{"id":195714,"date":"2026-10-12T12:10:44","date_gmt":"2026-10-12T10:10:44","guid":{"rendered":"https:\/\/newmobility.news\/?p=195714"},"modified":"2026-10-12T09:39:41","modified_gmt":"2026-10-12T07:39:41","slug":"europe-puts-chinese-hybrids-on-a-leash-but-cant-tame-competition","status":"publish","type":"post","link":"https:\/\/newmobility.news\/fr\/2026\/10\/12\/europe-puts-chinese-hybrids-on-a-leash-but-cant-tame-competition\/","title":{"rendered":"L'Europe met les hybrides chinois au pas, mais ne parvient pas \u00e0 dompter la concurrence"},"content":{"rendered":"
\n

L'Europe est parvenue \u00e0 un accord pr\u00e9liminaire avec la Chine visant \u00e0 limiter les importations en forte hausse de voitures hybrides chinoises, ce qui pourrait r\u00e9duire de plus de moiti\u00e9 les livraisons futures. Mais alors que Bruxelles se f\u00e9licite de cette avanc\u00e9e commerciale, P\u00e9kin affirme que ses exportations peuvent continuer \u00e0 progresser.<\/p>\n

Pendant ce temps, un nouvelle \u00e9tude d'Allianz Trade<\/a> sugg\u00e8re que la crise automobile europ\u00e9enne est en partie le fruit de ses propres erreurs. Le protectionnisme donnera-t-il aux constructeurs europ\u00e9ens suffisamment de r\u00e9pit pour rattraper leur retard ?<\/p>\n

\u00c0 l'issue de deux jours de n\u00e9gociations \u00e0 P\u00e9kin, le commissaire europ\u00e9en au Commerce, Maro\u0161 \u0160ef\u010dovi\u010d, a annonc\u00e9 qu'un accord avait \u00e9t\u00e9 trouv\u00e9 avec le ministre chinois du Commerce, Wang Wentao, visant \u00e0 limiter les exportations de v\u00e9hicules hybrides sans imposer de droits de douane suppl\u00e9mentaires.<\/p>\n

Selon le Financial Times, le quota propos\u00e9 s'\u00e9l\u00e8verait \u00e0 environ 350 000 v\u00e9hicules en 2027, avec une augmentation de 6% par an. Bruxelles estime que cela permettrait de r\u00e9duire les importations de plus de moiti\u00e9 par rapport aux volumes pr\u00e9vus en l'absence de restrictions.<\/p>\n

La Chine propose une interpr\u00e9tation diff\u00e9rente. Avec environ 302 000 v\u00e9hicules hybrides chinois import\u00e9s dans l'UE en 2025, le quota permettrait toujours une croissance. P\u00e9kin insiste \u00e9galement sur le fait que cet accord ne doit pas \u00eatre discriminatoire \u00e0 l'\u00e9gard des constructeurs chinois. Les d\u00e9tails restent soumis \u00e0 une validation politique et \u00e0 des n\u00e9gociations de mise en \u0153uvre.<\/p>\n

Combler la lacune juridique concernant les v\u00e9hicules hybrides<\/h4>\n

Cet accord fait suite \u00e0 une expansion exceptionnelle des exportations chinoises de v\u00e9hicules hybrides. Lorsque l'UE a impos\u00e9 des droits de douane suppl\u00e9mentaires sur les v\u00e9hicules \u00e9lectriques \u00e0 batterie fabriqu\u00e9s en Chine en 2024, les constructeurs se sont de plus en plus tourn\u00e9s vers les v\u00e9hicules hybrides rechargeables, qui \u00e9taient exempt\u00e9s de ces droits.<\/p>\n

Les restrictions propos\u00e9es concerneraient \u00e0 la fois les hybrides classiques (HEV) et les hybrides rechargeables (PHEV), bien que leur champ d'application pr\u00e9cis reste \u00e0 pr\u00e9ciser.<\/p>\n

Selon l'association europ\u00e9enne des constructeurs automobiles (ACEA), les marques chinoises ont fait passer leur part de march\u00e9 sur le segment des hybrides classiques en Europe de 2% en 2024 \u00e0 14% au premier semestre 2026. Leur part de march\u00e9 des v\u00e9hicules hybrides rechargeables (PHEV) a bondi de 2% \u00e0 25%.<\/p>\n

