UBS hired engineers to tear apart and analyze BYD's electric car. Here is what they learned.

Ғылым және технология

UBS launched a project that would tear down and study electric vehicles from suppliers around the world. In September of 2023, they took apart the Seal, a high-tech offering from BYD that is aimed at the mass market.
Their findings are bad news for legacy carmakers, especially in Europe.
Resources and links:
UBS, Will Chinese EV's win globally?
www.ubs.com/global/en/investm...
Wall Street Journal, German carmakers lag behind Tesla and China
www.wsj.com/business/autos/in...
Stock image photos from Munich auto show

Пікірлер: 873

  • @tompell3032
    @tompell303214 күн бұрын

    it's weird that all those green Democrats are now becoming EV haters

  • @YongLi-np3wg

    @YongLi-np3wg

    14 күн бұрын

    Because China is a bigger deamon than the climate change.

  • @mikexhotmail

    @mikexhotmail

    14 күн бұрын

    Cause of the hatred on Elon

  • @Vhlathanosh

    @Vhlathanosh

    14 күн бұрын

    @@mikexhotmail huh?! That doesn't make sense. This is not a Republicans/Democrats vs China, this is capitalists not happy they can't squeeze consumers.

  • @user-pu7xs2tl6c

    @user-pu7xs2tl6c

    14 күн бұрын

    They hate it because China is making it so they can't make money off it

  • @freemenclub

    @freemenclub

    14 күн бұрын

    Payed haters

  • @raylee5030
    @raylee503014 күн бұрын

    I was skeptical when I ordered a Chinese made small cordless saw. The saw package came with 2 batteries, 1 spare chain, 1 oil can, 1 pair of gloves, 1 eye protector, and a tool box. I am very gladI didn't have to pay exhorbitantly for the entire kit.

  • @Janicef247

    @Janicef247

    14 күн бұрын

    I got the same n it is one of my favourite garden tools n so affordable!

  • @bhmcrumbs1348

    @bhmcrumbs1348

    14 күн бұрын

    brand please?

  • @josephberrie9550

    @josephberrie9550

    11 күн бұрын

    the box it came in will last longer than the saw....unless it never gets used...

  • @jaydee6268

    @jaydee6268

    9 күн бұрын

    Best get it before the “Temu” bill gains traction.

  • @rap3208

    @rap3208

    7 күн бұрын

    @@bhmcrumbs1348 Didn't you read? The two guys above you actually bought and uses them, while you are just repeating propaganda.

  • @mysticman1671
    @mysticman167114 күн бұрын

    I rented a chinese EV car on our last vacation in Australia , I was really blown away by how much tech was built in this car , my wife convinced me our next car purchase back home next year should be a good chinese EV car , lol

  • @cool-eye3674

    @cool-eye3674

    14 күн бұрын

    Not sure where you live, but you might not get what you want because of politics.

  • @Traitorman.14.3

    @Traitorman.14.3

    11 күн бұрын

    Just remember to consider where the data from cameras, GPS and sensors end up through the connectivity and smartphone control app.

  • @knudskoubo1090

    @knudskoubo1090

    8 күн бұрын

    @@Traitorman.14.3 And that goes for all cars in the world... Who collects your data? USA, UK, EU, China, Russia, India etc... I would rather a foreign state collect my data as they cant use it against me...

  • @rap3208

    @rap3208

    7 күн бұрын

    @@Traitorman.14.3 Too late, the NSA already knows all about it. read all about why they are chasing Snowden all over the world/ You actually believe that bullshit about the gps and shit? You actually believe China is interested in knowing what you do everyday? man, you're so gullible to even obvious propaganda. Critical thinking, use it!

  • @fredfrond6148
    @fredfrond614814 күн бұрын

    BYD Dolphin and Seal got the highest euro safety NCAP rating for their respective class of car.

  • @micholitzia5726

    @micholitzia5726

    14 күн бұрын

    Doesn’t matter. Europeans won’t by them out of racial superiority ideology

  • @TheKkpop1

    @TheKkpop1

    14 күн бұрын

    China haters are running campaign Chinese EV are not safe because their batteries are fire hazard.

  • @albertchun6890

    @albertchun6890

    14 күн бұрын

    It's also Japan EV car of d year, beating all Japanese cars. Fyi

  • @putianren

    @putianren

    14 күн бұрын

    Quoted b you: "BYD Dolphin and Seal got the highest euro safety NCAP" Hey you !! You forgot my BYD Atto 3 also with 5 Stars Rating. I feel very safe driving it since already a year ago. If my dear friend bought it, too, he wouldn't have died !! He died in a NON Star Rating car, NCAP from EU. !! I am so bloody sad, miss him very much !!!

  • @ronniechew6566

    @ronniechew6566

    14 күн бұрын

    @@putianren Sad for your friend who bought an expensive dangerous western EV. I actually bought a Toyota ICE since here in Malaysia, charging infrastructure is lacking and I stay on a highrise that don't have charging. I get range anxiety if I buy an EV 😱

  • @willengel2458
    @willengel245814 күн бұрын

    that's the reason behind Yellen's China overcapacity campaign.

  • @huveja9799

    @huveja9799

    14 күн бұрын

    "let China sleep on... because when I wake up, the world will shake" (attributed to Napoleon) .. well, USA had no better idea than to wake her up .. brilliant people indeed ..

  • @willengel2458

    @willengel2458

    14 күн бұрын

    @@huveja9799 look back at history. the empire did wake China up in the Korean War. China and NK handed US and its lackeys its first non-win after WW2, when China was at its weakest.

  • @huveja9799

    @huveja9799

    14 күн бұрын

    @@willengel2458 well, the English have already started to wake them up with the Opium wars, but then our Yankee friends decided to feed her because of his "cheap" labor ..

  • @ronniechew6566

    @ronniechew6566

    14 күн бұрын

    @@huveja9799 The English tried to keep them sleeping with opium. Now US and Britain are willingly getting their own opioids because they have to keep living their dreams by hallucinating while drug companies helped along by introducing "legal" drugs 🤣

  • @swatisquantum

    @swatisquantum

    14 күн бұрын

    Yellen: China build less pls. China: Lol no.

