At an online briefing on November 9, CPCA secretary-general Cui Dongshu said domestic competition keeps intensifying while overseas export growth is striking, and the underlying export figures are genuine. He urged carmakers to plan ahead, speed up local plant building, after-sales channels and regional tiered layouts, and strengthen compliance and branding.
Cui emphasized that the real opportunity lies in the global electrification dividend across Southeast Asia, Latin America and the Middle East, where China's full NEV supply chain, fast iteration and plug-in-hybrid products fit diverse scenarios, and overseas per-vehicle profit generally beats domestic, supporting a brand upgrade.
Constraints remain: trade barriers keep tightening through anti-subsidy duties, carbon tariffs and rules of origin, while exchange-rate and shipping swings and local labor, legal and talent gaps add cost. He advised moving from product export to industry-chain export and avoiding pure low-price competition.
Source: Time Weekly / Financial World
