BONUS: How China Engineered A Bloodbath Of Deliberate Overcapacity
Sep 25, 07:00 PM
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➤ WHEN CHINA BET THE FARM ON ELECTRIC CARS
➤ THE INVOLUTION: WHEN COMPETITION TURNS DESTRUCTIVE
➤ THE HUMAN COST: SUPPLY CHAINS UNDER SIEGE
➤ GOVERNMENT INTERVENTION: THE "ANTI-INVOLUTION" CAMPAIGN
➤ CHINA'S PAIN BECOMES A GLOBAL OPPORTUNITY
➤ SUPPLY CHAIN WARFARE
➤ IS IT A HOUSE OF CARDS?
➤ THE INNOVATION PARADOX
➤ REGIONAL BATTLES: LOCAL GOVERNMENTS VS. CENTRAL CONTROL
➤ WHERE THIS ALL GOES NEXT
➤ THE BOTTOM LINE: NO GOING BACK
China's electric vehicle price war represents the calculated culmination of a decade-long state industrial policy that has now reached its inevitable—and perhaps intended—climax. Since 2009, Beijing has channeled over $230 billion into EV incentives, subsidies, and industrial support, creating what appears to be overcapacity but was actually a deliberate strategy to forge global champions through domestic combat.
The result is a market hosting over 130 brands competing in what Volkswagen's China chief describes as a sector that has "lost all reason".
Today we’ll discuss:
- Chronic Overcapacity and Unsustainable Competition
- Deep Financial Stress Across the Industry
- Global Repercussions and Political Backlash
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