  • @rontsang4308
    @rontsang430814 күн бұрын

    50 years ago I remember carrying cooking oil and used clothing to my distant relatives from HK to China. Some can only eat meat once a month if lucky. Working hard was the only way out and 50 years later, the Chinese are caught up and most live a decent lifestyle. So unless European countries realize and admit this fact and are willing to roll up their sleeves now. Give up some vacation time and put that towards making new stuff and charge less to sell to the rest of the world, I can't imagine the trouble they'll be in in 5 years.

  • @AnnieT369

    @AnnieT369

    14 күн бұрын

    I remember that too.

  • @X-H-Wu

    @X-H-Wu

    14 күн бұрын

    Only those over 70 in Hong Kong know what you are talking about. Painful period during my childhood in HK.

  • @rontsang4308

    @rontsang4308

    14 күн бұрын

    @@X-H-Wu I'm 65 :)

  • @ronniechew6566

    @ronniechew6566

    14 күн бұрын

    Western wages are high. It's highest in the US. Whatever they can produce will cost a heck of a lot more. If exported, many won't buy and made in America now is not really reliable. Like their game changing weapons proven in Ukraine to be worse than the Russian spade 🤫🤣

  • @dice138

    @dice138

    14 күн бұрын

    @@AnnieT369 I'm in my 50s. I remember in the 70s, my parents and would go to Guangzhou to visit my grandparents from Hong Kong every Chinese year. We go at 6, 7 in the morning. Catch the train at Tsim Sha Tsui train terminal. Get off at Shenzhen and cross the border. Then get on the China's train and go to Guangzhou. When we got there, it was already dark. And we usually needed to bring a lot of supplies to them too. But now, we can go to Guangzhou in one hour from Hong Kong by HSR.

  • @cabasadefogo9533
    @cabasadefogo953314 күн бұрын

    I think a US company on KZread also reviewed the BYD seal and is doing a tear down. The reviewers were shocked by how good the car was for 10k

  • @fredfrond6148

    @fredfrond6148

    14 күн бұрын

    Seal is selling for more than 30k usd. The car they tore down was the byd seagull. What made them💩their pants was the fact that Mexico was getting a byd factory. Not to circumvent us tariffs but to build cheap cars that Mexicans could afford.

  • @peanut0brain

    @peanut0brain

    14 күн бұрын

    ​@@fredfrond6148that would be a no no. US wants Latin America to stay POOR

  • @sui-yu-er-an

    @sui-yu-er-an

    14 күн бұрын

    ​@@fredfrond6148 in China, it is 50% less than what you mentioned like 30k.

  • @fredfrond6148

    @fredfrond6148

    14 күн бұрын

    @@peanut0brain agreed hence the fear, uncertainty and doubt that is being sown about China. Then there is the massive byd factorieS in Brazil. In Brazil the plan is to build a totally vertically integrated manufacturing facility system that can make everything from chips to Giga presses and batteries. In turn Brazil will sell lithium and soya beans to China.

  • @fredfrond6148

    @fredfrond6148

    14 күн бұрын

    @@sui-yu-er-an not the SEAL maybe the seagull is less. Google seal price China.

  • @jogana6909
    @jogana690914 күн бұрын

    As the largest oil importer, China will unswervingly develop electric vehicles, even though the West still insists on ICE vehicles. Like China, many countries in the world are short of oil. Even if there is no environmental pressure, people will be happy to buy electric cars.

  • @MetaView7

    @MetaView7

    14 күн бұрын

    China has 24 nuclear powerplants under construction !!!

  • @rap3208

    @rap3208

    14 күн бұрын

    There is a lot of reasons aside from what you mentioned, they have found a product that they virtually own and have no competition. They also have committed to having a zero carbon footprint by 2060.

  • @ExternalInputs

    @ExternalInputs

    14 күн бұрын

    The west doesn't "insist" on ICE vehicles, they're just a more practical choice for many countries at this point. They don't have the population density, the infrastructure for EVs and the short distances that suit an EVs range. Then there's the price difference, which is considerable.

  • @DJs021

    @DJs021

    14 күн бұрын

    ​@@ExternalInputs Let's cut the crap and put it short, the West or practically America doesn't push for EV because of "PETRODOLLAR" and world reserved currency(69% up-to-date). Almost all conflicts(past or existing or upcoming) is relevant with oil, gas, petrol, fuel. Xinjiang - the desert is rich with oil. North Gaza - newly found oilfield. Guyana - oilfield Syria - oilfield Iraq - oilfield

  • @serriajohn

    @serriajohn

    14 күн бұрын

    In China, EVs run 0.01 US dollars per kilometer, while gas cars run 0.08 US dollar per kilometer. Oil costs 8 times more than electricity. therefore, 80% traditional gas cars will be replaced by EVs within next 10 years.

  • @delfinigor
    @delfinigor14 күн бұрын

    So Western brands are losing the market because they have a more expensive product, which is not better than the Chinese one.

  • @lloydguenther6102
    @lloydguenther610214 күн бұрын

    "Build Your Dreams" or BYD is growing rapidly in Laos, Thailand and possibly Vietnam (will see soon). Their vehicles are attractive, functional and affordable. There are many charging stations as well.

  • @fredfrond6148

    @fredfrond6148

    14 күн бұрын

    Probably not in Vietnam. Thailand is going to be a major hub as they will manufacture right hand drive BYD’S for the world. Japan, Australia, United Kingdom, Thailand…….

  • @rap3208

    @rap3208

    14 күн бұрын

    in my country too, about 5 years ago, there is zero chinese cars in the streets. Now, it is not uncommon to see them around.

  • @ChuckUstaad

    @ChuckUstaad

    14 күн бұрын

    Chinese products ?? Never.. Never..!

  • @lloydguenther6102

    @lloydguenther6102

    14 күн бұрын

    @@ChuckUstaad I guess you will miss the experience of quality, price, reliability Only get that from Toyota (Japan) too, not the US, not Europe

  • @AnnieT369

    @AnnieT369

    14 күн бұрын

    ​@@ChuckUstaadwho cares whether you never never or not not.

  • @KennyL1
    @KennyL114 күн бұрын

    Twenty years ago China went down the path of developing EVs to meet two goals, solve city pollution problems coming from the ICEs and to overtake the automobile industry with the new EVs. Looks like China achieved both goals brilliantly.

