BYD's NEV Dominance

STATE OF CHINA'S AUTO INDUSTRY BYD is consistently outsells the next 4 competitors combined in the "top 5" NEV group (units) BYD Tesla 250,000 SGM Wuling GAC (Aion) Geely 200,000 China 2022-2023 NEV Sales of Top 5 (past 12 months) 223,678 217,624 205,789 184,829 191,237 172,052 168,885 192,289 176,662 171,306 158,553 157,756 149,825 150,000 132,553' 77,513 139,755 133,263 77,938 76,663 113,768 104,770 34,502 104,646 119,549 62,493 41,926 17,200 119,109 100,000 8,461 33,923 80,259 |9,825 40,437 38,860 36,173 40,383 43,491 43,712 34,510 27,848 54,792 65,056 32,709 50,000 1,512 31,894 27,021 30,016 30,007] 26,843 27,431 25,033 30,063 28,765 40,016 24,109 30,086 21,056 17,724 12,813 13,036 17,484 26,514 30,769 35,567 36,863 28,574 31,988 39,032 10,206 391 26,779 10,283 0 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Source: Desktop research, Automobility analysis 22 22

View entire presentation