Major foreign carmakers set to stage a comeback in China this year: analysts

South China Morning PostCenter-RightEN 1 min read 100% complete by Daniel RenJanuary 23, 2026 at 03:00 AM

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Analysts predict major foreign carmakers like Tesla and Volkswagen will begin to regain market share in China in 2026 after losing ground to domestic EV brands. This shift is expected as international manufacturers launch new models with innovative technologies designed to appeal to Chinese consumers. Industry experts believe foreign OEMs have learned from their Chinese counterparts regarding popular EV and plug-in hybrid features. Despite sluggish consumer demand, this comeback is anticipated due to the improved competitiveness of foreign vehicles. Data from the China Passenger Car Association (CPCA) shows international marques delivered 7.44 million vehicles in the first 11 months of 2025, indicating their continued presence in the market.

Key Entities & Roles

Key Player Opposition Context

Roland Berger 60% China Passenger Car Association (CPCA) 60% Volkswagen 70% Denis Depoux ×270% Tesla 80% China ×290%

Keywords

electric vehicles 90% foreign carmakers 90% china 80% automotive industry 70% market share 70% domestic ev models 70% innovative technologies 60% plug-in hybrid vehicles 50% consumer demand 50% tesla 40%