GM to End Chevrolet Sales in China as Ford Reshores Lincoln Production

M&A · PartnershipRegulation
โดย Insider Monkey·USCN·Read original
Summary · why it matters

General Motors plans to stop Chevrolet sales in China after nearly 21 years, while Ford will stop producing Lincoln vehicles in China for the US market beginning in 2030. Chevrolet's China sales fell from over 767,000 vehicles in 2014 to less than 9,000 last year, a 98.8% decrease, prompting GM to focus on Buick and Cadillac. Ford's move targets the Lincoln Nautilus, its best-selling model and the only vehicle it currently makes in China for American buyers, which faces a 52.5% US tariff. CEO Jim Farley said the decision was prompted by the Trump administration's trade policies, and GM recently extended its SAIC joint venture until 2047 while planning at least 30 new energy vehicles domestically by 2030.

Impact on stocks 4

Electrification & Mobility▼ · 2 stocks
Ford Motor Company
F
▼ NegativeTariffrelevance

Ford will stop producing Lincoln vehicles in China for the US market due to 52.5% US tariff, impacting its best-selling model.

General Motors Company
GM
▼ NegativeDemandrelevance

GM plans to end Chevrolet sales in China due to a 98.8% drop in sales, focusing on Buick and Cadillac.

Defense & Geopolitical Fragmentation▲ · 1 stocks
Others▲ · 1 stocks
SAIC Motor Corp Ltd
600104
▲ PositiveDemandrelevance

GM extended its SAIC joint venture until 2047 and plans at least 30 new energy vehicles domestically by 2030, benefiting SAIC.

© 2026 MarketDXNews