CHINAtalk (March 2025): China EV OEMs facing reality check in SE Asia | US pressure: Mexico tariffs on China car imports | Has China Hit Peak Auto? | Tariffs to hit Hong Kong’s struggling ports

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MARCH 2025 EDITION

CHINA: AUTOMOTIVE

China’s EV makers are facing a reality check in Southeast Asia

Mexico considers heavy tariffs on Chinese auto imports as US trade pressure mounts

Has China Hit Peak Auto?

China's car sales rise 1.3% in first two months of 2025

Chinese cars: Are they ethical, should you be concerned about spyware and why are they so cheap?

Chinese automotive market struggles with smart driving technology disparities and declining values of used vehicles

THIS WEEK'S INTERVIEW

The latest Audio Interview features Rosemary Coates, Founder and Executive Director of the Reshoring Institute, a non-profit and non-partisan organization focused on expanding U.S. manufacturing. She is also the President of Blue Silk Consulting, a global supply-chain management consulting firm. She has been a management consultant for 25+ years, helping over 80 global supply chain clients worldwide. She is an Amazon.com best-selling author with five Supply Chain Management books, including the “Reshoring Guidebook”, “42 Rules for Sourcing and Manufacturing in China”, and the “Legal Blacksmith – How to Avoid and Defend Supply Chain Disputes”. She also works as an Expert Witness on legal cases involving global supply chain disputes. She serves on the Board of Directors at the University of San Diego Supply Chain Management Institute and teaches Global Supply Chain Strategy at UC Berkeley ...

Listen to Interview with Rosemary Coates here

CHINA: AUTOMOTIVE (continued)

Europe’s clampdown on Chinese EVs forces U-turn at state-owned GAC

China-South Korea vehicle collaboration could amplify ‘Asian opportunity’

Russia moves to curb Chinese car imports with higher fees, tighter regulations

Chinese NEVs power up Southeast Asia through deepened partnerships

XPeng to mass-produce flying cars by 2026

China's automakers should step up cross-sector collaboration, industry veteran says

LATEST NEWS FROM OUR FEATURED MEDIA PARTNER:

Rich Chinese investors seen buying into Elon Musk's companies

China’s EV dominance reshaping global auto industry: Deven Choksey

China's 2024 lithium carbonate output rises 45% to 670,000 tons, ministry says

THOUGHT LEADERSHIP: ACCESS OVER 300 AUDIO INTERVIEWS

Listen to any of over 300 Audio Interviews with Experts on global automotive related business and operational topics such as HR, supply chain, legal, finance, M&A, markets and more.

View list of over 300 Interviews here

THOUGHT LEADERSHIP INTERVIEWS

Chinese Semiconductor Industry and Effects on the Global Auto Industry

This Interview features Dr. Doug Sparks, CEO of M2N Technologies LLC, a consulting firm specializing in semiconductors, MEMS and sensors, including their supply chains. He has just published a new book, A Decade in the Chinese Semiconductor Industry: An American’s Story. Doug was the CTO of Hanking Electronics ...

To listen to Interview, visit here.

U.S. Steel and Aluminum Tariffs: Effects on the Global Auto Industry

This Interview features Lisa Reisman, CEO of MetalMiner, which serves as the leading metal market price intelligence brand. The company has quickly become the PRA (price reporting agency) for a range of metal price points including: Grain oriented electrical steel, a full range of North American stainless steel prices, a complete ...

To listen to Interview, visit here.

Onshoring and the U.S.: Entering or Expanding Automotive Operations through M&A Activities

This Interview features Chad Barton, corporate attorney with Holland & Knight. Chad is based in the Dallas office, and works with private equity sponsors, their portfolio companies and a variety of other public and private companies who ...

To listen to Interview, visit here.

CHINA: SUPPLY CHAIN, LOGISTICS AND TRADE

Tariffs could further hit Hong Kong’s struggling container ports

China’s exports miss forecasts as U.S. tariffs hit, imports record sharpest decline since July 2023

A Summary of China’s Retaliation Actions Since The Trump Administration

Chinese Ports in Panama Come Under New Management

BLG Logistics and Cosco Shipping Car Carriers to work together on China vehicle and equipment imports to Europe

Transport minister: China to cut logistics costs and boost efficiency

New Kazakhstan-China Rail Service to Boost Trade with Europe

China's landmark trade corridor sees surge in goods transport

CHINA: FINANCE, TAX, LEGAL AND M&A

The Essential Checklist for Signing Contracts with Chinese Companies

China Sees Highest Level Of Corporate Overdue Payments Since 2010

China will relax merger and acquisition loans for technology enterprises

China's BYD raises $5.59 billion in share sale, Hong Kong's largest in four years

Chinese Auto Giant Takes Out $2.6 Billion Loan to Retain Volvo

China: Tax updates | New VAT Law

Why Trademark Protection in China Matters—Even If You Don’t Do Business There

US and Hong Kong SAR: Trump administration's America First Investment Policy – Impact on Chinese companies listed in the United States

CROSS-BORDER M&A: COMPANIES FOR SALE GLOBALLY

To learn more about all Global M&A deals, contact Ron Hesse - RHesse@GlobalAutoIndustry.com

CHINA: MANUFACTURING, ECONOMY & TECHNOLOGY

China’s factory activity growth hits 3-month high in February, as millions return to work after holidays

The Growing Threat of Chinese Factory Competition, and How to Fight Back

GT Voice: Why can’t US contain China’s mature chip manufacturing?

AmCham report shows businesses are increasing commitments in China

Clean tech use surges in China

China's top universities expand enrollment for AI and strategic talent

Doing Business in Hong Kong 2025 - download guide

China's industrial internet achieves full coverage of all key categories

CHINA: HR & TALENT MANAGEMENT

China: Shanghai's highest Court issues guiding opinion making employee exits more difficult

Civil defense guide for expats updated as China ramps up pressure

Hong Kong district court increases damages payable by employers for injury to feelings to employees

China’s high-end rental market struggles post-Covid amid dwindling expats, firms

Shanghai invites expats to join Chinese language, cultural experience program

WeChat Sign Up Outside China Guide 2025: Tips & Security Information

Travel keywords mentioned in China’s latest government work report

China, Japan boost exchange via tourism

CROSS-BORDER M&A: INVESTORS LOOKING TO BUY WORLDWIDE

"LIVE" & RECORDED WEBINARS

March 27, 2025: "Mexico’s Supply Chain Nearshoring Summit 2025"

Conference | B2B Meetings | Exhibition

Summit will be held @ El Paso Convention Center – in El Paso, Texas (USA)

To learn more or to register, visit here.

9 SESSIONS: WEBINAR SERIES by Harris Sliwoski & GlobalAutoIndustry.com

"Nearshoring: Focus on Mexico"

To learn more or to access, visit here.

INTERNATIONAL HEALTH & TRAVEL INSURANCE, AND SECURITY

What is Different in Post-Covid Years for Expats & Int'l Business Travelers

This Interview features Allen Koski, Co-founder and Chief Innovation Officer of Insured Nomads, the first insurtech in global benefits. Previously Allen was a Senior Vice President at United Healthcare Global and prior to that instrumental in the growth and development of Cigna Global in roles that ranged across sales and sales ...

To listen to Interview, visit here.

GlobalAutoIndustry.com