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Chinese EVs Defy EU Tariffs, Surge in Europe as US Ties Fray

Chinese EV makers like BYD are overcoming EU tariffs & surging in Europe, undercutting local brands. Analysis covers market impact & investor attention.

This development is crucial as it signals a major shift in the global automotive industry's power balance. For European consumers, it means more affordable electric vehicle options, potentially accelerating the green transition. For European automakers and workers, it represents an existential competitive threat that could lead to job losses and force rapid innovation or demand further government intervention. On a geopolitical level, it highlights the EU's difficult position between its traditional ally, the US, and its major trading partner, China, with trade policy becoming a key battleground. Investors need to watch this space closely, as the fortunes of automotive stocks, supply chains, and related technologies will be directly impacted by who wins this price and technology war.