经济学人智库：2026年全球汽车行业展望报告-直面行业变局（英文版）

Despite efforts to reduce reliance on China, that country’s carmakers will play a crucial role in this rearrangement of the global automotive industry. In 2026 Chinese automakers will expand their overseas footprint, especially in Europe, Latin America and the ASEAN region. BYD, which is expanding aggressively, will begin production at its new facilities in Hungary and Turkey, in a bid to avoid EU tariffs of up to 45% on its imports of battery EVs (BEVs). Like GAC and Great Wall