China’s EV takeover driving global supply chain revolution

Investors are paying attention because this is no longer a domestic industrial story but rather marks a fundamental realignment of the world’s automotive and energy supply chains, with profound implications for capital markets. A decade ago, Chinese automakers were dismissed as imitators lacking sophistication. Today, they are the industry’s pacesetters.

BYD has eclipsed Tesla in global EV sales. Nio, Li Auto, Geely and SAIC are carving out significant market share. Battery giant CATL is entrenched as the indispensable supplier powering not only Chinese brands but also international ones.

What began as a government-backed bid for relevance has become a structural dominance that is forcing the rest of the world to react.

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