Overview
- China’s Ministry of Commerce said it will grant exemptions for eligible Nexperia shipments, creating a licensing route after weeks of halted exports.
- German parts makers, including Aumovio, have filed applications to resume imports, with distributors noting limited releases of existing stock require special permission.
- Volkswagen warned it cannot guarantee production at German plants beyond this week, while Bosch filed furlough plans and ZF prepared precautionary measures due to tight supply.
- The export curbs followed the Dutch government’s takeover of Nexperia and removal of its Chinese CEO over security and governance concerns linked to parent company Wingtech.
- US and European auto groups welcomed Beijing’s move, though ACEA said practical questions about approvals and restoring secure flows still leave production at risk.