BYD

y_u_so_madd

Also very advantageous for vehicle batteries in cold weather environments. There will absolutely be a huge market for sodium EV batteries. If CATL and BYD are investing this much, it's what they will be assembling.

blemdemman

man I’d buy a BYD ev

RustyNK

Nah, they're not gonna beat BYD

Business_Raisin_541

Nah. They ain't stupid. Look at BYD. They sell car at Europe at multiple times the China price. They know if they sell at China price, the govt is going to come at them and slap tariff. Might as well eat them alone as profit rather than be taken by the govt in tariff

fpsstreak

Peace deal going on but a battleship is on its way and Israel says they are ready, waiting for u.s call. Ultra all time highs right now….call me crazy…but seems too set up. Just how the high was insane..the drop would be 100x. Nvidia, Netflix are becoming too monopolistic. I feel like in the mid terms some heat will go their way. Also NIO announced they are going to compete with Nvidia directly so China doesn’t have to depend on them. Nvidia - $210+ plus a capped market cap. NIO- $6 I would take the odds that NIO becomes BYD and Nvidia a Tesla company. Politicians are literally fighting to keep them away from the USA marker.

Educational_Pop6138

Its just if you want a ESS and battery tech without being completely reliant on EVs this is probably the best play. They are just so dominant market share wise. Theres daylight behind them and #2 (BYD) and the gap between #2 and #3 is also massive. Hence the demand from global funds that dont want to navigate through A shares.

Oreos_Are_Anabolic

Don’t be a broke boy. **Article** Ford Motor and Chinese automaker Geely held talks as recently as this year exploring whether the European tie-up they are negotiating could extend into the U.S., a prospect Geely sees as a launchpad into the world’s second-largest vehicle market. Discussions, which involved Ford potentially licensing Geely’s technology in the U.S., have stalled in recent months, according to people familiar with the talks. The two sides instead are focused on hammering out a deal to share technology and manufacturing capacity in Europe. Geely, China’s second-largest automaker behind BYD, is eager to expand in the profitable U.S. market, where Chinese automakers are effectively banned. But it faces major hurdles to doing so. Domestic carmakers view Chinese brands as an existential threat and are asking the Trump administration and Congress to keep them out. The U.S. imposes hefty tariffs on imports of Chinese-made vehicles and bans Chinese connected-vehicle software to keep the cars out of the market. Meanwhile, Ford Chief Executive Jim Farley last week said that Chinese-made cars shouldn’t be allowed into the U.S., at least until there’s a plan to protect jobs. A Ford spokesman said the company is committed to protecting its home market, adding that any deal providing a Chinese automaker with an onramp to the U.S. market would be antithetical to that approach. “Our commitment to a level playing field and safeguarding our home market remains absolute,” he said. “We always keep an open mind when it comes to exploring cooperative opportunities” with other automakers, a Geely spokeswoman said in a statement. “Engaging in constructive industry dialogue is part of how we operate, but we do not comment on rumors or speculations regarding potential partnerships.” In a recent interview with Fox News, Trump said the 100% tariffs that President Joe Biden maintained on Chinese-made cars were “about the only thing he did good.” However, Trump told a Detroit audience in January that he was open to Chinese cars as long as they were built in the U.S., part of a broader reversal of his previously uncompromising position on America’s top geopolitical rival. Chinese automakers are trouncing rivals in markets around the world with sleek, high-tech and affordable EVs and hybrids. America’s automakers—including Asian and European ones operating in the U.S.—say they can’t compete on low production costs and vehicle technology that is heavily subsidized by the Chinese government. A deal to include Geely technology in Ford vehicles would mark the first partnership in the U.S. between Detroit and a Chinese automaker. A Geely official earlier this year said that the company aimed to expand in the U.S. market in the next few years. The company owns controlling stakes in Swedish brands Volvo and Polestar, which sell vehicles in the U.S. It would like to bring more brands from its stable to the U.S., some of the people said. The two companies are in talks to share technology and manufacturing capacity in Europe, where Chinese cars are rapidly gaining market share, the people familiar with the discussions said. Geely could use Ford’s plant near Valencia, Spain, to avoid the high tariffs it currently faces on shipments to Europe and make use of Ford’s excess factory capacity, they said. Discussions about the U.S. started more than a year ago, including Geely licensing its technology to Ford. At one point, the talks envisaged Ford potentially making use of a Geely platform—common structural foundations on which different vehicles can be built—for future models, the people said. Any U.S. collaboration could represent a political minefield for both companies. Ford is licensing technology from leading Chinese EV battery maker Contemporary Amperex Technology for a $3 billion plant in Michigan. That arrangement has drawn ire from lawmakers and government officials. Farley said in an interview on Fox News earlier this month that Chinese-made cars should be kept out of the U.S. He later warned that the U.S. and American automakers needed a plan to protect jobs. “Having a plan before we go fast, either in local production or imports from China, is the most important moment,” Farley said during a media call. “We’re in that moment right now.” Farley also said that Ford would expand partnerships with Chinese automakers outside the U.S. to bolster its global competitiveness. The Biden-era “connected-vehicle rule” is starting to bar Chinese software from vehicle systems that link to the internet, as well as carmakers controlled by China. Volvo and Polestar are in discussions with the Trump administration about an exemption to keep their American businesses alive. 

