# China auto exports

BYD and Geely Target Mexican Assembly Plant as China Accelerates a North American Push

BYD and Geely have been named among finalists to buy a Nissan–Mercedes‑Benz plant in Guanajuato, Mexico, a strategic asset that would provide tariff‑free access to the U.S. and Canada under USMCA. The potential deal reflects a broader shift: China’s auto exports surged in 2025, and Mexico became the largest destination for Chinese vehicles, as manufacturers pursue local production to deepen their foothold in the Americas.