Translated by DeepL

Taiji ( Chinese philosophy / Taoism / Dao ) – image from wikipedia

In traditional Chinese medicine, the approaches to treating yang deficiency and yin deficiency differ. For example, a common principle is that yang deficiency is treated by tonifying yang, while yin deficiency is treated by nourishing yin.

In the context of competition within the automotive industry, a similar structural analogy can be used to understand certain strategic shifts: In recent years, Chinese companies have adopted an approach that resembles “strengthening the Yin,” meaning they have focused on enhancing stability, systemic capabilities, and resource accumulation, rather than merely pursuing external expansion.

Japanese companies, on the other hand, traditionally employed a strategy of “applying the Yang,” emphasizing marketing, market share acquisition, and the strengthening of supply chains.

This concept of “structural adjustment” may serve as a useful framework for understanding industrial competition.

I will continue to monitor the situation for any new developments.

郄磊 ( Qie Lei )
March 9, 2026 Revised March 20, 2026, 3:00 AM

(Portions of this text have been polished by ChatGPT)