Part 10/11:
In their current trajectory, Byd's aggressive discounts and rapid model proliferation may be a response to slipping sales of certain models, especially against competitors like Tesla. While Byd's overall growth is impressive within China, questions linger about their ability to sustain this expansion outside the Chinese market and whether their low-margin, high-volume model can translate to long-term profitability.
Tesla’s dominant position in China, reinforced by record sales and operational efficiencies, continues to threaten Byd's market share. As Byd attempts to boost sales through discounts and new models, industry watchers remain cautious about their profitability and strategic coherence moving forward.