Is the sales volume of General Motors in China important? Actually, it's not. The reason for the significant drop in sales is the loss in the first quarter, where unprofitable vehicles were shelved. Breaking even in the second quarter by combining with South America would already be a win. The bottom line for GM North America is to avoid losses on the global business ledger, which means the overall business strategy will likely remain unchanged.

How GM manages its production capacity in China now may require careful consideration—whether to export to more regions is the most probable approach. At this stage, profitability is the top priority.