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China·96PP·Mar 2026

The China EV Ecosystem: Manufacturers, Supply Chains, Signals

A practitioner's map of the manufacturers, battery suppliers, software vendors, and charging hardware OEMs that power China's electric mobility stack — and how to source from them.

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Key findings

  • Shenzhen and the Pearl River Delta concentrate 71% of global charging hardware manufacturing
  • Tier-2 battery suppliers are closing the gap on CATL and BYD on $/kWh
  • Direct factory sourcing cuts charger BOM cost 28–34% versus regional distributors

Executive summary

The full report is available to qualified partners and institutional readers. It contains site-level data, vendor comparisons, deployment economics, and forward projections built from primary research across China and the GCC.

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