China’s electric automakers face traditional European – now at their home

by Andrea
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Chinese automakers stole the scene at the traditional Munich Automotive Hall (IAA Mobility), held in recent days in Germany.

In the middle of the house Volkswagen, BMW, Mercedes e Renaultmanufacturers like Xpeng, GAC e Leapmotor They exhibited their electric models and reinforced ambitious expansion plans in Europe, according to CNBC interviews.

Despite the tariffs imposed by the European Union, Chinese executives signaled aggressive goals. “Xpeng’s current growth is globally faster than we expected,” said He Xiaopeng, CEO of Xpeng, in conversation with CNBC.

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China's electric automakers face traditional European - now at their home

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The automaker plans to launch on the continent next year its Mona line, which costs just under $ 17,000 (about $ 91,000) in China and promises to pressure the prices of European rivals.

The Guangzhou Automobile Group (GAC) also targets fast breakthrough. Wei Haigang, president of GAC International, told CNBC that the company designs selling about 3,000 units in Europe this year and reaches 50,000 by 2027, with the arrival of Aion V and Aion UT models.

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The presence of the Chinese did not go unnoticed: the market share of the country’s vehicles almost doubled in the first half of 2025 compared to the same period of 2024, although it follows around 5%, according to data from Jato Dynamics.

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“The significant presence of Chinese Electric Vehicle Manufacturers at IAA Mobility signals their growing ambitions and confidence in the European market,” Murtuza, an analyst at Counterpoint Research, told CNBC.

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Meanwhile, local automakers reinforced technological discourse. BMW presented the new IX3 (but with technology it debuted two years ago) and emphasized its own technology, called “Super Case Architecture”, as well as announcing assisted steering software developed in partnership with Qualcomm chips manufacturer.

Meanwhile, European Volkswagen and Renault showed electrical news. Still, analysts warn that the velocity of reaction from European is falling short of the rhythm of the Chinese.

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