StreetInsider.com News Articles

EU auto OEMs face an existential China threat: Who wins and who loses?

Tue, 22 Sep 2026 09:47:10 -0400

Investing.com -- Bernstein has laid out how far Chinese carmakers could expand in Europe, calling it "the most existential question facing the European automotive sector" and naming the likely winners and losers.

Analyst Stephen Reitman said in a note Tuesday that domestic Chinese brands such as BYD and Chery have grown from 1% of the European market in 2024 to 6.8% in the first seven months of 2026, while Chinese-owned European brands like Volvo and MG have reached 5.1%.

He expects the gains to continue, but not at the furious pace of the past three years.

Bernstein forecasts total Chinese carmaker

EU auto OEMs face an existential China threat: Who wins and who loses?

Tue, 22 Sep 2026 09:47:10 -0400

He expects the gains to continue, but not at the furious pace of the past three years.

Bernstein forecasts total Chinese carmaker

EU auto OEMs face an existential China threat: Who wins and who loses?

Tue, 22 Sep 2026 09:47:10 -0400

He expects the gains to continue, but not at the furious pace of the past three years.

Bernstein forecasts total Chinese carmaker

EU auto OEMs face an existential China threat: Who wins and who loses?

Tue, 22 Sep 2026 09:47:10 -0400

He expects the gains to continue, but not at the furious pace of the past three years.

Bernstein forecasts total Chinese carmaker

EU auto OEMs face an existential China threat: Who wins and who loses?

Tue, 22 Sep 2026 09:47:10 -0400

He expects the gains to continue, but not at the furious pace of the past three years.

Bernstein forecasts total Chinese carmaker

EU auto OEMs face an existential China threat: Who wins and who loses?

Tue, 22 Sep 2026 09:47:10 -0400

He expects the gains to continue, but not at the furious pace of the past three years.

Bernstein forecasts total Chinese carmaker

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in

Is Europe a harbinger for the U.S. on China EVs?

Mon, 15 Sep 2025 07:22:26 -0400

Investing.com -- Europe’s embrace of Chinese EVs is fueling speculation over when those brands will challenge the U.S., according to analysts.

At this year’s IAA Mobility show, “over a dozen Chinese car brands and, by our count, over 50 Chinese models had a presence,” UBS analysts said.

Their footprint in Europe is growing fast, with JATO data showing that Chinese brands captured 5.1% of new car registrations in the first half of 2025, nearly double from a year earlier.

Another 2.9% came from Chinese-owned brands, much of it focused on battery-electric and plug-in hybrid vehicles.

BYD (HK:1211), for example, now offers 13 models in