China’s EV prices look impossibly low. But the real question isn’t how they got there — it’s why.

In this video, I explain why China’s EV price war is destroying its own domestic market and why exports have become the only escape valve.This isn’t about brand comparisons or hype.It’s about economics, deflation, and survival pricing.

In this video, we cover:

- The Deflation Trap: How the property crash (-27% value) and high savings rates are killing domestic demand.

- The Profit Crisis: Why profit margins have halved since 2017 and why only ~15% of automakers are operating at profitable factory utilization.

- Zombie Firms: The dangerous rise of companies (34%) that cannot cover their debt interest yet keep producing.

- Export or Extinction: Why exports to the UAE, Brazil, and Europe are the only pressure valve left for Chinese OEMs.

- The Innovation Reality: Debunking the myth that China only imitates—they are innovating 2x faster than the West.

If you want to understand the economic engine driving the EV flood—and why it might be unsustainable—this analysis is for you.

This analysis is based on real market data, industry presentations, and first-hand automotive experience across OEMs, suppliers, and EV charging infrastructure.

Thanks for Watching!

Haseeb

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Reach me at haseeb@etechvolution.com

I write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics.

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