New Energy Vehicles (NEVs) in China

Michael90

Senior Member
Registered Member
In fact, China's overall electric vehicle sales data for February also showed a significant decline. BYD primarily sells affordable vehicles, making it highly sensitive to policy subsidy reductions, hence the pronounced drop. Of course, I partially agree with your point that BYD does indeed have some issues.

One issue is that BYD is preparing for a major model overhaul this year, with significant performance improvements expected. As a result, prospective BYD buyers are holding off on purchases until the new models arrive. Another point, often discussed in domestic Chinese discourse, is that BYD faces challenges in product design and marketing execution. These include perceived unattractive styling, lack of high-range battery options, lagging autonomous driving capabilities, and struggles to establish a premium brand image. However, these criticisms are largely subjective, making it difficult to definitively judge whether BYD has handled them correctly.
I’ve heard about the marketing criticism, since it seems they haven’t done a good job at marketing their products and brand properly unlike say Xiaomi who despite being a very new player of barely 2 years in the industry has already established a clear lead in brand image and secure far more demand and loyal customer base than she can even supply. Guess this can be a good lesson for others as well.
The only thing I heard about product design criticism from BYD is that they have a fairly bland/ generic and uninspiring car designs apart from Tai7/9 . Not sure how true that is though.
 

sndef888

Captain
Registered Member
I can tell you the biggest reason is because BYD cars are ugly and boring as shit that everyone associates with didi cars. Their design was good for like a year when dragon face Han first came out and has then been stagnating into NPC designs ever since

The reason everyone ignored that was because of reliability and technology. With BYD buyers know they're getting cutting edge but also not finicky or niche tech. Kind of like Toyota back during the hybrid era.

This advantage has "seemingly" been falling behind for the past couple months. Their "全民智驾" ADS was pretty much a flop. So was the "Yunnian" suspension rollout. Or the "1000kw charging" that first appeared on Han L and Tang L.

Meanwhile Geely really stepped up their marketing with introduction of "short blade battery", "e-mi hybrid". Everything to make consumers think that they have the equivalent tech as BYD

So when people feel like Geely has the same cutting edge tech (whether true or not), but with better looking designs, it makes a lot of sense for them to steal BYD sales.

With this new Blade Battery 2.0 + Flash charging, I foresee BYD regaining the top spot though. Assuming they can quickly push the tech down to more affordable options. And I don't think Geely has a good answer this time round. BYD is really flexing their vertical integration muscle that Geely (and everybody else) just doesn't have
 
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ougoah

Brigadier
Registered Member
Geely's products are indeed the most interesting now that you have daring brands like Human Horizons gone.

Even Nio can't match Geely in offering boundary pushing products. Geely has Zeekr and Polestar. Nio is so BMW/Audi like in offering premium, well rounded products with a coherent structure but at risk of being bland. Only when you step into the $100k USD and up price range do you get into properly interesting Nio and BYD cars like the Nio ET7 and BYD's high end Denza and Yangwang products.

Meanwhile you have even Hongqi offer more interesting products below that price range and you've got talent like Voyah, Avatr, Xioami, Leapmotor, IM (SAIC's), GWM's Wey, Ora and Tank. Also there's some decent styles from GAC's premium sub-brands. Almost all of these brands offer at least a handful of interestingly styled and competent models.

On the opposite side of the exceptional but bland spectrum you have Aito and Li Auto. By far the more popular choices in China are the BMW/Audi/Merc/Lexus style bland but exceptional models from Aito, Li Auto, Nio and on the lower cost end, BYD. GWM Tank is very popular though especially the 300 due to mods and affordability.

BYD is really the Toyota of China now. They do hold and develop the best batteries though but I'm human and I prefer a track Xiaomi SU7 or a modded Tank 300 just like I'd take a used Jaguar XJR over a top of the line new Camry or a Land Rover over a top of the line new Landcruiser. Sure the Aitos and Nios are nowhere near as dull as Toyota but BYD low end models are exactly that philosophy and because of that they sell well until the options for much more interesting vehicles are around you.

Give it time and any new market where Toyota competes with Chinese brands, give it 10 years for the Chinese brands to prove acceptable reliability and you'll see the same preference for these more interesting models that we are seeing in the Chinese market. Brands like BYD and Toyota will always remain quite dominant due to their affordability and perceived values but they'll lose market share when alternatives exist. We're seeing this with Chinese market because it is the market with the greatest range of cars available on earth. You can buy literally any car brand in the world in the Chinese market (except Indian cars which are mostly Chinese parts anyway). Every single British brand, Italian brand, German brand, Japanese brand and just about every single American brand including Lincoln, Cadillac and Buick. Just no GMCs and Dodge.
 

Lnk111229

Junior Member
Registered Member
In fact, China's overall electric vehicle sales data for February also showed a significant decline. BYD primarily sells affordable vehicles, making it highly sensitive to policy subsidy reductions, hence the pronounced drop. Of course, I partially agree with your point that BYD does indeed have some issues.

One issue is that BYD is preparing for a major model overhaul this year, with significant performance improvements expected. As a result, prospective BYD buyers are holding off on purchases until the new models arrive. Another point, often discussed in domestic Chinese discourse, is that BYD faces challenges in product design and marketing execution. These include perceived unattractive styling, lack of high-range battery options, lagging autonomous driving capabilities, and struggles to establish a premium brand image. However, these criticisms are largely subjective, making it difficult to definitively judge whether BYD has handled them correctly.
The people in China are pampered. In other regions, or at least in Southeast Asia, those BYD vehicles represent the future of automobiles. A few years ago, for us, the Toyota Camry was the epitome of luxury, lol. Moreover, with gas prices about to surge, electric vehicles will likely become popular again.
 

sndef888

Captain
Registered Member
The people in China are pampered. In other regions, or at least in Southeast Asia, those BYD vehicles represent the future of automobiles. A few years ago, for us, the Toyota Camry was the epitome of luxury, lol. Moreover, with gas prices about to surge, electric vehicles will likely become popular again.
The Iran war could not have come at a better time for BYD

This coming spike in oil and BYD's flash charge will push many old stubborn ICE owners to finally switch

Not to mention the strategic value of the energy stored in BYD stations. I wouldn't be surprised if we start to see some subsidies for energy storage / flash charging stations
 

tphuang

General
Staff member
Super Moderator
VIP Professional
Registered Member
I disagree. Theres something BYD has been getting wrong, since other EV makers like a Xiaomi, Geely , leapmkotor etc haven’t witnessed any such steep decline as BYD, in fact their sales have even increase despite market decline . So question is what is BYD getting wrong in China ?

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biggest problem with BYD in second half of last year is that it's 2025 new models didn't seem to gain traction and it took longer time to launch 2026 models.

There was almost 18 months between when 2025 and 2026 models got launched because BYD was preparing this revolutionary new charging & long range technology.
 

ThatNiceType055

Junior Member
Registered Member
big moment in Australia as Chinese imports surpassed Japanese for the first time. Japan had 28 year stranglehold in Australia.

From my observation, common Chinese brands in Aus are
BYD: EV and PHEV
GWM: mostly petrol, some PHEV
Chery: mostly petrol, some EV and PHEV
MG: petrol and EV
Geely: EV and PHEV
Xpeng, Zeeker, Leapmotor, Deepal: EV
 
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