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According to informed sources, Mercedes-Benz is considering sharing its manufacturing plant in South Africa with Great Wall Motor. This move may help enhance the operational viability of the plant as U.S. trade tariffs come into effect. The luxury car manufacturer is in negotiations with the Chinese automaker for joint production at the plant located in the port city of East London

Wallstreetcn

E Fund CSI Auto Components Thematic ETF

GWMOTOR

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

Great Wall Motor

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

HFT CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Report: Mercedes considers sharing South African factory with Great Wall Motor

MBGYY

Mercedes-Benz Said in Talks to Share South African Plant with China's Great Wall Motor

marketscreener

Mercedes-Benz Group AG

Mercedes-Benz Said in Talks to Share South African Plant with China's Great Wall Motor

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7203

01211

BYDDF

BYDDY

China's auto industry leads in volume and EV output but lags behind legacy brands like Toyota in profit margins and brand prestige. Great Wall Motors' chairman Wei Jianjun highlights a significant gap in reputation and quality validation between Chinese automakers and established global brands. Despite selling 30 million cars annually, Chinese companies only achieve about 4% profit margins, compared to Toyota's 7.33%. This disparity emphasizes the difference between sales volume and profitability, impacting innovation and market resilience. Recent sales data from BYD indicates increasing pressure in a competitive market.

- Wei Jianjun, chairman of Great Wall Motors, highlights a significant gap between Chinese and established global car brands, emphasizing structural challenges rather than production scale.  
- While China dominates vehicle production and electric vehicle output, its automakers struggle with brand perception and profit margins, earning only about 4% compared to higher margins from companies like Toyota.  
- The rapid innovation in China's market contrasts with the lengthy development cycles of legacy brands, resulting in differing risk profiles and brand identities.

benzinga_article

Toyota Motor Corp.

Toyota Motor

BYD COMPANY

BYD Company Limited

BYD Company

China's Auto Paradox: Why 30 Million Cars A Year Isn't Enough To Beat Toyota's Bottom Line

516380

Great Wall Motor's Sales, Output Slip in February

Hwabao WP CSI Intelligent Electric Vehicle ETF

Great Wall Motor's Sales, Output Slip in February

DRIV

Chinese automakers experienced a significant sales decline in February, with BYD's sales down 41% year-on-year and XPeng's dropping 50%. Geely and Great Wall Motor also reported declines, while NIO and Leapmotor saw increases. The Lunar New Year holiday impacted sales figures, and analysts predict a soft first quarter due to weaker consumer demand and competition. However, Morningstar forecasts a 10% to 15% growth in 2026, supported by new product releases and government subsidies. Shares of most Chinese carmakers fell, except for BYD, which saw a rise in stock prices.

MorningStar

Global X Autonomous & Electric V

Chinese Automakers' Sales Largely Fail to Gallop Into New Year — Update

Great Wall Motor announced that in February, the total automobile production was 64,811 units, a year-on-year decrease of 13.42%; the total sales were 72,594 units, a decrease of 6.79%. In the first two months, the cumulative automobile production was approximately 154,900 units, and the total sales were approximately 162,900 units, representing a decrease of 1.58% and an increase of 2.58%, respectively. In the month, new energy vehicle sales were 12,744 units, a month-on-month decrease of 29.3%. The cumulative sales for the year so far are 307,730 units

AASTOCKS

Great Wall Motor sold 12,700 new energy vehicles in February, a month-on-month decrease of 29.3%

In February, Great Wall Motor sold 42,675 units overseas, with cumulative sales of 82,953 units from January to February. In February, sales of new energy vehicles reached 12,744 units, with cumulative sales of 30,773 units from January to February

GWM reported a total of 72,594 vehicle sales in February, reflecting a 6.79% year-on-year decline and a 19.62% drop from January. However, overseas sales surged to 42,675 units, marking a 37.36% increase year-on-year and a 5.95% rise from January, driven by strong performance in international markets. The Haval brand led sales with 43,660 units, while the premium Wey brand saw a 54.13% year-on-year increase. GWM's new energy vehicle sales fell to 12,744 units, contributing 17.56% to total sales, the lowest since March 2024. Cumulative sales for the first two months reached 162,906 units, up 2.58% year-on-year.

CnEVPost

GWM reports 72,594 vehicle sales in Feb, driven by nearly 60% overseas mix

TSLA

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Chinese EV Manufacturers Raise Prices in Thailand Following End of Subsidies

Tesla

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

GEELY AUTO

吉利汽车

First Trust S-Network Future Vehicles & Tech ETF

GX CN EV BATT-U

KraneShares Electric Vehicle

GX CN EV BATT

Chinese EV Manufacturers Raise Prices in Thailand Following End of Subsidies

Great Wall Motor stated that it fully supports the "Guidelines for Compliance with Pricing Behavior in the Automotive Industry," adheres to long-termism, upholds legality and compliance, insists on honest operations, and actively maintains order in the domestic market

HU-GWMC@EC2611A(26685.HK)

Report: Mercedes considers sharing South African factory with Great Wall Motor

Mercedes-Benz Said in Talks to Share South African Plant with China's Great Wall Motor

China's Auto Paradox: Why 30 Million Cars A Year Isn't Enough To Beat Toyota's Bottom Line

Great Wall Motor's Sales, Output Slip in February

Chinese Automakers' Sales Largely Fail to Gallop Into New Year — Update