Canada’s decision to ease restrictions on Chinese made electric vehicles is reshaping competitive dynamics in its automotive market, creating an early advantage for manufacturers already integrated into cross border supply chains. Under a newly announced framework, Ottawa will allow a capped number of
Rapid growth masks structural stress China’s electric vehicle market continues to expand at scale, but beneath strong delivery numbers a structural strain is becoming harder to ignore. Aggressive price competition has turned growth into a double edged sword, sustaining volume while eroding margins
Growth masks rising pressure on profitability China’s electric vehicle industry continues to post strong sales volumes at home and abroad, but beneath the growth figures a margin war is intensifying. As production capacity expands faster than demand, competition is shifting away from market
China’s electric vehicle industry has entered 2026 with another wave of aggressive discounts and cheap financing, as automakers struggle to sustain growth amid slowing demand and intensifying competition. Despite repeated calls from Beijing to curb excessive internal competition, often described as involution, companies
