What’s driving the Chinese electric vehicle industry?

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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Recent headlines about price wars and intense competition in the Chinese electric vehicle (EV) market have sparked investor concerns about the industry’s future, with many worrying about a race to the bottom. But what’s really going on behind the scenes?

In this episode, Louis Chua, investment analyst at Julius Baer, examines the key dynamics, opportunities, and challenges in the Chinese EV sector, and what they mean for the market’s long-term growth prospects.

• (00:00) - Chapter 1
• (00:29) - Chapter 2
• (00:29) - Chapter 3
• (00:29) - Chapter 4
• (00:29) - Chapter 5
• (00:29) - Chapter 6
• (01:29) - : The “price war” – a race to the bottom?
• (04:14) - : Chinese automakers making waves internationally
• (05:14) - : Is the Chinese domestic EV market slowing?
• (06:29) - : Innovation in Chinese EVs
• (08:22) - : The “zero-mileage used cars” problem
• (10:24) - : Supplier payment reforms
• (10:59) - : Key risks and catalysts to watch