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BYD quarterly sales beat Tesla for first time

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Re: BYD quarterly sales beat Tesla for first time

#111

Post by ProfessorLayton »

tonyedgecombe wrote: post #93
ProfessorLayton wrote: post #30

Earlier quoted context omitted.

I don't disagree with you that it's unfair, but from the perspective of a country without an industry to lose, they have everything to gain from a race to the bottom. How does a rich, car-exporting country convince a less rich and car-importing country to not buy that inexpensive car from China and instead buy a more expensive one? Tariffs can't address this issue.

I don't think it matters. As long as the US has a strong base of car companies serving its own market. It needs this manufacturing capability to lean on during a large scale conflict. Imagine how much better off Ukraine would be if it had had car factories it could have turned into tank factories.

That's orthogonal to the issue I'm referencing, which is that legacy automakers sell their wares domestically and internationally. Even with tariffs, they'll still be squeezed out in markets which don't have a car industry to protect.

Re: BYD quarterly sales beat Tesla for first time

#112

Post by FooBarBizBazz »

kachurovskiy wrote: post #27

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. Their software game is also quite lacking but I was ready to cut them some slack there due to their superior battery tech.

Step 1: Enjoy a vacation in Shanghai.

Step 2: Epic road trip.

(Step 2b: If you can be entertaining, put it on YouTube and maybe make a little money?)

Step 3: Be the proud owner of a BYD vehicle, back home in Germany.

Was there a "pay exorbitant import tax" step I missed, that might ruin this clever strategem?

Re: BYD quarterly sales beat Tesla for first time

#113

Post by IncreasePosts »

churchill wrote: post #108
IncreasePosts wrote: post #102

Earlier quoted context omitted.

These complaints seem orthogonal to the question of China using dumping as a tactic to dominate a market. Even if you thought the US auto industry was very healthy and well run, it could still be existentially affected by a huge actor with near infinite money like the CCP dumping

Only one country can print the world's reserve currency from thin air and it's not China nor the CCP. Why doesn't the US counter-dump then? Spoil the rest of us with affordable EVs and hasten humanity's transition away from ICE vehicles.

How would you limit the blast radius to china? And still remain on good enough terms for all of the other trade that happens above-board?

Re: BYD quarterly sales beat Tesla for first time

#114

Post by throwaway48476 »

com2kid wrote: post #100
throwaway48476 wrote: post #70

Earlier quoted context omitted.

They also invested early in battery technology. China was able to build a competitive battery industry with state support and little environmental protection.

The world is still waiting on a huge battery revolution to happen. It looks like it will actually happen Really Soon Now, and there are multiple technologies vying for first place. I hope someone with industry experience drops in and explains what is going on, because I haven't seen a comment like that here on HN for a couple years now. :-D But honestly whoever gets 2x the density at the same cost will win, and it ma…

Amprius is shipping batteries with ~30% better mass density for 10x the cost. Other companies are shipping cheaper LiFePo. Battery applications are so diverse there's going to be many winners. I also wish someone would come and give a good market analysis.

Re: BYD quarterly sales beat Tesla for first time

#115

Post by kachurovskiy »

FooBarBizBazz wrote: post #112
kachurovskiy wrote: post #27

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. Their software game is also quite lacking but I was ready to cut them some slack there due to their superior battery tech.

Step 1: Enjoy a vacation in Shanghai. Step 2: Epic road trip. (Step 2b: If you can be entertaining, put it on YouTube and maybe make a little money?) Step 3: Be the proud owner of a BYD vehicle, back home in Germany. Was there a "pay exorbitant import tax" step I missed, that might ruin this clever strategem?

There's no issue delivering a car from China to Germany but it would have a different charging port, localization issues likely, registration problems imminent and 10% customs + 19% VAT + 17.4% BYD duty.

https://www.reddit.com/r/BYD/comments/1f5jg4g/byd_in_europe_...

https://ec.europa.eu/commission/presscorner/detail/en/ip_24_...

Re: BYD quarterly sales beat Tesla for first time

#116

Post by nikau »

adriancr wrote: post #84
basiccalendar74 wrote: post #79

Earlier quoted context omitted.

you are comparing a sedan and suv though. byd seal is a better comparison to model 3

Allright, byd seal 46k euros, 570km wltp, 82.5kwh battery tesla model 3, rwd, long range, 46k euros, 702km wltp (18" wheels), 78.1kwh battery Tesla has quite impressive effiency... at same price with less battery...

What's real world side by side testing show?

Re: BYD quarterly sales beat Tesla for first time

#118

Post by adriancr »

nikau wrote: post #116
adriancr wrote: post #84

Earlier quoted context omitted.

Allright, byd seal 46k euros, 570km wltp, 82.5kwh battery tesla model 3, rwd, long range, 46k euros, 702km wltp (18" wheels), 78.1kwh battery Tesla has quite impressive effiency... at same price with less battery...

What's real world side by side testing show?

WLTP is a standardized test with real world conditions.

It makes it easy to compare range under same conditions.

if you want anything more I'm sure you can search yourself and come to any conclusion you want. Perhaps even share here if you want.

Re: BYD quarterly sales beat Tesla for first time

#119

Post by rldjbpin »

conductr wrote: post #25
leto_ii wrote: post #2

https://archive.ph/VtIMd

Somewhat related but FT being $75/month is a bit absurd IMO

my workplace provides paid access to its employees. seems equally absurd like oreilly.com access or research paper platforms that schools sometimes pay for.

they bank on enterprise billing to keep the lights on.

Re: BYD quarterly sales beat Tesla for first time

#120

Post by SideburnsOfDoom »

com2kid wrote: post #100
throwaway48476 wrote: post #70

Earlier quoted context omitted.

They also invested early in battery technology. China was able to build a competitive battery industry with state support and little environmental protection.

The world is still waiting on a huge battery revolution to happen. It looks like it will actually happen Really Soon Now, and there are multiple technologies vying for first place. I hope someone with industry experience drops in and explains what is going on, because I haven't seen a comment like that here on HN for a couple years now. :-D But honestly whoever gets 2x the density at the same cost will win, and it ma…

> The world is still waiting on a huge battery revolution to happen.

Revolutions like that don't happen on a given Tuesday. They ramp up over a decade or more. Would you notice that?

Would you notice if a faraway country passed a tipping point? https://www.reuters.com/business/autos-transportation/chinas...

Would you notice if a US state's electricity grid was transforming? https://www.nytimes.com/interactive/2024/05/07/climate/batte...

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