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European Union
OpinionChina Opinion
Ying Xu
Weishi Zhang
Ying XuandWeishi Zhang

Opinion | On EV targets, Europe should take a page from China’s playbook

To avoid dilemmas associated with grandiose, fixed-date bans, the European Union can embrace China’s approach and pursue an inclusive green agenda

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Workers assemble electric vehicles in Shijiazhuang, Hebei province, on December 24, 2025. Photo: VCG via Getty Images
In the global shift towards carbon neutral mobility, a striking role reversal is taking shape. China, often seen as a top-down planner, has emerged as a pragmatic, market-responsive architect of new energy vehicle (NEV) policy. Europe, a champion of climate ambition, is seemingly executing a retreat amid a disconnect between ambition and reality.
The planned dilution of the European Union’s ban on new combustion-engine cars by 2035 to a carbon dioxide output reduction target of 90 per cent is more than a technical tweak; it reflects a recalibration towards constrained, politically fraught pragmatism. Europe’s journey from a rigid ban by 2035 to considering a flexible 90 per cent reduction framework reveals a system buckling under real-world pressures.

From the policy’s adoption in early 2023, fractures appeared. Under pressure from industrial states such as Germany, exemptions for e-fuels were granted. Europe’s recent retreat stems from a collision between climate idealism and a triad of challenges: ensuring social equity, operating under an infrastructural deficit and navigating political disunity.

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For ordinary Europeans, the transition poses costs such as high electric vehicle (EV) prices, unreliable charging networks and range anxiety. Behind these social challenges lay an infrastructural chasm: a fragmented, underprepared charging ecosystem and a grid ill-suited for mass electrification. Politically, the bloc was split between manufacturing states defending “technology neutrality” and greener nations insisting on pure electrification, resulting in a messy, diluted compromise.

In contrast, China’s rise as the world’s EV leader provides a revealing counterpoint. Its approach can be characterised as “directed pragmatism” – a state-guided but market-respecting long-term strategy. China avoided grandiose, fixed-date bans. Instead, it implemented a phased, incentive-based system centred on the “dual credit” policy, which penalised manufacturers for producing high-emission vehicles while rewarding NEV production.
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This created a flexible, market-driven push for electrification without immediate corporate cliff edges. Crucially, the state prioritised building the enabling ecosystem in tandem with promoting EVs. A massive, nationally coordinated roll-out of charging infrastructure, now boasting several million public charging points, enabled mass adoption. Consumer subsidies, while being gradually phased out, initially lowered purchase barriers.

EVs being charged at a smart green supercharging and battery-swapping station that can simultaneously service 57 electric vehicles in Beijing, China, on December 26, 2024. Photo: Xinhua
EVs being charged at a smart green supercharging and battery-swapping station that can simultaneously service 57 electric vehicles in Beijing, China, on December 26, 2024. Photo: Xinhua
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