The split is basically state-owned (BAIC, SAIC, GAC, etc.) vs. independents like BYD, Geely, Nio and XPeng. Look at December 2019 vs. 2018: Sales of BYD Qin, e5, Song, Tang and Yuan were down catastrophically (80-95%) in December. Some of this is re-positioning (e.g. Qin), but Tang and Yuan were selling great earlier this year. Geely Emgrand also fell 95% in December after selling great earlier this year. Smaller independents like Nio and XPeng are struggling, too. Meanwhile, BAIC was way up in December, even EC which had been down all year. SAIC Baojun E-Series and new MG were strong and more than offset declines in their older Roewe models. The new GAC Aion continued its momentum in December. Chery eQ also gained. The only state-owned company to really fall off the map was JAC. I'm not sure what this means. Or how it reflects on Tesla, which is not state-owned but pretty clearly state-sponsored inside China.