TSLA stock | Discussion | Comment

 You bring up BYD, but you should consider these potential issues with BYD:

-The way BYD lumps their reporting for car sales with energy suggests they have something to hide about their auto division's profitability
- They had to slash one of their already inexpensive models' price by 34% recently.
- They had to slow production of their vehicles.

Also of note; the figures you gave were for "NEVs", which also include "plug-in hybrids" which are essentially an ICE vehicle with a tiny battery.

I don't know the China mix, but worldwide roughly 54% of their NEV sales are BEV, with the rest being mostly plug-in hybrids.

That suggests BYD's all-electric vehicle lead in China is not quite as dominant as you would like your chart to show. The same goes for competitors. I know customers love to buy plug-in hybrids (heck, my wife just bought one), but they are less efficient than BEVs, mechanically complex, require more maintenance, and generally not as good of a value as their BEV counterparts. Our family bought one because we wanted to have one gas guzzler due to range issues when going on longer trips. But for daily use, my BEV is the vehicle of choice.

I don't expect good feedback on this post, but I'm just providing some "colour" to the supposition that BYD is somehow a vastly superior auto manufacturer when compared to Tesla. Be careful of the way Chinese companies do business. I'll just leave it at that.

thanks for the thoughtful and honest comment, I really appreciate that!
I agree with you, BYD has plenty to prove in terms of transparency and profitability, and they’re not without issues.

But my thesis isn’t that BYD is perfect...
It’s that Tesla is priced like it dominates everything, while it's losing ground, even to “imperfect” competitors.

 你提到了比亚迪，但你应该考虑比亚迪的这些潜在问题：

- 比亚迪将汽车销售和能源报告混为一谈，表明他们隐瞒了汽车部门的盈利能力
- 他们最近不得不将一款本来就很便宜的车型的价格下调 34%。
- 他们不得不放慢汽车的生产速度。

还值得注意的是，您给出的数字是“NEV”的数字，其中还包括“插电式混合动力汽车”，它本质上是一种带有微型电池的内燃机汽车。

我不知道中国的情况，但在全球范围内，大约 54% 的 NEV 销量是 BEV，其余大部分是插电式混合动力汽车。

这表明比亚迪在中国纯电动汽车领域的领先地位并不像你希望图表显示的那样强大。竞争对手也是如此。我知道消费者喜欢购买插电式混合动力汽车（我的天，我老婆就买了一辆），但它们的能效不如纯电动汽车，机械结构复杂，维护成本更高，而且性价比通常不如纯电动汽车。我们家买了一辆，因为长途旅行时续航里程有限，我们想买一辆油耗高的车。但就日常使用而言，我的纯电动汽车才是首选。

我并不指望这篇文章能得到很好的反馈，只是想为“比亚迪是一家比特斯拉更优秀的汽车制造商”这一假设提供一些“佐证”。要小心中国公司的经营方式。我就不多说了。

谢谢你的真诚评论，我真的很感激！
我同意你的观点，比亚迪在透明度和盈利能力方面还有很多需要证明的地方，而且他们也并非没有问题。

但我的观点并不是比亚迪是完美的......
而是特斯拉的定价仿佛主宰了一切，而它却在节节败退，甚至落后于“不完美”的竞争对手。