  • @ChuckUstaad

    @ChuckUstaad

    14 күн бұрын

    Chinese products..?? Never.. Never

  • @AnnieT369

    @AnnieT369

    14 күн бұрын

    ​@@ChuckUstaadnever never? Who cares?

  • @yaoypl

    @yaoypl

    14 күн бұрын

    @@ChuckUstaad Understand your fear and anxiety. There are five stages of grief: denial, anger, bargaining, depression, and acceptance. You are going through the first stage of grief, denial. So take your time. 🤣

  • @teatree6228

    @teatree6228

    14 күн бұрын

    @@ChuckUstaadyou are wearing a chinese made undies with cotton from Xinjiang China

  • @DJs021

    @DJs021

    14 күн бұрын

    ​@@yaoyplmost 1ndian is known with fragile ego, don't rub salt on his grief anymore. They are going to be global powerhouse by 2030 😂 they are sending bull and cow to Moon soon.

  • @sergiochantayon7819
    @sergiochantayon781914 күн бұрын

    Years ago, Mike Wallace interviewed Deng Xiaoping. The question was about how, being a communist country would be compatible with capitalism; Deng's answer was: "we will distribute the benefits to more people". [MW just opened his eyes in disbelief].

  • @MrMingsyin

    @MrMingsyin

    14 күн бұрын

    Wealth distribution is the key of socialism, hence XI's recent "common prosperity" plan.

  • @deepone5005

    @deepone5005

    10 күн бұрын

    Deng's most famous quote: it doesn't matter if it is a black or white cat as long as it catches mice. "

  • @RolandLau4x
    @RolandLau4x14 күн бұрын

    Your channel features data and up to date information to digest. Thanks mate.

  • @kibakobo
    @kibakobo14 күн бұрын

    Is there any limit to their ‘xenophobia’? 😂😂😂. Why can’t they simply digest and accept that other nations and cultures have been around here for loooooong.

  • @user-ce6zp7pg1n

    @user-ce6zp7pg1n

    14 күн бұрын

    they are rascist

  • @youwaiyap2708

    @youwaiyap2708

    14 күн бұрын

    it's all about the Money$$$ 😂😂🤣🤣

  • @garytan9904

    @garytan9904

    14 күн бұрын

    most anglo saxon are Sinophobia

  • @jackreacher8858

    @jackreacher8858

    14 күн бұрын

    @@youwaiyap2708 YUP

  • @BSnicks

    @BSnicks

    14 күн бұрын

    Yankee mentallity is caused by God's interference. Look at Israel. See how delusional they are today, because of their ancestors' "God's people" claim.

  • @seymorefact4333
    @seymorefact433314 күн бұрын

    I'M an American and would love the US market sell BYD NIo XPENG etc! The tech innovation on Chinese evs is advance and affordable at $30k. The BYD Seagull $11k. vs US $70K. But, our protectionist US regime w/ fake capitalism is to scared of competition. Hurts consumers.

  • @mateobaysa2055

    @mateobaysa2055

    14 күн бұрын

    Grandpa Joey is amplifying the tariff on Chinese products that Criminal Tangerine instituted. Thus. It’s quite possible that Chinese EVs will be affected as well.

  • @peanut0brain

    @peanut0brain

    14 күн бұрын

    US believes in "free market" when they are winning. When losing, us does sanctions and "national security concern" and arrests officers of Chinese companies lol

  • @lewisj7559

    @lewisj7559

    14 күн бұрын

    @@mateobaysa2055Trump is very hostile to Chinese made products as well. So in near future, there won’t be Chinese EVs sold in the states.

  • @TheKkpop1

    @TheKkpop1

    14 күн бұрын

    ​@@mateobaysa2055 Romando claims Chinese can remote control EVs sold in America.

  • @MrFoakdoordoor

    @MrFoakdoordoor

    14 күн бұрын

    Volvo XC30 is coming to US this summer.

  • @James-mc5hc
    @James-mc5hc14 күн бұрын

    A truthful report. An American patriot posting truth. 👍

  • @howardhan2101
    @howardhan210114 күн бұрын

    This is an excellent report - highly vertically integrated with the most complete and efficient supply chain!

  • @wingkeeho5864
    @wingkeeho586414 күн бұрын

    Great episode Kevin, thank. When EU started an investigation into state subsidy of Chinese auto industry, they only need to make the story, period. Investigation is just a show.

  • @peanut0brain

    @peanut0brain

    14 күн бұрын

    They only need to make accusations , like the Xinjiang Uyghur "genocide" bs

  • @ChuckUstaad

    @ChuckUstaad

    14 күн бұрын

    Chinese products..?? Never.., Never

  • @ronniechew6566

    @ronniechew6566

    14 күн бұрын

    @@ChuckUstaad No one forced you to buy did they? 😏

  • @ronniechew6566

    @ronniechew6566

    14 күн бұрын

    EU heavily subsidized their own industries too just like USA. They can do it but the rest of the world especially China can't?

  • @dice138

    @dice138

    14 күн бұрын

    The West never have any real evidence on anything they accused China of. Xinjiang force labor, cotton, tomato, Huawei.......

  • @bricktop7803
    @bricktop780314 күн бұрын

    Quite a few inaccuracies in this report. BYD over took Tesla in 2022, selling 500.000 more units. The first quarter of 2023, they sold more vehicles than Tesla did for the whole of 2022. You guys in the US dont have the choice in vehicles that we in the rest of the World have. The report is accurate in that Western vehicle manufacturers cannot compete with China. It doesn't matter really, the US market is not that important for global trade. It is the same size as the EU market. Most of the current Chinese vehicle output is being sold in Russia, as sanctions has disrupted the supply of Western vehicles.

  • @goldenhawk352

    @goldenhawk352

    4 сағат бұрын

    I've heard about how well received Chinese cars have been in Russia, after several years of experience with them. Chinese will have to have very good salesmen in Russia in the future!

  • @anjunadeep.8384
    @anjunadeep.838414 күн бұрын

    Tesla just laid off 10% staff... Its to be expected.. The chinese automakers are all out to dominate!

