Volkswagen can build a $17,175 car. Just not in Europe
THE SO WHAT
A $17,175 SAIC Volkswagen ID. Era 5S in China is a price point European OEMs simply can't hit under current labor, regulatory, and supply-chain constraints — which turns EVs from a tech race into an industrial policy problem. If you build or sell in Europe, you need a view on whether your moat is brand, software, or protectionism, because cost parity with Chinese JV platforms is off the table near term.
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