Byd brutally slows down its production: the price war turns to chaos

The decor has everything of an industrial paradox. At the top of the global sales of electric cars, Byd seems invincible. And yet, behind the facade, the engine coughs. According to Reutersthe Chinese manufacturer discreetly slowed down the cadence in several of its factories, because of a toxic cocktail: sales in loss of speed, profitability at half mast, and stocks which pile up faster than the orders fall.

Tesla beaten, but at what cost? Byd facing its economic model

By dint of playing with prices, we sometimes end up burning the essence of the economic model. It’s a bit of what seems to happen at Byd, The Chinese manufacturer who became in 2025 the world’s leading seller of electric vehiclesin front of Tesla. According to a survey of ReutersByd has discreetly slowed down production in at least four of its Chinese factories. On the program: removal of night teams, reduction of the rates of a third party, and break in the installation of new lines.

Information falls while sales mark the plunge. Despite Massive discounts to remain competitive on its domestic marketByd sees his stocks climbing dangerously. The figures do not lie: in April, production growth dropped to 13 % over a year, before almost stopping in May (+0.2 %). A brutal brake stroke.

The situation is not anecdotal. By provoking a prize war, Byd first crushed its competitors … But the boomerang returns. Profitability fell back, the margins melt, and investors are worried. The title lost 5 % on the Hong Kong Stock Exchange after having already dropped 15 % in early June.

And yet, on paper, everything seems to be going well: 4.27 million vehicles sold in 2023, a target of 5.5 million for 2024. But rapid growth does not make a lasting model. The Chinese market, overexposed, now requires something other than a flight forward with a storms.