2026 中国新能源汽车与动力电池手册_从自动驾驶到人工智能-2026 China EV & EV Battery Handbook_ From Autonomous Driving to AI

Accessible version Greater China Auto, EV and EV battery (H/A) 2026 China EV & EV Battery Handbook: From Autonomous Driving to AI Industry Overview Policy less supportive; export growth more resilient We expect 2026 to be a challenging year for China's auto industry. We forecast China auto wholesales to decline 1.6% YoY in 2026 (vs. +10% YoY in 2025E), dragged by front- loaded demand in 2025. We also expect 2026 domestic EV sales to grow only 7% YoY due to higher purchase tax (5%) and reduced trade-in subsi ...