In-depth intelligence on China's EV sector and its impact on Europe
Germany registered 70,663 BEVs in March 2026, outselling petrol cars for the first time in the country‘s history. The 66.2 percent surge was driven by a €3 billion retroactive subsidy programme and high fuel prices. The result raises questions about the durability of subsidy‑dependent EV demand.
Norway registered 17,406 battery-electric vehicles in March 2026, a 98.4 percent market share that sets a new monthly record. The recovery from a January policy shock shows that once EV adoption crosses a threshold, consumer demand becomes self-sustaining.
Toyota's C-HR+ BEV arrived in European showrooms in March 2026 with 607km WLTP range, 150kW charging that works at -10°C, and a 10-year battery warranty from €38,990 in Germany. Built in Japan, it carries no anti-subsidy duty. BYD's equivalent EU pricing depends on Hungarian production that has not yet scaled.
