BBC 中国比亚迪收入首次超过特斯拉

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China's BYD overtakes Tesla revenue for first time​

9 hours ago

João da Silva
Business reporter

Getty Images BYD's Seal U DM-i model on display in Istanbul.


BYD's revenue jumped 24% as government subsidies give China's car industry a boost

The Chinese electric vehicle giant BYD has seen its quarterly revenues soar, beating Tesla's for the first time.

It posted more than 200bn yuan ($28.2bn, £21.8bn) in revenues between July and September. This is a 24% jump from the same period last year, and more than Elon Musk's company whose quarterly revenue was $25.2bn.

However, Tesla still sold more electric vehicle (EVs) than BYD in the third quarter.

It comes as EV sales in China have been getting a boost from government subsidies to encourage consumers to trade their petrol-powered cars for EVs or hybrids.

BYD also notched a monthly sales record in the last month of the quarter, in a sign that momentum continues to build for China's bestselling car maker.

But there is a growing backlash abroad against the Chinese government's support for domestic car makers like BYD.

Earlier this week, European Union tariffs of up to 45.3% on imports of Chinese made EVs came into force across the bloc.

Chinese EV makers were already facing a 100% tax from the United States and Canada.

The tariffs are in response to alleged unfair state subsidisation of China's car industry.

As of last week, official data showed 1.57 million applications had been submitted for a national subsidy of $2,800 per each older vehicle traded in for a greener one.

That's on top of other government incentives already in place.

China has been counting on high-tech products to help revive its flagging economy, and the EU is the largest overseas market for the country's electric car industry.

Its domestic car industry has grown rapidly over the past two decades and its brands, such as BYD, have begun moving into international markets, prompting fears from the likes of the EU that its own companies will be unable to compete with the cheaper prices.

 
revenue是收入,不是收益(profit)
Tesla Gross Profit Margin (Quarterly): 19.84% for Sept. 30, 2024(这还是在美加卖车政府巨额补贴的情况下)

Byd stable gross profit margin at 21.4%.

毛利率是一个关键指标,如果价格战,毛利率越高,越有减价空间

毛利率Byd 也比特斯拉高,就是每卖一量车毛利率更高, 但是实际盈利利润依然是特斯拉更高,没有看具体财报,很大可能是BYD 现在扩张阶段,市场投入大,或者研发投入更多。
 
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