52 Comments
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Sandro Vergueiro's avatar

Very informative, thank you. I live in Brazil and it’s impressive how many BYDs you see on the street. They absolutely took over and it’s pretty obvious their low price strategy. If you compare the tech, visuals, motor and price, they are unbeatable.

Primož Lampič's avatar

The CCP might give me their sh*t for free and I would't take it. The risk is enormous. Spyware ... and the worst of all: communism behind. NO, THANKS‼️

voza0db's avatar

Shit... you're worried about Chinese Spyware!? Well hope you're not using anything made in the USofT and EU!

Sandro Vergueiro's avatar

Hahaha with that said, I have just bought a BYD 🤣

N2201's avatar

You took the better decision

voza0db's avatar

Luckily in EUROPE we do have great leaders/rulers/governments and non-elected bodies... That DO ALL THEY CAN to destroy Europe!

https://voza0db.substack.com/p/morons-just-dont-get-it-207

Don't WORRY about China and BYD... Look inside and and just face it!

Tamas's avatar

Usual russian propaganda

voza0db's avatar

Indeed... We are doing so GREAT, that only MIGHTY RUSSIA & PUTIN LLC can destroy us!

Tamas... Usual Western Modern Moron Slave.

Ninja Eule's avatar

Don't worry out politicans aren't much smarter than Putin. After all they did buisness with him thinking gas would forever be cheap all while ignoring the industries that would make sure that we no longer depended on him. Now all that stuff is made in China cause they saw the writting on the wall. The biggest benefactor of the war with Ukraine also is China who is selling drone parts to both sides. Lets hope that the Chinese can get rid of their dictator cause I would rather not have a dictatorship as the most powerful country on earth.

Michael's avatar

That is bullshit

Michael's avatar

When you don’t agree, it must be Russian propaganda.

Is the proof its a US war against Russia using Ukraine as a proxy as laid out in the US DOD funded paper by Rand Corp titled Extending Russia in 2019, Russian propaganda too?

Since everything listed was done by the US, i guess to you…it must be Russian propaganda.

Ninja Eule's avatar

The War in Ukraine started in 2014 so I'm not sure what a 2019 Rand paper has to do about this. Russia has over the years become more and more hostile towards the west, so the Rand corp preparing for a new cold war isn't surprising. By the way I knew about that paper and I have to say it wasn't Rand's brightest idea having it acessible online since you don't leak war plans on social media. Tell that to the Trump admin since he was president in 2019 and Hegset also sent confidental info over Signal. You know what would have invalided the 2019 paper? Russia not escalating the war with Ukraine further. I guess Putin just miscalculated the resolve of the west after the lackluster respond to the Crimean annexation. Sadly that miscalculation led to the deaths of thousands of Ukrainian and Russians. Well, we are in the stupid timeline where we just allow incompetent and/or corrupt leaders ruin the lives of millions if not billions. Trump is threatening Canada, Nethanyahu is commiting genocide and European governments are supporting him in that, Putin is weakening Russia and Xi is turning to mass surveilance because GDP growth no longer is the foolproof legitimatization for the CCP as it ones was.

Michael's avatar

Why are you saying it is Rands idea and somehow a not so bright idea. I say that because it is funded by US military and EVERYTHING in the paper HAS HAPPENED!

Why are you in denial.

Your retort is fully loaded with silly narratives echoed from unintelligent politicians captured by private wealth influence.

Michael's avatar

No, Rand paper has ALL to do with the US following up on what its been doing globally in other areas. Did you miss the point? The paper was in 2019, and funded by US military, the actual war started in 2022. Donbas war started earlier after Maidan project (a typical NED meddle).

US policies state its clear demand for global primacy, and to be sole hegemony with NO EQUAL

Rand paper clearly states what the US will do and did, you never read it, or you believe in political theatre.

Facts are facts, hegseth stated using divisions of labour, and burden sharing networks, which means proxies.

The current proxy is Ukraine, Europe and UK are getting prepared to be loaded into the breech to get fired into the meat grinder.

Back to Donbas war which after Minsk 2 was shown by the west, to be a typical diplomacy pause to rearm Ukraine as stated by western representatives such as Merkel and the other two.

I admire the calm that Mr Putin has conducted himself without escalation. He has only reacted to ESCALATIONS initiated by the US telling Ukraine what to do. Controlling Ukraine from the many CIA stations linked to centres in Germany for ISR targeting intelligence and guidance using US weapons sold to Europe and passed onto Ukraine for assembly so it can say Made in Ukraine giving US plausible deniability while pretending to be peace maker.

EXACT SAME PLAN AGAINST IRAN USING ISRAEL AND GCC STATES.

Luca's avatar

Good. We now need Europe, possibly Germany do here what they have done for decades in China: joint ventures.

An example could be Volkswagen setting up a joint venture in Germany with Xpeng and use their platform and technology to go to market with new models in 18 months instead of 4/5 years and go to market cheaper by reducing time and costs with more tech advanced models.

This will be the only way for legacy car manufacturers to keep their relevance after years of not modernising their factories.

This might sound crazy but it’s working and good enough for Volkswagen to do just that since June 2026 in China. Why can’t they do the same in Europe? And so all others legacy manufacturers.

Johannes's avatar

标题党!结论和标题完全不对应

N2201's avatar

unfortunately we cannot benefit from cheap EV in US. We have to live with our gas guzzlers

N2201's avatar

will this competition inspire local EU car manufacturer to be a better company?

Alexandre hadjinlian guerra's avatar

basically im looking for buying a car i can cheaply maintain and find assorted parts vendors. not a combustion car anymore for sure, but not in a hurry to wad lots of money for not something i dont own. Uber alles all.

Youssef's avatar

Very informative, I confirm, huge market share for BYD is happening in Morroco too.

Mary Jane Walker's avatar

Also done with food in New Zealand must be stopped.

Bela's avatar

Bad engineering.

BaliKen's avatar

Bough a BYD in August here in Indonesia. So far it's been great.

Dorian's avatar

China’s EV price war is becoming an export machine.

Domestic weakness doesn’t necessarily reduce BYD’s competitive pressure abroad. It can intensify it.

The transmission is:

China demand slows → domestic price competition ↑ → margins compress → capacity still needs utilization → exports ↑ → overseas pricing pressure ↑

Reuters data now shows that pattern pretty clearly: China’s domestic passenger-car sales have been falling while exports have surged, and BYD’s overseas shipments jumped more than 150% year-on-year in September.

That creates a nasty asymmetry for European automakers.

BYD can accept weaker economics at home and still use scale, supply-chain integration and export growth to attack markets where incumbents carry much higher labor, dealer and regulatory cost structures.

So the important question isn’t whether BYD’s China margin is falling.

It’s whether China’s domestic overcapacity is being converted into foreign market share.

Europe may discover that BYD “losing at home” just means more cars showing up at its door.

Ozzy's avatar

China is trying to push the economy to work through more expensive goods, however this is a bad idea as the experience of the West showed.

Craig Yirush's avatar

I don’t understand why the big OEMs like VW and Honda (and many others) lost billions on their EVs while the Chinese ones are selling? Is it because they are cheaper? Easier to charge? Something else?