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This China craze won't last long. The Chinese PV export market crashed couple months ago(down 30% YoY), and it seems like their domestic auto market crashed too(down ~25% YoY since August).


ChatGPT feels me Q1 2026 that Chinese PV exports were up 15% on Q1 2025 (cell exports up 64%).

What happened since then?


The PV stuff was just pull forward to beat a subsidy change.

As for cars, sales of ICE were down 40℅, BEV grew 1.7℅




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