China, home of the world’s largest auto market — including for red-hot electric vehicles, will open the most important industry show since the country ended its “zero-Covid” policies at the end of last year. Auto Shanghai, to be held at the city’s National Exhibition and Convention Center, will run through April 27. The stakes are high for domestic brands such as BYD and NIO and the foreign automakers that rely on the China market for much of their global sales.
What are some of the possible trends, and who will be some of the possible winners and losers to look for? To learn more, I talked on Sunday to Tu Le, founder of Sino Auto Insights, a consultancy that follows China’s auto industry. Le is a long-time China veteran who relocated to the Detroit area during the pandemic and now is back in Shanghai for the show. Edited excerpts follow.
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