The Chinese automotive industry has set out to conquer Europe. He is doing it bringing your cars directly from the factories in China, partnering with European groups and also in the most optimal way for the market: opening factories in our territory. It is the optimal way to avoid tariff packagesyes, but there is a problem: there are companies assembling their cars with removable kits. And that is not liked in Europe.
Recently, Stéphane Séjourné, Vice President of Prosperity and Industrial Strategy of the European Commission, commented to the Italian media La Stampa who are attentive to the situation of some Chinese manufacturers. The focus, in fact, is on those who have settled in Spain. “Currently, there are manufacturers in Europe who assemble chinese cars with Chinese components and Chinese personnel. It’s happening in Spain and Hungary, and it’s not right”. It’s not the first time he says it.
A little over a year ago, tariffs on electric cars coming from China came into force. They don’t have to be Chinese (the Tesla Gigafactory in Shanghai are included in those tariffs, for example), but the Asian country has designed a way to assemble cars in foreign countries with a double objective.
These “removable” kits They are parts of cars that are manufactured and assembled in China to later dismantle them when they see that everything works, send them in pieces to the destination country and, on the new floor, the workers assemble them again. It’s not like building a car, but like rebuilding a giant LEGO. Ebro is an example.
Assembly plant or manufacturing plant?
a few months ago we already have that this “void” was something that they already contemplated from Europe, but there was a second reason. In July, China’s Ministry of Commerce held a meeting with a dozen domestic manufacturers who were given a maxim: the secrets of the electric vehicle industry must be protected as much as possible.
That means key vehicle systems would be made in China, where it’s easier to maintain control.
Valdis Dombrovskis is the executive vice-president of the European Commission and has already expressed his doubts about the value that will be created in the European Union with this way of proceeding. “What part of know-how Will it be stored here? Is it a simple assembly plant or an automobile manufacturing plant? “There is a substantial difference,” he said.
Returning to Séjourné, he assures that he does not believe that tariffs are the answer because “they destroy the value chain and create trade tensions.” He does not give an answer about what should be done, but comments that we Europeans “need to be less naive and put ourselves back to the standards of all the major economies in the world.”
The Chery factory in Barcelona, for example, is one of the Chinese factories that have operated in SKD, or Semi Knock Down, mode. As our colleagues point out Motorpassionfrom China the car is sent half disassembled, without elements such as the steering wheel or wheels, and then they are assembled again on European soil. The idea is that pass to the CKD or Completely Knock Down mode.
This implies that They will arrive completely disassembled and will be assembled in Barcelona completely, including welding, painting and there will be an integration of local suppliers that will improve that value chain and create wealth in the surroundings of the factory. What they criticize from Europe is that the operators are, sometimes, workers who come directly from China.
An example, also on Spanish soil, is the CATL gigafactory in Zaragoza. They will create batteries to supply the Stellantis plant in Figuerelas and it is expected to generate 3,000 direct jobs. But, when it came time to build the factory, There will be close to 2,000 workers from China those who do the work.
One eye on removable kits, another on hybrids
Because the objective of the European Union is for the brands that reach our territory to generate wealth in the countries in which they are established. There are relevant examples of this. SEAT gives direct work more than 15,000 people between the Martorell plants, but indirectly generates thousands of other jobs.
Similar happens with Toyota in Valenciennes. In the French plant they employ about 4,000 people, but they generate thousands of indirect jobs in the surrounding area because logistics, auxiliary industry, local suppliers, etc. come into play. In fact, they point that Toyota in Europe directly and indirectly employs 94,000 people.
But although Europe’s focus on protecting community interests is focused on the electric car, we have already said on occasion that hybrids and plug-ins are the real threats. In May 2025, Chinese brands reached 5.4% market share, with more than 60,000 cars sold compared to 3% in the previous period. In that same time, the European market only grew by 1.3%.
These figures were achieved thanks, above all, to the hybrids that brands like MG or BYD have brought to our territory. And this success does not come from nowhere: Chinese hybrids offer a good price-power-design ratio, with attractive and very competitive prices against which European and Japanese manufacturers barely compete.
The solution? Complex. Séjourné also commented that Europe is “the only continent that lacks strategic thinking in terms of industrial policy”, and the solution may be to apply something similar to what, precisely, China did in the past. When foreign brands wanted to establish themselves in the Asian giant, they had to partner with local companies so that there was a transmission of knowledge and wealth.
And, perhaps, that is the way for foreign brands to establish themselves in Europe. In fact, this is exactly what Josep Maria Recasens, president of Renault Spain, is asking for, who has also stated that Europe “cannot allow them to make four plates with wheels.”
Images | Ebro, BYD
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