BYD November Deliveries Analysis
2/ 229,942 passenger EVs were delivered in November, up 155% Y/Y. YTD EV deliveries are 1,622,297. BYD is clearly leading the competition in terms of price, performance, styling, safety, and build quality, selling cars across multiple price ranges. pic.twitter.com/xc0EZZ6KnT
— Jack Shea (@RealJackShea) December 2, 20224/ BYD PHEV deliveries were up slightly M/M to 116,027. Song+ DM-i and Qin+ DM-i are the world's two best-selling PHEVs. Nearly all of BYD's PHEVs have pure electric ranges greater than 100km - some top out at 252km. pic.twitter.com/KO7LSYXaL1
— Jack Shea (@RealJackShea) December 2, 20226/ 485 electric buses and trucks were delivered last month. BYD has delivered ~94,000 electric trucks and buses. BYD has the most extensive electric bus and commercial vehicle fleet in the world. pic.twitter.com/06Aqf3iqqW
— Jack Shea (@RealJackShea) December 2, 2022Follow @snowbullcapital Follow @RealJackShea8/ No other company in the world can scale as quickly as BYD. BYD owns its entire supply chain, from the raw materials extraction all the way to the final product, and the numbers are showing exactly that.
— Jack Shea (@RealJackShea) December 2, 2022