Industry experts and thought leaders gathered to examine the rapid evolution of China’s automotive sector, focusing on electric vehicles, autonomous technologies, and global expansion. The event featured deep dives into market trends, innovation strategies, and the shifting dynamics of U.S.–China trade relations. Insights from executives, academics, and trade specialists offered a multifaceted look at where the Chinese auto industry is headed—and how it’s reshaping the global landscape.
Thank you for your interest in this event. Full presentations and recordings are reserved for our affiliates for one year. In the meantime, explore key insights and highlights below. Full materials will become public in November 2026.
Bruce M. Belzowski
Managing Director of the Automotive Futures Group
Stephen Dyer
Co-Leader of AlixPartners’ Greater China business and head of the firm’s Asia Automotive and Industrials consulting practice
Michael Smitka
Emeritus Professor of Economics at Washington and Lee University and judge for the AutomotiveNews PACE Awards
Yun Luo
Managing Director, SophonX LLC and prior Senior Executive of Continental and Hella
Kyle Sullivan
Vice president of business advisory services at the US-China Business Council based in Washington, DC
Chinese automakers are rapidly maturing, expanding their global presence with competitive products and bold innovation strategies. Established players must prepare for intensified competition in both domestic and international markets.
China’s electric vehicle sector is crowded and fast-moving, with winners gaining market share through pricing, brand power, and vertical integration. Many EV startups are struggling or failing, underscoring the volatility of the current landscape.
Autonomous vehicle development in China is accelerating with strong government support and growing collaboration between tech companies and traditional automakers. Regulatory frameworks and urban infrastructure are adapting quickly to enable real-world deployment.
U.S.–China trade tensions continue to influence the automotive industry, shaping investment decisions and supply chain strategies. Companies operating across both markets must navigate a complex landscape of tariffs, data policies, and shifting regulatory standards.
Foreign firms in China face rising competition but also opportunity, especially in premium segments and advanced technologies. Success depends on adapting to local consumer preferences and building resilient, localized operations.
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