Part 7/9:
While the attention has focused on AI development, the landscape of Chinese electric vehicle (EV) manufacturers also presents distinctive challenges. Despite growing exports that once positioned China as a leading global vehicle exporter, there are emerging threats from rising trade barriers and competitive pressures.
Recent reports indicate that the growth in vehicle exports is slowing, raising concerns about the sustainability of this momentum. The working capital management of many Chinese automakers is under scrutiny, as increasing inventory levels coupled with delayed payments to suppliers signal underlying financial stresses.