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China economy
EconomyChina Economy

China’s car industry slowdown to continue into 2020 as tariff impact piles up, manufacturers lose US orders

  • Mainland car sales fell for the 15th straight month in September amid the long tail fallout from the trade war with the United States
  • Recovery predicted to be slow as increasing trade war tariffs push American manufacturers to cancel orders and source parts in Mexico and India

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As car sales worsen to their lowest point in decades, makers and exporters of parts are also at risk of losing clients under the US-China trade war. Photo: Xinhua
Kathleen Magramoin Hong KongandHe Huifengin Guangdong

China will need to wait until at least the start of 2020 for its automotive industry to help shore up the slowing economy as the world’s largest car market enters “a period of great uncertainty”, according to analysts, after sales fell for the 15th straight month in September amid the fallout from the trade war with the United States.

The nation’s car industry, which includes both the manufacturing and export of parts and vehicles, made up more than 10 per cent of the country’s overall domestic output in 2018, data from the National Bureau of Statistics showed.

But in September, sales of passenger vehicles slumped 6.6 per cent compared to a year earlier to 1.81 million units, according to data from the China Association of Automobile Manufacturers released on Monday.

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“We are entering a period of great uncertainty,” said a commentary from car industry investment advisory firm ZoZo Go published on Thursday. “US-China relations are at their worst in 40 years. Consumer confidence is weak. [There] is a hazy feeling of not knowing what’s next.”

We are entering a period of great uncertainty. US-China relations are at their worst in 40 years. Consumer confidence is weak. [There] is a hazy feeling of not knowing what’s next
ZoZo Go
The latest figures paint a negative picture ahead of the release of China’s third quarter gross domestic product growth figure on Friday, which is expected to drop to 6.1 per cent from 6.2 per cent in the second quarter, according to a Bloomberg poll.
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