China Challenges to India PLI Subsidy Scheme on Auto, Battery and EV Manufacturing Sectors at WTO

Document: WT/DS642/1 — Request for Consultations by China (20 October 2025)

China has formally initiated a WTO dispute (DS642) against India, alleging that several Indian industrial incentive schemes violate global trade rules by favoring domestic over imported goods. The complaint targets three major programs:

1.    PLI ACC Battery Scheme (2021): Incentivizes domestic manufacturing of advanced chemistry cell (ACC) batteries with requirements for up to 60% domestic value addition within five years.

2.    PLI Auto Scheme (2021): Provides sales-linked incentives to automakers and component producers for “advanced automotive technology” products achieving at least 50% domestic content.

3.    EV Passenger Cars Scheme (2024): Allows reduced 15% import duty on electric car imports, conditional on establishing local manufacturing and meeting 25%–50% local value addition targets.

China argues these measures discriminate against imported goods and violate India’s obligations under:

·         SCM Agreement (Articles 3.1(b), 3.2) — prohibited subsidies contingent on using domestic goods;

·         GATT 1994 (Articles III:4 and I:1) — violation of national treatment and most-favored-nation (MFN) principles;

·         TRIMs Agreement (Article 2.1) — local content requirements inconsistent with GATT.

China also claims the measures nullify or impair benefits owed to it under WTO rules.

The consultation request marks the first formal challenge to India’s Production Linked Incentive (PLI) framework, a key policy of its “Make in India” strategy to boost domestic manufacturing in high-tech and green sectors.

 

[ABS News Service/21.10.2025]

China has requested WTO dispute consultations with India regarding certain Indian measures in the automotive and renewable energy sectors. China said the measures in question include incentives to promote the production of advanced chemistry cell batteries, automobile and auto components, and electric vehicles in India. The request was circulated to WTO members on 20 October 2025.

China is of the view the measures are contingent on the use of domestic over imported inputs or are otherwise discriminatory against Chinese products and are inconsistent with various provisions under the Agreement on Subsidies and Countervailing Measures, the Agreement on Trade-Related Investment Measures, and the General Agreement on Tariffs and Trade 1994.

WT/DS642/1