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EU Sets Path to Minimum Pricing for Chinese EVs as Beijing Signals Deal

The guidance details how exporters can propose minimum prices that could replace tariffs pending EU review.

Overview

  • The European Commission issued formal guidance enabling Chinese EV exporters to submit price undertaking offers as potential alternatives to existing countervailing duties.
  • The document sets Minimum Import Prices high enough to remove subsidy injury and requires model- and configuration-specific pricing with monitoring and verification.
  • Two calculation paths are outlined for MIPs: exporter CIF prices plus the duty margin or parity with comparable non‑subsidised EU-produced BEV prices.
  • Any accepted offer would be enacted through an Implementing Decision and needs approval by EU member states under comitology, so current duties remain in force until then.
  • China’s Commerce Ministry said a deal on steps with the EU has been reached and flagged EU minimum‑pricing guidelines, while duty rates imposed in 2024 still apply, with combined tariffs reaching up to 45.3% and manufacturers accelerating European production plans.