Analysts explain how China EV sector can navigate protectionist backlash, subsidy rollback

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China’s world-dominating EV sector hit two major milestones last year. First, China overtook Japan as the world’s largest car exporter, thanks in part to affordable Chinese EVs. And second, EV giant BYD briefly overtook Tesla as the world’s largest seller of battery electric cars in the final quarter of 2023. (Tesla has since retaken first place.)

But the threat of a flood of cheap…



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