2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at the table of China EV space, in which we stay positive
What is covered in the Full Insight:
Introduction
China's Trade-in Subsidies
EV Market Overview
BYD and Geely Developments
Implications for Tesla
SUMMARY
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