Electric Vehicles Thread (Bikes, Cars, Trucks, etc.)
- Thread starter Let God Arise
- Start date
China's EV sector is in bad shape, must like it's wider economy. Or maybe the Changs just realized that building cars to let them rot on parking lots is ultimately not a winning strategy and now the bubble must be deflated.
I like how you cope yourself into looking at only the past couple months. Were you that proud of this news that you decided to repost this from pages ago?
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For undisclosed and unstated reason the CCP hydra with its many heads gets really upset whenever the crumbling Chinese EV sector gets mentioned in any setting that doesn't limit itself to flowery language, manufactured graphs and over the top praises. It's really weird, just check the comments on any EV mention on Twitter for example, wumaos immediately assemble in great numbers to harass, brigade and out-shout the initial message in the comment section. Happens every single time.
A month on month 20 percent decrease in output and cumulative loss of 60 billion USD on the stockmarket is nothing short of a cave-in. Still haven't figured out what's with all the sentitivities regarding Chinese junk EVs and it's collapsing industry though, Western travel agencies should start considering including that issue into their blacklist of sensitive and not to mention topics whilst visiting China. From here on those are Taiwan, Tibet, Xinjiang genocide, Falun Gong, Xi's purges, HK protests, any moderate comments about Takaichi, Tiananmen Massacre and China's shit-tier EVs and crumbling EV industry.
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The three T's and EV's!
BYD's market cap is $124 billion, about the same as last year, your sources are not serious.
Chart to Feb 26:
BYD (002594.SZ) - Market capitalization
As of February 2026 BYD has a market cap of $124.32 Billion USD. This makes BYD the world's 169th most valuable company according to our data.
companiesmarketcap.com
If I wanted to engage in lowbrow anti-China propaganda, I would stick with the Sterzel goyslop and the usual clichés from 2010, and carefully steer away from any mention of China's remarkable and unprecedented industrial success in the auto industry. Muh Uyghur holocaust!!!
BYD's market cap is actually very undervalued relative to their sales, growth pattern and global tech leadership position.
Note that BYD's market cap has grown by 15% since the publishing of this recent chart.
BYD sales up 31% yoy, Geely up 59%. This kind of puts in perspective their momentum, and the scale of the BS that people like Sterzel have to pull in order to keep their fake narratives about the Chinese auto industry going.
How much of that 31% yoy increase was from the fake used car sales Ken-Cao described? How do you go from up 31% in 2025 to down 39% in Jan. 2026 compared to Jan 2025?
BYD sales up 31% yoy, Geely up 59%. This kind of puts in perspective their momentum, and the scale of the BS that people like Sterzel have to pull in order to keep their fake narratives about the Chinese auto industry going.
The growth numbers are high for BYD and Geely because on the marketing grid, they are both in new markets and in a new product segment (EVs), whereas the other brands are in mature markets and product life cycles, having already fully invested every market around the world.
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Reuters ran a story on this massive scam in mid 2025 already, Chinese car manufacturers heavily inflate sales by registering unsold zero mileage cars as 'used' before shipping them abroad or to the nearest traffic lot. This is because the central government has demanded such insane sales numbers that the companies just can't achieve it. This dynamic is also how many of the man-made famines happened bytheway, Chairman XYZ demands ridiculously high agricultural yields, which is impossible, and the deadscared underlings produce this by scamming and cooking the books. Tens of millions of people died as a result.
There is currently a massive overproduction of cheapo Chinese shit-tier cars that noone is interested in buying. Ken Cao is right in his assessment that the bubble is being deflated, which judging by the erratic wumao behavior on the English language internet is dirty laundry the Changs prefer to keep hidden. Keep pushing it's a delight for all to see.
Exclusive: China auto industry inflates sales by exporting new cars as 'used'
China's auto industry has inflated car sales for years through a burgeoning government-backed grey market that registers new cars right off the assembly line and then ships them overseas as "used" vehicles.
www.reuters.com
So in your storyline here, the buyers of Chinese cars in Brazil, Australia, UK, Hungary are made to buy these "shit-tier cars" in Rio, Sydney or Manchester at gunpoint by those evil "Changs" ? You really have talent and imagination for geopolitical tales...
I like how the anti-Chinese brigade elevates propaganda dufuses like Ken Cao, Chinese Harry Potter wannabe here, as some kind of auto industry expert.
The Chinese EV industry is cutthroat industrial capitalism at its wildest, similar to the PC industry in the 1990s, or the auto industry in the 1920s, where hundreds of startups compete and get weeded out as the market consolidates. There were around 400 EV companies in China a few years ago, about 300 have already been eliminated and there will be further consolidation with the marketplace crowning a handful of companies into global giants.
This being said, the Chinese domestic market is indeed stagnating in early 2026, due to the government having just removed some incentives and slapped a 5% tax on new car purchases, figuring that the EV market is now mature enough to take it. Chinese EV sales overseas though are still growing, but they are 3 times less than domestic sales.
I believe China is able to manufacture good products, and many companies have managed to create quality processes that force Chinese companies to deliver consistent quality.
However, I believe Chinese culture leads them to consider it a matter of personal pride to rip off their customers and sell them junk if at all possible. I would never trust buying a Chinese car directly from a Chinese company.
It's possible that a Western company with Western ideas about brand reputation could source EVs manufactured in China, and deliver reliability that is competitve with Western manufacturers. I'd want to see how well their cars do after 15-20 years of use before I trust them.
For now, I don't trust Chinese cars, and I don't trust their sales stats. How could I?
However, I believe Chinese culture leads them to consider it a matter of personal pride to rip off their customers and sell them junk if at all possible. I would never trust buying a Chinese car directly from a Chinese company.
It's possible that a Western company with Western ideas about brand reputation could source EVs manufactured in China, and deliver reliability that is competitve with Western manufacturers. I'd want to see how well their cars do after 15-20 years of use before I trust them.
For now, I don't trust Chinese cars, and I don't trust their sales stats. How could I?
The EV Industry is in its infancy so its perfectly natural to wait. They have recently banned electronic door handles in favor of fully mechanicals and I suspect there'll be more kinks to discover and optimize. I'm also waiting for several iterations but I'm not like most board members here and I live in a very walkable city so I can afford to be patient.
China bans hidden car door handles over safety concerns
It makes China the first country to stop the use of designs first made popular by Elon Musk's Tesla.
www.bbc.com
You would have to accept the premise that all of China's EV export partners are helping them fudge up the EV sales stats for that and it would be a hilarious conspiracy....
This video talks about the design decisions that their manufacturers designed for their Chinese EVs. The speaker has a UX background so this vid is focused on interior rather than exterior.
Previously yours truly contemplated on getting a Chinese EV because the idea or Xi paying for half the car through subsidizies seemed like a good deal. After watching a concerning amount of Chinese EVs explode and catch fire seemingly unprovoked that idea is gone. I am hearing of dozens of these spontaneous self-immolations happening each month.
It's your life guys!
It's your life guys!
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Gives new meaning to auto-da-fé!
The problem with low-IQ anti-China Sterzel slop is that it doesn't survive basic scientific or factual scrutiny.
You're probably better off sticking with stories of muh million Muslim holocaust in the Xinjiang illustrated with the same picture from 10 years ago.
Google answer for "rate of car explosions evs vs ice"
Studies spanning 2010–2020 saw EV battery fire rates at 0.0012%, compared to 0.1% for internal combustion engine (ICE) cars. In Poland, EVs and ICE vehicles had equal incident rates—approximately 0.23 fires per 1,000 registered vehicles.