Chinese Companies' Response: From "Export" to "Made Overseas"
1. Renault has confirmed it will use a small electric powertrain system supplied by Chinese supplier Shanghai Electric Drive, assembling the motors at its Clairean plant in northern France. Production is planned to begin in early 2027, with a maximum annual capacity of 120,000 units. This move aims to leverage the cost advantages of the Chinese supply chain and shorten the development cycle.
2. The EU's proposed Industrial Accelerator Act sets minimum requirements for "Made in the EU" and plans to impose additional conditions, such as technology transfer, on investments from countries accounting for over 40% of global production capacity (implicitly referring to China). This means that for Chinese auto parts companies to maintain their market share in Europe, localization is shifting from an "option" to a "must."
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