Photo Credit: Fair Use [17 U.S.C. § 107] Evergrand NEV
China Has Too Few EV Plants, Not Too Many
18 Jul 2026 | Abstracted from BWorld Online
China's EV problem isn't too many factories - it's too many inefficient automakers. The article argues that excess capacity is concentrated in small, uncompetitive firms kept alive by subsidies, while leading manufacturers still need room to grow. As weaker companies consolidate or exit, China may ultimately require more large, efficient plants to meet domestic demand and expanding global markets.
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