tschuebe

Perfect example Tesla is a POS car - BYD are far superior. Oh yeah freedom to choose

tschuebe

If anyone cannot see the obvious scrambling ( onset panicking) of Elon , BYD dethroned Tesla long ago , and byd will be sold in the states by summer 2027, Twitter cash burn, Grok cash burn and the years of endless promises of self driving, free upgrades , if he didn't consolidate his holdings they would be penny stocks. Call me a slave to the PE ratio's , the government money that is Not endless. It may seem that way until AOC or Gavin reach the oval office. This is his hail Mary. The 2 unknowns are : will Unitree go public and steal his thunder? As well as show real quality products ( robots ) not to mention BYD, XIAOMI Cars under 20k plus the BYD Yangwang car that literally jumps up to 20 yards and is self driving ( gods eye software ) Gnite Elon and gnite 🌙

Legitimate-Whole6856

Just went through the Tesla Q1 2026 Earnings Call and it felt a bit mixed overall. The EPS beat was definitely a positive, but the revenue miss and continued pressure on the core auto business stood out more to me. Competition, especially from players like BYD, seems to be weighing more than before, and you can kind of sense that Tesla is in a transition phase right now. Growth is still there, but it’s not as clean or straightforward as it used to be. I’ve been trying to follow these calls more closely lately, and honestly tools like Stoky make it easier to keep up without sitting through the entire thing.

Hockeyshot39

Sigh We go through this every single year on Reddit and it’s like you guys don’t learn or have memory retention, Q1 is the same story over and over not only is it every company’s worst order, it’s also Chinese new year Elektrek is also heavily bias against Tesla, so you also get your new form fox???? Does BYD having lower sales excite your tiny mind? Your you don’t care cause it’s not Tesla? https://www.reuters.com/world/asia-pacific/byds-vehicle-sales-slide-extends-march-2026-04-01/?utm_source=reddit.com

KlicknKlack

Seriously, its so glaringly obvious but I think a lot of western raised people have been hearing the promise of solar for decades now. But they don't realize China has actually invested in the infrastructure to mass produce it. China alone, without accounting for exports has added a metric TON of solar to their grid over the last 3 years. > * 2023: +216.9 GW of Solar > * 2024: +278 GW of Solar > * 2025: +315 GW of Solar There are stories of emerging market countries actively trying to get out of multi-year LNG deals due to explosion of solar installation in their country from the last 2 years. Hell, BYD is another example of a china based company who is exploding onto the scene after decade+ of investment.

FraggDieb

I thing all manufactures. Specially BYD is doing this. Nothing special at all

ElectricalDark8280

Go to Mexico and buy one. I saw a big BYD dealership right in Puerto Vallarta last year.

babypho

That's what Musk said too when he thought he was ahead on AI and FSD. After BYD and OpenAI, he talks about how people are lazy and remote workers don't work hard enough.

