Thoughts After Seeing the News on EV Subsidy Reform

I think a reduction in subsidies is inevitable. The fiscal burden is growing, and the market seems to have moved past the initial support phase.

The problem is that, from the consumer’s perspective, the timing feels too abrupt. Even among those who signed contracts this year, there is talk of fairness, and if used-car prices fluctuate as well, the damage will fall squarely on individuals.

In the end, subsidies will decrease and charging infrastructure will need to expand quickly for EVs to take hold, but it feels like the order has been reversed.