Automakers Establish Three-Level Response Mechanism to Address Global Trade Policy Changes
Facing the complex global trade environment, Chinese automakers have established a three-level response mechanism: "policy early warning - compliance adjustment - localized layout." In the short term, enterprises use transit trade through Hungary, Mexico and other countries to reduce tariff impacts by leveraging rules of origin. At the same time, they adjust product structures for different markets, such as exporting plug-in hybrid models to Europe to seize the period of relatively loose policies.

In long-term layout, automakers are building KD (knocked-down) factories in emerging markets such as Southeast Asia and Africa while proactively adapting to strict regulations. For example, CATL has built factories in Germany and Hungary, which not only avoids tariffs but also meets the carbon footprint requirements of the EU's "battery passport." Geely has exported its CMA architecture to Malaysia's Proton to achieve "technology for market access," while SAIC has led 20 suppliers to set up factories in Thailand, forming an industrial chain cluster. This multi-level response strategy provides solid support for the sustained growth of China's automobile exports.