@@Secs-selz let’s face it: It’s virtually a ban. Like Trump said he would not allow the sale in the U.S. If 100% doesn’t do it he would add more and use other measures like outright ban on national security ground. I wonder how long China would continue to allow Tesla sales in China.
@ the US Tariff on Chinese cars is not 100% - check your facts. And of course it’s like a ban - but some people in the US are still ignoring “the ban” and buying Chinese EV’s
I wouldn't sweat it. BYD stock won't go up in price all that much. Sure it might double but there are companies out there that have 10X'd or more and may again. I would put my money in those. BYD makes little profit on their cars even though they sell a ton of them. In fact last year BYD had to slow down going completely to BEVs and started making a higher percentage of hybrids so that they could actually make some profit in their car division. If BYD didn't have other businesses that they could pull money from (cell phone batteries, etc) they would not have been able to expand like they have and may never have become the behometh that they are. Once autonomous cabs are a reality at scale, it will be much cheaper to take a cab to work or the store than to buy, insure, maintain, and charge your own EV. This should lead to a huge reduction in consumer owned new cars in general. People will make the rational decision to hold on to an old car that they own and use it very little. Meanwhile they will use the robo-cab system as their main way of getting around. They will save a lot of money doing this especially if they had an ICE vehicle. This should result in more disposable income as money no longer is locked up in car ownership expenses. In high density urban areas new car sales may go down more than half. Nationwide they will go down 30% out even more when people realize the savings. All this is to say that companies that make cars will have to downsize a lot. Robo-cabs will put a hard cap on individually owned car sales.
Attractive and diversified model range from small city car to limousine, SUV and Crossover. Initially steady growth over 15+ Years. BYD shows, what VW forgot: systematically build cars for Your home market, give customers what they want at affordable prices, innovate, build a name - than expand while continuing to rely on Your home market. On the EV-market everybody else is only trying to play catch-up.
Toyota group's sales are almost certainly at a peak of market share. I see no possibility of them holding on to that share over the next 5 years, let alone 10.
Video idea In America you can buy a 500 Watt Solar Panel for about $150 I am curious to see how prices around the world compare Keep it simple and just compare the solar panel prices around the world and ignore the cost of inverters, batteries, racking etc.
I'm pretty damned sure that KIA is NOT a "sister" brand to Hyundai because KIA BELONGS to Hyundai. Of course, you're welcome to prove me wrong BTW, owning a controlling stake in another company makes you the parent company.
They sell, subsidized by CCP, the cars below production costs in China.... So yes, than you ' slay' legacy car manufacturers.... do your homework mr Viking!
Only in those few countries with an auto manufacturing industry. And as their manufactures lose out to superior technology and cheaper cars they can only be protected so long. And in the case of VW Group, Toyota, and Nissan at least,they can't finance their massive debt as small protected enclave makers.
Yes, in a positive way as the developing and underdeveloped countries make progress economically under Belt and Road initiatives and able to afford EVs while the Consumers in the Country that Supports Tariffs just need to fork out more to Buy one to show that they are Super 😢Rich.🤣
This guy is wrong. Innovation in China is not what he says. Western countries have mostly invested interests in the oil industry, China has very little of that. China has heavily subsidized the EV and battery development whereas western countries have continued subsidizing oil prospection because of the guaranteed easy royalties in the future....
I noticed companies in China are usually very rigid regarding their top personnel. If a company is crap/mediocre it will forever stay the same. I feel there is something wrong/outdated with BYD and that doesn't seem to change, be it design, software, business model. Maybe conservative/older guys at the top management, engineering team. Would not be surprised if some companies like Xiaomi overtake BYD someday.
You are not wrong, just not long ago the ceo still expressed his skeptism towards autonomous driving, but has since changed his attitude. I believe byd S till very much dominated by engineer thinking, thanking to the ceo s background. But cutthroat competition on the ground will foster better understanding of the future of the industry.
You should add “despite ban in the US and Canada” in the title.
There is no US/ Canada ban; just tariffs that make Chinese EV’s less competitive
@@Secs-selz 100% tariffs is like a ban
Ban or no ban, I believe BYD has not really enter the namerica market when this sales figure are formulated. I maybe wrong.
@@Secs-selz let’s face it: It’s virtually a ban. Like Trump said he would not allow the sale in the U.S. If 100% doesn’t do it he would add more and use other measures like outright ban on national security ground. I wonder how long China would continue to allow Tesla sales in China.
@ the US Tariff on Chinese cars is not 100% - check your facts. And of course it’s like a ban - but some people in the US are still ignoring “the ban” and buying Chinese EV’s
BYD is an amazing company.
BYD will be top 3 in 3 years
Innovation, Fast, and Cheap Labor.
This channel is great 👍🏻
Appreciate it!
Super Sam ❤
Great analysis as usual . Thanks
God dammit, I was going to buy shares in BYD a few years back 😢😢😂😂
I wouldn't sweat it. BYD stock won't go up in price all that much. Sure it might double but there are companies out there that have 10X'd or more and may again. I would put my money in those.
