China‘s automotive exports to the United States saw a year-on-year decrease of 6% from January to April 2025, to US$5.538 billion.
According to China’s SAIC, the automotive industry is facing «elimination competition», with intense price wars in the Chinese market. Faced with this scenario, manufacturers are looking to grow abroad, although they face trade barriers in the United States and Europe. In three to five years, the share of Chinese vehicles in global sales is expected to rise from 30 to 45 percent.
Automotive production in China experienced 4 percent growth in 2024, following 10 percent growth in 2023, at annual rates.
China’s automotive exports
In retrospect, according to China’s Geely Group, the world experienced significant changes in 2024, including geopolitical conflicts, regime changes and globalization setbacks.
These unprecedented changes in a century have continued to deepen. Meanwhile, the problem of global warming has become increasingly acute.
To address this challenge, the Chinese government has put forward the «3060 Plan» that seeks to achieve peak carbon emissions by 2030 and carbon neutrality by 2060. In general, China, like the United States, has relaxed its commitments against climate change.
In 2024, Geely reached a new record in overseas sales. It exported 414,522 units, representing a year-on-year increase of 57%. This figure is equivalent to 19% of the total number of vehicles sold by the group.
The brand’s internationalization strategy is progressing strongly. It has consolidated its presence in key regions such as Southeast Asia, the Middle East, Eastern Europe and Central Africa. At the same time, it is exploring opportunities in Mexico and Central Asia, while accelerating its entry into emerging markets such as Vietnam, Australia, New Zealand and Indonesia.
However, the road is not without obstacles. Geely faces new challenges in the United States. Recent tariff provisions, prompted by executive orders from former President Donald Trump, increase pressure on Chinese exports. These measures are in addition to tariffs already in place, including Section 232, IEEPA, Section 301 and countervailing duties.