Insight
Value over volume: anti-involution to revitalise China's EV and battery supply chain
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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
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