Analysts say that car manufacturers in China can be among the surprising beneficiaries of the commercial war of US President Donald Trump, where analysts are valid on Thursday.

The White House argued that the necessary tariff is necessary to protect the American auto industry and enhance the industrial base and supply in the country.

Last year, the United States imported $ 475 billion of auto parts, engines and vehicles, according to the Economic Analysis Office, in the first place from Mexico, Japan, South Korea, Germany and Canada.

The presence of China in the American auto industry was limited since Trump launched his first trade war in 2018 and imposed a tariff on Chinese goods worth $ 380 billion.

The Chinese Chinese “light vehicles” representing cars, trucks, and motorcycles -0.4 percent of only light vehicle sales in the United States in 2024, according to Jato Dynamics, a car market research company.

This limited existence is largely due to the low brand estimate in the United States for Chinese auto companies and the 100 percent tariff imposed by former US President Joe Biden last year.

Starting in 2027, the United States will also prohibit the sale of any Chinese “connected” vehicle “connected” devices or programs made of a tray on the alleged national security land.

These systems, which are usually found in EVS, allow vehicles to exchange data via Bluetooth, Wi-Fi or Satellite.

Sam Fiorni, deputy head of global vehicles at AutoforeCast Solutions, said Chinese auto manufacturers are immediately affected by American tariffs than their global competitors, which may give them a long -term advantage.

“With European, Japanese and South Korean brands, financially burdened by the American market, Chinese brands have now weakened competitors. The cost of doing business in the United States will harm every car maker in this market, but Chinese car manufacturers do not rely on the United States to obtain great revenues,” said Firani Jaharra.

Fiiori said that Chinese auto manufacturers can also benefit because their competitors are facing higher costs due to the definitions, which makes them more competitive in other markets.

The benefits will be more clear in the EV market, according to the experts, and even remain closed from the United States.

China dominates the manufacture of EV and the production of batteries, and last year it exceeded the BWD PowerHouse by EV Tesla from ELON Musk in annual global revenues thanks to strong local sales.

China is also the home of six of the 10 best batteries in the world.

While Trump’s drawings are expected to have a limited impact on Tesla, which depends less on foreign parts, experts say they will harm potential competitors on BYD such as Hyundai in South Korea, Nissan Japan, BMW and Mercedes in Germany.

Tu LE, founder and director of management at Sino Auto Insights, said that TROMP tariff policies and pressure on beach manufacturing in the United States can make American brands less competing in the long run, and China ultimately benefits from.

“The truth is, if things continue as is the case for the American auto industry, it may be incompatible for four years. Instead of investing in clean energy or shipping infrastructure, they focus on returning factories to the United States,” said Lu Jazara.

However, Chinese auto resources can suffer from greater repercussions than the definitions of auto manufacturers due to their high exposure to the United States market, according to Nick Maru, the main economist in Asia in the Economic Intelligence Unit.

“Chinese car makers do not sell much in the United States, especially because of the high customs tariffs on electric cars, which Chinese brands tend to control. However, the Chinese parts manufacturers historically saw the United States as a main market.”

“In the event of disturbances, it is likely to affect the intermediate components of the supply chain, which can have successive effects on the final assembly of American vehicles.”

The tremendous question surrounding car definitions in Trump is how it will affect Chinese manufacturers and other manufacturers who moved to Mexico to benefit from the United States, Mexico and Cananga agreement (USMCA) and its proximity to the American border.

After Trump’s 2018 trade war with Beijing, many Chinese manufacturers transferred operations to Southeast Asia and then Mexico to avoid definitions.

As a result, Mexico’s trade with the United States increased, overcoming China to become the trade partner in the United States in 2023.

In 2024, Mexico has provided more than 40 percent of American car parts, but many of them originated from Chinese factories that have created operations there over the past eight years.

While the Mexican and Canadian car industries will receive some exemptions from the 25 percent Trump tariff thanks to USMCA, Marsro from EIU said that Mexico is expected to re -evaluate the Chinese manufacturing base because it tries to negotiate an additional tariff.

During his presidential campaign last year, Trump incorrectly claimed that Mexico allowed Chinese auto companies to build factories to ship the final vehicles to the United States without paying taxes.

The issue remains a point of disagreement, especially after Trump returned to the White House in January.

The Financial Times reported, noting that people are aware of this issue last month that the Mexico Ministry of Trade was delaying approval of the BYD manufacturing facility due to concerns that could make smart car technology across the American border.

Tu LE from Sino Auto Insights said that some Chinese companies may seek permission to create manufacturing in the United States.

He said: “I think there is a great opportunity for Chinese auto companies to negotiate a method of construction in the United States. I think the Trump administration may see that there is an investment in the European Union.”

Such development will follow similar moves by other Asian car makers, such as Hyundai in South Korea, which recently announced an investment of $ 21 billion in the United States before the deadline for tariffs.

Eilara Marzuku, an older colleague of Chinese business and economics at the Center for Strategic and International Studies (CSIS), said the prospects for Chinese car manufacturers are still unconfirmed due to the current restrictions on the “connected vehicles” imposed by the Industry and Security Office in January.

“I think many people speculate on a deal in which Chinese car manufacturers in the United States invest. But regardless of politics, which is a challenge, the restrictions of the current connected vehicles will make it very difficult,” Marzoku told the island of the island.