Etiqueta: Product

BYD's global deliveries totaled 373,626 in August, barely changed from a year earlier.

The launch adds fresh competition in China’s crowded premium SUV market, where Li Auto and Xpeng are also pushing new models to challenge Tesla’s dominance.

The Tai 7 is expected to be priced between RMB 250,000 ($34,990) and RMB 300,000, overlapping with the Bao 5.

In China's EV market, consumers are shifting from Tesla and BYD amid sales declines—Tesla down 5% and BYD 14.3% in August—due to economic slowdowns, aging products, and CEO controversies. Emerging rivals like Xiaomi and Zeekr gain ground with innovation and pricing, prompting industry leaders to adapt through diversification and new strategies.

Tesla's sales in key European markets have declined for eight straight months, with sharp drops in France (47.3%), Sweden (84%), and Denmark (42%), amid rising competition from BYD and an aging product lineup. Consumer backlash against Elon Musk exacerbates the slump, threatening Tesla's global position despite gains in Norway and Spain.

BYD's Profitability Dilemma: Navigating China's EV Price War and Global Expansion

Over the past few days, I have been scouring through BYD’s 1H Interim Report. Overall, performance was what I expected, if below some projections, but a few notable items stood out.

BYD's Profit Decline and the Risks of an Uncontrolled Chinese EV Price War: Assessing the Sustainability of a High-Stakes Growth Strategy

BYD's Margin Compression and Strategic Resilience in China's Price War-Driven EV Market