  • @amandagrant4331

    @amandagrant4331

    14 күн бұрын

    Tesla should reduce price

  • @anjunadeep.8384

    @anjunadeep.8384

    14 күн бұрын

    @@amandagrant4331 Sadly we all know that all American european japanese tech corporations will never do that... They priorities profit over market share! In Chinese manufacturing do we trust they will make good quality things affordable....

  • @ExternalInputs

    @ExternalInputs

    14 күн бұрын

    They're not making weird pickups that can't pick up much or tow very far either.

  • @yaoliang1580

    @yaoliang1580

    14 күн бұрын

    ​@@anjunadeep.8384Indians cannot compete bcos they are too far behind China in almost every sphere of development. They can only get jealous n keep barking their silly nonsense. How shameful n despicable

  • @kinchau4764

    @kinchau4764

    14 күн бұрын

    @@ExternalInputsit’s knowing your market

  • @TheSiapajadeh
    @TheSiapajadeh14 күн бұрын

    Mr Munger saw what most can not see. That's why he invest heavily on BYD eons ago

  • @TheKkpop1
    @TheKkpop114 күн бұрын

    BYD vertical integration includes mining, shipping, software, electronic components and battery.

  • @EllieMaes-Grandad

    @EllieMaes-Grandad

    5 күн бұрын

    Does it include availabilty of after-sales service centres and spare parts stores? Thought not . . .

  • @HafiZzZzZz
    @HafiZzZzZz14 күн бұрын

    Japan also took apart Chinese EVs.......ok for non Chinese to do reverse engineering😂

  • @UnChannelDuVulpineX

    @UnChannelDuVulpineX

    16 сағат бұрын

    The whole of Japan? Cool. How do you know that? What proof do you have?

  • @peterchin6759
    @peterchin675914 күн бұрын

    This is what Yellen meant when she accused China of "overcapacity"..LOL

  • @UnChannelDuVulpineX

    @UnChannelDuVulpineX

    16 сағат бұрын

    Who's "Yellen"?

  • @misty671
    @misty67114 күн бұрын

    It's looking grim for the West. We underestimated our rivals. Our predicament is due to decades of poor leadership. 🇨🇦

  • @luisanthonychau

    @luisanthonychau

    14 күн бұрын

    Poor as the leadership may be, they are chosen by the people.

  • @misty671

    @misty671

    14 күн бұрын

    @luisanthonychau To a small degree. The party insiders and doners decide who gets on the ballot. We vote once every 4 years with very few recalls, referendum, or plebiscite. Our democracies are weak and brittle.

  • @ngheanchoong

    @ngheanchoong

    14 күн бұрын

    your election choose between two bad apples

  • @shuidifengliu

    @shuidifengliu

    14 күн бұрын

    As long as lobbying is legal your corporations will get the policies they like from your elected representatives. He who pays the piper calls the tune

  • @cool-eye3674

    @cool-eye3674

    14 күн бұрын

    While it's easy to put the blame on leaders, the ultimate cause of the issue lies within the culture. It's not like nobody see the trouble coming. It's because people who don't want to give up their greed and comfort. Open bribery (also known as election) every 4 years doesn't help. If people want easy money, they will vote for someone who promises an open check. Simple as that.

  • @klubcj
    @klubcj14 күн бұрын

    Made in China

  • @ronniechew6566

    @ronniechew6566

    14 күн бұрын

    Yup. Keeps inflation low 👍 Buy American and you pay a LOT more profiting those corporations that control the government like puppets on strings

  • @grouchypatch9185

    @grouchypatch9185

    14 күн бұрын

    Made by China

  • @ronniechew6566

    @ronniechew6566

    14 күн бұрын

    @@grouchypatch9185 Made in China by Chinese 😃

  • @ChengliangPan

    @ChengliangPan

    13 күн бұрын

    What's made by your country except idiots?

  • @alan8887

    @alan8887

    2 күн бұрын

    If an electric vehicle is 20,000 dollars less than Elon's, we are all going to buy them. None of us could care less that they are made in China. Get real.

  • @craigslistseller9354
    @craigslistseller935414 күн бұрын

    Thanks Kevin. You're among a handful of trusted truth tellers about China.

  • @nla255
    @nla25514 күн бұрын

    Who doesn’t want affordable and reliable car unless you’re a millionaire with money to spend. Some people have to work two jobs to survive. I would buy a BYD rather than a Tesla.

  • @errornull77

    @errornull77

    2 күн бұрын

    me too. i refuse to buy a tesla for the same reason i don't obsess over brands like rolex, gucci, prada, etc. i view tesla as a luxury brand, not a mass market player. i buy products for its use case, and not as a form of social validation. once an EV arrives in the U.S. that is less than $20k, i'm buying it. doubt it will be a tesla.

  • @navajojohn9448
    @navajojohn944811 күн бұрын

    Probably helps BYD when it received $3.7 billion in direct subsidies from 2018 to 2022 from the CCP.

  • @jazening3075
    @jazening307514 күн бұрын

    Absolutely Astounding! We want Chinese’s EV Automobiles here in the United States Of America!👍🙂

  • @benmost75

    @benmost75

    14 күн бұрын

    Unfortunately, that won’t happen.

  • @ebermudez6

    @ebermudez6

    3 күн бұрын

    no we don't

  • @UnChannelDuVulpineX

    @UnChannelDuVulpineX

    16 сағат бұрын

    Wumao.

  • @Mike-ys4sr2023
    @Mike-ys4sr202314 күн бұрын

    BYD is cheaper and better so they called this a problem 😅 😂 China not calling the west over priced cars a problem. 😅 😂

  • @deepone5005

    @deepone5005

    10 күн бұрын

    Their dream comes true, why should it be a problem? Build your Dream - BYD.

  • @UnChannelDuVulpineX

    @UnChannelDuVulpineX

    16 сағат бұрын

    Wumao.

  • @marcgatto9675
    @marcgatto967514 күн бұрын

    In the country I'm living in the Chinese cars are taking over. They have a substantial advantage in price. And impressive quality and design. ( I also see many more small electric Chinese-made delivery trucks here in the city. These make a lot of sense)

  • @ariesmarsexpress
    @ariesmarsexpress14 күн бұрын

    The Seal is nice, but the Dolphin is cooler. It has an awesome glass sunroof that goes from the front of the car all the way to the back. If it were sold in the U.S., I would definitely buy it. On their site, the U.S. is listed.

