2023_11_Sustainable Truck&Van
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FOCUS. CHINA<br />
THE ELECTRIC REVOLUTION<br />
WATCH OUT THE<br />
DRAGON<br />
China has been riding the electric revolution<br />
since the early years of the new millennium.<br />
This has allowed them to accumulate<br />
a significant competitive advantage that<br />
Western manufacturers are now struggling to<br />
close. It is no coincidence, therefore, that authoritative<br />
newspapers such as the New York<br />
Times have written that, in the transition towards<br />
electric mobility, “the only winner so far<br />
is China”, also arguing that Western countries<br />
may have to wait decades to close the technological<br />
gap between them and the Dragon. All<br />
this despite the ambitious goals that the EU<br />
has set itself and despite the great effort that<br />
the United States guided by President Biden<br />
are making to stimulate electric mobility by<br />
investing over 200 billion dollars.<br />
Let's get local<br />
A very significant piece of data was released<br />
by the China Passenger Car Association, according<br />
to which in the first half of <strong>2023</strong> (for<br />
the second time in history) local manufacturers<br />
surpassed foreign ones in car sales for<br />
How did China create a cutting-edge automotive industry in<br />
alternative traction? And will the offensive launched against<br />
Western manufacturers in the automotive sector also be<br />
replicated among commercial vehicles? Maybe it is still early<br />
to say, but data and trends can suggest some answers.<br />
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