The Achilles’ Heel of China’s Supply Chain Strategy: New Technology
Technology

The Achilles’ Heel of China’s Supply Chain Strategy: New Technology

BYD's recent earnings slump highlights the structural fragility of China's NEV strategy. Relying on price wars and supply chain dominance, China faces the risk of its current advantages being rendered obsolete by disruptive technological leaps—such as solid-state batteries and autonomous driving—within the next three to five years.

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