Raport UBS privind piata auto din UE. Asalt din China

UBS reports that the volume of Chinese vehicle exports to Europe is increasing at twice the rate of actual registrations, indicating a significant backlog. This discrepancy suggests a surge in registrations is imminent, potentially allowing Chinese brands to capture a 20% market share by December. The influx of vehicles is hampered by logistical challenges, with manufacturers struggling to transport cars from ports to dealers. Chinese brands have already secured a 9.9% market share in the first eight months of the year, nearly double from last year. The rise is driven by electric and hybrid vehicles, prompting the EU to consider additional tariffs on imports. Despite calls for stricter tariffs, UBS believes the EU will not adopt a radical approach like the US, as it would conflict with WTO rules and require coordinated efforts among member states.