My guess is that any given reason is an excuse, and that this was forseeable at the outset of Tesla’s involvement with China.
The real reason (my guess) is that enough Tesla technology has been stolen to transfer to Chinese national champion EV makers like NIO and BYD, so who needs Tesla?
This is EXACTLY WHY China is banning Telsa they have stolen all of the information needed to do it on their own, AND they don’t want the competition!! NEXT Elon won’t be able to get the materials needed to make his vehicles!! Elon should listen to the SNAKE SONG!!!
That wouldn’t surprise me. There is no respect for IP in China. I’ve seen this first hand.