- China’s passenger car exports through August already topped last year’s total, with August shipments up ~67% (driven largely by EVs and plug‑in hybrids).
- Domestic sales are sliding — August passenger car sales fell about 25% amid intense price competition and weak consumer confidence.
- Automakers are pushing overseas (more sales in Europe, Latin America, Africa and SE Asia) and building local factories/assembly to avoid tariffs and cut logistics costs.
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