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I wouldn't encourage that and I don't think it will be necessary. In Europe, most Chinese brands aren't selling exactly well, while domestic manufacturers real
by torginus 7mo ago
I wouldn't encourage that and I don't think it will be necessary. In Europe, most Chinese brands aren't selling exactly well, while domestic manufacturers really sped up their timelines and pushed for competitive pricing, so generally I don't think there's much of a demand for Chinese EVs, except for the genuinely nice brands, like XPeng and Nio.
There's also the issue, it that in most places in Europe outside of Scandinavia, the charger infrastructure is lacking, and regular people are quite rightly averse of getting an EV if you step out of the tech bubble.
I have a friend who's a high-level manager in automotive retail, and he said he thinks Chinese EVs will be like Chinese smartphones - yes they are nice, and cheaper, but still the market looks like 70% of it is controlled by Apple/Samsung, and the rest of the manufacturers fight over what's left
- tzs 7mo agoI don't know about EVs specifically, but there seems to be demand in Europe for Chinese PHEVs: "Chinese automakers nearly double Europe market share to 8% in February as PHEVs drive growth" [1]. [1] https://www.autonews.com/retail/sales/ane-europe-chinese-february-2026-2-months-0318/ https://www.autonews.com/retail/sales/ane-europe-chinese-feb...
- anonzzzies 7mo agoHere in spain i suddenly see a lot of them (chinese brands) and not in a bader meinhof way. They are advertising more and i see a lot more on the streets. I was picked up from the station by a BYD. Not sure about the numbers, but something is definitely happening.
- t0mas88 7mo agoThe charging infrastructure has changed a lot in the last few years. You can very comfortably travel all the way across Europe without even thinking about where to charge. There is a Tesla Supercharger every 50 miles or even less all the way from the Netherlands via Germany to Austria. And the same via Belgium to the South of France. And that's only Tesla, you also have Ionity building chargers, and Fastned, and you see more and more chargers at Shell and BP petrol stations.
- piva00 7mo agoIt's been pretty great the past 3 years at least, just last summer I drove from Stockholm -> North Italy and had no anxiety about finding chargers on our way.
- menaerus 7mo ago> In Europe, most Chinese brands aren't selling exactly well https://www.carscoops.com/2026/01/chinese-car-sales-europe-2025-record-growth https://www.carscoops.com/2026/01/chinese-car-sales-europe-2... says pretty much the opposite. Maybe more detailed analysis is provided by https://chinaevhome.com/2026/01/20/chinese-automakers-europe-sales-top-100000-in-dec-2025-as-market-share-nears-10 https://chinaevhome.com/2026/01/20/chinese-automakers-europe.... Both of them align what I personally see on the streets, more and more Chinese brands, especially BYD, MG and Geely.
- torginus 7mo agoI mean it's a bit hard to take away hard data from just monthly sales across the whole of Europe. 10% is a lot, but far from overwhelming, and individual popular models can create big changes in overall stats. For example, the Brits love their SUVs, and the Jaecoo undercut the market, so that particular model has been selling very well. I think we should wait and see for stats to stabilize over time. Chinese smartphones did something similar - initially they were way better for way cheaper, but other manufactures adapted, so they failed to grab huge chunks of the market.
- menaerus 7mo agoThe report uses the number of newly registered vehicles AFAIU and correlates them to the total % of Chinese vehicles sold, so that's not really the monthly sales but the general trend, no? Market cap amounts to 10% as an absolute figure but that isn't what I find most important from reading that article - it is the trend I find intriguing, which doubles or triples by each year, so if such or similar trend continues, Chinese manufacturers will penetrate into the market substantially more. They innovate at much higher pace at much lower price points and at pretty high quality as the evidence we have so far suggests. So IMO it's going to be hell of a ride for European manufacturers to adapt - they need to start moving faster and deliver at much lower cost. This means complete restructuring which I find hard to believe it will happen any time soon.
- torginus 7mo ago