Part 7/8:
As it stands, the Chinese car industry finds itself at a critical juncture. The combination of tariffs constraining access to international markets and a domestic market exhibiting a preference for traditional vehicles may lead to severe ramifications. If trends continue, the potential exists for a new bubble formation, akin to what was previously experienced in the real estate sector.
The interplay between domestic sales and the export market will become increasingly crucial. If domestic sales continue to dwindle, EV manufacturers may find themselves losing the battle on both fronts.