Chinese EVs Squeeze Western Automakers

利润缩水1600亿，日本七大车企陷入至暗时刻

Nissan is weighing exporting electric vehicles built by its China joint venture with Dongfeng to Canada, Bloomberg reported. The move follows Canada’s decision to grant an annual quota of 49,000 Chinese EVs preferential 6.1% most-favored-nation tariffs instead of a 100% surtax, prompting automakers to reassess export strategies. Christian Meunier, head of Nissan Americas, said the company is evaluating demand for cost-competitive EVs from the Dongfeng-Nissan JV across markets including Brazil, Mexico and Canada, but did not specify models or timing. The decision would leverage Nissan’s China production partnerships to access new markets under Canada’s quota framework.

Stellantis与东风汽车在欧洲成立新能源车合资企业

斯泰兰蒂斯位于雷恩的工厂将生产中国东风汽车的一款车型

Ford Europe says its 2030 plan to stop selling petrol passenger cars is effectively shelved as EV adoption lags earlier projections; executive Jim Baumbick warned that Europe’s aggressive mandate to phase out combustion cars could backfire by keeping older, higher-emission vehicles on the road and slowing fleet renewal. The company cites EV penetration around 20% in recent European markets and points to stringent EU carbon targets for 2030 and 2035 that risk heavy fines for noncompliant automakers. Ford proposes broader regulatory space for plug-in hybrids and range-extended EVs, and plans five new models for Europe this decade — three with internal-combustion options and two battery EVs developed with Renault — as it seeks to revive sinking market share. This matters for automakers, regulators and the EV transition strategy.

Stellantis与东风将成立欧洲分销与生产合资企业

Stellantis said May 20 it plans to form a joint venture with China’s Dongfeng to sell and possibly make Dongfeng’s premium EV brand, Voyah (Lantu), in Europe. Stellantis would hold 51% and Dongfeng 49%; the JV would use Stellantis’s European sales, service and distribution networks and explore procurement and engineering collaboration to leverage Chinese EV supply-chain cost and tech advantages. The partners are also evaluating local production at Stellantis’s Rennes, France plant to meet European localization and regulatory needs. The deal is preliminary and requires formal agreements and regulatory approvals; it builds on a 34-year partnership and recent expanded cooperation in China.

Japan’s major automakers are facing a sharp profit downturn: Honda reported its first annual loss in nearly 70 years (¥414.3bn), Nissan posted another large loss (¥533.1–550bn range), and Toyota’s fiscal‑2025 net profit fell about 20% to ¥3.85tn. Amid geopolitical tensions, shipping disruptions through the Strait of Hormuz, rising energy and raw material costs, and supply‑chain and tariff pressures, Nikkei Asia warns that combined profits for seven leading Japanese carmakers (Toyota, Honda, Nissan, Suzuki, Mazda, Subaru, Mitsubishi) could nearly halve in fiscal 2026 to ¥3.9tn from the ¥7.54tn peak in 2023. Nissan is pursuing restructuring including 20,000 job cuts and plant closures. The squeeze highlights systemic industry risks and the need for strategic cost and supply‑chain responses.

独家：消息人士称，Stellantis将在法国工厂为东风汽车生产Voyah品牌电动汽车

独家：消息人士称，Stellantis将在法国工厂为中国东风汽车生产Voyah品牌电动汽车

通用汽车将开始在墨西哥组装雪佛兰Groove和Aveo，此举标志着其生产重心正从中国转移

Stellantis is reportedly forming a joint venture with China’s Dongfeng Motor to manufacture at least one Voyah (岚图) electric vehicle at Stellantis’s Rennes plant in France. According to sources and a signed letter of intent, Stellantis would hold 51% of the JV. The deal would bring a Chinese EV brand into European production capacity and exemplifies automakers’ cross-border industrial collaborations to localize EV supply, reduce logistics and trade friction, and accelerate market entry. The transaction could be announced imminently and underscores strategic partnerships between legacy global OEMs and Chinese EV makers amid a competitive EV market and shifting production footprints.

据消息人士透露，Stellantis将在法国工厂为中国东风汽车生产Voyah品牌电动汽车

福特在欧洲的最新复苏

Nissan is weighing exports of low-cost electric vehicles built in its China joint venture to Canada, aiming to expand sales of EVs produced with partner Dongfeng into markets such as Brazil and Mexico as well. Christian Meunier, Nissan’s Americas chief, said the company hopes to use these China-made, affordable battery-electric models to broaden its global footprint. The move would leverage cost advantages from joint manufacturing in China to target price-sensitive markets and strengthen Nissan’s EV competitiveness internationally. If realized, exports to Canada would signal deeper globalization of China-assembled EVs and intensify competition in North American electric vehicle segments.

Ford plans to launch seven new vehicle models in Europe, according to a Motor1.com report titled “福特将在欧洲推出七款新车” (“Ford will introduce seven new cars in Europe”). No additional details are available from the provided content, including the launch timeline, model names, powertrains (electric, hybrid, or combustion), pricing, or which European markets will be prioritized. The announcement matters because expanding the lineup can affect Ford’s competitiveness in Europe, where automakers are updating portfolios amid shifting consumer demand and regulatory pressure on emissions. Without the article body, it is not possible to confirm whether the seven vehicles are all-new models, refreshes, or region-specific variants, or how they fit Ford’s broader European strategy.