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Winning The Race: China’s Auto Market Shifts Gears (McKinsey, 4 mins) A concise strategy framework applicable for auto markets in general but focusing on China. To maintain their relevance, market players need to adapt to four redefining trends of the industry: autonomous driving, connected vehicles, electric vehicles, and shared mobility. China’s highly fragmented model based on dealership networks needs to transition to an online sales system, like Tesla, NIO, and Mercedes. [Bearish China auto sector short term, Bullish long term]