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China Accuses EU of Protectionism Over Announced Tariffs on Electric Cars

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After European Commission President Ursula von der Leyen announced an investigation by the European Commission into Chinese subsidies for electric vehicles, sharp criticism and accusations of protectionism have come from Beijing. China also warned that such EU announcements would undermine already strained economic and trade relations.

Von der Leyen announced the investigation, accusing China of flooding global markets with electric cars that have artificially low prices due to large state subsidies.

The investigation, which could result in punitive tariffs, has prompted many analysts to issue warnings about potential Chinese retaliation, as well as discontent from Chinese auto industry leaders who say that the sector’s competitive advantage is not a result of subsidies.

– The investigation is a ‘naked protectionist act that will seriously disrupt and undermine the global automotive industry and supply chain, including the EU, and will have a negative impact on China’s and the EU’s economic and trade relations,’ states a statement from the Chinese Ministry of Commerce.

China will pay close attention to the EU’s protectionist tendencies and further actions and will firmly protect the legitimate rights and interests of Chinese companies, it adds.

Analysts warn that Beijing is likely to introduce countermeasures if the EU ultimately imposes tariffs on subsidized Chinese electric vehicles, aiming to harm European industries. Other analysts say that the investigation could slow the expansion of Chinese battery suppliers’ capacities, although this move should not pose a significant negative risk for Chinese electric vehicle manufacturers as they could turn to other growing markets such as Southeast Asia.

Acceleration of Production

Chinese electric vehicle manufacturers have accelerated export actions due to slowing demand in China and large production capacities.

Shares of market leader BYD listed on the Hong Kong Stock Exchange fell by more than three percent following the EU announcement. Smaller competitors Xpeng and Geely Auto fell by 0.6 percent while Nio dropped by two percent.

Shares of state automotive giant SAIC listed on the Shanghai Stock Exchange, whose MG brand is the best-selling Chinese brand in Europe, fell by as much as 3.4 percent.

Growing Share

EU officials believe that Chinese electric vehicles are lowering the prices of local models by about 20 percent in the European market, thereby increasing pressure on European car manufacturers to produce cheaper electric vehicles, which they naturally do not want. The European Commission stated that China’s share of sold electric vehicles in Europe has risen to eight percent and could reach 15 percent by 2025.

In 2022, as much as 35 percent of all exported electric cars came from China, according to the American think tank Center for Strategic and International Studies (CSIS).

Most of the vehicles and batteries powering them were intended for Europe, where 16 percent of sold batteries and vehicles were produced in China in 2022.

The largest individual exporter from China is the American giant Tesla, CSIS data showed. It accounted for 40.25 percent of electric vehicle exports from China between January and April 2023, compared to 36.5 percent in 2022.

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