This is no way market driven demand, BYD is a very interesting company to look into. It is my understanding that Warren buffet has a large share in this company.
My believe is China sees oil dependence as a long term strategic weakness. In the event of a navel blockade it will be much harder for them to get the oil they need to run the economy. If a large part of the consumer sector is driven by electric powered by local sources (coal, hydro, nuclear) they can keep the logistic channels open. As a side benefit they get to fund a sector hoping to have the same success as they did with solar panels.
The article might have pointed this out but it was paid past a certain point on my device.