Asia green tech: China's dominance clouded by over-investment and geopolitics
aliciagarciaherrero.substack.com
China is taking a big slice of the cake from its prominent supply role as the world accelerates green transition. This is a rare spotlight of the Chinese economy given the pressure ranging from real estate sales to consumer confidence. China's production of electric vehicles (EVs), batteries and solar panels, also known as the “New Three” sectors, have experienced fast growth in investment and exports. In a recent policy term, some of the sectors are also seen as “new productive forces”.
Asia green tech: China's dominance clouded by over-investment and geopolitics
Asia green tech: China's dominance clouded by…
Asia green tech: China's dominance clouded by over-investment and geopolitics
China is taking a big slice of the cake from its prominent supply role as the world accelerates green transition. This is a rare spotlight of the Chinese economy given the pressure ranging from real estate sales to consumer confidence. China's production of electric vehicles (EVs), batteries and solar panels, also known as the “New Three” sectors, have experienced fast growth in investment and exports. In a recent policy term, some of the sectors are also seen as “new productive forces”.