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Federal Judge Orders Trump Administration to Release EV Charger Funding in 14 States
U.S. Trucking Activity Continued to Struggle in May, Trade Group Data Show -- OPIS
Cui Dongshu: From January to May, the number of Cars imported into our country decreased by 33% year-on-year, and the pressure of shrinking imported Cars is still quite significant.
From January to May 2025, China imported 0.18 million Cars, a year-on-year decrease of 33%. Among them, in May, 0.047 million Cars were imported, a year-on-year decline of 25%, but a month-on-month increase of 9% compared to April.
Demand for pure electric vehicles is weak, with many multinational automakers putting the brakes on complete electrification while betting on multiple powertrain combinations.
① Recently, Mercedes-Benz Group CEO Ola Källenius stated that the company will adjust its Global Strategy for electrification by no longer committing to the goal of an "absolute shift to pure electric sales," instead adopting a flexible strategy where Cars and electric vehicles coexist in the long term. ② Audi's global CEO, Markus Duesmann, also confirmed that the plans set by the previous management have been overturned—specifically, the plan to cease the development and sale of internal combustion engine Cars by 2033 has been withdrawn.
Cui Dongshu: In May, China exported 0.682 million Cars, with New energy Fund vehicles accounting for 43%.
In May, China exported 682,000 Cars, a year-on-year increase of 20%. Among them, New energy Fund exports reached 296,000 units, an increase of 43%, accounting for 43% of total Cars exports.
Report: The United States is pressuring Europe to make "unilateral concessions," with the best-case scenario being "to reach an agreement on principles and continue discussions."
"They either offer a good deal or they will have to pay as we say." U.S. President Trump has been escalating threats against the EU, pressuring them to make unilateral concessions, while the EU is preparing for "dual scenarios." Analysis suggests that even if an agreement is reached, many of Trump's tariffs will remain, leading to unequal arrangements. The best case scenario is to reach a consensus on principles and extend the negotiation deadline past the critical date of July 9.