  • @o0I0o100

    @o0I0o100

    14 күн бұрын

    Dolphin is small. I think you'd love the Sea Lion.

  • @ariesmarsexpress

    @ariesmarsexpress

    14 күн бұрын

    @@o0I0o100 I don't think there is any such thing, but it wouldn't matter for me because I live in the U.S. and there is no place to plug them in. 😥

  • @o0I0o100

    @o0I0o100

    14 күн бұрын

    @@ariesmarsexpress It was on display at last month Bangkok Motor Show. Will be on sale in Thailand at the end of this year, so we were told.

  • @cool-eye3674

    @cool-eye3674

    14 күн бұрын

    Perhaps you first have to convince both the sleepy old man and the crazy blonde.

  • @ariesmarsexpress

    @ariesmarsexpress

    14 күн бұрын

    @@o0I0o100 Wow, you're right. The 2024 BYD Sea Lion. Super nice.

  • @Damadchef
    @Damadchef14 күн бұрын

    This is great for the consumer .... Governments will put tariffs to keep the rich rich and the poor wil suffer as always....byd will eventually build cars in Europe and USA and people will calm down..... There was no hysteria when Tesla was doing it

  • @amandagrant4331

    @amandagrant4331

    14 күн бұрын

    BYD will build a factory in Hungary. But have no plan to build factory in US

  • @Damadchef

    @Damadchef

    14 күн бұрын

    @@amandagrant4331 yes but they are in Mexico which has tariff free trading with the US..... I'm sure if the tariffs get high enough they will consider factories in most places

  • @willengel2458
    @willengel245814 күн бұрын

    A reporter asked a BYD official if they have plan to set up factory in US. the official said no. then the reporter asked why and the official said it's too complicate to do business in US. 😁😁 India ordered X number of EV buses from BYD. BYD demanded 100% payment upfront. BYD is a quick learner.

  • @DanBurgaud
    @DanBurgaud14 күн бұрын

    European car makers in general, Mercedes Benz, BMW, VW in particular ought to buy in into some of the Chinese EV manufacturers like NIO, XPENG.

  • @ChuckUstaad

    @ChuckUstaad

    14 күн бұрын

    Chinese prducts..?? Never, Never

  • @kimcorell7786

    @kimcorell7786

    14 күн бұрын

    VW has bought into Xpeng.

  • @Dordord

    @Dordord

    14 күн бұрын

    They did, the VW invested 1 billion euro into Xpeng, and got 7% of Xpeng’s share

  • @visibility2326
    @visibility232614 күн бұрын

    So usa now road to Reverseenginiaring 😂😂

  • @BSnicks

    @BSnicks

    14 күн бұрын

    The US doesn't have enough engineers for that.

  • @craigslistseller9354

    @craigslistseller9354

    14 күн бұрын

    Haha! They'll hire Wal-Mart workers to breakdown Chinese EVs...like how Boeing employs from the same pool.

  • @monipenny408

    @monipenny408

    14 күн бұрын

    U$ will do what they do best...steal.

  • @deepone5005

    @deepone5005

    10 күн бұрын

    Is that not copycat & stealing?

  • @monipenny408

    @monipenny408

    10 күн бұрын

    ​@@deepone5005 In the west, that's call "freedom" copying, basically if you add "freedom" to all western crimes, it becomes "legal". smh. If anyone else does the same, it will be reported by western medias 24/7.

  • @cb250nighthawk3
    @cb250nighthawk314 күн бұрын

    I love Made in China. It's good quality and light on my pocket. ( But don't go too cheap unless you're going for it's low tech and less functionality 😂😂😂.)

  • @ChuckUstaad

    @ChuckUstaad

    14 күн бұрын

    Chinese Quality …?? Never .. Never

  • @fatdoi003

    @fatdoi003

    14 күн бұрын

    @@ChuckUstaad then buy indian iphones

  • @cb250nighthawk3

    @cb250nighthawk3

    14 күн бұрын

    @@ChuckUstaad China's quality is the best in the world nowadays. Unless you're too cheapskate and you buy the roadside night market product.

  • @ChuckUstaad

    @ChuckUstaad

    14 күн бұрын

    @@fatdoi003You know BYD applied for EV making in India - if Quality is so good..why was it rejected ? BYD lost the “biggest future EV market to TESLA

  • @fatdoi003

    @fatdoi003

    14 күн бұрын

    @@ChuckUstaad obviously byd didn't pay enough bribes to indian gov't.... and how much time took BYD to level with Tesla? mere years and let's see how next few years will go...

  • @yunghanma47
    @yunghanma4714 күн бұрын

    The wage of UAW over $40/hour alone will kill any car makers in the US, EV or ICE.

  • @kibakobo
    @kibakobo14 күн бұрын

    EVs are essential and critical for China’s own national economic interest. Quality is supposed to be an inherent component. Design was area of concern which they took care of by collaborating with European design houses. Engineering was never an issue. Stage is all set now!

  • @M.M.Alam.Liberty
    @M.M.Alam.Liberty14 күн бұрын

    Brilliant and informative video 👏. Thank you. However, add into the equation the lowest cost of utility bills that include cheapest electricity in China 🇨🇳. With lowest costs of overall production 👏 in China, there is NO country in the world that can come close to competing with China for a foreseeable future. China is the Super power.

  • @GoodAtheistAlway
    @GoodAtheistAlway14 күн бұрын

    We were told in the 90ies that outsourcing was the solution for improving productivity. You would take a component calculate its cost of building it in-house and then bid potential suppliers for acquiring the component. It was the mantra that the cost of outsourced components were lower. Then a company would lower the price every year, untill only a few suppliers remained. The result is Europe and the US. Thousands of workers on the street, never finding a reasonable job again. Despair on the one side and gleefullness on the other because the managing class was praised by the shareholder and rewarded. People knew it was immoral, politicians bought the ideology or were simply bought and now Europes winners of them are enjoying their money and the next generation cannot compete. How come?

