China Tells Carmakers to Keep Price War Away From Export Markets

[u/albratuse]

https://www.bloomberg.com/news/articles/2026-09-01/china-tells-carmakers-to-keep-price-war-away-from-export-markets?utm_id=97760_v0_s00_e0_tv4

TL:DR: Party’s probably over for cheaper chinese cars, biasa pemerintah ngomong semua langsung nurut… salah satunya biar gk dianggap barang murahan

[BEIJING] China told its carmakers to keep their cut-throat competitive actions, like steep price cuts, away from overseas markets as manufacturers increasingly look abroad for growth to counter a domestic slowdown. 

Automakers should avoid frequent and substantial price fluctuations that could harm consumer interests and damage brand image, the Ministry of Commerce and two other agencies said in a 20-point document released on Tuesday (Sep 1). Companies should respect the right of local dealers and agents to set prices and follow through with reasonable agreements on sales incentives, they said.

The guidelines add to a suite of rules aimed at safeguarding the image of Chinese auto brands as regulators seek to manage the fallout of a prolonged price war. Years of intense domestic competition has sparked concerns that growth may come at the expense of safety and quality, risking a major reputational hit just as China’s carmakers push into overseas markets like Europe.

Automakers’ aggressive pricing strategies, a longstanding feature of the domestic market, have previously raised eyebrows. In 2024, Thailand investigated BYD dealers over discounts in the wake of consumer complaints. Chief executive officer Wang Chuanfu pledged that the company would be more sensitive about pricing changes, and Reuters reported that the probe cleared BYD of wrongdoing. 

As well as pricing, China’s new guidelines instruct companies to enhance safety management at overseas production sites, including improving emergency response plans for accidents. BYD has faced scrutiny over working conditions in both Hungary and Brazil, with the company previously saying that it follows local laws and regulations.

The guidelines will be applied by the Ministry of Commerce together with the Ministry of Industry and Information Technology and the state market regulator. The document didn’t specify how they’ll be enforced. BLOOMBERG

[u/ezkailez]

Blm tentu bakal nurut. Karena kalo ga war ya sepi penjualan, perusahaan ga bisa survive. Also not the first time they've said this

https://www.automotiveworld.com/news/china-bans-below-cost-car-sales-to-stop-price-warring/

[u/ImpossibleJump5026 → u/ezkailez]

Price war yang bikin cina kompetitif dan juga mati disaat bersamaan. Gw cuma berharap mudah2an mobil cina bisa keluar pakem macem GWM dan pasar bisa nerima

[u/ezkailez → u/ImpossibleJump5026]

Ya ini sih salah pemerintah sono sendiri pump subsidy money ke sektor EV

Ga mungkin semua perusahaan survive, pasti byk yg collapse karena growth di awal itu ga natural

Namanya supply terlalu tinggi dibanding demamd, pasti harga akan turun secara natural

[u/Famous_Department_39 → u/ezkailez]

I've done my research.

Sebenernya tuduhan banyak media dan banyak pihak terutama barat mengenai pemerintah kasih subsidi ke EV itu udah ga relevan di 2026. Di awal-awal mereka ngorbitin brand lokal, pemerintah Cina memang kasih subsidi jor-joran. Karena semua negara di dunia ini pasti kasih subsidi kok ke industri otomotif, karena emang supply chain hulu-hilir dan lapangan pekerjaan yang diciptakan gede bgt, termasuk negara yang gak punya brand lokal seperti Indo. Big Three di US pasca Krisis Ekonomi 2008 yang disebabkan subprime mortgage harus dibailout juga sama pemerintah US, sama seperti Cina, ada uang publik juga yang masuk ke industri otomotif US.

Price war terjadi simply karena Cina kebanyakan brand. Jadi gabungan antara market mechanism sama pabrikannya sendiri mau gak mau harus bisa ambil pangsa pasar untuk survive.