GreyGhost3-7-77

Untrue. You're still mistaking corporatism and a captured market for capitalism and a free market.  Clothing is a great example of a legitimately open market. You can find any kind of clothing, at any price point, if you look hard enough. Tons of companies have their niche.  Automobiles and tech? Do you really think those prices are being kept down? American auto and tech companies regularly lobby to block foreign competitors from the US market entirely (Japan in the 70's, China now, in the instance of the auto market). They lobby the government for environmental regulations that punish companies for making small, fuel-efficient cars. Why do you think everyone drives trucks and SUV's? The pickup trucks, Ford Explorers and Chevy Tahoe's you see are nowhere near as efficient as my Subaru, but emissions regulations are lobbied so that larger vehicles, which have more profit margin (conveniently), get more lenient emission requirements than smaller vehicles.  A capitalist would look at this and say "I can make money selling people a better product by opening a BYD dealer in the US. They get a better vehicle for a lower price, I create jobs at my dealership, and I keep the profits if we're successful." A corporation realizes it's cheaper to lobby Congress to ban BYD from America than it is to make vehicles that people actually want to buy.  Does that track? 

Current_Animator7546

I don’t hate China. BYD is the future. 

sergioraamos

Can't beat BYD prices and technology.

Rose_Trellis

Trump slammed the chess board, grabbed the queen (Iran's oil), and declared: I won. That's the short version. I'm a Dem, but have to confess Trump won this war. Cutting off the Strait, turning back tankers, will starve Iran the way President Abraham Lincoln starved the South by preventing cotton exports. It took Lincoln four years for his Naval Anaconda to squeeze the South, but it eventually collapsed. And, this is why the stock market has shrugged this off. Trump beat Iran by grabbing & holding their queen. Likely, he stumbled into this win. One big plus is it will accelerate the move to electric vehicles globally. China will adapt & BYD will win big. Porsche/VW & Mercedes...not so much until they figure out luxury electrics.

bartturner

As I indicated. I do not follow the medium and smaller players and you could very well be right. I do not know so do not have an opinion. I tend to follow the mag 7 and then AVGO, TSMC, BYD, OpenAI, Anthropics, and then a few for other reasons.

bartturner

Yes. I did look. The best selling EV in China in 2026 is the Geely Galaxy Xingyuan. In 2025 it was also the Geely Galaxy Xingyuan. #2 is the BYD Song, #3 is the BYD Seagull #4 is the Wuling Mini EV. #5 is Xiaomi SU7. Which is just an amazing car and far exceeds anything from Tesla. #6 is the BYD Qin Plus. #7 is the Nissan Slyphy. Pretty crappy car actually and not nearly as good as the Chinese made cars. #8 is the BYD Qin L. #9 is the Geely Xingyue L. #10 is the VW Lavida. Another example of where there are several China brands that are far superior.

Crashian

There’s massive competition in this market right now, low margins, and very unclear who will actually make it. I bought an Xpeng G9 in Europe instead of a European alternative. They’re definitely taking massive market share from European manufacturers. Picking the right company is just going to be a gamble. Xpeng, Xiaomi, BYD. Geely has Zeekr, Voyah, Volvo, polestar and lotus etc, but personally im not huge into Geely. NIO is very capex heavy with their battery swap stations.

voodoo-ish

I agree entirely. For this reason, I indicated that it may be the case that he is contemplating a research agenda with a more pronounced focus on journalism, encompassing matters that extend beyond the immediate scope, and which are not particularly pertinent to the kind of research required to facilitate investment decisions – which, as I understand it, is the objective of this forum. For instance, I would not consider oil as a means to determine the potential for investigation of the energy and natural gas market in Asia. Instead, I would assess Asia's energy mix and the consumption patterns of the specific country of interest. There are no general 'energy in Asia' ETFs available. When dealing with such a small consumer market, it is more efficient to research that country's consumer market directly, as there are numerous variables affecting the outcome of those investments. It is not productive to expend resources on factors unrelated to core business, such as the Strait of Hormuz. If I wish to understand the energy consumption patterns of car manufacturers in China, I will focus on that specific context. Those interested in investing in Saudi oil and oil consumption should direct their attention to Hormuz, not BYD people. I simply provided a commentary on the methodology of pre-investment research. I did not verify the facts or suggest that he was incorrect. I am not a commentator; I am merely assisting him in shifting his paradigm and helping in investment.

while-1

Does this mean we can drive BYD soon? 😞

Viraus2

\>\[LIFESTYLE DISCLOSURE: LIFESTYLE DISCLOSURE: At this point in my research I had to pause because my Chinese consultant arrived. I find that high-quality primary research benefits from breaks. I resumed after approximately 7 minutes. She had thoughts on BYD. They were broadly bullish.\] I'm dead OP, well done

BaxBaxPop

None of them can make a profit on BEVs. BYD is even trying to use slave labor and to stiff their suppliers on payments and they still can't make a profit off of it.

