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The Political Economics of China’s Electric Vehicle Industry: A Note

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  • liu, kerry

Abstract

The rapid rise of China’s electric vehicle industry - especially its booming exports - has drawn global attention. This study provides a distinctive analysis of the industry’s political economy from a domestic Chinese perspective. Although the electric vehicle sector contributes only modestly to China’s overall economy, it remains one of the few dynamic areas in an otherwise sluggish post-COVID landscape. Drawing on Baidu Index data as of 30 June 2025, the study shows how the Chinese government showcases the electric vehicle industry as a flagship of industrial upgrading and New Quality Productive Forces, using it to boost national confidence. However, its impact varies depending on the target audience and specific events.

Suggested Citation

  • liu, kerry, 2025. "The Political Economics of China’s Electric Vehicle Industry: A Note," SocArXiv 9zqk2_v1, Center for Open Science.
  • Handle: RePEc:osf:socarx:9zqk2_v1
    DOI: 10.31219/osf.io/9zqk2_v1
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