Europe’s China BEV duties do not tax the other half of the export mix
NEVs were 52.1% of China’s August 2026 exports and 48% of Jan–Aug. Petrol, hybrid and PHEV still pay the ordinary EU rate, not the extra countervailing layer aimed at China-built BEVs. Chery’s export lead is still ICE/hybrid-heavy.
If a buyer says “Europe closed the door on Chinese cars”, ask which powertrain.
CAAM’s August 2026 split: NEVs 52.1% of that month’s exports, and about 48% of the 7.153 million shipped Jan–Aug — meaning roughly half of the flow is still a combustion car. EU countervailing duties (on top of the standard 10%) apply to battery-electric cars manufactured in China. Petrol, hybrid and plug-in hybrid are not in that extra bucket.
That is why Chery can sit first on CPCA’s passenger export table with a mix that is still mostly petrol/hybrid SUVs, while BYD leads only when the ranking is restricted to electrified cars.
Desk takeaway for this corridor: KZ/UZ demand is not the EU BEV case. Keep PHEV/ICE SUVs and BEVs on separate tax and shipping notes. Do not use “EU tariff” as a generic scare line on a Tiggo or Monjaro FOB sheet.
*Powertrain split: CAAM as reported 13 Sep 2026. Confirm HS code with the broker.*