New Energy Vehicles (NEVs) in China

tygyg1111 said:

Without the US leading anti-BYD policy I don't think the EU will be able to launch a unified approach against it.
Hungary and other smaller euro nations will allow it (if produced from a plant somewhere in Europe / EU), it may find some degree of success in France and other 2/3rd tier car making nations (albeit with substantial tariffs), and may not pick up much in Germany due to the nationalism of consumers favoring German makes.

If Australia is taken as a test case, unless the US starts something then BYD could progress virtually unhindered to take a leading position a few years from now (as Huawei did).

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For Huawei they could use national security as an excuse. If Huawei did not have a overwhelming monopoly over network infrastructure then the backlash will not be nearly as severe. For Huawei their overseas arms is only a sales network, local industry wants nothing more than getting rid of them due to competition.

For byd, It's hard to argue for banning BYD from a national security standpoint, as China is already manufacturing a ton of foreign branded cars which it exports all over the world. They're also creating a strong lobby presence by doing a large amount of joint venture and overseas factories, let the locals fight for you instead.

tankphobia said:

For Huawei they could use national security as an excuse. If Huawei did not have a overwhelming monopoly over network infrastructure then the backlash will not be nearly as severe. For Huawei their overseas arms is only a sales network, local industry wants nothing more than getting rid of them due to competition.

For byd, It's hard to argue for banning BYD from a national security standpoint, as China is already manufacturing a ton of foreign branded cars which it exports all over the world. They're also creating a strong lobby presence by doing a large amount of joint venture and overseas factories, let the locals fight for you instead.

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Although I don't doubt the ability of the US to just come up with some bogus excuse to force their allies to ban

quim said:

Honestly, BYD's operations in Europe and in the US are insignificant for them to blindly follow Western instructions and interests.

It will be my last post on this subject so as not to divert the topic into assumptions and geopolitics, but if BYD ever grows in those countries it will receive the same treatment as Huawei anyway whether or not it sells in Russia, as the West is a highly protected market and no Chinese will be allowed to have any relevance against local companies or vassals like Japanese and coreans.

This way, I believe that BYD will only be restricted to the Chinese domestic market and half a dozen other small markets with few sales such as Brazil and Thailand, perhaps the Philippines, sharing market with Fiat, GM and Dacia Renault, and will never disturb the cartel of Western and Japanese companies in the global market.

At this rate, I think Chery, Changan and even GWM will have a greater global presence than BYD dominating anti-Western markets.

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BYD Auto is only one division of the company, you also have BYD Electronics which is the main supplier of Apple iPads, and also BYD Findreams which is supplying batteries and battery components to the likes of Tesla. When you consider this, they have significant business with Western companies.

A company's first and foremost goal is making money. All of this about "Vassals", "Western interests", "supporting Russia" is just pure nonsense in terms of business. You go where the money is, the CEO isn't (and frankly shouldn't) be concerned with "sticking it to Uncle Sam". Of course, there is a real geopolitical risk involved with investments, but a good business can quantify that risk and mitigate it. Also, companies on both sides must navigate these risks. Apple, nVidia, VW, BMW, are all unhappy with the current business climate.

If western countries want to recreate the economy of the Warsaw Pact, then it will collapse like it. I drive a Western EV, and while it is nice, I feel like it is so unremarkable compared to the videos of the Chinese EVs. I recently read an article on how 5G networks in my country are straining under load. No surprise since the government created a captive 5G vendor market. If the 5G networks are already struggling, then you will have issues with future V2V communications and autonomous vehicle operation. That means the cars will become even worse, not better.

WAYS research on how many, what type and customers base for new Seal 06 and Qin L DM-i. Huge problem for BYD's competition as DM 5.0 really gets deployed everywhere


Denza landed in Hong Kong with flagship Kowloon store. Has almost 1000 D9 orders


Carfans see a lot of orders for BYD. They should go over 400k this month

tankphobia said:

For Huawei they could use national security as an excuse. If Huawei did not have a overwhelming monopoly over network infrastructure then the backlash will not be nearly as severe. For Huawei their overseas arms is only a sales network, local industry wants nothing more than getting rid of them due to competition.

For byd, It's hard to argue for banning BYD from a national security standpoint, as China is already manufacturing a ton of foreign branded cars which it exports all over the world. They're also creating a strong lobby presence by doing a large amount of joint venture and overseas factories, let the locals fight for you instead.

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China will now lead the world, in a ban on US cars worldwide.

Opportunity for China to divide and conquer?

The Rise of Chinese EVs Is Dividing the West​

U.S. and European tariffs on car imports from China look similar, but will have different consequences​

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China is offering Germany incentive to drop the tariffs.

China Floats Perks for German Carmakers in Bid to Stop EV Levies​

• Beijing proposes lowering levy on large cars: people familiar
• Move designed to appeal to luxury automakers in Germany

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China hopes talks with the EU can be wrapped up and the preliminary tariffs be eliminated by July 4th.

China wants EU to scrap EV tariff plans as talks start​

Beijing wants the EU to scrap plans to impose preliminary tariffs on Chinese electric vehicle imports by July 4, China's state-controlled Global Times reported, after both sides agreed to negotiate a possible compromise.

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Some financial analysts don't think the EU tariff is a major problem for BYD.

A research report by the Rhodium Group took BYD's Seal U model as a case study. The vehicle costs the equivalent of 20,500 euros ($22,010) in China compared with a price tag of 42,000 euros in Europe, leaving a profit of 1,300 euros in China versus 14,300 euros in Europe.

As a result, the company can still make a profit on EU exports up to an additional 30 percent tariff rate, the report found. It concluded that only a rate between 45 percent and 55 percent could totally wipe out Chinese profits in the European market.

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Below is the BYD Seal U with an Euro NCAP 5-star safety rating:

BYD making huge investment in new factories, stores, experience centers all around China to improve its brand

Westerners in comments losing their fucking minds over the fact that this is one of the poorest provinces in China. Now who is the Soviet Union again?

Danny Lee did a good article here on BYD's vertical integration. What people don't realize is that BYD goes all the way down to basic material science when it comes to vertical integration

Pretty hilarious if you think about it. BMW had to drop its 3 series price by almost half in just two years in China. You probably know why, but this video lays it out in detail.