Gabrielle Sorensen — 9DASHLINE

China Says It Has Too Much Competition — It Has Too Few Customers

Written by Gabrielle Sorensen

The gap between what China produces and what its households can buy will not close on its own. Managing a problem is not the same as fixing it, and deferring structural reform means the costs of that deferral accumulate.

East Asia9DLOctober 27, 2026China says it has too much competition — it has too few customers, Gabrielle Sorensen, 9DASHLINE, China, EVs, electric vehicles, GDP, anti-involution campaign, neijuan, Japan, South Korea, IMF