China caps hybrid car exports to EU to ease rare earth flows
A bilateral pact struck Oct. 9 slashes projected vehicle shipments by over 50% across four years while speeding green-channel…
Company watch
All companies →SAIC Motor
Every EAB briefing that touches SAIC Motor — capital spending, plants, M&A, earnings and policy exposure. 5 briefings.
- First seen
- August 28, 2026
- Latest
- October 9, 2026
- With a linked document
- 4 of 5
- Subject of the briefing
- 3
- Named as exposed
- 2
- Desks
- Analysis (2), Trade & Policy (2), Batteries & EV (1)
Lotus absorbs 18.8% EU tariff to defend European deliveries
The Zhejiang Geely affiliate relies on hybrid models and parent capital to absorb Brussels import duties after reporting a $151…
CATL tops 15 Chinese automakers combined in first-half profitsMembers
The battery giant posted 43.28 billion yuan in interim net profit, more than double the combined earnings of 15 domestic vehicle…
German makers expand China capex despite EU de-risking rulesMembers
Industrial giants funnel €7.8 billion in reinvested earnings into local supply chains, creating a widening structural split with…
BYD and Geely expand Southeast Asian assembly lines to build regional export hubs
Chinese electric vehicle manufacturers scale localized parts procurement across Thailand and Indonesia to meet ASEAN tariff…