Most of the world’s electric car batteries are now made in China. Accounting for more than 70 per cent of market share by shipments, that concentration also puts global automakers at risk of supply chain disruptions amid escalating geopolitical tensions between the US and China. But Tesla’s new batteries are set to upend the hierarchy of the industry for good.
目前,世界上大多數電動汽車電池都是中國制造的。按出貨量計算,中國制造的電池占據了逾70%的市場份額,在美中地緣政治緊張局勢不斷升級之際,這樣的集中度使得全球汽車制造商面臨供應鏈中斷的風險。但特斯拉(Tesla)的新電池將徹底顛覆汽車行業的權力架構。
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