Exports from China to Europe have surpassed exports from Europe to China
- 说明
Exports from China to Europe have surpassed exports from Europe to China
- Chinese car exports to the European Union have surpassed European car exports to China. This trend is evident in 2025 values, as EU car exports to China fell by 34% to €16 billion, compared to €24.2 billion in 2024, while Chinese car exports to the EU rose by 8% to €22 billion, up from €20.4 billion. The EU therefore recorded a deficit of €6 billion in 2025, compared to a surplus of €3.8 billion in 2024 (source: ACEA).
- But in fact, in terms of volume, Chinese car imports to the European Union surpassed European car exports to China as early as 2024 , reaching 455,000 units that year (compared to 350,000 in 2023), while the EU exported only 300,000 to China. By 2025, China had exported 620,000 cars to the EU.
- This distortion between value and volume is due to the fact that cars exported from China to the EU represent less in value than cars exported from the EU to China at the same volume, given that Chinese cars exported to Europe are mid-range and mid-priced while cars exported from the EU to China (often German) are high-end and high-priced (Mercedes, BMW, Audi, Porsche, Ferrari, Lamborghini, Maserati).
- It should be noted that of the 620,000 cars exported from China to the EU in 2025, 116,000 will be European or American brands (compared to 182,000 in 2024) and 504,000 will be Chinese brands (compared to 273,000 in 2024). The number of European or American cars exported from China to the EU is trending downward.
Renault plans to only sell BEVs and F-HEVs in Europe by 2030
- 说明
Renault plans to only sell BEVs and F-HEVs in Europe by 2030
As part of Renault Group's futuREady strategic plan , Renault presented the 3 levers that will support its growth by 2030:
1) Strengthening Renault's brand position in Europe:
• By launching 12 new models by 2030.
• By capitalizing on segments A and B while initiating a new offensive on segments C and D.
2) Generalize the electrification of the range:
• Hybrid E-Tech (F-HEV) offering beyond 2030 in Europe and internationally.
• By developing a new generation of 100% electric vehicles (BEV) designed on a new RGEV medium 2.0 platform (CD segments), combining range, efficiency and ultra-fast charging.
• By offering a new generation of "cars to live in", an approach illustrated by the Renault R-Space Lab concept.
• By marketing a new generation of 100% electric vans with 800V architecture and "Software Defined " Vehicle .
3) Accelerate the brand's international offensive by launching 14 new models by 2030 (which will be in addition to the 12 new models launched for Europe):
• These ambitions are embodied by the Bridger Concept show car, which previews a new B-segment SUV. This multi-energy vehicle will include an electric version and will be produced in India for the Indian market and other regions, to meet the needs of urban populations.
Summary of Renault's brand objectives for 2030:
• Sell more than 2 million vehicles by 2030 (compared to 1.6 million in 2025) including 1 million in Europe and 1 million outside Europe.
• Achieve 100% electrified sales in Europe (50% BEV and 50% F-HEV) by 2030 and 50% outside Europe.
The Ford F-Series remains the best-selling vehicle in the USA in 2025
- 说明
The Ford F-Series remains the best-selling vehicle in the USA in 2025
- In a US market for passenger cars (sedans, coupes, SUVs and minivans) and pickup trucks that represented 16.2 million units in 2025, an increase of 1.7% compared to 2024, the Ford F-Series pickup truck remained the best-selling vehicle in 2025 , with 769,000 units compared to 736,000 in 2024. The Ford F-Series has held this leading position in the US market since 1981.
- Its long-standing and eternal rival, the Chevrolet Silverado , retains second place in 2025, with 580,000 units compared to 550,000 in 2024. The other long-standing rival, the Ram pickup (formerly Dodge Ram), lost its third place in the US market in 2024, to the benefit of the two very popular Japanese SUVs, the Toyota RAV4 and the Honda CRV.
- The Toyota RAV4 reaches 479,000 sales in 2025 compared to 475,000 in 2024, ahead of the Honda CRV which does not exceed 404,000 units in 2025 compared to 403,000 in 2024 and the Ram pickup which does not exceed 374,000 units in 2025 compared to 370,000 in 2024.
