22% of the electric cars we buy in Europe are produced in China. It’s just the tip of the iceberg

One in five electric cars purchased in Europe are Chinese. Chinese of origin, but it does not mean that their manufacturers are Chinese. However, it is a fact that does not explain the entire story. Chinese companies continue to gain ground in Europe and tariffs are clearly not slowing down their expansion.

22%. The data is brought Benchmark Mineral Intelligence in a report explaining how much ground Chinese manufacturers are gaining in Europe. According to them, 22% of the electric cars that have been purchased in Europe between January and April 2026 come from China.

The figure is striking because it grows compared to the 19% that was registered last year. But, above all, because it grows by 27% compared to the same period in 2025. In the first four months, 400,000 electric cars from China were sold in Europe.

Chinese and non-Chinese. As we said, the data includes all the electric cars that we have bought in Europe arriving from China. This is relevant because the European Union imposed tariffs to the cars that came from there alleging that the Chinese manufacturers are financially doped and that they do not compete on equal terms.

But those trade barriers They also prevailed over European manufacturers who bring their cars from China. Tesla also suffers from it with every Tesla Model 3 sold in Europe. The consequences of these policies have been especially harmful for Seat SAwith a Cupra Tavascan that has barely been sold and that has had to eat the tariffs to be able to have a competitive price.

Duty? As we pointed out, the European Union already imposed a 10% tariff on all cars that arrive from China to our market. Defending that many of the brands that came to play on price, They imposed new specific trade barriers for each brandpunishing more those who, in their opinion, had received the most aid from the State or had collaborated the least with the investigation.

Rodhium Group shows that they have had a limited deterrent effect over time. When they were lifted in October 2024, China had exported 44,000 electric cars to Europe in a single month. Immediately, the figure plummeted but in February the same sales level was reached again in Europe.

But, in addition, the number of plug-in hybrids has skyrocketed. While the sale of purely combustion cars from China has grown, the plug-in hybrid has experienced brutal growth, going from 7,000 units in October 2024 (when the tariffs were applied) to 26,000 units in February 2026.

Among the best sellers. In addition to these general market figures, some Chinese manufacturers have managed to make a breakthrough in the markets where they have the most hope.

They collect in Autovista24 that BYD was the fourth company in Europe that sold the most electric cars between January and March 2026. Its market share in this space reached 6.8% and is only surpassed by Volkswagen, BMW and Tesla (the latter with 7.3% and BMW with 7.4%). BYD is also, of course, the one that is growing the most, marking 154.7% more sales than last year in the same period. Among the 10 best-selling electric cars in Europe, the Leapmotor T03 It also sneaks into the list.

If we look at plug-in hybrids, BYD has the best-selling model. The BYD Seal U is the car with this mechanic that has placed the most units on the market between January and March 2026 with 21,494 units. He is followed by Jaecoo 7 with 17,434 units. And BYD manages to place Atto 2 as the tenth best-selling plug-in hybrid in Europe.

The market share. In global terms, S&P Global points out that in 2025 the market share of Chinese manufacturers in Europe was 5.8%. But Automotive News points out that last March, when Chinese manufacturers broke their export record to Europe in terms of volume, the market share already shot up to 9.41%. If we talk about quota, the record from December 2025 (9.48%) still stands.

The vast majority of analysts assure that these figures will continue to grow over the years. In S&P Global They believe that by 2035 the market share of Chinese manufacturers will reach 15.5%.

Because? What we are seeing, according to analysts, is the tip of the iceberg. BYD is a good reflection of how China has discovered a loophole through which to enter Europe. The brand came with the idea of ​​bringing only electric cars, it tried the BYD Seal U in its plug-in hybrid version and has discovered that it is a success. The Chery Group has not hesitated to bet on this technology. Geely has also come up with a plug-in hybrid upon arrival. And the same thing happens with Deepal, from Changan.

These cars have no tariffs and it allows them to gain market share because they can push their prices much higher. In addition, it allows them to give a relatively easy exit to cars that are overproduced for the Chinese marketwhich has slowed down and is beginning to see itself unable to assimilate more growth in its sales.

Without forgetting that more and more companies are looking for produce in Europe or Türkiye to skip tariffs. BYD will manufacture in Hungary and in this last country. The Group Chery already operates in Barcelona. Leapmotor will also do it in Spain and everything indicates that the number of models will increase destined for our country. Xpeng already uses factories in Austria.

And one fact: S&P Global It anticipates that 44% of the Chinese cars we buy in 2035 will be manufactured in Europe or Türkiye.

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