Chinese car industry overproduction - expat

China seems to have a huge surplus of new cars

www.reuters.com/investigations/china-is-sending-it.../

It is a pity we can't get some of those bargains. 50% off on an Audi sounds OK.

Chinese car industry overproduction - Terry W

Something of a contrast with the UK experience.

China had a very clear EV strategy providing a range of incentives to manufacturers. China now produces 30% of global car volumes.

They clearly overdid the incentives. The end result is, unsurprisingly, a market with huge overcapacity - discounts, large stocks, likely business failures. They may even consider this a price worth paying for global market dominance in the future.

The UK by contrast has lost most car manufacturing leaving only a few foreign owned companies doing mostly assembly work. The UK is world class in creating barriers (eg: planning, nimbys, delays etc) to efficient investment in facilities which could compete.

We left the EU so we are no longer seen as the natural European manufacturing hub despite our manufacturing heritage.

My guess - in 10 years time China will be globally dominant car manufacturers with an industry which by then largely aligns with market demand. The UK will still be doing screwdriver jobs for foreign owned companies.

Chinese car industry overproduction - Warning

I sat in a BYD Seal. A taxi driver had one. Looked great, but not comfortable at the back when driving on roads.

Chinese car industry overproduction - gordonbennet

Former Great Britain cannot compete in manufacture whilst we have the worlds most expensive commercial power, the country's economy is disappearing round the U bend as the national debt rises to unpayable levels, meanwhile the east gets on with becoming the worlds economic powerhouse.

Whether people wish to help this all happen buy buying Chinese cars at supposed cut rate is up to them, our govts of the day (not a fag paper between them) don't mind because each purchase brings taxes in which helps keep the plates spinning for another while, hope those buying into Chinese cars are renting them one way or another and not buying outright, the long term viability of both the cars themselves and the business making them isn't yet known.

Chinese car industry overproduction - Adampr

China already dominates manufacturing of consumer products and are just adding cars to the portfolio. The result will be cheap, reliable and generally OK vehicles, much the same as everything else. European brands will rely on brand and excellence to sell cars. Most of them, which abandoned excellence long ago, will disappear.

Chinese car industry overproduction - pd

There will clearly be a huge shakeout of Chinese manufacturers with a series of bankruptcies and mergers.

However, I suspect at the end of it all China will probably end up with at least 3 of the world's top 5 car manufacturers so they probably don't care too much all round.

It's like the dot.com bubble, there will be many losers but the few who do emerge will win big.

Chinese car industry overproduction - John F

It doesn't help that we still drive on the left. I'm in Irvine CA at the moment (techy population c.50% white c.50% asian) walking the grand-dog around housing estates. Most Americans in this new garden city seem to use their garages for storage and park on the drive or in the street, so lots of cars to see. They are mostly Asian, mainly Toyota/Lexus, Hyundai/Genesis/KIA, Nissan/Infiniti and occasional Mazda but no Chinese as effectively banned. Also lots of Teslas. The massive family SUVs are also remarkably cheap. Very few European, apart from Mercedes. What is noticeable is the number of models that never made it to the UK - presumable couldn't be bothered with a RHD version. Still plenty of rumbly V8s around - hardly surprising as even though this area has the priciest petrol in the USA ...(just filled up son's car; premium$5.26 a (US) gallon = only around a £1 a litre).....Americans here are mostly 'cunseedrubly reacher then yow'.

Edited by John F on 19/09/2025 at 19:33

Chinese car industry overproduction - mcb100
We drove San Francisco to San Diego earlier this year, i wasn't surprised by the numbers of regular Teslas, but visually offended by the proliferation of Cybertrucks.
Also commonly seen, particularly in LA, were lots of Range Rovers. And a Rolls-Royce Cullinan on very noisy off-road tyres…