China has introduced the world first binding energy consumption limits for electric cars, signaling a major shift in efficiency standards, clean mobility policy, and global electric vehicle competitiveness.
China GDP growth in 2026 is projected at 4.3 percent as exports cool from record highs, policy support stays accommodative, and AI investment emerges as a longer-term growth engine.
China is tightening controls on the export of nearly new vehicles sold as used, aiming to clean up a grey market that has inflated sales figures and undermined brand credibility abroad. The new rules introduce stricter requirements, deeper scrutiny, and major changes for exporters and overseas markets.
China’s passenger vehicle sales fell by 0.8 % in October 2025 after eight consecutive months of growth. With government subsidies and tax incentives winding down, consumer sentiment is cooling. The slowdown raises questions about sustainability of the market’s momentum and the future for new-energy vehicles and domestic manufacturers.
