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中国的电动车行业正在迅速扩大和创新，使电动车比内燃机汽车更容易为世界所接受。
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全球北方可能会以国家安全的名义设置障碍，而全球南方则会欢迎中国的电动汽车，以减少对进口石油的依赖，降低运输成本。
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在上海车展上，中国展示了新的电池技术，稳定了成本，消除了采用电动车的最大风险：对稀缺矿产的依赖。
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中国的电动车生产成本正在下降，使其比内燃机汽车便宜得多。
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中国正在引领电动车行业，电动车供应链大多在中国，反映了中国的劳动力成本。
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电动车行业是中国的 “随身听时刻”，反映了中国本土能力的发展，并与中国的制造业优势相匹配。
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全球北方国家由于其不完整和昂贵的电动车供应链，将发现很难与中国电动车的崛起竞争。
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电动车在全球南方的大规模采用将使它们免受油价波动的影响，并提高流动性和劳动力的生产力。
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电动车制造行业在全球南方的普及将直接推动经济发展，中国也将从新兴电动车制造商进口电池和其他关键部件中受益。
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author Dr Andy Xie is a Shanghai-based independent economist specialising in China and Asia, and writes, speaks and consults on global economics and financial markets.
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China’s EV industry is rapidly expanding and innovating, making EVs more affordable for the world than cars with internal combustion engines (ICEs).
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The Global North is likely to erect barriers in the name of national security, while the Global South will welcome Chinese EVs to reduce their dependence on imported oil and lower transport costs.
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At the Shanghai auto show, China’s new battery technologies were on display, stabilizing costs and removing the biggest risk to EV adoption: dependence on scarce minerals.
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EV production costs are falling in China, making them much cheaper than ICE cars.
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China is leading the EV industry, with the EV supply chain mostly in China and reflecting the cost of labour in China.
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The EV industry is China’s ‘Walkman moment’, reflecting the development of indigenous capability and fitting well with China’s manufacturing strengths.
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Countries in the Global North will find it hard to compete against the rise in Chinese EVs due to their incomplete and costly EV supply chains.
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The mass adoption of EVs in the Global South will insulate them from the volatility of oil prices and boost mobility and workforce productivity.
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The spread of the EV-making industry in the Global South will be a direct economic boost, with China also benefiting from emerging EV makers importing batteries and other key components.