Selon Reuters, les exportations chinoises de v\u00e9hicules hybrides vers l'UE ont atteint $7,5 milliards au premier semestre 2026, soit trois fois leur valeur de l'ann\u00e9e pr\u00e9c\u00e9dente. BYD, Chery et MG (filiale de SAIC) comptent parmi les principaux b\u00e9n\u00e9ficiaires.<\/p>\n

Leur attrait tient \u00e0 la fois \u00e0 leurs prix attractifs, \u00e0 leur \u00e9quipement g\u00e9n\u00e9reux et, dans le cas des v\u00e9hicules hybrides rechargeables (PHEV), \u00e0 la promesse d\u2019une conduite \u00e9lectrique sans crainte de se retrouver \u00e0 court d\u2019autonomie. Mais leur r\u00e9putation de solution interm\u00e9diaire raisonnable vers une mobilit\u00e9 enti\u00e8rement \u00e9lectrique est de plus en plus remise en cause par des \u00e9tudes sur les \u00e9missions r\u00e9elles.<\/p>\n

Selon les donn\u00e9es de l'Agence europ\u00e9enne pour l'environnement analys\u00e9es par Transport & Environment, les v\u00e9hicules hybrides rechargeables (PHEV) \u00e9mettent en moyenne 145 grammes de CO\u2082 par kilom\u00e8tre en conditions r\u00e9elles de conduite, soit six fois plus que leurs chiffres officiels obtenus lors des essais et seulement 14% de moins que les voitures \u00e0 moteur thermique classiques.<\/p>\n

L'ACEA a salu\u00e9 cet accord commercial, tout en mettant en garde contre le risque que des guerres de prix \u00e0 la chinoise ne d\u00e9stabilisent l'industrie automobile europ\u00e9enne. Sa directrice g\u00e9n\u00e9rale, Sigrid de Vries, a reconnu que les constructeurs chinois s'imposaient durablement en Europe, tout en soulignant que des pressions similaires li\u00e9es aux importations pourraient appara\u00eetre dans les secteurs des bus et des poids lourds.<\/p>\n

Une crise \u00ab made in Europe \u00bb ?<\/h4>\n

Mais prot\u00e9ger les industriels europ\u00e9ens d'une concurrence perturbatrice n'est qu'un aspect du probl\u00e8me. Une nouvelle \u00e9tude d'Allianz Trade sugg\u00e8re que les difficult\u00e9s du secteur r\u00e9sultent \u00e9galement de deux d\u00e9cennies de priorit\u00e9s d'investissement discutables.<\/p>\n

Selon ses \u00e9conomistes, les constructeurs automobiles europ\u00e9ens ont trop mis\u00e9 sur la technologie des moteurs \u00e0 combustion et sur la rentabilit\u00e9 \u00e0 court terme, tout en sous-estimant l'importance des batteries, des logiciels et de la num\u00e9risation.<\/p>\n

Il est inqui\u00e9tant de constater qu'Allianz estime que les investissements dans le secteur automobile en Europe diminueront de 20% en 2026, tandis que les grandes entreprises europ\u00e9ennes d'autres secteurs augmenteront les leurs de 10%.<\/p>\n

Dans le m\u00eame temps, les constructeurs allemands ont perdu entre 30% et 45% de leur valeur ajout\u00e9e nationale par v\u00e9hicule par rapport \u00e0 la p\u00e9riode 2021-2022.<\/p>\n

L'\u00e9tude met en garde contre le fait qu'un assouplissement des objectifs europ\u00e9ens en mati\u00e8re de CO\u2082 pourrait aggraver le probl\u00e8me en r\u00e9duisant la pression en faveur de l'innovation, alors m\u00eame que les concurrents chinois passent \u00e0 la vitesse sup\u00e9rieure. Allianz pr\u00e9conise des investissements plus cibl\u00e9s, des partenariats technologiques et une r\u00e9duction du nombre de programmes de d\u00e9veloppement qui se chevauchent.<\/p>\n

