KNDI is an electric vehicle manufacturer in China that stands to profit from generous govt subsidy program, but they seem too small to be a major EV supplier, so I doubt they have the capability to ramp up quickly or speed development of other vehicles. My understanding is that they are primarily a manufacturer of 4wheelers, and EVs are a new area for them. Since they don't seem to have the clout of a large car manufacturer, other larger companies could nudge them out over time. In other words, KNDI ain't no TSLA.
Also there is the issue of infrastructure to support EV re-charging. For some reason I imagine a bunch of EVs simply running out of electrons during the morning commute in Beijing and being pushed to the side of the road.
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