China: China’s NEV share of Passenger Car sales fell from 55% in late 2025 to below 40% by February 2026. Key drivers behind the drop include the demise of the long-running price war, a less generous and slowly rolled-out NEV incentive regime, and a government ruling that OEMs should focus on quality over quantity meaning that NEV prices have ratcheted up. However, we do not expect NEV sector growth to plateau and March already appears healthier than both January and February from a YoY standpoint, now that ...

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