Alternative Data for China’s Automotive and EV Sector
Helena Yu, Head of Asia Research (Shanghai/Taipei)
2020 marked the transition of China’s electric vehicle (BEV) market into a brand-new phase, one driven by mushrooming product offerings and the need to meet CO2 targets, instead of government subsidies. Now that the next battlefield for OEMs is to become cleaner and intelligent, we review the alternative data sources available to help understand the automotive industry and the fast-growing EV market in China.