90% Wiped Out: China's Car Industry Is In Trouble; US-China: Trade & Taiwan; China's Economy; AI - China Update

[TexasTowelie]

00:00 Introduction
00:17 US-China: Trump Visit & Taiwan Trade
04:32 China Investors Embrace AI Rally
07:21 China’s Auto Sector Slump

- US President Donald Trump will visit China from March 31 to April 2 for a high-stakes summit with Xi Jinping, aiming to stabilize trade and geopolitical relations, with a focus on extending the tariff ceasefire and addressing AI chip export restrictions.
- US imports from Taiwan surpassed those from mainland China for the first time in decades, driven by surging demand for semiconductors and AI-related products, with Taiwan’s exports to the US more than doubling in 2025.
- China’s AI investment and market sentiment remain optimistic, with strong gains in stocks of AI-focused firms like Minimax and Jupai, while US investors show caution due to fears of technological disruption.
- China’s auto market contracted sharply in January 2026, with sales down 14.8% year-on-year, driven by reduced government subsidies and a new 5% purchase tax on new energy vehicles.
- The Chinese government issued new price compliance guidelines to curb destructive price competition, warning against dumping vehicles below cost and urging transparency in pricing.
- Industry experts predict a severe market consolidation, with 70–90% of automakers potentially failing as the sector adjusts to leaner incentives and increased regulatory oversight.

[popsdenver]

1. How about an article

on how the U.S. car industry is running on fumes, with no relief in sight..........NO ONE in the U.S. is buying cars, and the entire auto industry is in a dead lock, with masses of inventory never seen before, all just sitting there on the lots at dealers, and manufacturer's lots................With the average price of a car going from 30K to now 50K, as well as an un-fathomable increase in Car Insurance, people are just hanging on to their old cars. Used cars available are all in poor condition, with all the good ones snapped up the past two years.......The rush to Electric Cars has bankrupt manufacturers and are all sitting around on lots also.....

WASF

[TexasTowelie]

2. How about you posting the article that you want to see that addresses your tangent concerns?

Between having members asking me to self-censor and other members suggesting to me what to post it is making for a difficult day and I've been online less than two hours since I woke up. I'm mostly trying to follow the daily routine of bloggers that I follow--nothing more, nothing less.

[MichMan]

3. Sales in 2025 were over 16 million units

That's a lot of nobody buying them.