This is especially true in the 150k RMB - 300k RMB segment, ...

This is especially true in the 150k RMB - 300k RMB segment, which $Tesla(TSLA.US)$ , $BYD Company Limited(002594.SZ)$ , and $XPeng(XPEV.US)$ primarily operate in.
$NIO Inc(NIO.US)$ and $Li Auto(LI.US)$ , I think are relatively more insulated in the premium segment. They are in a much stronger position competitively in that segment.