Of course they'll have stockpiles, they didn't build all these factories to sit idle and have capex depreciate pointlessly, just like they'll have stockpiles for prompt global strike to hit US plants/energy infra on CONUS. Then what? This isn't the 50s-90s anymore, advanced rocketry ended Fortress America, PRC developing conventional strike to hit CONUS strategic targets precisely to deter mainland strikes. This is also ignoring US stockpiles, i.e. 4000 TLAMs... PRC installed ~300k industrial robots LAST YEAR. They have essentially accumulated near bottomless amount of industrial capex that can be redeployed/reconstituted to keep industrial base running, more than the US military was designed / currently designed to meaningfully degrade. There's a reason US military doctorine when from fighting 2 major wars when all potential US adversaries were medium powers, to one major war + hold another war in place, to PRC now a major pacing peer power and US might not even be able to fight major IndoPac war. PRC isn't a 4000 tomahawk conflict, it's a 400,000 one if not more. PRC recognizes regional war with US+CO is at least a 1000 missile per day problem.

> The USA will remove that single factory within the first weeks of any conflict.

I don't think it's clear that a war would necessarily escalate to attacking industrial targets because there is a kind of MAD at play.

From America's point of view, the problem with escalating the war to industrial targets (which I am sure US military planners realize) is that the US has an Achilles' heel in it's reliance on petrol. Almost all US petrol comes from only 130 domestic plants. If those are disabled, most US supply chains will crumble, including food. No need to disable all the factories when there's no way to transport stuff and workers aren't fed. That weakness might be enough to deter the US from striking Chinese industry.

EVs might be one of the bigger bulwarks the US could pursue toward greater national security.

This is mutual.Any attack on mainland China will invite immediate retaliation on American soil.