BYD's NEV Dominance

STATE OF CHINA'S AUTO INDUSTRY While used car sales were up versus last March, they were about even with the prior month ('000 units) 2,000 1,500 1,575 1,000 7.4% 500 YoY Change Monthly Sales China Used Car Sales (Oct. 2021 Mar. 2023) (%) 100 80 1,618 1,544 1,456 1,485 1,417 1,433 1,467 1,485 1,416 1,459 1,450 60 1,352 1,318 60 1,278 1,248 1,188 35.5% 40 1,077 1,100 40 12.7% 3.7% -1.5% -2.2% -5.3% -1.8% -2.1% -7.2% -5.7% -7.1% 20 10.0% 0 -12.5% -16.0% -17.2% -15.9% -18.7% -20 -26.1% -40 0 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Source: China Automobile Dealers Association, Automobility analysis Automobility Ltd 9

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