Gloomy headquarters, but good mood
Mazda's first self-developed electric SUV will arrive three years later than originally planned. In the meantime, its partner Changan is taking over production for global markets.
🤝 China builds, Japan provides the brand
Starting this summer, the CX-6e will ship from Nanjing to Europe—the second China-made model after the 6e Sedan in September. Both are technically identical to Changan Deepal vehicles and roll off the same assembly line.
The Details
Trump’s elimination of EV tax credits and Europe’s retreat from the internal combustion engine ban are giving Mazda breathing room.
GlobalData has lowered its EV projections for 2035: the USA is down from 49% to 35%, and Europe has dropped from 98% to 80% market share.
VW customers are switching:The 6e model is not just attracting typical Mazda loyalists. Over 50% of buyers are coming from other brands—thousands of former VW e-Golf and Passat company car drivers have already switched to Mazda.
And as always: Tariffs
Mazda relies on local LFP batteries to keep the price point around €30,000.
👉🏻 Even with a 30% EU punitive tariff, Mazda is still able to undercut the competition.
Background: The Japanese Sell-off
Japan’s electronics giants are giving up or selling off their divisions in waves:
Sharp to Foxconn
Toshiba to Hisense
Panasonic discontinued TV production
Mazda is choosing a middle path: Chinese manufacturing with full brand control, similar to Sony’s strategy with TVs.
👉 Full story: Nikkei, Yahoo Autos, Motor1
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