Chery is weighing ways to enter the United States, where tariffs and restrictions have so far kept Chinese automakers from selling vehicles. Charlie Zhang, the company’s vice president, told Reuters that partnering with a US automaker could provide a path into the market. He also said it would be technically feasible to modify vehicles so they use no components or software linked to China.
The US has imposed 100% tariffs on Chinese cars and barred vehicles that contain Chinese-origin components or software. Ford’s chief executive has nevertheless said Chinese automakers will reach the US market eventually, estimating that could happen in five or 10 years. Chery’s proposal reflects both the company’s interest in the market and the possibility of tailoring products and supply chains to meet US requirements.
Partnerships between US and Chinese automakers already exist, but outside the United States. General Motors works with SAIC, while Ford has partnerships with JMC and Changan. Stellantis has acquired a large stake in Chinese brand Leapmotor. Chery would face a challenge in finding a US partner: several Chinese companies may seek similar agreements, while the pool of potential American partners is limited.