  • @rap3208

    @rap3208

    7 күн бұрын

    Outsourcing is bigger profits for lesser work. lesser work means lesser employees. Lesser employees mean bigger paycheck and bonuses for the big bosses. But now, it is biting the US in the ass. It has no manufacturing industry to compete, no trained workforce, no trained engineers, technicians, scientists and researchers. Thus it last resort is to sabotage the competition by sanctions, tarriffs and whatnot.

  • @GoodAtheistAlway

    @GoodAtheistAlway

    6 күн бұрын

    @@rap3208 Free Capital flow is another way to force labor to accept misery salaries. By opening the gates of capital one deprives labor in the west with a means to fight. Another observation is that the exchange rate between China and West is biased. How come demand for chinese products is not driving the YUAN/USD up untill the exchange rate reflects the productive labor hours? The exchange rate of the Yuan to the USD should be 1 to 1. Who besides western wholesale buyers benefit from the difference? Are the Chinese afraid of breaking their western customers because what else do they get in return for their hard earned labor? Treasury Bills? Can you eat it?

  • @chewy1709
    @chewy170914 күн бұрын

    Long live Russia-China friendship!! 中俄友谊万岁!!

  • @pNHGpNHG

    @pNHGpNHG

    14 күн бұрын

    ❤❤❤

  • @Great-East-Asia

    @Great-East-Asia

    14 күн бұрын

    f**k

  • @Cecil-yc6mc

    @Cecil-yc6mc

    14 күн бұрын

    China wants Siberia back and very soon it will get it back

  • @josephberrie9550

    @josephberrie9550

    11 күн бұрын

    are you on the wacky baccy.....chewy

  • @m.chumakov1033

    @m.chumakov1033

    10 күн бұрын

    Reminds me a jaguar who caught a baby antelope and doesn't kill it yet, playing with it...

  • @tohhockann1571
    @tohhockann157114 күн бұрын

    Kevin, first class eloquence.

  • @TomSimba
    @TomSimba14 күн бұрын

    Relying on 100% tariffs and sanctions on semiconductor chips is not the solution. The party leaders were sleeping at the helm and allowed America to lag behind for far too long.

  • @robbin4720
    @robbin472014 күн бұрын

    High quality content, well researched and to the point under ten minutes. Slick. This channel has got to grow! Subbing.👏

  • @frontseated5983
    @frontseated598311 күн бұрын

    Can we have a minute of silence to pray for Western manufacturers of vehicles ? Amen.

  • @navajojohn9448
    @navajojohn944811 күн бұрын

    It seems these days the cars made in Europe, USA, etc have the poor quality and reliability expected from China so why not just get a real Chinese car for less?

  • @SUNNMANN139
    @SUNNMANN13914 күн бұрын

    Fantastic video on how Western companies of all types of Production Value for the worlds consumers cannot compete with the Production Value offered by Chinese companies. The entire concept of Human Productivity and all the Western financial arrangements based on it are shifting so fast that the Western societies are about to be hit by a tsunami of FAILURE. Instead of cooperation and mutual integration with all the nations of the world, Western greed, arrogance, and profiteering has led them to the end of their road. We will soon see if they jump over the cliff into oblivion or turn around and join the world.

  • @morrismak
    @morrismak14 күн бұрын

    I have been driving a xpeng p5 for almost 3 years now. I am very pleased with it.

  • @blackknight4996

    @blackknight4996

    14 күн бұрын

    You saved so much money 👍

  • @carryontraveling

    @carryontraveling

    12 күн бұрын

    ive been driving my 90.s lazer ( $ 250 au ) for 3 years ( march) i am so pleased with it ))

  • @bungkusi2432
    @bungkusi243214 күн бұрын

    The part that made China products affordable is: China have good and affordable infrastructure (school, hospital, housing, road, rail & mobile carrier)

  • @gabrielconstantine7384
    @gabrielconstantine73844 күн бұрын

    Where is all the power going to come from to charge these millions of large batteries?

  • @navajojohn9448
    @navajojohn944811 күн бұрын

    The seal costs over US$50k in UK. Far from the $30k in China.

  • @chuckgoodwish3897

    @chuckgoodwish3897

    10 күн бұрын

    That’s the freight and high tariffs on top of the price. If manufactured in Europe, the price would go down quite a lot

  • @mikeshen9293
    @mikeshen929314 күн бұрын

    i’m living here USA more than 40 years and seeing China changing, but most of Americans didn’t know what’s going on, their life Being affect a big way!

  • @jamesappleton5063
    @jamesappleton506314 күн бұрын

    Gotta a question, can anyone make a good 5 speed manual if it is electric? I enjoy manual.

  • @soonhockchua3740
    @soonhockchua374014 күн бұрын

    Why is BYD market capitalization at $98bln, Toyota $230bln, Telsa $650bln? Is this a fundamental huge mispricing and pointing towards a gross under-pricing of BYD share price?

  • @TheKkpop1

    @TheKkpop1

    14 күн бұрын

    Tesla is overvalued, BYD is undervalued, While Toyota is a sinking value.

  • @ExternalInputs

    @ExternalInputs

    14 күн бұрын

    @@TheKkpop1 Underestimate Toyota at your peril.

  • @jameslum8822

    @jameslum8822

    14 күн бұрын

    ​@@ExternalInputs....Toyota is stuck with hybrids and hydrogen technology. Toyota is digging a tunnel to nowhere......

  • @elpoiken

    @elpoiken

    14 күн бұрын

    @@jameslum8822 There is another reason. Japan has almost no recoverable minerals needed in the EV industry. Everything must be imported. And secondly, it is a high-cost country which contributes to the high price of cars and components made in Japan.

  • @yaoliang1580

    @yaoliang1580

    14 күн бұрын

    The days when the US n G7 countries can continue to make exorbitant profits from their hi tech industries due to their complete monopoly of key technologies n lack of competition is gone. Empires rise n fall n those countries that remain delusional n refuse to accept reality will fall even harder.

  • @navajojohn9448
    @navajojohn944811 күн бұрын

    Did any of the engineers actually drive the Seal for any length of time in real world driving? Is see not all people like the car after owning/driving it.

