Story perspectives

Chinese Carmakers Pivot Global Strategy Amid Weak Demand

3/16/2026

Summary

Story summary

Chinese carmakers shift global expansion due to excess capacity and weak demand.
They use abandoned facilities from international brands to adopt an asset-light model.
Analysts say Geely Auto, a Chinese automaker, and Great Wall Motor, a Chinese automaker, can form partnerships with international firms for EV supply chains.
Mercedes-Benz Group discussed sharing the East London factory in South Africa with Great Wall Motor after Chery Automobile bought Nissan's Rosslyn assets.

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Story summary

Chinese carmakers shift global expansion due to excess capacity and weak demand.
They use abandoned facilities from international brands to adopt an asset-light model.
Analysts say Geely Auto, a Chinese automaker, and Great Wall Motor, a Chinese automaker, can form partnerships with international firms for EV supply chains.
Mercedes-Benz Group discussed sharing the East London factory in South Africa with Great Wall Motor after Chery Automobile bought Nissan's Rosslyn assets.