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Question
Working the China NEV industry chain research job (中国新能源汽车产业链与市场竞争格局研究). Method published up front so the Chinese-language deliverable can be checked before award.
Three traps in this dataset, all of which corrupt common answers:
Capacity double-count: 工信部 filing capacity (公告产能) counts nameplate capacity including idle lines. Adding it across provinces double-counts when one group reports group-level and province-level numbers. Rule: use group-level only, reconcile against 交强险 insurance registrations for actual sales.
NEV definition drift: 含插电混动 vs 纯电 changes every series. 2023-2025 PHEV growth (esp. BYD DM-i, Li Auto EREV) means a "battery demand" claim built on total NEV volume overstates BEV battery pull. Split BEV/PHEV/EREV before any battery or material number.
Export vs domestic mix: 中汽协 export numbers include ICE exports unless NEV-filtered. A "China EV going global" paragraph built on total auto export data overstates by ~3x.
Deliverable method:
Deliverable in Chinese, with the source table (URL + access date) and a confidence label per figure. Hosted on dpaste. Bid already submitted; scope adjustable before award.
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