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![ahern_brendan Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1138552015.png) Brendan Ahern [@ahern_brendan](/creator/twitter/ahern_brendan) on x 12.2K followers
Created: 2025-07-01 16:32:21 UTC

Today's @chinalastnight includes information on a policy pivot by the Chinese government to address excess capacity and cutthroat/non-profitable competition. Implications for auto $NIO $LI $XPEV $BYD and e-commerce $BABA $JD $PDD could be significant. Review some history if you aren't familiar with the below flag!

![](https://pbs.twimg.com/media/GuyRPHUX0Agex-6.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940086083066253791/c:line.svg)

**Related Topics**
[baba](/topic/baba)
[$1211hk](/topic/$1211hk)
[byd](/topic/byd)
[nio](/topic/nio)
[$pdd](/topic/$pdd)
[$jd](/topic/$jd)
[$baba](/topic/$baba)
[ecommerce](/topic/ecommerce)

[Post Link](https://x.com/ahern_brendan/status/1940086083066253791)