This should be a boon for China's air quality if they start to mandate EVs and ban fossil fuel vehicles. They are suffering from major, major pollution that makes 70's LAX smog look like child's play
https://en.wikipedia.org/wiki/The_long_tailpipe
http://www.casteyanqui.com/ev/longtailpipe/
Mr Musk's criticism of it is in here https://www.tesla.com/blog/secret-tesla-motors-master-plan-j... Section starting "Power Plant Emissions aka “The Long Tailpipe”"
I don't have the numbers for China, but in Germany the power usage for transportation[0] is roughly as large as the electrical power. So whatever progress they're making, they need double of that if they want to power their cars.
[0] I don't remember off hand whether air and water are included