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knownastronyesterday at 11:15 PM4 repliesview on HN

I believe they'd be able to sell their vehicles in the US if they were willing to build it here (or Mexico/Canada due to USMA).

If that were the case they wouldn't have the cheap Chinese labor and I doubt the Chinese government would continue to subsidize US build vehicles for the US market.

It'd still be a compelling vehicle but it wouldn't be starting at $33k.


Replies

hangonhnyesterday at 11:22 PM

There's a non-zero possibility of that actually happening. It's already happening in Europe. Trump has mentioned the idea of a JV with Chinese companies. It is possible for this to happen in the upcoming Trump-Xi meeting. Chinese companies have started pursuing more foreign investments as a way to avoid "involution" -- fierce and unprofitable domestic competition. Their profit margins when going aboard is considerably better than at home. Maybe it won't be $33k but it might be $45k, which for a car with those kinds of specs, it would be a steal. China's EV advantage doesn't come just from labor costs but also from vertical integration of the entire supply chain. The mining stage is pretty low margin but China does it because it enables the next stage, which is batteries where profits are better, and then you get to even more profitable stage with cars, etc.

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markdowntoday at 12:30 AM

> If that were the case they wouldn't have the cheap Chinese labor

I don't think labour costs are much of a consideration anymore. It's 2026; robots do most of the work.

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cpursleytoday at 12:01 AM

And Mexican labor at this point is cheaper than Chinese. Makes sense to me.

tzsyesterday at 11:31 PM

BYD was planning to do that, but Trump said he'd put 100-200% tariffs on Chinese cars made in Mexico and BYD cancelled those plans.