Renault and Geely: Sino-European Alliances Pave Their Way

Renault Group and Geely strengthen their strategic partnership with a highly strategic operation in Brazil.

Geely thus becomes a minority shareholder in Renault do Brasil with a 26.4% stake, while gaining access to the São José dos Pinhais industrial complex and Renault’s sales network. The goal is clear: to accelerate the development of zero and low-emission vehicles in a key Latin American market, which accounted for more than 40% of registrations in the region in the first half of 2025.

This transaction is part of a broader trend: an increasing number of Sino-European alliances is transforming the global automotive sector. Rather than systematically resorting to taxes, trade barriers, or sanctions, these cooperations show that a pragmatic and shared strategy can produce tangible results. By pooling technological expertise, industrial platforms, and distribution networks, European and Chinese manufacturers are finding an alternative way to establish themselves in emerging markets and accelerate the energy transition.

The road is straight, but the slope is steep

But not everything is simple. For these alliances to work, a balance is essential. Massive Chinese subsidies sometimes create distortions, complicating fair competition and potentially weakening the sustainability of long-term partnerships. In this context, Renault and Geely must navigate carefully: leveraging synergies while maintaining an autonomous strategic vision.

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Ultimately, this cooperation demonstrates that the future of the automobile could be shaped less by trade confrontations and more by smart, international, and technological alliances. The road is straight, the ambitions clear, but the slope remains steep: achieving the balance between openness, sharing, and competitiveness will be crucial to turning this new Sino-European dynamic into tangible success.

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