BYD's NEV Dominance

STATE OF CHINA'S AUTO INDUSTRY The NEV sales leaderboard is dominated by affordably priced locally-branded products ('000 CNY) 300 250 200 Tesla Model Y 260k - 360k 94,647 sold 150 BYD Song 150k 141,415 sold BYD Qin 130k - 175k 87,955 sold 100 50 BYD Dolphin -100k---130k- 67,951 sold Wuling Hongguang Mini EV 46k - 60k 69,842 sold 0 1 2 3 4 (2023 YTD leaderboard position) Source: Desktop research, Automobility analysis Automobility Ltd Tesla Model 3 230k - 330k 48,310 sold BYD Han 210k - 300k 37,817 sold BYD Yuan PLUS Aion S 140k - 180k 130k - 170k 48,319 sold 62,528 sold LO 5 6 7 80 BYD Tang 130k - 170k 32,525 sold 9 10 17

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