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BYD Company Limited

BYD Company Limited

Search complete. 556 mentions across 164 episodes found for "BYD Company Limited".

Sep 11, 2026

Richard NorrisGUEST
58:55
You sell a really, really good value product, and you add on the fact that consumers are now switching onto it, I mean, you're gonna make some big inroads.
James BaggottHOST
59:04
Well, have, have you sold any of these n- newer Chinese brands? I mean, we mentioned MG there, but they've, I mean, they've, they've been around a little while, haven't they? Have you, have you done any BYDs or any of the ones that have been around a little-
Richard NorrisGUEST
59:14
Still waiting them, for them to come down to our price point-
James BaggottHOST
59:16
Yeah
Martin LeeHOST
5:47
And that EV figure includes both BEVs and plug-in hybrids and E-REVs as well.
Martin LeeHOST
5:53
Now, who's exporting vehicles in China? BYD by a long way, taking 35.4% of China's August exports.
Martin LeeHOST
6:01
BYD leading the way with over 183,000 vehicles.
Martin LeeHOST
6:06
Tesla China fell to fourth from their Shanghai Gigafactory.
Martin LeeHOST
6:10
BYD's exports up 131% year on year.
Martin LeeHOST
6:13
Tesla China moved the other way over the month, falling one position down to a 7% share.
Martin LeeHOST
6:19
From January to the end of August, BYD still first, exporting over 1.1 million passenger vehicles, followed by Chery and then Geely.
Martin LeeHOST
6:28
They're the big exporters and getting cars overseas.
Tu LeGUEST
16:42
There will be 11 million cars shipped from China this year to the rest of the world.
Tu LeGUEST
16:47
BYD is in 110 markets.
Tu LeGUEST
16:50
They should be afraid.
Tu LeGUEST
16:51
CEOs should be afraid because no one's creating value in the automotive space.

10 MINS LATER

Tu LeGUEST
27:01
So there are other mechanism, non-price cut price cuts that happen.
Tu LeGUEST
27:05
So, and, you know, Xiaomi is kind of on its heels a little bit.
Tu LeGUEST
27:09
BYD is also hugely on its heels in the China market.
Tu LeGUEST
27:13
Hence, exporting is such an important mechanism for them.
Tiwa AdebayoCORRESPONDENT
8:31
10 years ago, China's city streets were congested with Volkswagens and Audis.
Tiwa AdebayoCORRESPONDENT
8:36
Now it's domestic brands like BYD and Geely sitting in traffic, while Germany's VW announces 50,000 job cuts.
Tiwa AdebayoCORRESPONDENT
8:45
According to Bloomberg Economics, the cost of Europe's lost market shares to China since 2018 made up about 0.7% of GDP last year.
Tiwa AdebayoCORRESPONDENT
8:55
That's up from 0.5% in 2024.
PaulAUDIENCE
9:25
And she's just a bit concerned about range of the EV just between here and Newcastle.
PaulAUDIENCE
9:32
Now, the BYDs, we've heard mixed results or mixed things about their after-sales service.
PaulAUDIENCE
9:43
And the C-Line, I think it is, which is electric motor hybrid, which has got a 1,000K range, supposedly.
Toby HagonGUEST
9:56
So there's four C-lines.
Peter AlexanderGUEST
37:33
So, what did Facebook and Google and everybody do? They went to Washington and did the old regulatory capture approach.
Peter AlexanderGUEST
37:42
You can't get a BYD or a Xiaomi...
Peter AlexanderGUEST
37:44
Look, Xiaomi and Huawei just announced new phones on Monday, yesterday, two days ago.
Peter AlexanderGUEST
37:54
Two days before Apple's big annual event.
Tom HayesHOST
88:15
U.S. profit upgrades extended for 21st week.
Tom HayesHOST
88:19
BYD targets big jump exports.
Tom HayesHOST
88:21
OK.
Tom HayesHOST
88:22
Best performer during midterm election years is health care.
Elliot RichardsGUEST
7:26
You're one of the first markets to get them outside of China.
Elliot RichardsGUEST
7:28
Um, and then you get stuff we don't get, like the BYD Shark and, um, yeah.
Elliot RichardsGUEST
7:34
So it's, it's-- Australia's definitely a very interesting place to be in the kind of EV revolution.
Elliot RichardsGUEST
7:40
It's one of the test beds, which I think is great to see, and you guys get to benefit off, of course.
Tom GanHOST
12:31
So yeah, I, I do accept that, and that, you know, there is a place for hybrids for the moment.
Tom GanHOST
12:36
Uh, question for you, Elliot, from someone called Liron.
Tom GanHOST
12:39
Uh, "Hi Elliot, could you do a flash charging road trip?" Obviously referring to the BYD flash chargers in China.
Elliot RichardsGUEST
12:46
Uh, can we do it? Yeah, we can do it.
Sam AbuelsamidHOST
16:33
Um, but you know, I, I was, I was in Mexico on vacation earlier this year, and I did see a lot of Chinese-branded vehicles.
Sam AbuelsamidHOST
16:41
You know, a lot of, a lot of BYDs, a bunch of BYD Seagulls and Sharks-
Tu LeGUEST
16:45
Mm-hmm
Sam AbuelsamidHOST
16:45
...
Daniel KirchertGUEST
26:19
Mm-hmm.
Tu LeHOST
26:20
In emerging markets, the BYDs and the Geelys come in with sub 15,000 US dollar vehicles, and then they own the market.
Tu LeHOST
26:26
Okay? That, that doesn't happen in Europe because it's a more mature buyer.
Tu LeHOST
26:31
Okay? But do we believe that more Chinese vehicles hasten the, the adoption rate of clean energy vehicles or new energy vehicles in Europe? Because we also know that Volkswagen Group is converting or, a, a factory in Spain to build three EVs, affordable EVs, 25,000 euro and less EVs from Spain.

34 MINS LATER

Stephen WilmotGUEST
61:12
China is obviously very challenging.
Stephen WilmotGUEST
61:15
Europe, they're the largest player in a stagnant market.
Stephen WilmotGUEST
61:19
So they talk about emerging markets, China, you know, BYDs all over that.
Tu LeHOST
61:23
Latin America, South America.

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