A less far-fetched reason is that modern EV and robotics technology (lithium ion and LFP batteries, motors, power electronics, embedded electronics, RF electronics etc) is dual-use and absolutely crucial for building all modern weapons
It's not far fetched, not only is it perfectly feasible, there's now been precedence. If nation-state wants any hope of security, they need to have control of the entire stack. That's why countries are banning Huawei 5G networking equipment.
