time：2026-03-02
authorFast Trade Cloud
read 243 order
I. Overseas Market News
In 2026, China's new energy vehicle (NEV) global expansion has entered Phase 2.0. Its core feature is the shift from a single complete vehicle trade model to a three-in-depth strategy of "localized production, industrial chain collaboration, and service ecosystem export".
In 2025, China’s NEV exports surged to 3.43 million units, a year-on-year increase of 70%. Leading companies including BYD and SAIC Motor not only sell vehicles to overseas consumers but also build production bases in Hungary, Brazil, Thailand and other countries. Battery suppliers such as CATL have established overseas factories, while Huawei and Momenta provide intelligent driving solutions, forming a strong industrial cluster effect.
NIO is accelerating the deployment of battery swap stations in Europe. Xpeng and Leapmotor have rapidly established marketing and after-sales networks through partnerships with local giants such as Stellantis, building long-term competitive barriers in local markets.( 36Kr Global)
II. Global Trade Regulations
1.The European Union has formally approved new rules on import duties for small parcels, announcing the abolition of the tariff exemption for packages under €150 starting July 1. This marks the end of the small-value tax exemption benefit that has supported China-EU cross-border e-commerce for years.( CCPIT Zhejiang)
2.Zimbabwe’s Ministry of Mines has announced an immediate suspension of all raw ore and lithium concentrate exports. In 2025, 19% of China’s imported lithium concentrate came from Zimbabwe, which is projected to account for 12% of global lithium production in 2026. Lithium prices may rise sharply.( Yicai)
3.The Ministry of Commerce of China issued two announcements on its official website, adding 20 Japanese entities to its export control list, including Mitsubishi Shipbuilding, NEC Network & Sensor Systems, and IHI Corporation.( Ministry of Commerce, PRC)
III. Foreign Trade News
1.German Chancellor Friedrich Merz visited China, accelerating the eastward shift of German enterprises and opening new opportunities for foreign trade cooperation. He met with 10 Chinese enterprises in Hangzhou:Chint Group, Geely Holding, Alibaba, Rongsheng Petrochemical, Sanhua Holding, Leapmotor, Linde APAC Engineering, Unitree Robotics, BrainCo, and Lingban Technology.(Yicai)
2.U.S. House members have proposed the Countering Hostile Adversarial Rechargeable and Generated Energy Act, aiming to block specific Chinese energy storage systems from entering the U.S. market and legally establish a supply chain security defense for energy storage systems.(Maofatong)
3.Colombia has initiated an anti-dumping investigation into galvanized wire rods from China, covering annealed, galvanized or zinc-coated alloy and non-alloy steel low-carbon wire rods under Colombian tariff codes 7217.10.00.00, 7217.20.00.00 and 7229.90.00.00.( China Trade Remedy Information Network)
