt

Tesla to revamp Asia business to focus on China, report says

EV startup Byton hires veteran engineers from Ford, Renault

Proton to assemble Geely cars in Malaysia

VW Group continues to outperform market dip

VW seeks U.S. boost as counter to China

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