From ‘imitator’ to ‘definer’: China’s EV industry shift and strategic opportunities for the Global South and Africa

China’s electric vehicle industry has completed a fundamental shift from “product going global” to “ecosystem going global.”

Across battery platforms, software ecosystems, AI cockpits, ultra-fast charging, supply chain control, and production costs, China is no longer following technical routes and industrial rules set by Western traditional automakers. Instead, it is redefining the automobile.

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