Qualquer-Coisa-420

Massive fire at BYD, +0.13% stonks

Normal_Loss_220

Every time I leave the US I am blown away by them. BYD might take over the world. So much nicer than tesla.

ucardiologist

Start investing in electric vehicles BYD is very cheap Aptera is also a steal

NoDisk5699

Your kidding me right? I can tell you dont like cars😂😂 Is become one of the most undesirable cars out there. They had a good early mover advantage years ago making an EV with a good range but have since become overtaken. At the lower end by companies like BYD that now dominate but at the upper end my Mercedes, BMW etc. They look awful, are boring and their brand image is at rock bottom because of Musk and there are just better options. Brands like Mercedes etc. are desired world wide because they have super strong brand prestige and they make great cars. Ive just renewed my company car and could have had a Tesla but didnt even consider it, i'd my Merc thanks. I dont know a single person that picked a Tesla.

FINRAdude766

BYD Seagull is £18,650 vs £37,990 for a base Tesla model 3 in the U.K. 

SmoothFlan0

Come on crashhhh i wanna book a new BYD

AtlanticRelation

Base BYD Seal: €40.000 Base Tesla model 3: €37.000

bighoney69

BYD

AtlanticRelation

No, the BYD Han, the Model 3 alternative, is more expensive.

FINRAdude766

Aren't BYD's cars cheaper? 

tech01x

Lucid isn’t union. Rivian isn’t union. BYD isn’t union. For that matter, most automakers in the US aren’t union. Democrats have been buying crap tons of Toyota’s and Subaru’s that aren’t union. Furthermore, Musk didn’t have a problem with Democrats until Democrats made themselves a problem with repeated lying and lawfare.

bartturner

The best selling EV in China in 2026 is the Geely Galaxy Xingyuan. In 2025 it was also the Geely Galaxy Xingyuan. #2 is the BYD Song, #3 is the BYD Seagull #4 is the Wuling Mini EV. #5 is Xiaomi SU7. Which is just an amazing car and far exceeds anything from Tesla. #6 is the BYD Qin Plus. #7 is the Nissan Slyphy. Pretty crappy car actually and not nearly as good as the Chinese made cars. #8 is the BYD Qin L. #9 is the Geely Xingyue L. #10 is the VW Lavida. Another example of where there are several China brands that are far superior.

NW-McWisconsin

BYD.

shmito17

They're 100% better in terms of EVs. BYD would eat Tesla.

Wowmuchrya

Tesla would drop to $100 in one day if BYD was allowed to sell cars here lol.

CurvedTVGreen8788

Separating the political impact and Elon impact on the price of a stock is naive though. Elon's political stance is one of the primary reasons the rest of the world has basically stopped buying Tesla vehicles and set their sights on Chinese brands like BYD and Xaomi. As someone that has traveled to the EU and Asia recently, I don't think you realize how good those Chinese vehicles are compared to Teslas for a fraction of the price. The only reason Tesla is still relevant is US protectionism and the fact that companies like BYD etc. are still building out their supply chains worldwide. There is no universe where Tesla is going to win this EV game long term.

BaxBaxPop

Tesla sells EVs for a profit, BYD does not, even with the slave labor.

Lanzarote-Singer

I’m seeing a lot more BYD electric cars in Europe. Lovely looking and cheap. They also don’t fall apart when you slam the door a bit hard.

Current_Animator7546

BYD lol 

Current_Animator7546

Iran is setting themselves to squeeze the supply for a long time. The market is bullish on peace prospects, and I do get it. The supply shock will become an issue. China is the big winner as people turn to the likes of BYD and their chips. The US getting away from renewable energy is going to bite us big time 

HumblebeesGhost

BYD recently announced their hyper-fast EV charging tech breakthrough. Can charge an EV in under 5 minutes. I wonder if this is a factor? https://www.wired.com/story/how-byds-ev-charger-got-even-faster-and-it-might-not-matter-as-much-as-you-think/

WulfOnTheJob

they work basically manual labor jobs in prison camps. Agriculture and construction is the biggest as they more or less require not that much previous skills. similar thing as what happened with BYD

Smurf_Crime_Scene

BYD coming into Canada... it'll be the end for TSLA trash.

