How soon will BYD be the largest BEV manufacturer in the world?

[kpanda17]

BYD PE ratio 29, Tesla 72
The question is who’s undervalued & who’s overvalued, as both are growth companies

China has never led innovation and technology
BYD follows, using USA inventions and pattens, therefore they are overvalued
They need Teslas and USAs leadership
China commits and knows how to scale
Takes risks, securing the rare minerals years ago

Tesla is a technology and AI company
Leading, innovating
Tesla is undervalued

 

[hooty]

China has never led innovation and technology
BYD follows, using USA inventions and pattens, therefore they are overvalued
They need Teslas and USAs leadership
China commits and knows how to scale
Takes risks, securing the rare minerals years ago

Tesla is a technology and AI company
Leading, innovating
Tesla is undervalued

Tesla buys batteries from BYD & has nowhere near the breadth of market operations or vertical integration.
Tesla needs BYD & it’s innovation

 

[kpanda17]

Tesla buys batteries from BYD & has nowhere near the breadth of market operations or vertical integration.
Tesla needs BYD & it’s innovation

Tesla might not need BYD long term
CATL is now in a more pivotal position
M3P and newest LFP they just announced
Agree, China desperately needs Tesla

 

[hooty]

Tesla might not need BYD long term

But they need BYD now despite any speculative shooda, cooda, woodas
And BYD is further ahead of CATL with their Sodium battery going into their own mass market model, the Seagull & possibly even the Dolphin
So if there is any ‘desperation’, its Tesla’s for BYD

 

[kpanda17]

But they need BYD now despite any speculative shooda, cooda, woodas
And BYD is further ahead of CATL with their Sodium battery going into their own mass market model, the Seagull & possibly even the Dolphin
So if there is any ‘desperation’, its Tesla’s for BYD

Agree to disagee

 

[hooty]

Agree to disagee

It’s tough to disagree with reality.
The reality of BYD BEV growth rate over 80% & Tesla only at 35%.

 

[InDaClub]

The story of our very own "Tesla Village"
Panzhijia Village in Yunnan, China

https://twitter.com/x/status/1697071194485510486

 

[hooty]

BYD's new Tang family models officially launched, prices start at $34,270

BYD sold a record 262,161 NEVs in July, with Tang family models contributing 12,662 units.

cnevpost.com

 

[hooty]

BAM!!!!

BYD sells record 274,386 NEVs in Aug, including 25,023 overseas

BYD sold 145,627 BEVs in August, up 76.14 percent year-on-year, and 128,459 PHEVs, up 40.70 percent.

cnevpost.com

 

[hooty]

BYD now just under 1.8M BEVs annualised run rate

 

[hooty]

BYD takes 4.7% global share in Jul to become 5th largest carmaker

BYD's sales are still largely coming from China for now, and will further challenge the top players when sales improve in overseas markets, TrendForce said.

cnevpost.com

BYD (OTCMKTS: BYDDY) was the world's fifth-largest automaker by sales in July and the only one in the top 10 that sells only new energy vehicles (NEVs), a new report showed.

 

[hooty]

Global EV battery market share in Jan-Jul: CATL 36.6%, BYD 16.0%

CATL's share of the global EV battery market in Jan-July declined slightly from Jan-June, while BYD increased.

cnevpost.com

Chinese power battery giant CATL saw its share of the global electric vehicle (EV) battery market slip slightly in January-July from January-June, while BYD (OTCMKTS: BYDDY) rose.


BYD's power battery installations from January to July amounted to 58.1 GWh, up 94.1 percent from 29.9 GWh in the same period last year.

The new energy vehicle (NEV) and battery giant ranked second with a 16.0 percent share in the January-July period, up from 12.3 percent in the same period a year ago and up from 15.7 percent in the January-June period.

BYD has gained popularity in China's domestic market with its price competitiveness by establishing vertically integrated supply chain management, including battery self-sufficiency and vehicle manufacturing, SNE Research said.

 

[hooty]

BYD takes 33.7% of China's NEV market share in Aug, Tesla 9%

In the January-August period, BYD ranked first in China's NEV market with a 36.6 percent share, while Tesla came in second with 8.8 percent.

cnevpost.com

 

[oldsport]

chinese govt subsidies keep chinese ev makers alive...

 

[hooty]

BYD launches Seal in Colombia, Dolphin in Nepal

In August, BYD sold 25,023 NEVs in overseas markets, up 37.72 percent from 18,169 in July.

cnevpost.com

 

[kpanda17]

chinese govt subsidies keep chinese ev makers alive...

Very glad the EU govt is smartening up
Fighting back to save the EU auto manuf
USA has to be next, protect against China

 

[oldsport]

ppl who buys anything from china under the current communist govt deserves all the headaches that comes along with it...

from fake military hardware to fake health care products etc...

it s one thing to buy made in china guaranteed by an usa company and it s a totally different thing to buy made in china guaranteed by a chinese entity...

unless it s japanese skorea germany usa i ain t touchin it...

 

[hooty]

Analysts downplay impact of EU anti-subsidy probe on EVs from China

Analysts don't think the EU's allegations of low prices for Chinese EVs are valid, and there is no unity of opinion within the bloc.

cnevpost.com

 

[hooty]

BYD's Yuan Plus EV hits major milestone with starting prices under $20,000

China’s largest EV maker, BYD, just hit a significant milestone with its 500,000th Yuan Plus EV model rolling off the...

electrek.co

 

[hooty]

BYD over 5 times the sales of Tesla in China, for the first half of September

China EV insurance registrations for week ending Sept 17: Nio 3,900, Li Auto 9,100, Tesla 8,500

Between September 1 and September 17, Li Auto was 20,100, Nio was 9,900 and Xpeng was 6,900.

cnevpost.com