Entenda porque as montadora chinesas estão interessadas no Brasil

Por Carro.Blog.Br / Alan Corrêa Por Carro.Blog.Br / Alan Corrêa 18/05/2025 18/05/2025

As montadoras chinesas estão ampliando operações no Brasil como resposta às tarifas dos EUA. Elas buscam alternativas em mercados como o Brasil e o México após os EUA imporem uma tarifa de 100%.

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Empresas como BYD e Great Wall Motor estão construindo fábricas no Brasil. A BYD planeja iniciar sua produção em 2025, enquanto a Great Wall pretende começar antes do fim do ano.

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A decisão de estabelecer produção local visa contornar barreiras comerciais e explorar oportunidades em mercados emergentes. A produção no Brasil permite adaptar produtos às demandas locais.

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O governo brasileiro reintroduziu tarifas sobre veículos elétricos, com uma taxa atual de 10% que subirá para 35% até 2026. Isso visa estimular o investimento local em tecnologias mais limpas.

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As montadoras chinesas enfrentam desafios regulatórios no Brasil, incluindo a necessidade de adquirir componentes locais para evitar tarifas em exportações para a América Latina.

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As fábricas chinesas precisam importar muitos componentes da China inicialmente, complicando a adesão às regras locais que favorecem a produção com insumos nacionais.

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Stellantis, Toyota e Volkswagen também estão investindo pesadamente no Brasil, concentrando-se em veículos híbridos. Isso intensifica a competição para as montadoras chinesas no mercado.

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