Sharp China with Bill Bishop cover image

The Trade War Becomes a Supply Chain War; A Global Rare Earth Emergency; Xu Qiliang and the Xi Rumor Mill

Sharp China with Bill Bishop

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Price Wars and Their Impact on the EV Sector in China

This chapter explores the impact of ongoing price cuts in the electric vehicle market, with a focus on BYD's strategies and the concerns from Chinese authorities about quality and market health. It also addresses how these price wars are affecting auto dealerships and the potential for industry consolidation among larger manufacturers.

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