The Truth Behind China's War on German Engineering
Low Volume Capital и The Retro Ledger
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The Truth Behind China's War on German Engineering
10 165 просмотров · 1 день назад
Low Volume Capital и The Retro Ledger
10 165 просмотров · 1 день назад
China's war on German engineering is not a theory anymore. It is showing up in the quarterly numbers, and the numbers are brutal.
In the second quarter of 2026, Volkswagen, Mercedes-Benz, BMW and Porsche all watched their China sales fall between 30 and 41 per cent against the same quarter a year earlier. Volkswagen alone delivered 424,300 vehicles, down 36.6 per cent, and signalled it would cut its model lineup by as much as half. This is the market that built the modern German premium industry, and it is walking away.
This video breaks down how China turned German engineering from a global benchmark into a competitive liability. It did not happen through tariffs or trade bans. It happened through cost structures, battery supply chains, software development cycles, and a domestic price war that Wolfsburg, Munich, and Stuttgart were never designed to survive.
We look at why the German car industry crisis began long before the EV transition, how Chinese brands like BYD rewrote the basic economics of building a car, what happens now that Chinese cars are moving into Europe, and whether German engineering has any defensible advantage left.
#GermanEngineering #ChinaEconomy #Volkswagen #ElectricVehicles #GlobalEconomy #Geopolitics #BYD #EVMarket #ChinaEV #AutoIndustry