Market & IndustrySmart
China’s electric-car industry faces a new challenge as scale expands
Wan Gang and Zhu Huarong call for more innovation, industry consolidation and a stronger push into overseas markets.
28 September 2026 1 min read 4 views
China’s new-energy vehicle industry has reached unprecedented scale, but growth is creating new tensions: price competition, weaker profitability and production capacity that is not always balanced. This is the “scale dilemma” discussed by Wan Gang and Zhu Huarong.
Their proposed solutions focus on technological research, product differentiation, cooperation between companies and the gradual consolidation of the sector. The two Chinese figures also see stronger brands and greater international expansion as essential to turning high volumes into lasting competitiveness.