BYD Outlook: Navigating the Post-Subsidy Environment

24 days ago

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"I think we're about to see the next chapter play out in the way that Chinese industrial policy works. I don't see BYD's sales decreasing again in another quarter. They'll likely continue to increase."

John McNeil provides an optimistic view on BYD amidst a recent price war and falling sales. He explains that the current decline is largely due to temporary pricing adjustments enforced by Chinese policy. Looking forward, he expects BYD to bounce back as the consolidation in the industry leads to increased competitiveness and sustained sales growth.

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