Description
中国EV市場の現状と将来に焦点を当てています。特に、中国政府による政策支援やNEVクレジット制度の厳格化が市場を牽引していることに言及しています。また、国内サプライヤーの技術力向上と垂直統合戦略（特にBYD）が進む一方で、激しい技術開発競争と市場淘汰が進む状況を分析しています。さらに、海外への現地生産加速など、地政学的リスクに対応するための輸出戦略の多角化についてもnotebooklmの力を借りて論じます。
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