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BYD has launched the Seal, Dolphin and Atto 3 in Indonesia and plans to invest $1.3 billion in a plant with a capacity of 150,000 vehicles. https://cnevpost.com/2024/01/18/byd-launches-3-models-indonesia/

Disagree - BYD R&D is working away at sodium-ion battery tech, which is rumoured to go in the Seagull - will make it a step down tier cheaper again. FYI, Dolphin is 5 star cash rated (less than half the price of Model Y). If Seagull isn't 5 star, not difficult to upgrade.

Also worth adding that BYD sold over 50K Seagulls in December - it was only released in April. BYD has relatively short months-long periods between reveal & sales, not years-long. Seagull will easily become the world's most popular selling car - it is around a quarter the price of the Model Y &...

According to this poll over 50% of respondents should have taken legal action by now

BYD just announced sales of 526,409 BEVs for Q4. I’m betting their 2024 BEV sales target is over 2.5M, as BEV sales are growing month on month as a percentage of all auto sales, while PHEV percentage of total is falling. BYD stopped making ICEVs nearly two years ago. BYD Group also includes...

BYD's passenger BEVs sold 526,409 in the fourth quarter, up 60 percent year-on-year and up 21.97 percent from the third quarter. https://cnevpost.com/2024/01/01/byd-sells-341043-nevs-dec/ I wonder where the goal posts will be shifted to now, to resolve cognitive dissonance

I wonder who’s next

Top NEV sellers in China in Oct: BYD No. 1 with 33.7% share, Tesla No. 8 with 3.7% share https://cnevpost.com/2023/11/10/top-nev-sellers-in-china-oct-byd-tesla/

BYD sold a record 301,833 NEVs in October, the first time it has exceeded the 300,000-unit mark and the sixth consecutive month of record sales. In the January-October period, BYD sold 2,381,471 NEVs, a year-on-year increase of 70.36 percent...

BYD has now overtaken Tesla as the largest BEV manufacturer in the world

Among passenger NEVs, BEVs sold 165,505 units in October, up 60.44 percent from 103,157 units in the same month last year and up 9.47 percent from 151,193 units in September. https://cnevpost.com/2023/11/01/byd-sells-record-301833-nevs-in-oct/ Expect BYD to sell over 2.5M BEVs in 2024

https://cnevpost.com/2023/10/30/byd-posts-record-net-profit-in-q3/

https://cnevpost.com/2023/10/30/byd-fang-cheng-bao-opens-1st-70-direct-stores/

Between October 1 and October 22, a total of 162,200 BYD vehicles were registered for insurance in China. BYD's premium brand Denza was at 2,200 units last week, unchanged from the previous week. Between October 1 and October 22, a total of 16,500 Tesla vehicles were registered for insurance in...

https://cnevpost.com/2023/10/22/byd-yangwang-u8-30000-orders-report/

https://cnevpost.com/2023/10/19/byd-launches-dolphin-seal-atto-3-hungary/

https://cnevpost.com/2023/10/17/byd-expects-q3-net-profit-to-rise-69-from-q2/

https://cnevpost.com/2023/10/13/byd-launches-seal-in-macau/

https://cnevpost.com/2023/10/12/china-nev-market-share-in-sept-byd-tesla-nio/

BYD is the world's second-largest power battery maker, with a 16 percent share of 58.1 GWh installed in January through July, according to South Korean market researcher SNE Research. CATL continued to be the world's No. 1 power battery maker with a 36.6 percent share of the 132.9 GWh installed...

It will also have a sodium battery, which is relatively revolutionary. It’s part of the reason why BYD has significant cost advantages over all BEV manufacturers

BYD already supplies buses in the US

Anyone got an opinion on the what the operating margin will be come 2 weeks time?

No problem in the longer run. Still moving forward

Finally, mainstream media reporting BYD’s achievements https://fortune.com/2023/10/03/byd-china-ev-maker-backed-warren-buffett-close-overtaking-tesla-battery-sales/amp/

Yes, Tesla 'FSD' is not remotely near autonomous & to claim otherwise against Cruise, is the most laughable of false equivalency

Trying to calculate the exact figures, but BYD + Denza (BYD owned) almost certainly sold more than 435K BEVs in Q3.

Interesting how fanbois make demands of Cruise, yet don't do the same for Tesla with FSD. Tesla has been consistently proven to drip feed distilled 'data' that suits the Tesla safety narrative. Cruise has an exponentially growing paid robotaxi service. Fill your boots!!

Scroll to the top & you'll see the sub-forum title 'Electric Vehicles' Except operating not only in the niche market Tesla does, but others 'above' & 'below' that tesla doesn't A bit like that appreciating asset tesla robotaxi that came out in 2017 The same was said about the Model 3. Already...

Self selecting echo chambers trump data & are awesome!!

Facts are now spam… https://electrek.co/2023/10/02/byds-ev-sales-inch-closer-tesla-nio-hits-record-q3/ And BYD’s Denza sold over 30K EVs in Q3, so likely over 20% were BEVs, considering BYD sales are over 50% BEVs. So total more than 435K Cognitive dissonance is a helluva drug.

Elmo Musk is a global leader in carnival barking. As for a Master Plan, would that be like the one where the ideas were hijacked from the founding CEO? As for ‘adjacent companies’ (*snigger*) not sure you’d want Tesla associated with a company predicated on animal torture, unless you value...

Umm, BYD is more than just ‘BYD’. Keep up.

Is the car an “appreciating asset” because it has the capability of running red lights that others can’t, increasing its desirability?

I’ve been enjoying those UPL video based YouTube channels, too…. Gotta admire Tesla’s willingness to travel so far from head office to get such a software challenging intersection…. Ugh.

Purely done to train it for that location (moderator edit)

99.9% accuracy (which FSD isn't anywhere near) isn't sufficient for robotaxiing.

Ford group, GM group & VW group & so on, sell nowhere near the BEVs of BYD. Tesla fanbois ignorance - why the share price is so inflated

Looks like BYD overtook Tesla on BEV sales in Q3 if you include all their brands

Surely it will cost Tesla billion$ & TSLA will tank

This guy states it's been happening for 2 years. He demonstrates it on 2 versions. There are plenty of other examples What doe this say about 'FSD' & robotaxi potential?

Awesome news! This will expedite the inevitable legal action, by 'selling' an unfinished product.

Under oath, Ashok didn’t know what an ODD is. I don’t place much stock in his tweets, especially as they seem like marketing pumpaganda

https://cnevpost.com/2023/09/28/byd-replaces-ford-4th-best-selling-aug-trendforce/

“To your posts. Defend the emperor!”

Just taking a lead from the reality hating Tesla fanbois

So Lucid outdoes Tesla’s performance pinnacle, within 2 years of releasing their first model

Model S Plaid $90K LOL Prices being cut badly A KIA EV6 will do 95% of what a Plaid will do for a lot less

BYD 5 times the sales of Tesla in China, so far for September https://cnevpost.com/2023/09/26/china-ev-insurance-registrations-for-week-ending-sept-24/

Why don’t they have a robotaxi after 9 years now?