GLGT... BYD is another Evergrade in the making....

[wwenze]

Singapore industry is running on parents savings

But China industry is running on tax money

 

[jeff79]

Look at china car companies q1 financial report.

only byd has positive revenue growth qoq, net profit qoq increase by 100.38%

Great wall ev brand ora sales qoq dropped 54.31%.

byd is one of the few china car companies that invested heavy in r&d. Many of the car companies marketing expenses higher than r&d.

https://finance.sina.cn/2025-05-07/detail-inevsnhq1685502.d.html

 

[Forever84]

We need some byd owners here in this thread!

Need their honest opinions and hear it from them

Maybe this thread sponsored by Toyota

 

[jeff79]

2024 byd account payable to revenue ratio is the lowest and average payment lead time is the fastest.

https://finance.sina.com.cn/jjxw/2025-05-07/doc-inevttzt3491044.shtml

 

[johnsonheng]

長城魏建軍：中國已出現「車圈恒大」 比亞迪：根本不存在 已向國家有關部門反映

So how long can it last? Will BYD toh? Many negative things happening and even their locals are very not happy about it.

I have mention they reason why it selling so much is because gov is very vested in gt

You go Shanghai. You hardly see any byd only Tesla. But other states is Tesla and byd why electric is popular. You don't need to wait for months for licence plate and the plates is free. Normal hybrid and ice plate you need to bid for in Shanghai it around 100k for a licence plate and base on luckily draw

 

[jeff79]

Just read the article. Notwithstanding workmanship and quality assurance issues for this new car mentioned in the article, if materials are also prone to fast corrosion and perish, more system may fail. Even the program in the ECU for a new car is not well conceptualized. Coupled with a soft car body, spells a very risky prospect. All EV has risk, but a strong car body is an added safety feature.

All this kind of sensors based safety features, driving assistance technologies, aeb are available in most brands fossil fuel cars too. Aeb false activation will result in sudden e brake too.

 

[jeff79]

Given our local hot and humid conditions, don't know can even last that long within the "short lifespan" or not, without potentially causing major safety issues.

Southern china is more humid and hotter than Singapore. Almost all the world car brands conduct environmental testing in china as it has one of the coldest and hottest air temperature, highest attitude places on earth.

 

[ChenHoNam]

Tested drive the Sealion7 and Model Y Juniper.
My wife sat on the rear seat on both test drive.

I only asked her what is her thought after we tested both.

We came to the same conclusion.
So excited. Collecting Model Y soon in a week.

 

[bakuten]

Look at china car companies q1 financial report.

only byd has positive revenue growth qoq, net profit qoq increase by 100.38%

Great wall ev brand ora sales qoq dropped 54.31%.

byd is one of the few china car companies that invested heavy in r&d. Many of the car companies marketing expenses higher than r&d.

https://finance.sina.cn/2025-05-07/detail-inevsnhq1685502.d.html

i would agree with your take if it's a US company operating under GAAP and SEC regulations.

after what happened to Luckin coffee....these kind of financial reports....just take it with a grain of salt.
see see can already. noneed take it too seriously

 

[MrAwesomeX]

If china byd so jialat, then why their sales surpass tesla even overseas? In sg, similar byd is more expensive than tesla but selling better. They must be doing something right as it's not easy for China brand to surpass amdk brands.

You lazy no watch the videos in YouTube?

They fake the sales numbers like how they fake the COVID numbers .

Their only advantage is subsidized price not quality .
The china tax payers foots the bill .

 

[0218crawford]

china companies.

 

[johnsonheng]

They can sell cheap because their productivity is good.

Staffs work 12 hours a day, 2 off days a month and cheap to hire. How do amdk or Japanese compete? Even if sell cheap, they still can command a decent margin.

And they hold alot of patentship and technologically more advanced especially in their battery tech to reduce their cost of production.

If they cannot tong then the others uplorry long ago.

BYD is like the mainstream EV everywhere they can reach, even quadrupled in Europe where they were heavily restricted.

Alot of people don't understand that selling machines don't mean you need to earn alot from selling it. You can earn even more from servicing, repairs and spare parts.

How can BYD compare to evergrande, I really don't understand. But what to expect from China experts anyway.

Actually the patent should belong to Apple. Don't know why Apple up

 

[bakuten]

Think the danger is in the subsidy given to businesses to push certain market. If not carefully vetted. There will be loophole(s) where businesses can make use of to skirt around it without seriously producing any concrete result. Thus giving false impression of success. Its not that uncommon in many places.

Vaguely reminded read story about last time how one ang-mor brand grow big on failures. Cause think the ang-mor ruling try to boost the economy of sort, thus give money for businesses set up. Therefore think its goes something like that brand expanded at a rapid rate using the money the ruling given from the past businesses to set up the next. Without really needing to come out much money of own. So, even if the business wasn't good at first, the expansion sort of pushed the brand up also. That was how the brand gain success initially of sort.

See local the lifelong learning thingy. Think there is not short of story about how people just set up lame courses to get to that money. But impression from many comments, seems like they don't really give as much value to the learner.

or in simple terms, what Austrian economics calls: Mal-investments.
eitherway, the market will correct itself...unless govts continue to skew it....which will only make the correction worse when it becomes too big to paper over.

 

[StoicGuy]

This type of article will stop once BYD is 80% owned by a group of hidden background investors...

 

[Ubi-Warrior]

2024 byd account payable to revenue ratio is the lowest and average payment lead time is the fastest.

https://finance.sina.com.cn/jjxw/2025-05-07/doc-inevttzt3491044.shtml

BYD Co. has been taking significantly longer to pay its suppliers in recent years, leading to concerns about potential debt and the company's financial health. In 2023, BYD took an average of 275 days to pay suppliers, compared to 219 days in 2022 and 198 days in 2021. This extended payment period suggests that BYD is relying heavily on supply chain financing, effectively using suppliers as a source of interest-free credit.

 

[drkcynic]

BYD is really the perfect storm.

China company
Is successful
Sell EVs

Everything that EDMW hates.

 

[johnsonheng]

True. China is the world factory. Many big brands have facilities over there. It's the management and QC that matters. Not about product origin.

They have to manufacture there in order to enter their market

 

[BlackStar00]

EV owner parts ways with SUV after highway incident triggers safety concerns

This thing happen one off is one thing....

But the problem is the company offering to buy back the entire vehicle.

Usually these stuff happens when they want to hush the person up and take back the car so no 3rd party can investigate and make a big hoo ha

 

[MegatonNev]

Even if the car division toh, the car battery division is still going strong.

 

[PAP4ever]

i c BYDs on the road... i did armchio. Wat will they do if the coy uplorry. All the warranties how? LOL