That doesn't make much sense to me other than China's goal of trying to subsidize its companies and run other automakers out of business, but the US has already prevented China from entering the market (so 340 million of the richest customers on the planet are unavailable) and Europe will continue to restrict Chinese EV sales as well.
So that leaves China where exactly? Exporting $10,000 EVs to Indonesia? Sorry but that's not a big enough market with enough profit to keep the companies busy. Plus you have a glut of Chinese EV makers in China that are going to go out of business precisely because the economics don't work.
You can't sell cars at a loss indefinitely but if China wants to give away a lot of money to other countries without auto industries I mean they're welcome to do that. I just don't understand the economics of it. I'm not sure you're accounting for them either.
> Bookmark my comment for five years from now, see if I'm wrong. China has shown they can scale, the rest of the world has not.
I'm not sure what you're trying to be right or wrong about. Simultaneously you're citing things that I've cited (I guess you didn't read my comments for some reason) as reasons that Europe will restrict Chinese EV sales. The US already has. Japan and Korea will too, to varying extents.
Scaling doesn't matter if you don't have customers or you aren't making money.
> Chinese carmakers now sell one EV abroad for every two at home - https://restofworld.org/2026/china-ev-exports-overcapacity-g... - August 18th, 2026
This is the exact kind of problem that I'm highlighting. China's domestic market is faltering, there is a lot of subsidization and uneconomic business practices, and this leads to a race to the bottom which means many of these auto manufacturers will have to go bankrupt because they can't compete on cost. Instead China has to turn its over-capacity to its export markets. The problem is who will those markets be? Of course many Chinese automakers will survive all of this and go on to let's say be the dominant player in, idk, Indonesia and Brazil or something, but the export markets that everybody wants to play in are closing their doors precisely because the Chinese cars are too heavily subsidized or the cost is too low (regardless of reason) which would cause the domestic manufacturers to go out of business. Obviously the US, Europe, Japan, Korea aren't going to let that happen.
Selling 2 EVs abroad for every 1 at home is a bad sign, not a good one.