
Chinaâs Electric-Car Moment: From Subsidy Reliance to a Naked Competition for Tech, Range and Loyalty
Chinaâs electricâvehicle market crossed a critical threshold in 2025, with EV penetration topping 50 percent and charging and swapping infrastructure expanding rapidly. As subsidies taper in 2026, competition will pivot from market share driven by policy to product, software and service qualityâmaking tech depth, cost control and ecosystem play decisive factors.


















