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- April 23, 3 PM (UTC+8)
As part of the Beijing Auto Show 2026 organized by CAAM, OICA will be streaming the conferences live on April 23 at 3:00 PM (UTC+8).
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OICA'S TOP 5 NEWS
Francois Roudier
May 7, 2026
BYD, Tesla May Face Import Caps as Canada Works Out China EV Quota
Canada is debating how to allocate its 49,000-unit annual low-tariff quota for Chinese-made EVs, possibly capping access by company to prevent domination. Officials want room for Tesla, Polestar and Chinese newcomers, with future access linked to price and Canadian investment.
https://www.bloomberg.com/news/articles/2026-05-06/byd-tesla-may-face-import-caps-as-canada-works-out-china-ev-quota
BMW’s CEO transition underscores continuity over disruption
BMW’s CEO change highlights continuity, with production chief Milan Nedeljkovic succeeding Oliver Zipse on May 14. His main challenge will be executing the Neue Klasse EV rollout across global plants, managing software, supply-chain, logistics and cost complexity while preserving BMW’s disciplined culture.
https://www.autonews.com/bmw/ane-bmw-ceo-succession-nedeljkovic-0506/
Spirit AI and Bosch China Sign Strategic Partnership to Jointly Promote Large-Scale Deployment of Embodied Intelligence
Spirit AI and Bosch China will cooperate on robot data acquisition, model training, industrial applications and component supply. Bosch’s Chinese factories and logistics centers will support real-world testing, helping Spirit AI accelerate humanoid robot deployment in automotive manufacturing and industrial logistics.
https://autonews.gasgoo.com/articles/news/spirit-ai-and-bosch-china-sign-strategic-partnership-to-jointly-promote-large-scale-deployment-of-embodied-intelligence-2051992813577842689
Officially Announces Hexi Corridor Battery Swap Route in China: 1,739 Kilometers, with 20 Battery Swap Stations
NIO’s 1,739-kilometer Hexi Corridor battery swap route from Xi’an to Dunhuang will fully open on May 10 with 20 stations. The project advances NIO’s broader Silk Road route and supports nationwide battery-swap travel across mainland China’s provincial-level regions.
https://www.ithome.com/0/947/132.htm
Column: U.S. needs own EV industrial policy to counter China
The column argues the U.S. needs a stronger EV industrial policy to counter China, including restored EV tax credits, expanded charging, housing-based infrastructure support and state incentives. Tariffs alone may not protect U.S. automakers as Chinese EV firms expand globally.
https://www.autonews.com/opinion/columns/an-column-us-industrial-policy-china-auto-threat-0506/
Francois Roudier
May 6, 2026
Nissan to cut 900 job cuts in Europe as part of global restructuring
Nissan will cut around 900 European jobs, mainly white-collar and warehouse roles, and reduce Sunderland production from two lines to one, while avoiding production layoffs. The move supports a global restructuring aimed at restoring profitability and cutting 15% of Nissan’s workforce.
https://www.reuters.com/business/world-at-work/nissan-cut-10-europe-workforce-global-restructuring-ft-reports-2026-05-05/
Geely is buying the Body 3 plant in Valencia (Spain) and plans to manufacture its own car as well as one for Ford
Geely will reportedly buy Ford’s inactive Body 3 facility in Valencia, enabling independent production. It may build a multi-energy Geely model and a Ford vehicle there, potentially restoring Almussafes output above 300,000 units and supporting employment.
https://www.latribunadeautomocion.es/2026/05/geely-compra-la-planta-de-body-3-de-almussafes-y-planea-fabricar-un-coche-propio-y-otro-para-ford/
Honda to shelve $11bn Canada EV plant as demand sputters
Honda is expected to freeze its planned Ontario EV and battery plants as weak U.S. EV demand, lost tax credits and policy uncertainty push it toward hybrids. Cancellation remains possible, while Honda redirects North American production toward flexible hybrid and gasoline output.
https://asia.nikkei.com/business/automobiles/honda-to-shelve-11bn-canada-ev-plant-as-demand-sputters
Toyota switches on to electric vehicles to counter Chinese threat
Toyota is accelerating EV sales despite rivals scaling back, driven by Chinese competition, regulation and higher petrol prices. Its EV sales more than doubled in early 2026, while the group maintains its multi-pathway strategy across EVs, hybrids, hydrogen and combustion vehicles.
https://www.ft.com/content/5c321fb2-ae4c-46fa-a762-ec0bd0a2f516?syn-25a6b1a6=1
Chinese Truck Drivers Are Going Electric as Gas Prices Soar
Electric trucks are gaining rapidly in China as fuel prices rise sharply after the Iran war. Sales tripled in 2025 and doubled again in March, helped by subsidies and lower operating costs, though long-haul use remains limited by infrastructure constraints.
https://www.bloomberg.com/news/articles/2026-05-05/chinese-truck-drivers-are-going-electric-as-gas-prices-soar
Francois Roudier
May 5, 2026
Despite the war with Iran and Trump, the German industry is sticking to its forecasts
German automakers are keeping forecasts despite Iran-related logistics costs, weaker growth expectations and Trump’s tariff threat. VW says conflict costs €25–30 million monthly but orders remain strong; VDA holds its 2% registration outlook, while ACEA and ZDK reassess risks.
https://www.automobilwoche.de/krise/amw-branche-veraendert-prognosen-vorerst-nicht/
Audi Pledges Cost Cuts as Trump’s Tariff Plan Threatens Outlook
Audi is cutting capacity, jobs and complexity to offset weak China and North America demand and trade risks. It kept its outlook but excludes possible Iran war impacts and Trump’s higher U.S. tariff threat, which could add €444 million in costs.
https://www.bloomberg.com/news/articles/2026-05-05/audi-pledges-cost-cuts-as-trump-s-tariff-plan-threatens-outlook?srnd=homepage-americas
Tesla faces EU skepticism over automated-driving tech, records show
Tesla expects EU approval for FSD, but regulators in several countries question safety, consumer understanding and documentation. Concerns include speeding, icy roads, moose, phone-use safeguards and the “Full Self-Driving” name, despite some praise for performance in complex traffic.
https://www.reuters.com/business/autos-transportation/tesla-faces-eu-skepticism-over-automated-driving-tech-records-show-2026-05-05/
China’s carmakers chase ‘Yaris moment’ to ignite overseas growth
Chinese automakers are developing export-specific models to grow overseas as domestic price wars squeeze margins. BYD, Chery, Changan, MG and Hongqi are targeting Europe, Australia, Mexico and Brazil with smaller cars, hatchbacks, compact SUVs and pickups tailored to regional demand.
https://www.reuters.com/business/autos-transportation/chinas-carmakers-chase-yaris-moment-ignite-overseas-growth-2026-05-05/
Chinese van makers disrupt Europe’s van market with tariff-free imports
Chinese automakers are entering Europe’s electric van market with tariff-free imports and lower prices. Chery, Farizon and Foton target major markets, while Ford responds with a China-built Transit City. Established brands warn vans require service networks, parts, conversions and charging support.
https://www.autonews.com/manufacturing/automakers/ane-china-van-manufacturers-europe-push-0504/
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