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Opinion National Interest PoV 50-Word Edit

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Society & Culture Around Town Book Excerpts Vigyapanti The Dating Story

More Judiciary Education YourTurn Work With Us Campus Voice

The Chinese see India’s EV growth as a cautionary tale. They aren’t threatened

The Chinese are claiming that their country is done catching up—it is now setting global automotive standards.

Every second car rolling off a dealership lot in China is now a new energy vehicle. One in 10 cars on the road runs on electric power. These figures alone speak to the scale and speed of China’s EV push. Official data for 2025 show record production and sales, domestic market penetration surpassing 50 per cent, and exports doubling from the previous year. In the first quarter of 2026, Chinese sources report that the country’s EV exports grew by 77 per cent year-on-year.

Chinese media have been unabashedly celebratory, amplifying each milestone as evidence of the country’s technological strength and industrial competitiveness, casting EV growth as a contribution to global green development through cooperation and technological sharing.

Analysts in China project that by 2030, new energy vehicles (NEV) will account for over 90 per cent of new car sales, with pure EVs dominating that mix.

Lin Chao, Senior Economist at the Department of Information Technology and Industrial Development under the State Information Center, said that new EVs were the single largest driver of export growth in 2025, contributing 107 per cent of the increase in automobile exports. In his view, developing the EV sector is now a strategic imperative and the only way for China to move from a major automobile producer to a leading automobile power.

Wang Qing, Deputy Director of the Institute of Market Economy at the Development Research Center of the State Council, points to two structural advantages underpinning China’s rise.........

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