Dominant in the electric car sector, Chinese companies have been quietly consolidating their position in the lesser-watched trucking scene — but foreign tariffs and a perceived quality gap could signal roadblocks ahead, experts warn.
The domestic supply chain and low-price strategy that helped make China's EV car industry world-leading are being leveraged by established automakers and start-ups alike, aiming to similarly transform trucking.
Electric trucks currently represent less than 1% of truck sales worldwide, according to the International Energy Agency (IEA) — with China making up 70% of those sales in 2023.
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