  • @thunderdragon888
    @thunderdragon88814 күн бұрын

    Nice to hear Chinese products are made GREAT again like they had been for hundreds and thousands years

  • @Tony-cs5hq
    @Tony-cs5hq14 күн бұрын

    Thanks. I had to subscribe, after seeing few of your levelheaded reports. You are 'rare breed' Greetings from Finland, the no.1 of oldest cars in roads, becouse of taxing and taxing everything car related.

  • @silversurfer8237
    @silversurfer823714 күн бұрын

    If the good of the people is what counts, then PRC EVs are rewarding for the masses. They give people the opportunity to enjoy comfort, aircon and a good sound system.

  • @mohmeegaik6686
    @mohmeegaik668613 сағат бұрын

    I am not an expert in engineering, management or economics. My take is that at this moment BYD will win because of lower cost, innovative design & being produced in China.

  • @bobjackson4720
    @bobjackson472014 күн бұрын

    It's very hard to believe a bank would buy cars and pay for them to be stripped and evaluated. It must be a very strange bank.

  • @syncmaster915n
    @syncmaster915n14 күн бұрын

    More vertical integration: BYD ordered its own fleet of ro-ro freighters to ship its products across the world, further controlling the cost and keep it low.

  • @justinlinnane8043
    @justinlinnane80434 күн бұрын

    Not sure how a bank is suddenly the arbiter on whether a car is " good " or not ?? A bit absurd don't you think ?? We had exactly the same panic when the Japanese started exporting cars . it never works out this way .

  • @navajojohn9448
    @navajojohn944811 күн бұрын

    Will a Chinese car be worth it when they are hit with tariffs entering the US? If a $30k car costs $40k in America it is still the quality of only a $30k car.

  • @dangerwillrobinson366
    @dangerwillrobinson36611 күн бұрын

    The unspoken issue in the ev craze, is that there's a basic disconnect in an assumed demand (which may not materialize despite government mandates) and the electricity required to phase out all IC vehicles. The basic infrastructure required to support recharging is not in place now, nor can be delivered within the next 10 years. This is because in order to generate the electrical energy to replace all the gas for our road ways will require an additional 10,000 to 20,000 power generation plants with the necessary distribution networks. This massive reinvention of our electrical grid would rival the response of the US military-industrial complex following WW2. America went from have 4 aircraft carriers at the start to delivering an aircraft carrier every month within 2 years. And that was when the US recognized the threat. But this aspect of a required link in the ev revolution is NOT recognized thereby not discussed or even on the list of issues needing attention. One solution that will not work is fantasizing that wind and solar can even be considered. NG power generation is frowned upon because it's oil based and that leaves nuclear. Nuclear is an option, but the enviro activist hate nuclear more than coal. So good luck BVD, build for car lots sitting full of unsold, not in demand product.

  • @timothykeith1367
    @timothykeith136713 күн бұрын

    How does BYD provide support after the sale?

  • @scafusa
    @scafusa8 күн бұрын

    The UBS reports that ANALYSTs have analyzed one BYD model, not ENGINEERs. So that‘s financial guys pondering over their spreadsheets, not engineers tearing down a car.

  • @nmew6926
    @nmew692614 күн бұрын

    Former US vice president AL Gore won peace nobel award by just talking.. talking.. and only talking about environment and global warming.

  • @monipenny408

    @monipenny408

    14 күн бұрын

    It's what they do best...talk!

  • @atiger4716

    @atiger4716

    11 күн бұрын

    Barack Obama too, and all these people not only have done nothing for a better environment, but we are constantly under wars all over the world thanks to them. What ironic

  • @NotALot-xm6gz
    @NotALot-xm6gz16 сағат бұрын

    What’s the NCAP rating on these BYD cars?

  • @hongqi5734
    @hongqi573417 сағат бұрын

    BYD was dead serious when they settled with this name and they lived up to it.

  • @hongqi5734
    @hongqi573417 сағат бұрын

    This shows CPC implemented the right policy. Great job, from biggest importer to biggest exporter.

  • @Dollarrmb-pk6ub
    @Dollarrmb-pk6ub14 күн бұрын

    Both US and EU leaders are in panic mode. Car industry used to be their key industries. They have two options. Allows chinese cars to come in. Or allow chinese to build and produce in their country

  • @BSnicks

    @BSnicks

    14 күн бұрын

    Another option is to use the old national security card and threaten to ban Chinese EVs, unless they sell to Uncle Sam. 😂😂

  • @amandagrant4331

    @amandagrant4331

    14 күн бұрын

    It's not that serious. There has been no automobile industry in Britain for many years, and UK still exists.

  • @ExternalInputs

    @ExternalInputs

    14 күн бұрын

    It's been awhile since cars were a key industry in the US.

  • @Dollarrmb-pk6ub

    @Dollarrmb-pk6ub

    6 күн бұрын

    @@amandagrant4331 Aston Martin, Rolls Royce , Bentley, just to name a few that are build in UK.

  • @cool-eye3674
    @cool-eye367414 күн бұрын

    There are a few quiet achievers in the Chinese auto industry, SAIC, GWM and Chery. BYD might be getting all the attention it deserves, but the others have been gaining bigger market share worldwide, even with their ICE cars. You so often hear the lazy "Rubbish Chinese cars" comments. The smarter consumers are buying up good value quality Chinese cars and saved a lot of their hard earned money. So, let the ignorant ones waste their money, while we make our wise decisions. It's what Charles Darwin taught us.

  • @gunsumwong3948
    @gunsumwong394814 күн бұрын

    The information was from Sept last year. A lot has changed since. A smart phone maker Xiaomi has launched its first car that is better, like 670 bhp, 0 to 60 mph in 2.8 sec and a range of 500 miles, and cheaper, price starts at $30,000, than the Porsche. It sold the entire year's production within the first 24 hours of the launch inside China alone. There are car manufactirers bringing out cars fitted with Sodium ion battery, solid state battery while others are concentrating on self drive, long range battery, fast charging etc, etc. China doesn't have vast oil reserves to support endless ICE cars like the US so it has to make do with the EV.

