About Chinese Brands
No story in the modern car business is bigger than this one. Within a generation, China went from a market where foreign brands built cars in joint ventures to the world's largest car producer and exporter, and its own brands went from copying Western designs to setting the pace in batteries, software and electric drivetrains. Names that few Western drivers had heard of a decade ago now outsell household brands, and their arrival is reshaping showrooms from Sydney to Sao Paulo, and from Istanbul to Oslo, at a speed that has startled the established industry.
The roots run through government policy that backed electric and plug-in hybrid vehicles, a vast domestic supply chain for batteries and electronics, and fierce competition among dozens of carmakers. BYD grew from a battery maker into a global giant; Geely built an empire that includes Volvo, Polestar and Zeekr; Chery, Great Wall and Changan became export powerhouses; and start-ups such as Nio, XPeng, Li Auto and Leapmotor joined in, alongside the electronics company Xiaomi, whose first cars became overnight sensations. The cost of all this rivalry is a long price war that has squeezed profits across the sector.
Abroad, Chinese brands have grabbed a rapidly growing share of sales in Europe, Australia, Latin America, the Middle East and Southeast Asia, recently overtaking Japanese brands in Europe in some months. Governments have responded in different ways: the European Union imposed extra tariffs on Chinese-built EVs, while the United States has all but shut the door with steep tariffs and rules on connected-car software. Chinese makers have answered by building factories abroad, from Hungary and Turkey to Brazil and Thailand, and by leaning harder on plug-in hybrids.
The coverage here spans every brand in this section, with pages for BYD, Geely, Zeekr, Chery and Omoda, GWM, Changan, Nio, XPeng, Li Auto, Leapmotor and Xiaomi. Expect new-model launches, sales and earnings, export figures, factory announcements, trade disputes, reviews from Europe and Australia, and the technology race in batteries, charging and driver assistance that is forcing the whole industry to move faster. Whether one sees these companies as a threat, an opportunity or simply the new normal, they are now impossible to ignore, and the pages below follow each one from its home market to the far corners of its expanding map.