China's electric vehicle industry

The world's largest EV market
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China has one of the fastest growing EV markets in the world with an estimated 500 electric car makers having piled into the world's largest vehicle market. As the Chinese government prods indigenous innovation, home-grown brands such as Nio, Xpeng and Li Auto, have sprouted to get a larger slice of the market under the Made in China 2025 industrial master plan. What are the infrastructure limitations, socioeconomic factors, and battery market competition that are having an impact?

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While some in China are concerned by its dependence on imported materials for electric vehicle batteries, the West is anxious about Chinese control of resources. Fundamental differences exist between mineral and energy resources, however. Unlike oil and gas, minerals are recyclable.
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The rising price of lithium – and the environmental cost of throwing batteries away – threatens demand unless manufacturers are willing to think outside the box, writes Neil Newman.
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While institutional factors, such as a nurturing ecosystem and government support, play a role in fostering innovative sectors, these businesses are risky by nature. China’s growth in these areas might be influenced by a cultural comfort with uncertainty.
Vehicle exports keep Japan’s economy afloat, but new regulations could put a million jobs and Japan’s trade surplus at risk. Calculating the environmental impact of a car’s entire life could cripple carmakers unless the government changes Japan’s energy mix.
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Despite the popularity and reach of Tesla, Chinese EV brands have a good chance of dominating the emerging market in Southeast Asia. And Indonesia, with its abundant nickel resources and large vehicle market, would make an ideal partner.
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As Southeast Asia’s biggest vehicle market and a major supplier of nickel, a key battery ingredient, Indonesia sees great potential in electric vehicles. But its current dependence on fossil fuel and lack of infrastructure support pose a massive challenge
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After a stop-start policy on electric vehicles, the authorities seem to finally be on the right path towards a greener future.
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Beijing’s reminder to the US electric car giant that it should stick to the rules and not wrongly blame power provider for its faults shows foreign firms there is no room for arrogance.
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Tesla is about the only foreign electric vehicle maker making top sales in China amid intense local competition and price cuts. But with their focus on the domestic market, Chinese electric carmakers are unlikely to become global names any time soon.
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Given how quickly EV companies’ stock prices have rocketed, a short-term correction is likely. But, in the long term, the sector is supported by structural trends which underpin the case for investing. Here are three things to focus on.
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America’s future, Nancy’s stolen laptop and the markets: all are a mystery. For now, buy cybersecurity and virtual reality as real life is as bad as it gets, writes Neil Newman.
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Tesla, BMW and Daimler operations in China have spurred competition and raised standards among local firms that generous government subsidies failed to achieve.
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