- As in most international markets, the Tesla Model Y (in sixth position) is expected to decline quite sharply in 2025 , to 358,000 sales compared to 406,000 in 2024. It is the only model in the Top 15 to be 100% electric.
- Silverado 's twin brother , the GMC Sierra, achieves 356,000 sales in 2025 compared to 325,000 in 2024. The GMC Sierra pickup precedes the Chevrolet Equinox , the leading American SUV and competitor to the Toyota RAV4 and Honda CRV, which achieves 332,000 sales in 2025 compared to 237,000 in 2024, registering the strongest growth in the Top 15.
- In ninth position, the best-selling sedan in the USA, the Toyota Camry achieves 316,000 sales in 2025 compared to 310,000 in 2024, and which surpasses its little sister the Toyota Corolla (248,000 sales in 2025 compared to 222,000 in 2024).
The Big Three will represent only 38% of the US market by 2025
- 说明
The Big Three will represent only 38% of the US market by 2025
- The Big Three (GM, Ford, Chrysler) still accounted for over 80% of new car sales in the United States in the early 1970s , with imports represented by the Volkswagen Beetle, a few Japanese brands, and a few European brands. This level was significantly lower than that achieved by all American brands combined in the 1950s and 60s, but it would steadily decline in the following decades. From 83% of the US market in 1970, the Big Three's share gradually fell to 74% in 1980, 72% in 1990, and 70% in 2000. This decline accelerated in the early 2000s (the period of the disappearance of the American brands Plymouth and Oldsmobile). The Big Three's share gradually fell to 45% by 2010, which led to the demise of the Mercury, Pontiac, and Saturn brands.
- Meanwhile, the market share of foreign carmakers (especially Japanese) rose from 30% in 2000 to 55% in 2010 in the US market, representing for the first time more than half of all sales. This foreign dominance was particularly pronounced in the sedan segment, which is why the Big Three automakers eventually abandoned this vehicle category in the early 2000s. Between 2010 and 2020, the Big Three attempted to maintain their position, holding a market share of around 44-45% of the US market. But the following years, marked by the Big Three's abandonment of sedans in favor of SUVs and pickups, saw their market share fall below 40%, dropping to 39% in 2023 and 38% in 2024 and 2025. Fortunately for the Big Three, their dominance in the pickup category remains very strong, but their dominance in the SUV category seems more fragile.
- The new American brands (Tesla, Rivian , Lucid ) began to develop after 2015, but their market share never reached 5% (4.2% in 2024 and less than 3.6% in 2025) and in no way compensate for the fall in sales of the Big Three.
The Tesla Model Y remains the best-selling car in China in the first half of 2026
- 说明
The Tesla Model Y remains the best-selling car in China in the first half of 2026
- In a Chinese passenger car (PC) market that grew by 6.4% in 2025, to 24,065,181 units compared to 22,607,856 units in 2024, the locally manufactured Tesla Model Y (in Shanghai) narrowly managed to maintain its top sales position in 2025 despite a steady decline over the past two years, with 539,000 units sold compared to 557,000 in 2024 and 647,000 in 2023. The Tesla Model Y nevertheless remains the best-selling car in China in the first half of 2026, with 299,538 units sold during this period.
- In 2025, this all-electric D-segment SUV narrowly outsells three small all-electric A and B-segment models: the BYD Seagull (B-segment), which sold 530,000 units in 2025 compared to 479,000 in 2024, and the Geely Xingyuan (segment B), which sold 479,000 units in 2025 compared to 53,000 in 2024, and the Wuling Hongguang MINI EV (A segment) which sold 441,000 units in 2025 compared to 225,000 in 2024.
- The presence of these three small models in the Top 4 reveals a shift in the purchasing habits of Chinese customers, who are accustomed to buying larger models in the C and D segments. Furthermore, it is interesting to note that the four best-selling cars in China in 2025 are all-electric models. This observation should be considered in light of the fact that BEVs are projected to represent 28% of the Chinese market in 2025.
- Chinese carmakers dominate the Top 15, with BYD placing six models in the top 15 and other Chinese carmakers five each, for a total of eleven models. Foreign carmakers have only four (two Teslas, one Nissan, and one Volkswagen). This observation should be considered in light of the fact that Chinese carmakers are projected to hold 70% of the Chinese market by 2025.