Insight
Anti-involution part II: how we got here
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This Insight is a prequel to our August Insight “Value over volume: anti-involution to revitalise China's EV and battery supply chain”. Here, we provide the principal explanations behind the current challenges facing China’s automotive sector, specifically its electric vehicle segment.
Table of contents
- Lane-changing competition and Cambrian explosion
- The Hunger Game
- Go global amid deglobalization
Tables and charts
This report includes the following images and tables:
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China vehicle production, by drivetrainRevenue of top automotive suppliers in key regions, 2016 vs 2024Vehicle inventory alert index in China
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Key milestones in the price war among Chinese automakers from 2023 to date include:Gross margin and profit margin, by key listed EV companiesThree typical clearance pathsPassenger vehicle exports, by key countriesChinese passenger vehicle sold in Europe (exclude Russia), by key countries
What's included
This report contains:
