$BYD COMPANY(01211.HK)

🚗 BYD BEV Sales Outpace Tesla Again in Q2

Even with Tesla’s strong rebound, BYD stayed ahead:

🟢 BYD sold 557,090 BEVs in Q2. It is roughly 77,000 units more than Tesla’s 480,126.

🟢 Tesla’s deliveries rose 25% year‑on‑year, beating analyst forecasts.

Note: Bloomberg data puts BYD at 557,090 BEVs, with Tesla estimated at ~396,500 units. A gap of over 160,000 vehicles.

⚡ New Model: BYD Seal 08 with Standard Flash Charging

1️⃣ Priced from 196,900 yuan (~US$29,030)

2️⃣ First BYD model to include flash charging as standard across all BEV and PHEV versions

3️⃣Uses second‑generation Blade Battery; EV variant offers up to 905 km CLTC range

📈 China NEV Market: Clear Recovery

Per CPCA preliminary data:

🟢June wholesale NEV volume estimated at 1.51 million units

🟢+22% YoY, +12% MoM — signaling the sector is in a recovery phase

🟢 The rebound follows recent adjustments: BYD rolled out its new Blade Battery, which temporarily caused production bottlenecks and longer delivery times. It also expanded its premium lineup, launching the Da Tang D‑segment SUV in mid‑June.

🇬🇧 UK Market Update

🚘 BYD new car sales: 2,999 units in June, +9.01% YoY

🚘Total UK BEV market: 64,440 units, +37.70% YoY

Can BYD rise to become a true global leader in the EV and clean energy space? What’s your view?🤔