摩根大通全球汽车团队发布行业新闻与研究简报：大众计划在佐治亚州梅肯投资40亿美元新建奥迪工厂，以降低持续拖累利润的关税敞口，该绿地工厂明年动工，年产能约20万辆，将生产包括全新Q9以及目前由墨西哥工厂生产的Q5等大型SUV；奇瑞正考虑在加拿大设厂，为明年在当地启动销售做准备，方案包括利用现有工厂闲置产能或与本地伙伴合作，但高关税与技术限制目前仍阻碍其进入美国电动车市场；乘联会秘书长崔东树预计，中国乘用车市场在经历超预期下滑后将于2027年企稳，2026年销量预计由2025年的2370万辆降至1850万辆，2027年小幅回升约2%。
J.P. Morgan's Global Autos team summarizes sector news: Volkswagen plans to build a $4 billion Audi factory in Macon, Georgia, aiming to reduce tariff exposure that has hurt profits; the greenfield plant, starting construction next year, will produce large SUVs including the new Q9 and the Q5 currently made in Mexico, with capacity of about 200,000 vehicles annually. Chery is considering setting up manufacturing in Canada as it prepares to launch sales there next year, evaluating options such as using idle capacity at existing plants or partnering locally, while noting that high tariffs and tech restrictions currently prevent entry into the US EV market. China's domestic passenger-car market is expected to stabilize in 2027 after a sharper-than-expected slump, according to CPCA secretary-general Cui Dongshu, with sales projected to drop to 18.5 million vehicles in 2026 from 23.7 million in 2025, then rebound by a median 2% in 2027.