At Auto China in Beijing, humanoid robots, much touted until a few months ago, remain relegated to less visible corners of the stands: the technology is still immature and expensive, while human labor remains more cost-effective. Experts predict that it will still take several years before robots become truly useful to address the aging Chinese population and manufacturers can produce them in series on their lines. For now, they represent more of a futuristic vision than a mature industrial reality.
The top executives of major German groups show a strong bond with Chinese partners: BMW, Mercedes, and Volkswagen made a massive presence at the fair, with CEOs personally accompanying their Chinese counterparts from one stand to another. All are strengthening their development structures in China, but with different strategies: Volkswagen wants to transform the country into an export hub for emerging markets by dividing it into two technological spheres, while BMW and Mercedes still focus on global cars with local adaptations.
The Chinese car market, after years of growth, is expected to stagnate in 2026 due to the end of tax incentives and weak demand, forcing manufacturers, starting with Volkswagen, to reduce production capacity by half a million vehicles. In the long term, strong consolidation is expected: out of over 100 brands currently present, only 15-20 will remain, with the closure or acquisition of unprofitable ones. Prices continue to fall by 15%, and Chinese manufacturers are also decisively attacking the premium segment.
Humanoid robots still marginal
“Humanoid robots are not the protagonists of Auto China, but are rather relegated to the darkest corners. […] Robotic technology is still in its infancy. There are no cost advantages yet; on the contrary, for the moment human labor is more cost-effective.”
Close ties between German and Chinese top managers
“On Friday afternoon, BMW CEO Oliver Zipse walked through the fair amid a dense crowd of people and seemed to enjoy the buzz caused by the pop star. However, cell phone cameras were less focused on the Munich executive than on his companion: the chairman of the Chinese automotive group Great Wall, Wie Jianjun.”
VW’s strategy of dividing the world
“Volkswagen head Oliver Blume presented his strategy for China in Beijing. He now states that China must become an export hub for Southeast Asia, South America, and South Africa. […] ‘We have deliberately divided the world into two spheres.’”
Sober and less “loud” design
“Flashy design, attention to karaoke, and flashing LEDs: these effects are no longer at the center of attention. It is true, Chinese models often still offer some extra gimmicks, such as animated lights on the radiator grille. However, almost all brands present themselves as serious products.”
Market consolidation and price decline
“The Chinese automotive market is expected to stagnate in 2026, for the first time after years. […] ‘Of the over 100 brands currently present in the Chinese market, probably only between 15 and 20 will remain.’”
(Excerpt from the newsletter by Giuseppe Liturri)