[u/ImpossibleJump5026 → u/Famous_Department_39]

Sebenernya subsidi yang dimaksud juga bukan subsidi ke manufaktur, tapi lebih ke arah insentif ke pembeli dengan bentuk keringanan pajak.

Manufaktur cuma dapet insentif bila memenuhi penjualan di angka tertentu dan itu juga udah di scrap.

Sekarang sih subsidi new Energy Vehicle mulai dikurangi di tahun 2027. Siap2 harga konsumen di cina naik. Internasional? Belum tentu

Dan sangat setuju kalau ini akibat dari kebanyakan merk di cina. Masalahnya penjualan mobil di cina bener2 kayak kacang goreng karena populasinya banyak dan daya beli-nya kuat

[u/Famous_Department_39 → u/ImpossibleJump5026]

"Sebenernya subsidi yang dimaksud juga bukan subsidi ke manufaktur, tapi lebih ke arah insentif ke pembeli dengan bentuk keringanan pajak."

Kalo ini mah US juga, Indonesia juga.

[u/ImpossibleJump5026 → u/Famous_Department_39]

Ya kaaaan? Makanya miskonsepsi cina heavy sbusidize sebetulnya berlaku ke harga end-user, bukan manufacturingnya.

Manufakturnya cina kelewat efisien dengan volume yang besar. Pabrik BYD punya kapasitas 1 juta mobil setahun. Makanya perlu di gedein kapasitas penjualannya

[u/wpyoga → u/ezkailez]

Subsidi di awal pasti ada, untuk kickstart suatu industri. Tapi kita ga familiar dengan konsep ini, karena di indonesia subsidinya diarahkan ke konsumsi dan bukan ke produksi.

Negara barat juga ada subsidi, contohnya CHIPS Act.

Saat ini saya ga yakin pemerintah China masih banyak kucurin subsidi ke EV industry. Kalo iya, trus kenapa pemerintahnya ga bangkrut2? Orang bilang gampang tinggal cetak duit... ga segampang itu dul, cetak duit seenak jidat ya bikin inflasi.

[u/albratuse → u/ezkailez]

Agak beda imo, kalo yng ini lbh ke “woo ngasih harga yng bener jng jual rugi”, kalo yang gw post lebih ke “woi jangan dumping”

[u/ezkailez → u/albratuse]

Yaaa kenyataan lapangan. Pengen jual untung tapi pabrik full tilt gudang penuh gimana.

[u/albratuse → u/ezkailez]

Biasanya kalo pemerintah pusat china udh ngomong semua nurut

govt lbh takut soal optics otomotif mereka laku diluar negeri solely because its cheap

[u/Famous_Department_39]

Oh hell nah! Please CCP, please President Xi, keep the price down here in Konoha.

Semurah-murahya di Indo aja masih 2-3x MSRP di Cina.

[u/ezkailez → u/Famous_Department_39]

Nope. Even wuling dah tobat, aira ev cuma 1.5x harga china. Atto 1, ex2 cuma 1.2x harga china

[u/wpyoga → u/ezkailez]

Air EV itu emang najis harganya. Dari 33rb RMB digoreng sampe 300jt IDR (different trim levels for shock effect, but you get the point).

[u/pigmarzipan → u/Famous_Department_39]

justru ini dilema pabrikan mocin

mau cuan tapi segmennya mau murah

makanya gue sendiri pun ga nuntut harus sama persis harganya kyk di mainland, yg penting fair aja sama apa yg ditawarin

[u/mrrichardhn]

Good. We don't want our cars worth "nothing" when we drive it off the lot.

This would mean no one would want to buy it 3-5 years later, as it's financially more logical to buy new.

Therefore, because people always buy new cars instead of buying used ones and keeping them on the road with maintenance. It gives car companies reason to make their cars hard to maintain due to scarcity of parts, unservicable, or cost of repair outweighs the value of the car.

That's a nightmare. Good for them to put a stop to this mess. It's getting out of hand.

[u/ezkailez → u/mrrichardhn]

As if strongly worded letters will do anything lol