-BabysitterDad-

>smaller, cheaper electric SUV Doesn’t BYD already have one of those?

treenewbee_

Don't be surprised; most manufacturers in China operate this way. BYD was simply discovered overseas. Brazil is a prime example. While Westerners enjoyed cheap Chinese products, they had no idea what the CCP used to produce them.

lattice_defect

he's dumping BYD ate his lunch... going to push hard into spacex... yeah hate the player and the game.

chronoistriggered

Tsla Mkt cap is about 7 times that of BYD. There’s nothing in the fundamentals that can explain this

Trolling-4-dollars

I suspect that most countries that have large auto companies are going to resist Chinese imports without very high tariffs for the foreseeable future. BYD relies on government subsidies representing nearly 40% of their profits. This is viewed as unfair trade practice by most countries, and if they slap 50-125% tariffs in these cars (as China did at one point to US made Teslas) they will have a difficult challenge getting a strong foothold. Countries that don’t have domestic production are probably already on their way to becoming primarily Chinese auto markets.

StepAsideJunior

The source for these allegations against this particular BYD plant in Hungary is the U.S. Funded (via the NED) China Labor Watch NGO based in Washington D.C. China Labor Watch is not exactly the most partial source and explains why zero actual sources are presented for every single accusation. Even CBS stated at the very end of the article: "CBC News has not independently verified any of the allegations."

AyumiHikaru

TBH, BYD is really better at making EV than the rest of the world

dinnerthief

BYD is people!

crvarporat

BYD is losing market race in China unfortunately

notreallydeep

>Compared to the hype and praise around Tesla (which according to the articles below is top2 or top3) , I don't see comparable reactions for the BYD company, why is that? Elon Musk. That's why.

Glad-Assist-6230

So that’s a no, you have nothing to actually back up your claim about the biggest driver of price difference for BYD? You could have just said that, you didn’t need to go on a diatribe.

Trolling-4-dollars

• Top SUV: In 2025, the Model Y was crowned the best-selling SUV (across all fuel types) in China with over 425,000 units sold, significantly outpacing competitors. • Competition: While leading in the premium sector, lower-priced NEVs (New Energy Vehicles) from BYD often compete for the absolute top spot in total volume. • Strong Performance: Despite high competition from models like the Xiaomi SU7, the Model Y remains a market leader in China. So far, Tesla is doing pretty well, which doesn’t guarantee future performance.

Glad-Assist-6230

This article is about a specific investigated instance of that by BYD. I told you what I took issue with. Do you have evidence to back up your claim that the biggest reason their prices are lower is because they don’t price gouge, or are you just going to rail vaguely at the US more?

stoked_7

Go back and look at all of the posts where Reddit users complain that BYD should be allowed in the US because fair competition should exist.

Glad-Assist-6230

I take issue with your claim that the BIGGEST difference (read reason for lower prices) is a lack of price gouging. This article covers a completed investigation pointing to what practically amounts to indentured servitude. You are handwaving it away as ‘lower wages’. ‘Well it didn’t happen on the mainland’ is a nothing statement. It happened, and it’s BYD, whether the sites are in China, Europe, or elsewhere. Then you do the ol’ whatabout simply by throwing vague abuse claims about the US. Your comments look to intentionally minimize the inexcusable practices outlined in the investigation and instead paint the company as reasonable and just more efficient. It’s disingenuous.

InferenceWorkload

In the article CBC has said they did not independently verify these allegations directly in the article themselves. So I don’t know what journalism is being done here. China does use slave labour heavily in some industries, but the auto industry, and especially BYD, is heavily roboticized. So much so, to the point where some plants are considered dark factories because they never have to turn on the lights most of the time because it is only robots working. So I do wonder why human slave labor is being unverifiably alleged here given that a robot is the ultimate slave.

