How Chinese EVs Won Brazil — And Left U.S. Automakers Behind

中国电车赢下巴西

CNBC

2025-10-26

11 分钟
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Brazil is the world’s sixth largest car market by volume, and the country is quickly becoming the next frontier in China’s electric vehicle expansion. Blocked from the U.S. by tariffs, China’s EV giants have turned to emerging markets like Brazil to offload their massive supply of cars. Imports from China to Brazil have skyrocketed, up nearly 100,000 vehicles in just one year, and Chinese brands like BYD now account for over 80% of electric car sales in Brazil. But the surge has U.S. automakers on edge, as Chinese companies move into markets long led by U.S. and European rivals. Watch the video above to learn more. Chapters: 00:00 Introduction 01:59 Chinese EVs 04:55 Automakers in South America 08:05 Pushback Produced by Merritt Enright Edited by Matthew Soto Camera by Mike Kuba Animation by Emily Park Senior Managing Producer: Shawn Baldwin Additional Narration: Darren Geeter, Devan Burris Additional Footage: Getty Images, BYD » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to be your own boss? Sign up for Smarter by CNBC Make It's new online course, How To Start A Business: For First-Time Founders. Find step-by-step guidance for launching your first business, from testing your idea to growing your revenue. Sign up today: https://cnb.cx/4gEgnhO Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #cnbc How Chinese EVs Won Brazil — And Left U.S. Automakers Behind
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  • On the streets of Rio, it's not hard to find electric vehicles from China.

  • I've seen a lot of BYD cars on the streets, and many electric cars because of the price.

  • Everyone is getting on board.

  • There are a lot of Chinese cars on the streets.

  • Brazil is South America's largest auto market,

  • and the country is quickly becoming the next frontier in China's EV expansion.

  • In 2024, Brazil imported around 138,000 EVs and hybrids from China.

  • That number is up nearly 100,000 from 2023.

  • The momentum in South America mirrors a global trend.

  • Chinese automakers have been shut out of the US by tariffs,

  • so they're turning to emerging markets Southeast Asia, the Middle East,

  • and Latin America to sell their oversupply of cars.

  • Chinese EV makers are facing a lot of pressure within China.

  • They are under a lot of pressure to find new customers and new markets, a

  • nd they've been going abroad in a very big way.

  • Some companies are already breaking ground on factories in the country.

  • I think Chinese influence has become very strong in vehicles,

  • and they're also investing in the country.

  • But officials say that the influx of cars could come at a cost, fewer jobs for Brazilian workers.

  • This is a worrying scenario for us Brazilian workers