On June 24th, local time, American consulting firm AlixPartners stated in an annual report that the Chinese automotive industry is having a profound impact on the global automotive industry, causing concern among established car manufacturers in North America, Europe, and Asia.
Currently, Chinese automakers are leading the development of electric vehicles. Under the Trump administration, the United States is retreating from the field of electric vehicles, continuing to emphasize traditional internal combustion engine cars. At the same time, sales of hybrid vehicles in the US—vehicles that combine internal combustion engine and electric technology—are also strong.
AIREPLAT believes that the emergence of this disagreement could pose a challenge to the United States. Mark Wakefield, head of AIREPLAT’s global automotive business, even suggested during a briefing on the same day that the United States needs to cooperate with Mexico and Canada to address the so-called “challenges brought by China”. He argued that the focus of the United States should be on competing with China, rather than with Mexico and Canada.
This AiRpower executive believes that the United States has advantages in technology and ‘high-value manufacturing industries’, while Canada is skilled in raw materials and processing, and Mexico can play a role in the assembly of labor-intensive components.
On May 22, 2026, at the terminal of Dongfang Port Branch in Lianyungang Port, Jiangsu Province, a large number of new energy vehicles were gathered and prepared to be shipped overseas. IC Photo
According to a report by the American business magazine Forbes on June 25 local time, China has found ways to reduce costs and shorten the vehicle development cycle. Chinese automakers can launch new cars into the market within three years, while traditional automakers need five years. At the same time, the Chinese automotive industry is also actively entering new markets.
Arie platinum Asia and industrial consulting business head Stephen Dyer (Stephen Dyer) said that Chinese manufacturers are "entering the German and French markets at a considerable pace."
Dell said that Chinese automakers have a "cost advantage" and are seeking to produce their products globally.
Additionally, Dan Hearsch, the global co-responsible person for automotive and industrial business at AiRIP, also warned in a statement: "In the short term, buyers of internal combustion engines and hybrid vehicles in the United States have a significant profit margin, but this may pose significant long-term risks."
"If they remain content with their current situation under the protection of protectionist barriers, it will inevitably open doors for Chinese enterprises to capture market share in the US via joint ventures, technology licensing, or other indirect means."
Previously, Lin Jian, a spokesperson for the Chinese Ministry of Foreign Affairs, emphasized that the popularity of Chinese electric vehicles is due to technological innovation and excellent quality developed in global market competition, and not due to subsidies. At the same time, China has completely abolished restrictions on foreign investment in the manufacturing sector, always opening its doors to global automakers, allowing these companies to fully benefit from China's large market.
Lin Jian said that economic globalization is an inevitable trend, and protectionism is absolutely unacceptable. The abuse of trade relief measures violates international economic and trade rules. Only by adhering to mutually beneficial cooperation can we make the market bigger; only by transcending zero-sum games can we achieve a win-win situation. It is hoped that relevant parties will listen carefully to the rational voices of the industry, truly abide by WTO rules, respect the laws of market economy, and stop politicizing, securityizing, and ideologizing economic and trade issues. This will provide an open, fair, just, and non-discriminatory environment for investment and business operations by enterprises from all countries, including Chinese enterprises.
