@CinnabarOcean: For those interested in China's economic operation, local governance, and the new energy vehicle industry chain, I recommend following @FengmingLuPE long-term.
Summary
Recommends following @FengmingLuPE for insights on China's economy and EV industry; his new article argues that strategic alliances between local governments and private firms, not top-down policy, drove China's EV dominance.
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Cached at: 06/12/26, 02:50 AM
For friends interested in China’s economic performance, local governance, and the new energy vehicle industry chain, I recommend following @FengmingLuPE long-term.
Fengming Lu (@FengmingLuPE): Why did private firms, not state-owned enterprises (SOEs), come to dominate China’s EV sector?
My new @ChinaJournal article (co-authored with Xiao Ma @maxiaoalex) challenge the “top-down industrial policy” narrative.
The real engine? Strategic alliances between local
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