16:08 3 September 2026
Europe wants less dependence on China, but imports continue to grow
Europe is trying to reduce its economic dependence on China, but trade data point in the opposite direction. The EU’s trade deficit with China reached a record EUR 196 bln, up more than 9% y/y, while imports rose over 5%. Cars and electric batteries accounted for one-third of the increase, supported by China’s extensive state aid, including subsidies, tax incentives, and innovation financing. Poland’s imports from China rose 11% y/y and have doubled since 2019, while Chinese car imports increased 2.5-fold.
Chinese automakers now account for nearly 10% of European new-car sales and more than 12.5% in Poland. A White House report also lists Poland among countries potentially involved in rerouting Chinese goods to the U.S.
