The Rising Influence of Rising Affluence

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"The government now aims for quality instead of just quantity, especially as subsidies would be more costly than they were a few years ago, when the market was much smaller."

IMO they are adjusting the subsidy policies for the next phase of adoption. ie more charging infrastructure and elimination of support for crappy makers of which there are many. Survivors will be Xpeng and BYD for sure, not sure of any others including NIO.