New Energy Vehicles (NEVs) in China

[Lethe]

BYD was Australia's #2 best-selling vehicle brand for the second month in a row, finishing with 8211 sales for the month of May, plus 498 sales for Denza. Even excluding Denza, this was BYD's highest selling month since launch in Australia, eclipsing previous record from June 2025.

This moves BYD into #3 position YTD in what is a tightly packed field beneath Toyota:

1. Toyota 76,017 sales, down 31% YTD
2. Kia 33,841 sales, down 2% YTD
3. BYD 33,454 sales, up 155% YTD
4. Mazda 33,224 sales, down 27% YTD
5. Ford 33,115 sales, down 15% YTD
6. Hyundai 32,110 sales, up 5% YTD

Numbers courtesy of

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With the much publicised recent arrival of BYD's Zhengzhou Ro-Ro ship carrying ~5,000 additional vehicles, it seems likely that BYD will carry forward its sales momentum from recent months to finish as Australia's #2 brand for H1 2026, which would be an astonishing achievement.

(I'll do a more detailed writeup for the quarterly results next month, but suffice to say that China Inc. is flying while Japan Inc. is collapsing before our eyes.)

 

[tphuang]

https://twitter.com/i/web/status/2062186791734493294

Chery will start local production of its models in UK in 2027 & also licensing its EV platform to Tata in India.

 

[Michael90]

Because Koreans are very nationalistic.

That will make sense why. Since I can’t think of any other reason for such a situation . That’s why I always tell some naive people that they are lucky that China or Chinese are more open minded/welcoming. If Chinese were like Koreans , then I don’t think Japanese companies /brands will have much market share in China, even more so when Japanese leaders have taken the unprecedented step of saying Japan will get involved in Chinas core interests and sovereignty inn Taiwan conflict to stop any reunification . The last time the Japanese tried something far less aggressive against Korea a few years ago, almost all their brands in Korea irrevocably lost market share to this day. They still haven’t recovered and had to pull out of Korea.

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Japan should count itself lucky that Chinese are more tolerant/open minded.

BYD was Australia's #2 best-selling vehicle brand for the second month in a row, finishing with 8211 sales for the month of May, plus 498 sales for Denza. Even excluding Denza, this was BYD's highest selling month since launch in Australia, eclipsing previous record from June 2025.

This moves BYD into #3 position YTD in what is a tightly packed field beneath Toyota:

1. Toyota 76,017 sales, down 31% YTD
2. Kia 33,841 sales, down 2% YTD
3. BYD 33,454 sales, up 155% YTD
4. Mazda 33,224 sales, down 27% YTD
5. Ford 33,115 sales, down 15% YTD
6. Hyundai 32,110 sales, up 5% YTD

Numbers courtesy of

Please, Log in or Register to view URLs content!

.

With the much publicised recent arrival of BYD's Zhengzhou Ro-Ro ship carrying ~5,000 additional vehicles, it seems likely that BYD will carry forward its sales momentum from recent months to finish as Australia's #2 brand for H1 2026, which would be an astonishing achievement.

(I'll do a more detailed writeup for the quarterly results next month, but suffice to say that China Inc. is flying while Japan Inc. is collapsing before our eyes.)

what position is Chery and other Chinese car makers? I think they will also be among the top 10 ?

 

[Michael90]

https://twitter.com/i/web/status/2062186791734493294

Chery will start local production of its models in UK in 2027 & also licensing its EV platform to Tata in India.

Yes , Chery has been the most international and sucesssul Chinese car company overseas, even more than BYD. Though BYD is now catching up fast to them and will probably soon overtake them as well. Chery is doing so well overseas in many markets , even outselling BYD in some markets to et compete overseas . I’m surprised people don’t really talks about them much compared to BYD . They don’t get much media attention despite their huge success. Seems their brand is not as inspirational as BYD.