Automotive News   |   Automotive News Europe   |   Autoweek   |   Automobilwoche

Automotive News China Newsletter
Register our free newsletter, sent each Monday and Thursday

     Automakers   Suppliers   Auto Show   Comment   Car Cutaway   Newsletters   Press Releases   Chinese Version   Register for Newsletter
  Contact Us:   Editorial   Advertising   Subscription Information   |   About Us   Media Kit
Home >> Comment
  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.
>> Read Full Commentary
  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.
>> Read Full Commentary

  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.
>> Read Full Commentary

  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.
>> Read Full Commentary

  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.
>> Read Full Commentary

  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.
>> Read Full Commentary

  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.
>> Read Full Commentary

  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.
>> Read Full Commentary

  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.
>> Read Full Commentary

  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

  COMMENT
Behind the sudden decline in China's auto sales
Yang Jian | 2018/9/7

Industry trade groups and market research firms have produced various theories to explain why China¡¯s light-vehicle market has suddenly run out of steam.   But a website tracking peer-to-peer lending practices in China has provided one plausible factor.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
A peek at the future landscape of China's EV market
Yang Jian | 2018/8/24

SHANGHAI -- Figuring that young domestic automakers can never beat global giants with traditional gasoline engine technology, Beijing has bet on electric vehicles, which it believes provide domestic companies an opportunity to leapfrog rivals.   Will the government¡¯s wishes come true? Probably not.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
Real estate developers' entry bodes well for China's EV ambitions
Yang Jian | 2018/8/17

SHANGHAI -- Since last year, several major Chinese real estate developers have placed a bet on electric vehicles. They see synergies to be generated between EVs and their existing business, rather than short-term financial gains.   Their investments will help Chinese EV makers better cope with high capital expenditures and weather potential market risks.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
Multiple challenges in China await FCA's new CEO
Yang Jian | 2018/7/27

SHANGHAI -- In addition to putting the brakes on a China sales slump, Fiat Chrysler Automobiles faces key challenges in the world¡¯s largest auto market that need swift action from new CEO Mike Manley.   These include addressing retaliatory Chinese duties on imported vehicles, meeting stiffer rules on fuel economy and electrified vehicle production and improving the quality and images of two of its key brands.    Pictured: Yang Jian is managing editor of    Automotive News China.
>> Read Full Commentary

  COMMENT
BMW, VW win Beijing's green light to gain control of China joint ventures
Yang Jian | 2018/7/20

SHANGHAI -- When Chinese Premier Li Keqiang visited Germany last week, BMW Group and Volkswagen Group each signed deals pledging to invest more in their China joint ventures.   And the German automakers obtained something in return -- the opportunity to gain control of local joint ventures before other foreign peers.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
How this year's trade war is a different ballgame
Hans Greimel | 2018/7/17

Superficial similarities abound between the latest U.S. trade war with China and earlier, mostly failed campaigns against Japan.   But striking differences also suggest U.S. President Donald Trump's gambit might have better leverage.   Pictured: Hans Greimel is Asia editor of  Automotive News 
>> Read Full Commentary

  COMMENT
Trump's trade war delivers unintended boon to China's auto industry
Yang Jian | 2018/7/13

SHANGHAI -- The United States has been by far the largest export market for China for many years. For that reason, the trade war U.S. President Donald Trump is waging against China may well sap the growth of the Chinese economy.   But China¡¯s auto industry has little to lose and much more to gain from Trump¡¯s crusade and the response it has elicited from the Chinese government.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
China's unbridled EV push wreaks havoc on battery makers
Yang Jian | 2018/7/6

Burdened with underused plants, dozens of EV battery suppliers have gone out of business in China since 2015.   And more likely will meet the same fate as China raises technical and performance requirements for batteries in what has become a capital-intensive race to dominate the global market for electrified vehicles.   Pictured: Yang Jian is managing editor of   Automotive News China
>> Read Full Commentary

  COMMENT
Used vehicles in China remain a challenging market to play
Yang Jian | 2018/6/29

Used-car sales have outpaced new-vehicle deliveries in China for years. A slew of online used-vehicle trading companies routinely bombard TV viewers and drivers with ads and giant LED screens affixed to office buildings.   China¡¯s used-car market continues to boom but remains fragmented and the landscape is getting increasingly challenging.    Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
Trump's trade crusade casts uncertainty over foreign automakers in China
Yang Jian | 2018/6/22

