Investing.com -- Bernstein has laid out how far Chinese carmakers could expand in Europe, calling it "the most existential question facing the European automotive sector" and naming the likely winners and losers. Still guessing which names to buy? Our AI rebuilds its stock picks at the start of every month. The list is beating the market by 120%. See what's on it » Analyst Stephen Reitman said in a note Tuesday that domestic Chinese brands such as BYD and Chery have grown from 1% of the European market in 2024 to 6.8% in the first seven months of 2026, while Chinese-owned European brands like Volvo and MG have reached 5.1%. He expects the gains to continue, but not at the furious pace of the past three years.
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