Global Autos Daily: The Morning News

Research evidence excerpt

Global Autos Daily: The Morning News

Deutsche Bank

Research

Europe Strategy Date

19 June 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

EU tariffs on Chinese hybrid imports?, Brazil & Australia Head of European Equity Research

sales, Focus Europe - Europe and China Shock 2.0,

UKeconomic notes - BoE Recap, FedNotes - June dot plot, Christoph Laskawi

Research Analyst

Investor Positioning and Flows, Thematic Research - AI's

tightest bottleneck Nicolai Kempf

INVITES: Ferrari Expert call (7/9), Truck'n'Roll - Truck IAA Edison Yu

Field trip (9/15-16) Research Analyst

Bin Wang

European Automotive: EU considering tariffs on Chinese hybrid imports Research Analyst

(Wiegratz)

Nikita Papaccio

Yesterday night, Handelsblatt reported that the EU is preparing potential import

tariffs linked to subsidies on Chinese hybrid vehicles, with discussions among EU

leaders taking place at the summit last night. While the discussion on potential Winnie Dong

tariffs for Hybrids has been ongoing for some time already, it looks like EU could be Research Analyst

closing in on a decision. The measures aim to close a regulatory gap, as current Laura Li

tariffs implemented in 2024 only cover battery electric vehicles, resulting in Chinese Research Associate

OEMs to shift exports towards hybrids. According to the report, an anti-subsidy James Mulholland, CFA

investigation is already prepared, allowing the Commission to act relatively quickly Research Associate

once member states approve. Industry data points to a strong increase in Chinese

Wei Huang

hybrid volumes in the EU, reflecting this shift in product mix following EV tariffs. If

Research Associate

implemented, the measures would indicate a further tightening of EU trade policy

towards China in autos.