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Chinese passenger car manufacturers pivot away from European tariff hit BEVs in favour of traditional internal combustion engine models

 
Line graph shows shift from BEVs to Non-BEVs by Chinese OEMs in Europe (2023-2025). Noted EU tariffs in Nov '24. Source: Schmidt Auto.

Are Chinese OEMs taking a new back road to Europe as they remain on track to account for every 20th new passenger car registered across the region by the end of this year?


New Schmidt Automotive Research research suggests so, with a pivot away from BEVs, impacted by anti-subsidy tariffs since November 2024, seeing some manufacturers levied almost 40% on BEVs, focus on non-tariff hit ICE models with 7-in-10 of February's new registrations being non-BEV models. Meanwhile Chinese OEMs continue to see their share of the total new West European passenger car market increase driven by those non-BEV models entering the market from an extremely competitive price point in certain markets.


Full details in our monthly European Electric Car Study, published each month for clients. 



 

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*Western Europe 18 Markets: EU Member States prior to the 2004 enlargement plus EFTA markets Norway, Switzerland, Iceland, plus UK

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