목차
Key Takeaways 1
Introduction 3
Background and Methodology 5
Importance of EVs and EV Batteries and the US Role 5
China’s Electric Vehicle Industry 6
How Innovative Are China’s EV and EV Batteries Industries? 12
Product Innovation 13
EV Battery Innovation 13
EV Innovation 15
Other Vehicle Innovations 18
Process Innovation 18
Market- and Customer-Experience-Driven Innovation 20
Innovation Inputs to China’s EV Sector 21
R&D Intensity 21
Scientific Publications 22
Patents 25
Company Case Studies 28
BYD 28
Li Auto 29
China’s Government Policies Supporting the EV Sector 30
Subsidies 30
JVs and Technology Transfer Requirements 32
IP Theft 32
Favoring Domestic Enterprises 33
Other Policies 33
Analysis of Chinese Policies Supporting the EV Sector 34
What Should America Do? 35
Conclusion 38
Endnotes 39
