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BYD quarterly sales beat Tesla for first time

98 点作者 leto_ii7 个月前

10 条评论

linkgoron6 个月前
I&#x27;ve been happily driving a BYD Atto 3 for ~6 months now. Very happy with it, its got a lot of nice software and hardware features, carplay&#x2F;android auto works well, driving is nice and very smooth (especially on sport mode), and my daughter loves playing with the &quot;strings&quot; on the doors. The most glaring issue is the battery which is really its weakest part.<p>Is it better than a Tesla? Probably not - there are clearly places in the software where I know that Teslas are more polished (e.g. the &quot;360&quot; parking view which IMO could be a bit better, although I feel like I&#x27;m parking in gta 2), and the acceleration won&#x27;t blow your socks off. However, they&#x27;re much cheaper and it&#x27;s a good family car (for us) - definitely for the price.
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Etheryte7 个月前
Only 7.9 percent of all of their sales is outside of China. They can generate fancy numbers galore on domestic soil where they have both production subsidies as well as government aid for buying said vehicles, but it&#x27;s very unclear how they&#x27;re going to fare outside of China.
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leto_ii7 个月前
<a href="https:&#x2F;&#x2F;archive.ph&#x2F;VtIMd" rel="nofollow">https:&#x2F;&#x2F;archive.ph&#x2F;VtIMd</a>
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hevt6 个月前
This has been a long time coming. I don&#x27;t agree with a few of the other commenters on the efficacy of tariffs, I think it will just punish US consumers while allowing Tesla to grow fat on state largesse.
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daedrdev6 个月前
I think the wave of tariffs is showing that fundamentally cars are becoming low margin businesses with the rise of electric cars, which is good for consumers and bad for producers.
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kachurovskiy6 个月前
I really wanted to buy BYD in Germany this year but the car prices are 2x what they are in China - e.g. Seal is 45k EUR vs 25k USD with 3m delivery lag, no repair shops or spare parts on hand.<p>Their software game is also quite lacking but I was ready to cut them some slack there due to their superior battery tech.
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jmclnx6 个月前
I wonder how much Tesla&#x27;s support of Trump is hurting his sales. Without going public on Trump, would his sales have increased more ?<p>Right now seems most of his customers may be from people concerned about the environment and&#x2F;or Climate Change. As time goes on, that will probably change.<p>There is a reason heads and owners of Companies try and stay out of politics.
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Simulacra6 个月前
Given the opacity of the Chinese financial market, how can we validate this information?
tim3336 个月前
Good on BYD. Go engineers!<p>I&#x27;ve followed them since 2008 when Berkshire Hathaway took a stake.<p>Here&#x27;s the founder on why he still lives in a company flat with the other workers<p>&gt; 6:34 I&#x27;m just an ordinary engineer and due to work requirements I became the chairman of this company but after work we&#x27;re all equal we live and talk together this is our culture. <a href="https:&#x2F;&#x2F;youtu.be&#x2F;oBdDIuYcpGQ" rel="nofollow">https:&#x2F;&#x2F;youtu.be&#x2F;oBdDIuYcpGQ</a><p>Although he&#x27;s probably being modest. Charlie Munger thought he was like a new Edison (mentioned jokingly 3 mins in here with Charlie Warren and BillG <a href="https:&#x2F;&#x2F;youtu.be&#x2F;rZ9AooeFe9E" rel="nofollow">https:&#x2F;&#x2F;youtu.be&#x2F;rZ9AooeFe9E</a>)<p>Tesla used to be cool when Musk was focused on engineering. It&#x27;s a bit of a pity he&#x27;s switched to prancing around on stage with Trump.
churchill6 个月前
Watching American (and EU) industry leaders panic whenever China shows up never gets old: Western automakers had the chance to dominate international markets, but they stayed back at home, making overpriced cars for their captive audience of local buyers.<p>Whenever competitors showed up, they laughed at them, before panicking when those upstarts starting challenging their market dominance. It happened with Japan, Korea, and now China. And in other industries, e.g., solar, nuclear power, etc.<p>So, if you feel China competes unfairly, close off your markets. Countries without a local auto industry (large swathes of Asia, Latin America, the admittedly tiny African market) will accept Chinese EVs readily and it will give them time and experience to perfect their designs and business model. BYD &amp; co. will then snatch American &amp; EU automakers&#x27; foreign markets before they come home to swallow you alive by building factories in low-cost gateway countries like Bulgaria, Hungary, Romania, Mexico, &amp; Brazil.<p>Basically, the Toyota cycle will repeat itself because Western (esp. American) automakers spent hundreds of billions on share buybacks instead of R&amp;D.<p>PS: Wrote this as a reply to another comment, but I feel it needs to stand alone.