SHANGHAI -- The Chinese auto market is relatively healthy. As the nation¡¯s middle class keeps growing, most global automakers are producing higher sales and healthy profits from China operations. But now foreign automakers have a big headache: the implications of a smoldering trade war an unpredictable U.S. president is waging against China.   Pictured: Yang Jian is managing editor of  Automotive News China.
>> Read Full Commentary

  COMMENT
Tesla's missteps offer timely lesson for China's EV startups
Yang Jian | 2018/6/15

SHANGHAI -- Attracted by the consumer buzz and high market valuation Tesla Inc. has enjoyed over traditional carmakers, a slew of electric vehicle manufacturers have sprung up in China over the past few years.   Chinese EV startups are now looking to their American peer not for inspiration but for lessons from the mistakes it has made.  Pictured: Yang Jian is managing editor of Automotive News China.
>> Read Full Commentary

  COMMENT
Beijing turns a big corner: Privatizing troubled automakers
Yang Jian | 2018/6/8

SHANGHAI -- China has a lot of inefficient state-owned automakers. And for years the Chinese government has tried in one way or another to revitalize them, but to no avail.  Running out of options, the government has finally realized that the only way to ensure these companies¡¯ survival is a takeover from private or outside investors.  Pictured: Yang Jian is managing editor of Automotive News China.
>> Read Full Commentary

  COMMENT
Why Chinese cars, crossovers should worry Europe's brands
Luca Ciferri | 2018/6/5

A day spent at a test track near Beijing driving 10 vehicles from local brands convinced me that European volume automakers should be aware of some cars and compact crossovers that could be coming soon from China¡¯s automakers.   Pictured: Luca Ciferri is associate publisher and editor at Automotive News Europe.
>> Read Full Commentary

  COMMENT
Foreign brands race to cut import prices after Beijing reduces tariff
Yang Jian | 2018/5/25

SHANGHAI -- Beijing's announcement this week that it will cut the tariff on most imported vehicles to 15 percent from 25 percent sent global brands racing to reduce prices on their imported models.  Although the tariff reduction doesn¡¯t take effect until July 1, many foreign automakers have taken action. Pictured: Yang Jian is managing editor of Automotive News China.
>> Read Full Commentary

  COMMENT
Are ailing BAIC, Chery poised to land in private hands?
Yang Jian | 2018/5/18

There is widespread speculation on websites and Internet chat rooms in China this week that troubled BAIC Motor Group and Chery Automobile Co. are likely to be acquired by private domestic companies.  The two major state-owned carmakers quickly responded and dismissed the rumors as baseless. But it¡¯s hard for BAIC and Chery to deny what has given rise to the chatter: that they have yet to find a way to fix their moribund brands.  Pictured: Yang Jian is managing editor of Automotive News China.
>> Read Full Commentary

  COMMENT
As Trump raises trade demands, U.S. automakers must prepare for the worst
Yang Jian | 2018/5/11

U.S.-made vehicle imports from Ford, Lincoln and some German brands are being held up for extra checks when clearing Chinese customs, Reuters reported this week.  The impact on U.S. as well as other global car brands will be limited as most of their products are produced locally.  What is worrisome is that as the Trump administration ratchets up pressure on China, anti-American sentiment will likely emerge among Chinese consumers, prompting them to boycott U.S. goods, including cars and light trucks.  Pictured: Yang Jian is managing editor of Automotive News China.
>> Read Full Commentary
 

TOP 10 HEADLINES
OF THE LAST WEEK
Daimler, Geely in talks to expand ties into 'bigger dimension'

U.S.-China trade war squeezes Volvo Car profit margins

Volvo Cars courts China, U.S. tech investors to fund Polestar rollout

Volvo extends sales gains behind 2 locally built models

FAW to launch 2 crossovers, SUV under premium Hongqi brand

Hyundai venture posts sales surge in January

CATL, Honda cooperate on EV battery development

China's Arcfox to introduce next-gen crossover concept in Geneva

Honda sales rise; Mazda slump rolls into 2019

Audi maintains sales growth behind long-wheelbase A4 volume

Our Newsletter Editions
Automotive News China produces two email newsletters each week. You can sort your news by the articles highlighted in each of our newsletters here.

Select your newsletter     

 
 

Automotive News China
Room 1303, Building 2, Lane 99, South Hongcao Road,
Shanghai 200233
Telephone: 86-139-1851-5816
Fax: 86-21-6495-0895
 
Home | Help Center | About Us | RSS
Entire contents © Crain Communications, Inc.
Use of editorial content without permission is strictly prohibited. All Rights Reserved.
»¦ICP±¸06057291ºÅ