Growth and Competitiveness of Chinese Electric Vehicle and Electric Vehicle Battery Companies: Observation and Analysis from an Ecosystem Perspective

This study observes the process of strategy building and capability accumulation of companies in the currently booming Chinese electric vehicles (EV) 1 market from the perspective of business ecosystems.While examining the internal and external factors of the formation about the Chinese EV industry business ecosystem, such as industrial structure transformation, technology transfer, government policies, and corporate competition, with the platform theory, I analyze the growth strategies and competitiveness of Chinese companies, particularly BYD Co., Ltd.(BYD), which has risen to the top of the world in EV completed vehicles, and Contemporary Amperex Technology Co., Ltd.(CATL), which has risen to the top of the world in electric vehicle batteries (EVB) 2 .BYD and CATL have gained competitive advantages by utilizing the distinctive management resources, which have accumulated over the years to build platforms for EVBs and EVs in response to changes in the external environment, and have actively developed their platform strategies.