  • @hondaopportunity8107
    @hondaopportunity8107Күн бұрын

    I see users here interested buying a BYD. Here in the U.S is not possible, also if you manage to buy one where are you going to service your EV, if there is no BYD presence in the U.S. Tesla still rules in North America

  • @Glory-to-God.
    @Glory-to-God.14 күн бұрын

    Europe and North America just have to ban byd and claim some parts in the cars may pose risks for national security. Wasnt that how huawei was banned. Thats why We always win 😂😂😂😂

  • @lewisj7559
    @lewisj755914 күн бұрын

    I want one in Canada!

  • @juanitacarter8937
    @juanitacarter893714 күн бұрын

    I love this channel. I look forward to knowing about the global market. I'm a nurse, but I'm very interested in getting into the global market. Thanks

  • @imgr5143
    @imgr514314 күн бұрын

    Therefore Yellen's accusation of over capacity is as usual like most amerikan accusations against China, false.

  • @vincecarlo
    @vincecarlo14 күн бұрын

    Thanks to BYD, OVER PRICED Tesla WERE Forced to CUT Price. BYD is LEADER Of EV. TSLA Will CRASH Below 100

  • @xianminxi6919
    @xianminxi691914 күн бұрын

    EVs, and particularly hybrid models, can be highly beneficial in both electricity-abundant and electricity-constrained regions, offering backup power source, efficiency, and flexibility that traditional ICE vehicles cannot match. This backup power capability is a major advantage of hybrid EVs over traditional internal combustion engine (ICE) vehicles in areas with unreliable electricity. The battery can provide a crucial safety net and ensure mobility and continuity of supply is maintained even when the grid fails.

  • @kibakobo
    @kibakobo14 күн бұрын

    5:57 it will be sooner probably. Not an expert, but people are not talking about most critical component in my view regarding EV are reverse supply chains of those batteries. I personally don’t think Europeans are anywhere near to Chinese capacities. Of 1.recycling supply chain. 2.Replacement and Toyota 3s model.

  • @albertcadgame8314
    @albertcadgame83149 күн бұрын

    what a world ! Last time China bought US products to learn from them. Now the US bought China products to learn more about them ! It is a strange world !!!!

  • @dusty7264
    @dusty72643 күн бұрын

    They also don’t have OSHA, the EPA, every other government agency we have to deal with in America and they can also use what we would call slave labor. A friend of mine a engineer went the to see how airplanes were converted to cargo planes, he couldn’t believe how they were doing it

  • @happychappy7115
    @happychappy711512 күн бұрын

    Takeover of the global car market already happened in the 70's and 80's under the Japanese producing a cheaper, higher quality product. Sure it can happen with EVs 😊

  • @Ju_pi_ter
    @Ju_pi_ter14 күн бұрын

    that's good, waiting to buy BYD too, once the local factory here started its sale.

  • @darrenjordan841
    @darrenjordan84111 күн бұрын

    depending on the model the Seal in Australia is priced between $50k and $70K.

  • @stephenmitchell7915
    @stephenmitchell79153 күн бұрын

    I have heard that some insurance companies will not insure some EVs (or places where EVs are garaged) because, particularly the Chinese cars, have a propensity to spontaneously combust. Even the batteries that merely malfunction, and not totally destroy the car, are not easy to diagnose and repair. However, their designs do enable the batteries to be built cheaply. Fire departments in the USA have to invest in special equipment to fight EV fires. I understand that Tesla batteries that lose a cell are much easier to diagnose, limit damage, and repair but I do not know if this is true of European and American EVs. This report seems to concentrate entirely on cost to produce so I guess UBS' concerns stop after the sale.

  • @ensh888888
    @ensh8888889 күн бұрын

    Whatever is good for consumers is good for the world !!! Well done China !!!

  • @EllieMaes-Grandad
    @EllieMaes-Grandad5 күн бұрын

    Buy on price, pay twice. The long-term overall cost of BYD, or any BEV, is not receiving the level of scrutiny that in needs. A lot of EV buyers will learn the hard way . . .

  • @delboyderek9629
    @delboyderek962911 күн бұрын

    I am hearing in the U.K. that when cars made in China and sold here are O.K. until there is a warranty claim. This becomes a problem when the fault is not rectified quickly. Is there any other car mechanics around the world having this issue ?

  • @edwardfletcher7790
    @edwardfletcher779021 сағат бұрын

    I don't see the build quality/safety factor being taken into account anywhere here. I can't help but be suspicious that UBS is an interested party due to loans made to BYD ??

  • @glenfordburrell1076
    @glenfordburrell10764 күн бұрын

    There was no mention of Tesla!

  • @mswami108
    @mswami10810 күн бұрын

    I invested 300,000 right after BRK'Bs report that W Buffet invested and going to hold for 10 years. It will be rewarding for sure.

  • @RICHARDLEE-qu9gi
    @RICHARDLEE-qu9gi11 күн бұрын

    at the very end of your video, is what was heard someone praying? just couldn't hear a word LOL

  • @kelalamusic9258
    @kelalamusic925816 сағат бұрын

    That’s very interesting. What bothers me is that there are a few channels here on KZread that talk about Chinese EVs bursting into flames, for example. It’s got to the point that I, and I’m sure so many don’t know who to believe. Failure to communicate compounded with fake news is rampant today. I’m not by any means saying that you fall into that category, but you can understand why I, along with many, are so confused.

  • @alanmcrae8594
    @alanmcrae859414 күн бұрын

    BYD's highly competitive & successful vertical integration is a first class argument against globalized supply chains. Maybe western economists were foolish to evangelize globalization & outsourcing? The end result has definitely produced winners & losers, and now one only has to check the scoreboard to see what happened. In any case, China was brilliant to fully utilize all the benefits of globalization while minimizing the liabilities to their own domestic economy & national sovereignty. Well played!

  • @scanadaze
    @scanadaze3 күн бұрын

    BYD has fields of their vehicles. They kept catching fire and took them away from the public. You won't be buying one from a factory. One that has been sitting in a field.

  • @tservo1000
    @tservo100014 күн бұрын

    The West once had vertically integrated industries. But in the name of unlocking shareholder value sold off all the non-core industries. What was the result? Higher cost products that are difficult to integrate and run like garbage.

  • @resnica3557

    @resnica3557

    14 күн бұрын

    Are you meaning Boeing that has had already 2 crashes this year, on top of the blown-away airplane door, and a blown-up toilet storage pool for "that thing" amid air?

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