Decent-Photograph391

As some of the replies to my first comment said, it can be both true and a hit piece. I never said there is no truth to the accusations. I only said it’s a hit piece. It’s well timed to the impending arrival of Chinese EVs into the Canadian market. So the question is, who has the most to gain (more like, least to lose) with a tarnished BYD reputation. To those who don’t know, the accusations are that working conditions are bad for those building the factory that will build the cars. Not the (mostly) robots that will be building the cars Canadians will be buying. Fact is, people in the west are simply not comfortable with the work cultures of East Asia. The Japanese are morbidly famous for karoshi, cases where workers literally dropping dead at their work desk from exhaustion. China also has the 996 work culture, where people work 12 hours a day, 6 days a week. One last point: when Taiwanese managers and engineers came to Arizona to train up US workers for the chip factory, they found US workers to be lazy and less than fully motivated.  I have no BYD stocks, or any Chinese stocks for that matter.

PornoPaul

Well, exactly. Lower wages and fewer protections mean lower overall cost. Consider the US for example, has many products that compete with Chinese made products. But because we have higher wages, insurance, PTO, EPA standards, etc, the end product is going to cost more. So if both factories produce similar products, one will be cheaper. I keep reading BYD has cars on par with some of the better EV cars made elsewhere, but for less. Thats your reason.

RobbieJianada

It is a pretty high tech industry that requires a lot of skill. I would be shocked if the workers were not highly trained. We are not talking about farmer's fields here - BYD is challenging Tesla for the best all electric vehicles on the market.

vipprocr

this is why i don't touch BYD no matter how cheap it looks on the charts.. reputational risk like this doesn't price in slowly, it gaps down.

GR1ZZLYBEARZ

Lmao sure bud, BYD will be the next company installing suicide nets instead of dealing with the root cause.

Decent-Photograph391

Why are you so worked up? This is not new accusations by the way, I’ve read similar articles before. Canadian interests putting out these accusations to preempt the entrance of BYD into the Canadian market, hoping to tarnish their reputation. It won’t work though, the quota is 49,000 units for all Chinese makes. Every car will be snapped up by Canadians sick and tired of outdated and overpriced crap they are currently forced to buy.

Icy_Acanthisitta7741

So you got an invite to BYD manufacture plant? ok. General Kim also invite people to visit NK and quite a bit shared how advance NK is too, they even wrote their own computer OS.

PlanetCosmoX

You should read the article as a BYD shareholder. It’s a completed investigation and not an allegation.

PlanetCosmoX

This is a little different because the investigation was completed, and those Western governmental departments can use the Poland investigation to limit BYD trade due to this violation and they typically operation automatically outside of legislative control. Which means that BYD is on the verge of loosing its ability to sell to any nation that has anti slavery laws, and politicians of those countries cannot stop the process.

Icy_Acanthisitta7741

Or considered China's "ethic" this is probably true. >Anyone who actually went to china understands that it's just isn't true. Did everyone went to China get a tour of BYD manufacturing plant something?

PlanetCosmoX

You clearly never read the article. The article is centred on Poland with a supporting allegation from Brazil. This is signal for you to sell your shares, or be a bag-holder. You should know what comes next when trade departments in Western countries move to block BYD automatically based on laws that alarmed exist. This is outside of the control of legislators and politicians.

00raiser01

Considering that's it's very likely a bold face lie by BYD competitors because they're scared of competition. Anyone who actually went to china understands that it's just isn't true.

PlanetCosmoX

What you’re describing is well paid mining or exploration work on a rotating shift where each shift is still limited based on danger. He’s not working 14 hours unless he’s sitting around for most of the day waiting for an aircraft to show up. Then he gets an extended days off, so several days in a row, and he gets pay that is well above the minimum wage. As in, he still gets time off, and he’s very well compensated. What’ happening here with BYD is in violation of all work laws from Europe to Canada, to the US, to Australia… the entire west. Now that this is public, government departments will be moving to verify the report made in Poland, once verified they’ll all shut out BYD from operating in those markets. BYD gets a limit amount of time to correct their practice in Poland. What typically happens is that the company is unable to operate the factory with a profit and is forced to shutdown. So this is your warning with respect to investing in BYD if you have invested in this company.