Et qu'en est-il de la Belgique et des Pays-Bas ?<\/h4>\n

Pour le Benelux, les implications diff\u00e8rent de celles observ\u00e9es dans les principaux pays constructeurs automobiles d'Europe. Le march\u00e9 belge des v\u00e9hicules de soci\u00e9t\u00e9 est d\u00e9j\u00e0 majoritairement \u00e9lectrique, les v\u00e9hicules enti\u00e8rement \u00e9lectriques (BEV) repr\u00e9sentant plus de la moiti\u00e9 des nouvelles immatriculations en septembre.<\/p>\n

N\u00e9anmoins, les v\u00e9hicules hybrides chinois ciblent les particuliers, tandis que les marques Omoda et Jaecoo de Chery d\u00e9veloppent rapidement leur r\u00e9seau de concessionnaires.<\/p>\n

Aux Pays-Bas, le Jaecoo 7 SHS-P est devenu un mod\u00e8le cl\u00e9 pour l'expansion de la marque. Des restrictions \u00e0 l'importation pourraient freiner cette croissance ou inciter les constructeurs chinois \u00e0 acc\u00e9l\u00e9rer leur production en Europe, ce qui aurait des r\u00e9percussions sur la distribution des v\u00e9hicules, la logistique et, \u00e9ventuellement, la cha\u00eene d'approvisionnement automobile belge.<\/p>\n

Pour des constructeurs bien \u00e9tablis tels que Volkswagen, Renault et Stellantis, cet accord offre un r\u00e9pit temporaire face \u00e0 la politique tarifaire agressive de la Chine. Il y a toutefois une ironie : ces trois constructeurs coop\u00e8rent eux-m\u00eames de plus en plus avec des entreprises chinoises.<\/p>\n

Volkswagen d\u00e9veloppe des voitures \u00e9lectriques et des logiciels en collaboration avec XPeng, Renault partage le d\u00e9veloppement de groupes motopropulseurs hybrides avec Geely, tandis que Stellantis \u00e9tend son partenariat avec Leapmotor afin de fabriquer des v\u00e9hicules \u00e9lectriques abordables en Europe. La technologie chinoise s'inscrit d\u00e9sormais dans la r\u00e9ponse europ\u00e9enne \u00e0 la concurrence chinoise.<\/p>\n

Les v\u00e9hicules hybrides ? lent<\/strong> La transition vers les v\u00e9hicules \u00e9lectriques en Europe ?<\/h4>\n

Pas forc\u00e9ment. Malgr\u00e9 leur popularit\u00e9, les voitures enti\u00e8rement \u00e9lectriques gagnent des parts de march\u00e9 plus rapidement que les hybrides rechargeables.<\/p>\n

Selon l'ACEA, les v\u00e9hicules \u00e9lectriques \u00e0 batterie (BEV) ont repr\u00e9sent\u00e9 21,71 TP3T des immatriculations dans l'UE au cours des huit premiers mois de 2026, contre 15,81 TP3T un an plus t\u00f4t. Les v\u00e9hicules hybrides rechargeables (PHEV) sont pass\u00e9s de 8,81 TP3T \u00e0 101 TP3T, tandis que les hybrides classiques ont repr\u00e9sent\u00e9 36,61 TP3T.<\/p>\n

Le fait de restreindre les v\u00e9hicules hybrides chinois ne convaincra pas automatiquement les clients de se tourner vers les v\u00e9hicules 100 % \u00e9lectriques. Cela pourrait simplement renforcer la position des constructeurs europ\u00e9ens et japonais qui proposent des alternatives similaires \u00e0 moteur thermique.<\/p>\n

Dans le m\u00eame temps, les fabricants chinois pourraient r\u00e9agir en implantant davantage d'usines en Europe, ce qui leur permettrait \u00e9ventuellement d'\u00e9chapper aux restrictions pesant sur les importations en provenance de Chine tout en rapprochant encore davantage la concurrence de leur propre march\u00e9.<\/p>\n

Alors que les constructeurs europ\u00e9ens et chinois se r\u00e9unissent cette semaine au Salon de l'automobile de Paris, le contraste est saisissant : Bruxelles tente de freiner l'expansion automobile de la Chine, tandis qu'Allianz pr\u00e9vient que le plus grand d\u00e9fi de l'Europe pourrait bien r\u00e9sider au sein m\u00eame de son industrie.<\/p>\n

