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Pekingology
Overcapacity
Feb 29, 2024
The podcast discusses Chinese overcapacity in the EV sector, exploring government shaping industrial policy, competition in semiconductor chips and airliners, and market perceptions on Chinese aviation products.
34:01
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Quick takeaways
- Chinese overcapacity in the EV sector results from supply stimulation policies and less demand responsiveness, leading to excessive exports.
- European capitals face deindustrialization risks due to Chinese overcapacity in EVs, complicating trade dynamics and potentially sparking conflicts.
Deep dives
Chinese Overcapacity in the EV Sector
Chinese overcapacity in the electronic vehicle (EV) sector has led to a surge of exports, notably seen in companies like BYD. This overcapacity arises from a focus on stimulating supply within Chinese policies, coupled with a less responsive demand. This imbalance has pushed China towards exporting excessive capacity, notably impacting sectors like automobile. The intricate interplay between China's institutional setup, political system, and market dynamics drives these capacity surges.
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