China's export structure to Europe has upgraded, impacting Germany's core automobile industry. German industry is facing green transformation and competitive pressure, and needs to reassess its manufacturing advantages.
The penetration rate of pure electric vehicles in Europe continues to rise, but Nissan’s announcement that it will adjust the layout of its powertrain plants reflects a reordering among traditional powertrain capacity, regional manufacturing configuration, and electrification investment. The significance of this change for the German automotive industry is no longer limited to a single company’s capacity contraction; it is a signal of the restructuring of Europe’s automotive supply chain.