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Comments (190)
- toomuchtodo
- malsheI bought BYD stock in 2025 before split in the hope that their market dominance will translate to great returns. The stock has pretty consistently traded down since then. Meanwhile Tesla stock soared purely on the air coming out of Elon’s mouth.
- thesmtsolver2BYD ranks at the bottom for human rights. But interestingly, BYD’s proponents seem to brush it away.https://www.amnesty.org/en/latest/news/2024/10/human-rights-...
- alecco> Source: company statementsMeanwhile they are dumping thousands of cars in public parking lots: https://www.carexpert.com.au/car-news/byd-australia-accused-...And BYD sits on a pile of debt they use to pay suppliers expecting ever-increasing sales (Evergrande business model). https://medium.com/@davidsehyeonbaek/a-deep-dive-into-byds-s...
- dhxCompare at the same scale:Vantor Legion-2 image of the BYD plant in Zhengzhou as captured on 18 January 2025: https://livingatlas.arcgis.com/wayback/#mapCenter=113.9361%2...Vantor WorldView-3 image of the Tesla plant in Austin as captured on 31 January 2024: https://livingatlas.arcgis.com/wayback/#mapCenter=-97.6189%2...
- padjoI’ve been hearing about the rise of the Chinese car industry for 20 years, judging by the number of BYDs I’m now seeing it has finally happened.
- whatever1China has all this manufacturing capacity, and no market to sell.Really the only option they have is to swap the products to military ones so that they can create the global markets they need.It’s gonna be a bumpy decade.
- asa400It's like the 1970s all over again with how the US Big 3 makers are facing an existential threat held at bay only by protectionism. They're going to have to learn to compete yet again.
- AnotherGoodNameI think EU/NA residents are a little naive on how much Chinese cars are dominating the market. Chinese cars don't sell just in China. They utterly dominate globally outside of EU/NA where they face extreme tariffs. To the point where certain cars that you'd say were American (eg. Tesla) actually make most of their cars in China.Right now around the world in non EU/NA countries Tesla's a bit on the nose. All Tesla's in Australia are Chinese made regardless but it's then a choice of Chinese made Tesla vs Chinese made BYD and the BYDs are by all reports excellent cars.PS to Canadians: You could be paying ~50% less for the same car, even same model to same model by allowing Chinese made cars in and it'd help you screw over a country that threatened you.
- object-aFor anyone who has tried cars from both automakers, how does BYD compare to Tesla on similar trim vehicles?
- gtirloniI see electric/hybrid BYD cars more and more every day. Meanwhile, US/EU automakers are still struggling to offer anything barely competitive.
- jmyeetWe are seeing the culmination of the 50+ China industrialization project at the samme time as the West's 50+ year financialization and deindustrialization project, all to concentrate even more wealth in the hands of the 0.01%.China is really the only country capable and willing to build infrastructure. The ban on selling lithography AND chips to China is massively backfiring. The chip ban in particular has created a captive market for Chinese chips. In 1945, American exceptionalists believed the USSR would take 20+ yars to copy the atomic bomb, if they could do it at all. It took 4 years. China will do the same thing with EUV in the coming years.Tesla is a trillion dollar company that was created entirely by government subsidies that only continues to exist because of the tariffs and import bans on BYD in the US and much of Europe.Additionally, Tesla is completely dependent on Chinese rare earth exports for its products.As an example of how China uses state power, a famine in the 20th century caused China to decide that food security was a national security interest. The availability of cheap, quality food is viewed as essential and the state intervenes to ensure that continues. Likewise for housing.Western companies seem increasingly focused on the top 10% because the bottom 90% have nothing left to eextract.
- ZeroGravitasSelling that many cars despite intense competition at home and trade barriers abroad seems the more natural way to express that story.They instead focused on how in evil communist China you need to continue to make better cars than rivals in order for your business to succeed and grow.What a strange system they have over there. If only they were capitalist like the US and being an incumbent connected to the regime was all you needed to keep extracting money from the population despite product stagnation.
- haxtormoogleThe number of BYD on fire videos, and examples where the tires simply fall off because they don't use enough metal in the suspension. Makes me scared to be anywhere near one of their vehicles. please keep them out of the USA for safety sake. That's 4.6M state sponsored vehicles that should not be on the road. Don't forget the chinese gov'ts ability to lock you out from driving. https://www.youtube.com/watch?v=ZWzbq-Q_oTc