Chinese automakers overtake Japanese in European sales for first time

Chinese brands (BYD, Jaecoo, Xpeng, Zeekr) captured 12.7% of European car sales in Q3 2026, surpassing Japanese brands at 11.9%, up from ~1% five years ago. The shift reflects rapid EV adoption and competitive pricing, prompting EU trade measures. This marks a structural change in the European auto market, with implications for trade policy and incumbent manufacturers.

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