Ces quotas pourraient permettre aux constructeurs automobiles europ\u00e9ens de gagner du temps. C'est la mani\u00e8re dont ils l'utiliseront \u2013 pour acc\u00e9l\u00e9rer l'\u00e9lectrification ou simplement pour prolonger la dur\u00e9e de vie des moteurs \u00e0 combustion \u2013 qui d\u00e9terminera la valeur r\u00e9elle de cet accord.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Europe has reached a preliminary agreement with China to restrict rapidly growing imports of Chinese hybrid cars, potentially cutting future shipments by more than half. But while Brussels celebrates a trade breakthrough, Beijing insists exports can continue growing. Meanwhile, a new Allianz Trade study suggests Europe’s automotive crisis is partly self-inflicted. Will protectionism give European […]<\/p>\n","protected":false},"author":21,"featured_media":195715,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\r\n\r\n{excerpt}\r\n\r\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[77170,77160,28,31030,16,77169,77218],"tags":[],"class_list":["post-195714","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-belgium","category-china","category-europe","category-export","category-industry","category-market","category-netherlands"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=1998%2C1534&ssl=1",1998,1534,false],"thumbnail":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=150%2C150&ssl=1",150,150,true],"medium":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=300%2C230&ssl=1",300,230,true],"medium_large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=640%2C491&ssl=1",640,491,true],"large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=640%2C491&ssl=1",640,491,true],"1536x1536":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=1536%2C1179&ssl=1",1536,1179,true],"2048x2048":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=1998%2C1534&ssl=1",1998,1534,true],"trp-custom-language-flag":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=16%2C12&ssl=1",16,12,true],"related-thumb":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=640%2C480&ssl=1",640,480,true],"gform-image-choice-sm":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=300%2C300&ssl=1",300,300,true],"gform-image-choice-md":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=400%2C400&ssl=1",400,400,true],"gform-image-choice-lg":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=600%2C600&ssl=1",600,600,true],"mailchimp":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?fit=560%2C430&ssl=1",560,430,true],"unipress-phone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=640%2C100&ssl=1",640,100,true],"unipress-tablet":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=1536%2C240&ssl=1",1536,240,true],"unipress-tablet-portrait":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=1536%2C180&ssl=1",1536,180,true],"unipress-tablet-landscape":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=1998%2C180&ssl=1",1998,180,true],"unipress-smartphone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=1080%2C168&ssl=1",1080,168,true],"unipress-wide-screen":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-12-om-09.34.28.png?resize=1998%2C180&ssl=1",1998,180,true]},"post_excerpt_stackable_v2":"

Europe has reached a preliminary agreement with China to restrict rapidly growing imports of Chinese hybrid cars, potentially cutting future shipments by more than half. But while Brussels celebrates a trade breakthrough, Beijing insists exports can continue growing. Meanwhile, a new Allianz Trade study suggests Europe’s automotive crisis is partly self-inflicted. Will protectionism give European manufacturers enough breathing space to catch up? Following two days of negotiations in Beijing, EU Trade Commissioner Maro\u0161 \u0160ef\u010dovi\u010d announced an understanding with Chinese Commerce Minister Wang Wentao to limit hybrid exports without imposing additional import tariffs. According to the Financial Times, the proposed quota…<\/p>\n","category_list_v2":"Belgium<\/a>, China<\/a>, Europe<\/a>, Export<\/a>, Industry<\/a>, Market<\/a>, Netherlands<\/a>","author_info_v2":{"name":"Joris Van Roy","url":"https:\/\/newmobility.news\/fr\/author\/jorisximcom-be\/"},"comments_num_v2":"0 comments","yoast_head":"\nEurope puts Chinese hybrids on a leash, but can\u2019t tame competition - newmobility.news<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/newmobility.news\/fr\/2026\/10\/12\/europe-puts-chinese-hybrids-on-a-leash-but-cant-tame-competition\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Europe puts Chinese hybrids on a leash, but can\u2019t tame competition - newmobility.news\" \/>\n<meta property=\"og:description\" content=\"Europe has reached a preliminary agreement with China to restrict rapidly growing imports of Chinese hybrid cars, potentially cutting future shipments by more than half. But while Brussels celebrates a trade breakthrough, Beijing insists exports can continue growing. Meanwhile, a new Allianz Trade study suggests Europe’s automotive crisis is partly self-inflicted. 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