it took a while for cost of batteries to come down to be more economical than ICE trucks. Big difference between 60 kWh pack and 600.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
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There's also the weight. 5 tonnes of batteries comes out of the truck loading limit
Why is byd sales still lagging? Their profits and stock price are affected by this.
Yeah, I don’t think they will be getting back their dominant position in China anytime soon
I have explained already. A long gap between end of 2024 till start of 2026 in their new ePlatform which put them behind some of the other EV makers. Now, their product is a generation ahead again, but the production capacity of Blade 2.0 is limited still. So you have a situation where the Blade 2.0 models have huge backlog & cheaper models don't.
Of course, the level of competition in China for NEVs is much higher than it was 2 years ago, so that limits how much BYD can dominate the market long term.
supercat
Colonel
China's auto export may break the 10 million mark this year, a 14% increase over 2025's 7.1 million. In comparison, the world's second largest auto exporter by volume, Japan, exported about 5.6 million units in 2025. As for NEV, China's annualized rate of export is approx. 4.15 million units, a penetration rate of around 40%.
Should be 41% increase instead of 14%.
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