China’s MIIT Media Warns ‘De-Ningde-ization’ Narrative Harms EV Industry
China’s Ministry of Industry and Information Technology-affiliated media outlet China Industry News published an article on March 22 criticizing the “de-Ningde-ization” narrative in the new energy vehicle industry. The article argues that automakers adjusting supply chains and adding suppliers are normal market behaviors, not a campaign against battery giant CATL. It warns the narrative risks fueling low-price competition that sacrifices quality and safety, and calls for fostering multiple globally competitive firms rather than weakening leaders.
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Chinese Ministry-Backed Media Warns Against 'De-Ningde-ization' Narrative in EV Industry
An article published by Jiemian News, republished from the 'China Manufacturing' WeChat account, argues that the 'de-Ningde-ization' narrative in China's new energy vehicle (NEV) industry is a harmful 'media farce.' The author, Zhang Zhongyue, contends that adjusting supply chains and adding suppliers are normal market behaviors, not evidence of a conflict between automakers and battery giant CATL (Ningde Times). The piece warns that this narrative is being used to justify a race to the bottom on price, potentially sacrificing safety and quality. It cautions against automakers overstating their battery self-development capabilities, noting that true battery R&D and mass manufacturing are highly complex. The article calls for a focus on professional division of labor, avoiding low-level redundant investment, and fostering an ecosystem where multiple globally competitive firms can thrive, rather than engaging in zero-sum competition. It concludes that the industry must not let low-quality internal competition undermine China's hard-won advantages in the NEV sector.
Read sourceChina's MIIT-affiliated media warns against 'de-Ningde-ization' narrative in EV industry
On September 22, China's Ministry of Industry and Information Technology (MIIT)-affiliated media outlet China Industry News published an article criticizing the 'de-Ningde-ization' narrative in the new energy vehicle industry. The article argues that recent discussions about reducing reliance on battery giant CATL (Ningde Times) have been exaggerated into an 'opinion farce.' It states that automakers adjusting supply chains, adding suppliers, or developing in-house capabilities are normal market behaviors, not evidence of opposition between vehicle manufacturers and battery companies. The article highlights that China's auto industry has built global competitiveness in key areas including power batteries, motors, electronic controls, driver assistance systems, and automotive chips over the past decade. It notes that in the 2026 Automotive News global top 100 auto parts suppliers list, CATL ranked third globally, with 17 Chinese companies on the list—a record high. However, it acknowledges that China still lags behind Germany and Japan in terms of revenue scale. The article concludes that China's auto industry should not weaken its leading companies but should encourage more excellent enterprises to grow while allowing globally competitive firms to continue advancing.
Read sourceChina's MIIT-affiliated media warns against 'de-Ningde-ization' narrative in EV industry
An article published by a media outlet affiliated with China's Ministry of Industry and Information Technology (MIIT) argues that the 'de-Ningde-ization' narrative in the new energy vehicle (NEV) industry is a harmful 'publicity farce.' It states that automakers adjusting supply chains, adding suppliers, and developing in-house battery capabilities are normal market behaviors, not a campaign to remove leading battery maker CATL (Ningde Times). The article warns that this narrative risks fueling low-price competition that sacrifices quality and safety, and could lead to low-level redundant investment. It emphasizes that China's NEV industry success relies on a collaborative ecosystem, not on weakening leading firms. The commentary calls for competition based on technology and quality, not price wars or marketing gimmicks, and urges the industry to avoid zero-sum thinking. It notes that true self-development in batteries requires deep expertise in electrochemistry and manufacturing, not just system integration. The piece concludes that the industry needs more globally competitive firms, not 'de-someone-ization' slogans.
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Chinese Ministry-Backed Media Warns Against 'De-Ningdehua' Narrative in EV Industry
An article published by China工信新闻 (China Industry and Information Technology News), a media outlet under China's Ministry of Industry and Information Technology (MIIT), and republished by Sina Finance, strongly criticizes the '去宁德化' (de-Ningdehua) narrative circulating in China's new energy vehicle (NEV) industry. The article argues that this narrative, which suggests automakers are seeking to reduce reliance on battery giant CATL (宁德时代), is a misleading 'media farce' that artificially creates opposition between automakers and battery suppliers. It asserts that normal supply chain adjustments, such as adding suppliers or developing in-house battery capabilities, are being wrongly framed as a campaign against CATL. The commentary warns that this rhetoric could fuel a destructive race to the bottom on pricing, sacrificing quality and safety for short-term cost savings. It cautions against low-quality, repetitive investment in battery manufacturing and urges the industry to focus on professional specialization and global competitiveness rather than zero-sum thinking. The article emphasizes that China's NEV industry success is built on a collaborative ecosystem and that the goal should be to foster more globally competitive companies, not to tear down leaders. It calls for a consensus that competition should drive the industry upward, not degrade quality or innovation.
China's MIIT Media Warns Against 'De-Ningde-ization' Narrative in EV Industry
On September 22, Jin10 Data reported that China's Ministry of Industry and Information Technology (MIIT)-affiliated media outlet, China Industry and Information News, published an article criticizing the recent 'de-Ningde-ization' narrative in the new energy vehicle (NEV) industry. The article argues that this narrative, which suggests automakers are deliberately moving away from battery giant CATL (Ningde Times), is a media-driven farce. It states that normal market behaviors such as supply chain adjustments, adding suppliers, and developing in-house battery capabilities are being misrepresented as a conflict between automakers and battery companies. The piece contends that the real issue is not about replacing CATL but about what kind of industrial competition China's NEV sector needs as it enters a high-quality development phase. It warns against pitting leading domestic companies against the rest of the supply chain, arguing that a mature industry requires both the growth of new excellent firms and the continued advancement of globally competitive leaders like CATL.
Read sourceMinistry-affiliated media warns against 'de-Ningde-era' rhetoric in China's EV battery sector
An article published by China Industrial News, a media outlet under China's Ministry of Industry and Information Technology (MIIT), on March 22, warns against the emerging 'de-Ningde-era' (de-Ningde-ization) narrative in the new energy vehicle battery industry. The article argues that as China's NEV sector enters a stage of high-quality development, calls to reduce reliance on leading battery maker CATL (Ningde Times) are misguided. It states that such rhetoric artificially pits the domestic champion against other supply chain companies, which is not suitable for the current development phase. The piece emphasizes that a mature industry needs not to 'cut peaks to fill valleys' or 'weaken whoever leads,' but rather to foster the growth of more excellent enterprises while allowing globally competitive companies like CATL to continue advancing. The commentary reflects official concern over maintaining industrial cohesion and competitiveness.
Read sourceChina's MIIT-affiliated media warns against 'de-Ningde-ization' narrative in EV industry
An article published on March 22 by China's Ministry of Industry and Information Technology (MIIT)-affiliated media outlet, China Industry News, criticizes the recent 'de-Ningde-ization' narrative in the new energy vehicle (NEV) industry. The article argues that this narrative, which portrays automakers adjusting supply chains and adding battery suppliers as a move against dominant battery maker CATL (Ningde Times), is a 'media farce.' It states that such adjustments are normal market behavior and should not be framed as a conflict between automakers and battery companies. The piece contends that the real issue is what kind of industrial competition China's NEV sector needs as it enters a high-quality development stage. It warns against rhetoric that pits leading domestic companies against the rest of the supply chain, arguing that a mature industry requires both the growth of more excellent companies and the continued advancement of globally competitive firms, rather than 'cutting down the tallest ears of grain.'
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