All equity caps on passenger-car manufacturing were lifted on 1 January 2022, fully opening the vehicle and parts chain to foreign investment. 2022年1月1日全面取消乘用车制造外资股比上限，整车与零部件全链条对外资开放。 The opening covers manufacturing equity, but vehicle data, mapping, and some ICT/services may still face ownership or … Automotive & EV market entryRead more
汽车新能源 / Automotive & EV
Automotive and NEV Market Access for Foreign Investors: The Post-Restriction Landscape (2026)
All manufacturing foreign-investment access restrictions are now abolished; the 2024 negative list cleared the last manufacturing items, including passenger-vehicle equity caps.制造业外资准入限制已全部取消；2024 年负面清单清除了最后制造业条目，包括乘用车股比限制。 The 2025 Catalogue of Encouraged Foreign Investment (in force 1 Feb 2026) lists new-energy and smart-vehicle supply-chain items … Automotive and NEV Market Access for Foreign Investors: The Post-Restriction Landscape (2026)Read more
Auto parts — import substitution and foreign suppliers’ China strategy
China’s auto-parts market is fully open to foreign investment, but the competitive battleground in 2026 has flipped: domestic suppliers are displacing foreign Tier-1s on cost, speed and local R&D, even at foreign-brand OEMs. 中国汽车零部件市场对外资完全开放，但2026年的竞争主战场已翻转：本土供应商正凭成本、速度与本地研发，甚至在外资品牌OEM处替代国外Tier-1。 The binding constraint for foreign parts … Auto parts — import substitution and foreign suppliers’ China strategyRead more
Intelligent and connected vehicles — foreign test licences and data compliance
China issued its first production-intent L3 conditional-automation access licences in late 2025 (Changan in Chongqing, BAIC Arcfox in Beijing), with 2026 described by analysts as the “mass-production start year” for L3; L4 robotaxi/mobility is approaching a 0-to-1 inflection in defined … Intelligent and connected vehicles — foreign test licences and data complianceRead more
Power battery supply chain — foreign opportunities and localisation
China’s power-battery manufacturing is fully open to foreign investment, but the 2024 MIIT “Comprehensive Utilisation of End-of-Life NEV Power Batteries (2024 Edition)” norm tightens recycling, traceability and technical thresholds. 中国动力电池制造对外资完全开放，但工信部2024年《新能源汽车废旧动力电池综合利用行业规范条件（2024年本）》提高了回收、溯源与技术门槛。 Every power battery must carry a unique identification code tracked … Power battery supply chain — foreign opportunities and localisationRead more
NEV manufacturing access after foreign-ownership liberalisation
China’s entire vehicle and parts manufacturing chain has been open to foreign investment without equity caps since 1 January 2022, and the 2024 negative list went further by clearing all manufacturing restrictions (“manufacturing zeroed-out”). 自2022年1月1日起，整车与零部件全链条已对外资开放、不设股比上限；2024年版负面清单进一步清除制造业全部限制（”制造业清零”）。 2026 is the first full … NEV manufacturing access after foreign-ownership liberalisationRead more