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
Delayed Energy Transition: Electric vehicles
Global markets continue to de-prioritise climate action in favour of industrial growth. How low could EV demand growth prospects get?
$1,050
Insight
Webinar: States of Charge - How policy changes are rewiring the US’ demand for energy transition and battery raw materials
Sign up for our live webinar which will explore how recent US policy changes are rewiring critical metals markets and supply chains.
$1,050
Insight
Discharging China from US battery anodes
New tariffs and FEoC restrictions create incentives for US anode investment, but only for a narrow window. Will the US meet its demand?
$1,050
