Como a disputa entre EUA e China afeta a indústria automotiva global

A disputa entre EUA e China torna a indústria automotiva um campo de tensão geopolítica, com impacto direto no acesso a mercados estratégicos.

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Entre eles, a indústria automotiva é uma das mais expostas, já que depende de cadeias produtivas internacionais e estruturas acionárias cada vez mais complexas.

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Nos EUA, o avanço do Motor Vehicle Modernization Act of 2026 reacende o debate sobre o papel do capital estrangeiro na indústria automotiva.

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O projeto bipartidário restringe empresas com participação de governos adversários, como a China, de fabricar, importar ou vender veículos nos EUA.

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A Mercedes-Benz entrou no radar por ter participação relevante de investidores chineses. A BAIC detém cerca de 9,98% da montadora, enquanto Li Shufu, ligado à Geely, possui outros 9,69%.

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O projeto amplia o conceito de “controle indireto” por governos adversários, o que pode afetar montadoras com participação chinesa, mesmo sem controle majoritário.

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As mudanças podem afetar toda a indústria automotiva global, incluindo montadoras como Volvo e Lotus, que possuem participação chinesa.

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O resultado é um mercado mais fragmentado, com decisões políticas influenciando investimentos, produção e acesso a mercados estratégicos.

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A disputa entre EUA e China amplia as tensões na indústria automotiva, com a origem do capital influenciando o acesso a mercados.

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