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Why Are Chinese EVs So Cheap?
Chinese carmakers have lower cost structures, driven by tighter control over their supply chains and a stronger focus on the China market. This puts Western OEMs in a tough spot.
Research
Rhodium Group’s China practice uses an integrative, multidisciplinary approach to produce unique insights into China’s economy. We leverage our proprietary datasets and decades of experience to produce incisive analysis of China’s investment flows, market and policy directions, and economic and business cycles.
Find a selection of our research below. For more information about our research services, please contact us.
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Showing 1 – 10 of 102 total results
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How Chinese Cars Took Over Thailand
In just a few years, Chinese OEMs have gone from zero to almost 30% market share, and a whopping 90% of EV sales. The question now is how much more market share Chinese OEMs can gain in the country.
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Electric Trucks and the Future of Chinese Oil Demand
We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand. That level is likely to rise by around 600,000 barrels per day over the next year.
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Don’t Stop Me Now: Chinese Cars Are Having a Good Time in Europe
A year and a half after the EU's new duties on China-made EVs, imports are still accelerating. The proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European carmakers.
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From Pledges to Plants? Rightsizing China’s Global Clean Tech Investment
Chinese overseas clean tech investment is growing but not as large as some headlines suggest, according to new data on FDI by Chinese companies abroad across the EV, solar PV, and wind turbine value chains.
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Ain’t No Duty High Enough
EU duties on Chinese EV imports are unlikely to be high enough to slow market share gains for Chinese automakers, forcing Brussels to consider other tools to protect the continent’s car industry.
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Made in Europe 2025: Can Local Content Requirements Save Europe’s Auto Industry?
With European automakers under increasing pressure, the European Commission is considering new tools to restrict market access, safeguard jobs, and buy time for domestic producers, especially via local content requirements.
Report
China’s Next-Generation Industrial Policy
China’s industrial strategy now touches almost every major sector in the economy and their underlying supply chains. These state interventions are accelerating China’s trade dominance and expanding foreign dependence on Chinese supply chains.
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Opening Salvo: The EU’s Electric Vehicle Probe and What Comes Next
The European Commission's new anti-subsidy investigation into Chinese electric vehicles could be just the first of several trade defense measures to protect European industry.
Report
Minerals, Metals, and Megawatts: How China’s Power Generation Drives Its Industrial Metals Ecosystem
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate.
