中国汽车行业-能否从上一轮大宗商品上行周期中吸取经验？-China Auto Sector_ Can lessons be learnt from the last commodity upcycle_

Global Research ab 28 February 2026 China Auto Sector Can lessons be learnt from the last commodity upcycle? Commodity cost inflation remains a challenge for China's EV sector We have reviewed the strategies and outcomes for various auto companies during the previous commodity upcycle in 2021/22 and the current implications. Apart from BYD that met the challenge through DM-i (Dual Mode-intelligent) innovation, carmakers' market share, margins and valuation multiples were affected to some extent in the previ ...