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3mo ago

GM Ends U.S. Vehicle Exports to China, Restructures Chinese Operations

The decision reflects ongoing trade tensions, high tariffs, and competitive pressures from domestic Chinese automakers, forcing strategic shifts by American automakers.

New cars wait for shipment at the logistics center of a plant of SAIC-GM in Shanghai, China Monday, May 05, 2025.
GMC large vehicle, General Motors
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Overview

  • General Motors has officially ceased exporting vehicles from the U.S. to China, citing significant changes to economic conditions.
  • The Durant Guild, GM's premium import division, is being restructured after contributing less than 0.1% to the company's China sales.
  • This move follows Ford's April 2025 decision to halt U.S. vehicle exports to China, signaling a broader shift by American automakers in response to trade challenges.
  • GM is closing its Shenyang plant, which produced Buick GL8 minivans and Chevrolet Tracker SUVs, as part of its restructuring efforts.
  • The company recorded $5 billion in charges in December 2024 due to joint venture write-downs and restructuring costs, reflecting intensified competition from subsidized domestic manufacturers like BYD.