BYD vs TESLA

[ottawa_tj]

你还是岁数没到，

岁数到了的都知道，

等大家都换了电车，

家庭电价将翻着跟头地向上走。

so？ 就算你还有汽油车，那时候还有加油站？ 汽油比电便宜？

胳膊拧不过大腿。。。别跟政府对着干。。。

趁着现在有补贴，赶快领着。。。

 

[billwanhua]

Tesla Sells 33% Of Vehicles Below Average Cost, BYD Pulls Ahead

BYD more than doubled Tesla’s China sales in October as Tesla’s sales slipped on a month-over-month basis, while new energy vehicle (NEV) startups showed ... READ MORE

www.forbes.com

关键比亚迪不仅卖得多，利润率也比特斯拉高很多，这才是可怕的地方。

However, BYD is showing strength in margins this year – BYD’s automotive gross margins surpassed 25% in Q3, rising from 20.7% in Q1 and from 22.8% in the year ago quarter.

we projected Tesla’s Q3 operating margins to decline to a level between Honda and VW, or to 7.8% compared to most recent 9.6%. Operating margin for Q3 was 7.6%, just below our base case and above our bearish case model.

The reason here is simple: Tesla continues to sell vehicles in China below its average cost, from Q4 2022 through Q3 2023. Currently, the base Model Y is priced around $36,200, and the revamped Model 3 saw a 12% increase in its base price to $35,800 – both still below Tesla’s average cost of ~$37,487 per vehicle in Q3.

在中国卖的model Y，其实是亏本的。