Zerlina Zeng, senior credit analyst at CreditSights, discusses China’s electric vehicle sector, and says “it’s probably a great equity story in the short term, but over the medium to long term we are a bit concerned on the credit fundamental front.”
Behind the momentum in China market is a ‘very great EV story,’ analyst says
- Update Date：
- Post Date：
- Tags
Jai Hind. Trade and Tech wars will reach another crescendo. for the Collective West led by the 5Eyes.
A lot of Chinese ev makers will go out of business. With a few verrry strong companies surviving. Byd, Geely, Tesla Shanghai, Shanghai automotive, Great Wall motors and niche players like nio.
China looks for partners while the US demands subjects
Partners in crime.
US and European politicians are super short sighted. Chinese policy makers are 3 steps ahead of them. Today, Chinese EV is far more superior in terms of technology and quality. While they are quibbling about EV, the Chinese is already looking to develop the “Low Altitude Economy”, ie flying taxi and delivery drones. That is the power of 5G and AI. China is way ahead because US and Europe sacrificed their 5G development due to politicians cooking up national security concerns.
Lol, like poor China doesn’t have national security laws. Virtually all EV companies are losing money every year except for Tesla which is far ahead in terms of technology. Made in China is not known for quality. Over 20% of the people don’t even have internet access in poor China. Virtually all the technology there comes from the West.
The USA is like a ship with so many leaks everywhere. In the first leak they impose protectionist policies in the name of national security. By doing so they cause a new leak in slowing down technological innovation. And the list of leaks just keeps growing.
Poor China is building EV graveyards like the ghost towns.
US car companies can’t compete without subsidies and tariffs, even in their home market. And now the US will be locked out of the global car market.