Smurf_Crime_Scene

I pine for BYD electric automobile, why TSLA go up?

jflbball

[https://starlink.com/](https://starlink.com/) Rivian net income 2025: -3.65B Lucid net income 2025: -2.7B BYD net income 2025: 4.5B Ford net income 2025: -8.2B Tesla net income 2025: +3.8B You're a sharp one.

stoked_7

Beating BYD in BEV sales for Q1 is not dead dead deadski...

stoked_7

What's not being said is that Tesla surpassed BYD in global BEV car sales for Q1.

FoShizzleShindig

Tesla outsold BYD this quarter.

shinigami_2245

Just saw a BYD electric semi truck in the wild, puts on everything, we’re fuckin cooked

Valuable_Net_1517

I seen a lot of BYD in my street in Europe. They are really eye catching and look great on the inside too. I keep trying to not buy Chinese but it's tempting.

r3volts

Not sure about Europe, but this isn't true for Australia. We have a shitload of full electric Chinese cars. There is still a sizeable plug in hybrid market, but the full EV market is surging here. We don't have a domestic manufacturer anymore so I don't give a shit. I've owned a BYD seal for the last couple years and it's the best car I've ever owned.

nordicminy

Wish I could buy BYD in USA.

jwrig

Because the industry measures it based on production not number of cars. Teslas unsold inventory amounts to a week and a half of inventory. Most us manufactured have about 10-12 weeks of inventory on hand, BYD has eight to ten weeks on hand, Toyota has a out five weeks. About the only one who doesn't is rivian and they pretty much keeps a 1:1 ratio for that demand scarcity.

EmbarrassedPart1256

Warren Buffett bought BYD once upon a time 🤙 just gotta make sure they’re not scammy

Redebo

It's entirely possible to hate the man (although you shouldn't as he's mentally challenged and it's just too easy to poke fun at regards) AND understand that what he did for both space travel/launches and EV's in the USA are groundbreaking. NOBODY was buying EV's before Tesla. NOBODY. Without Tesla, there isn't even a Rivian, or a BYD. HE proved that if you made them cool enough, that even AMERICANS would buy EV's and fuck all if he wasn't right.

cafedude

> They are the best cars if the segment bans BYD/china Even without the protectionism, I'm not sure they're the best cars anymore. Hyndai/Kia are making some really good EVs now, for example.

MegalodonBite

They are the best cars if the segment bans BYD/china. Tesla simply lost to China - USA is protecting them ofc because we are a socialist country pretending to be capitalist.

Euler007

VW, BMW, Toyota, BYD, Geely.

me_xman

BYD will eat Tesla alive for lunch.

NoRecommendation4163

One thing that really stands out is that [Tesla](https://www.stockcounterparts.com/companies/tesla)'s China sales in 2025 were basically unchanged from 2024. That feels pretty telling given how brutal competition has become. BYD is pushing hard across the board with price, performance, and charging speed, and it is raising the bar for everyone. Tesla still looks like the main non-Chinese EV company that can compete seriously in that environment, while the German brands are improving, just from a lower base.

Ok-Parfait-9856

What’s your DD? I’m asking out of genuine interest, not trying to be a prick. I’m sure Tesla will eat shit eventually but I don’t see how rivian will have much more growth. Car companies aren’t usually highly valued. They make a good luxury car but most of the EV demand seems to be at the budget level. Plus there so much competition in the EV space, and demand for high end EVs isn’t something I’d expect to grow much (opposed to the high demand for cheap cars like BYD). A Porsche Taycan depreciates like crazy, just for example.

Ok-Parfait-9856

I live in a comfortable neighborhood and same, lots of rivians. Way more than teslas. They’re a bit expensive for what you get but they’re also improving rapidly. Considering the baggage surrounding teslas image and that no one wants EV versions of ice cars, rivian will probably do well as a car company. But as far as financials, I’m more skeptical. Lots of competition in the EV space, and demand growth seems to be on the budget end (BYD, etc.) Plus car companies aren’t usually well performing stocks. Tesla is a special case, emphasis on special.

miata_only

$TSLA will be at interstellar💫 levels by the end of April. Melon🍉 is just playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z Cartesian coordinate system. We're about to see the new Giga Caracas factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in June is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildo'ing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

toroMaximo

Hyundai? BYD? Polestar? Kia? All building better EVs than Elon who has to sell his dumpsters to ICE and the cops

MezoDog

BYD