EP43: MIIT to crackdown on price wars, false marketing - China EV weekly

Episode Highlights:<ol> <li>Government Policy & Regulation: MIIT and seven agencies set NEV sales targets; crackdown on price wars, false marketing, and quality irregularities.</li> <li>Market Trends: Slowest growth in 18 months; EVs continue to outsell gasoline cars; effects of regulatory stabilization and rising battery costs.</li> <li>Recalls & Safety: Xpeng P7+ steering assist recall; discussion on quality control in advanced EV systems.</li> <li>Global Trade: Mexico’s 50% import tariff threatens BYD and Tesla; supply chain challenges and strategic adjustments.</li> <li>Product Launches: BYD Yangwang U8L luxury SUV debuts; U9 Track Edition sets world speed record.</li> <li>Global Sales Trends: BEV and PHEV sales growth slowed globally; China continues to lead adoption but faces market maturation.</li> <li>Strategic Analysis: G...