Part 13/15:
The Broader Impact on China’s Auto Industry
The consequences of this systemic deception extend beyond Russia. China's EV exports are facing a precarious future as inventory oversupply persists, corporate debts balloon, and consumer trust erodes. Industry veteran warnings warn of a potential industrial crash similar to the collapse seen in China's real estate sector if these practices continue.
Market indicators show:
Shrinking profit margins for Chinese EV brands.
Falling prices for once-premium vehicles.
A shrinking number of brands likely to survive beyond 2030, with only the strongest garnering confidence.
Growing financial instability among automakers, with supplier delays and mounting debts signaling vulnerabilities.