BYD makes little profit on their cars even though they sell a ton of them.
In fact last year BYD had to slow down going completely to BEVs and started making a higher percentage of hybrids so that they could actually make some profit in their car division.
If BYD didn't have other businesses that they could pull money from (cell phone batteries, etc) they would not have been able to expand like they have and may never have become the behometh that they are.
Once autonomous cabs are a reality at scale, it will be much cheaper to take a cab to work or the store than to buy, insure, maintain, and charge your own EV.
This should lead to a huge reduction in consumer owned new cars in general. People will make the rational decision to hold on to an old car that they own and use it very little. Meanwhile they will use the robo-cab system as their main way of getting around. They will save a lot of money doing this especially if they had an ICE vehicle. This should result in more disposable income as money no longer is locked up in car ownership expenses.
In high density urban areas new car sales may go down more than half. Nationwide they will go down 30% out even more when people realize the savings.
All this is to say that companies that make cars will have to downsize a lot. Robo-cabs will put a hard cap on individually owned car sales.
Maybe they can take over all the abandoned factories.
Don’t see many on the road in the UK
I laughed so hard that even my cat came over to see if everything was okay. Now she's a fan of this video too😘
. . . and my spider ran away in fright!
Mr Viking I love the content, could you create like a weekly round up of where you put all your videos in one massive week video, so i can binge haha
Attractive and diversified model range from small city car to limousine, SUV and Crossover. Initially steady growth over 15+ Years. BYD shows, what VW forgot: systematically build cars for Your home market, give customers what they want at affordable prices, innovate, build a name - than expand while continuing to rely on Your home market. On the EV-market everybody else is only trying to play catch-up.
Toyota is Next 😅
toyota will be the final rival of BYD, and the major war zone will be south east asia and latin america.
@@changshu6463
Toyota's 2026 EVs will be build by BYD.
Are Renault Nissan not sister brands?
What's going on with Tesla? Maybe a video about that
Toyota group's sales are almost certainly at a peak of market share. I see no possibility of them holding on to that share over the next 5 years, let alone 10.
However, they will not be able to penetrate US and EU markets because of political blocks.
Video idea
In America you can buy a 500 Watt Solar Panel for about $150
I am curious to see how prices around the world compare
Keep it simple and just compare the solar panel prices around the world and ignore the cost of inverters, batteries, racking etc.
Slew, or slain - not “slayed”
See how bad the dodge charger electric car is?
You have The Soapbox of Truth My Man! Cheers from Idaho USA!!!
I'm pretty damned sure that KIA is NOT a "sister" brand to Hyundai because KIA BELONGS to Hyundai.
Of course, you're welcome to prove me wrong
BTW, owning a controlling stake in another company makes you the parent company.
Yes.
They sell, subsidized by CCP, the cars below production costs in China....
So yes, than you ' slay' legacy car manufacturers.... do your homework mr Viking!
Toyota falling FAST as well, ESPECIALLY in quality and reliability.
Even that the video name has no Geely, the cover picture has.
Government tariffs around the world are and will increasingly impact Chinese EV growth. This will significantly impact the EV sales results in 2030.
Only in those few countries with an auto manufacturing industry. And as their manufactures lose out to superior technology and cheaper cars they can only be protected so long. And in the case of VW Group, Toyota, and Nissan at least,they can't finance their massive debt as small protected enclave makers.
Yes, in a positive way as the developing and underdeveloped countries make progress economically under Belt and Road initiatives and able to afford EVs while the Consumers in the Country that Supports Tariffs just need to fork out more to Buy one to show that they are Super 😢Rich.🤣
@@buzzboykin9982 you call US, Canada and the EU a few countries…? More than a few of course. Maybe you don’t know there are 27 countries in the EU
@@Secs-selz
There's 193 countries in the world, 27 is a minority. Population wise, more so.
Wester countries is not the world.85% of the world is buying Chinese EV.you can Said the so call Free market free competition was always a lie.
This guy is wrong. Innovation in China is not what he says. Western countries have mostly invested interests in the oil industry, China has very little of that. China has heavily subsidized the EV and battery development whereas western countries have continued subsidizing oil prospection because of the guaranteed easy royalties in the future....
Its the political power play behind this
I noticed companies in China are usually very rigid regarding their top personnel. If a company is crap/mediocre it will forever stay the same. I feel there is something wrong/outdated with BYD and that doesn't seem to change, be it design, software, business model. Maybe conservative/older guys at the top management, engineering team. Would not be surprised if some companies like Xiaomi overtake BYD someday.
You are not wrong, just not long ago the ceo still expressed his skeptism towards autonomous driving, but has since changed his attitude. I believe byd
S till very much dominated by engineer thinking, thanking to the ceo s background. But cutthroat competition on the ground will foster better understanding of the future of the industry.
ruclips.net/video/IInTanHjnK0/видео.html&ab_channel=ChinaObserver