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Analysts said instead of a simple easing of financial regulations, measures may be more targeted, though some policymakers have realized that the earlier deleveraging campaign might have hurt the private sector to some extent.

And it’s not just startups getting in on the action. “Over the years, we’ve seen a lot of the bigger agencies and consultancies starting to enter the space as well because they need to have Amazon solutions for their clients and customers,” said Leigh, who formerly worked as a project manager of consumables at Amazon. “That’s where all the growth is. That’s where all the ad dollars are going.”

Analysts say if the policy is not extended, there will be a negative impact on sales. New energy cars have been growing in market share quickly in China, which is already the world's largest market for such cars.

Analysts highlighted Safran SA and Senior Plc as other suppliers that could experience disruptions.

And the strategy appears to be working, at least to some extent, according to new estimate from market research firm Consumer Intelligence Research Partners.