Insight
Value over volume: anti-involution to revitalise China's EV and battery supply chain
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
China's anti-involution (fǎn nèi juǎn) initiatives are driving strategic transformation across the electric vehicle (EV) and battery supply chain, prioritising sustainable growth over destructive price wars that have plagued the sector. Unlike rigid cuts in steel and solar sectors, EV industry benefits from market-oriented approach balancing regulation with competition. Continued consolidation around industry leaders, technological advancement toward high-value innovations and enhanced regulatory frameworks eliminating non-compliant players is expected. This insight particularly provides an in-depth analysis of the current situation in EV and battery raw materials markets, summarising real-world impact and progress under the government's anti-involution initiatives
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Anti-involution part II: how we got here
We provided an article reviewing China's EV industry chain's development history, the causes of involution, and possible future development
$1,050
Insight
What now for EV battery supply chains? Responses to the US election - webinar recording
Making sense of the many conflicting possibilities that have been posed for EVs and the battery supply chain since election day.
$1,050
Insight
Webinar: States of Charge - How policy changes are rewiring the US’ demand for energy transition and battery raw materials
Catch the recording of our webinar exploring how recent US policy changes are rewiring critical metals markets and supply chains.
$1,050
