BYD - the new Evergrande, but in the automotive market ?

[DrBeer]

It seems that the situation is not changing for the better. The reasons are similar to those in the real estate market:
- reduction in government subsidies
- overproduction
- inability to sell manufactured cars

I will prepare a very interesting overview of the situation with BYD in the near future.

[Dogedegen]

It seems that the situation is not changing for the better. The reasons are similar to those in the real estate market:
- reduction in government subsidies
- overproduction
- inability to sell manufactured cars

It is more a reflection of the global situation rather than BYD in particular. Take a look at Volkswagen for example https://www.ainvest.com/news/volkswagen-ag-2025-q2-earnings-navigating-tariff-turbulence-strategic-resilience-2507/. I don't see anybody posting threads that Volkswagen is the next Evergrande. 

I will prepare a very interesting overview of the situation with BYD in the near future.

But still I would very much be interested to hear this.

[WillyAp]

But still I would very much be interested to hear this.

yeah I enlist in that request

[DrBeer]

Hello, guys
Unfortunately, I just don't have time to sit down and translate all the material. So I suggest you watch a video on YouTube with  subtitles and translation into your native language.
It's called “Buffett Dumps BYD.”
It's about 18 minutes long. It includes company names, facts, and events that can be verified. I'd be interested to hear your reaction to this material.

https://www.youtube.com/watch?v=PSq4W-4cUEQ

[Dogedegen]

The information that is coming in about 2025 seems to indicate that BYD is doing fantastic. I know that if you dismiss it as all this data is fake, then nothing can convince you but that is not a good way to discuss any topic.

https://www.moneycontrol.com/technology/elon-musk-laughed-at-byd-as-a-competitor-in-2011-now-byd-has-sold-more-evs-than-tesla-in-2025-article-13755214.html

https://electrek.co/2026/01/02/byd-crushes-tesla-all-electric-sales-for-2025-secures-global-bev-crown/

The company delivered 4.6 million vehicles last year, up 7.7% from 2024, with surging overseas sales exceeding the high-end estimate of 1 million sales.

Even with worldwide bad economic situation, they still managed to have some increase in the number of vehicles sold. I've been telling you guys, they are killing it on overseas markets. European and American cars are very expensive, and their quality is not that good for the price anymore. Those companies are focused on value extraction for shareholders that is their issue, they cars are not what they were in the past. Only Japanese can compete but the question is for how long?