Like a rocker. Like the communicating vessels that claim to be Barça and Madrid. As, the most Chinese, concept of Ying and Yang. Or as the most Spanish, said of “the two sides of the same currency.”
Byd and Tesla seem to be in completely opposite points. Just when one seems to have Detwered And it does not stop presenting new solutions for its vehicles the other seems to be completely stagnant in the launch of new proposals.
When one has taken off the other one in a clear setback.
We do not know what will last but what is clear is that, at the moment, photography for Byd and Tesla cannot be more different.
Two completely different scenarios
It is enough to review the last six months of Byd and Tesla to verify that the situation cannot be more different for both companies.
From Tesla’s point of view, if we look back half a year we find that the company was about to enter a roller emission mountain. In October 2024 Tesla presented what he aspired to be a blow on the table. Your promise: a robotaxi without pedals or steering wheel which should be sold from 2026 for 30,000 euros.
Although doubts emerged at first given Cruise and Waymo’s performance In the autonomous driving market and the mountain of money burned along the way, Donald Trump’s choice shortly after An unexpected impulse To the company. Despite contraintuitive, choosing a president who seemed contrary to the electric car was A good way to keep Tesla at the top… from the United States.
Because The actions shot But the data has ended up clicking the bubble. First with the confirmation that Tesla He could not sell more cars in 2024 than the previous year. Second because 2025 has started horrificly For Elon Musk’s company. And, third, because the falls are more pronounced in the countries that buy the most electric, such as China and Germany.
To all of the above you have to add a reputational crisis of the company as a consequence of Elon Musk’s political decisions. The real impact is not very clear in their drop in stock market but that social networks have been filled with people denying the company or attacked vehicles and concessionaires Because of the decisions of his CEO they do not seem to help at all.
If we look Stock performance Six months, the company seems to have been stagnant above the border of the 200 dollars/action. Its value remains very high and a setback of less than 4% does not seem too much but the growth and subsequent adjustment have been so accused that they do not invite to be optimistic either.
On the contrary, the performance of byd Six months seen is very different. His actions have grown 55% and in the last year they have shot above 80%. And in recent months the wind blows in favor of the Chinese company.
It ended 2024 with the aim of reaching Tesla as the company that sold the most electric cars. He did not get it for little But the smile was not frozen for a long time. The company managed to place itself as The fifth manufacturer who sold more cars In all 2024. a figure in which only plug and electrical hybrid vehicles are contemplated or, as they are called in China, new energy.
Unlike others rivals like Saic Or the Geely group, all byd cars take advantage of electricity so they have it more complicated in markets such as Spanish where cheaper and pure combustion cars triumph.
However, the prospects for 2025 invite you to be optimistic. The company has sold almost double in the first two months of the year as in the same period of 2023.
It is determined to find soil for new factories. In America I intended Install in Mexico But he will have to deal with the restrictions of his own country. In Europe they are already clear that This same year They will decide where they will raise their third floor on our continent (If we count the Turkish as the second of its expansionist plans in Europe).
And in China they do not stop launching products to each more striking. If the Chinese electric car market were the Barcelona Club football we could say that they are month than a car. To continue attracting customers, for example, a platform for launch and record you driving.
Beyond this curiosity, the real announcement was the confirmation that they will give away their Eye of God In all its vehicles. This is a missile in Tesla’s flotation line. Elon Musk’s company intends that its functions of driving or Autonomous driving (in the future) Be a more source of income. Byd they argue that they are a purchase value in itself and prefers to give them them thinking that the business can be make profitable with other services To enjoy when your eye of God is active.
To the latter you have to add your new platform. The Super E-Platform is already ready to ride in its two larger cars and price. The incentive in this case will be his very quick loading times. Next to this platform, the company presented new recharge stations.
The combination of both products should be able to load electric cars with peaks up to 1,000 kW. That is, the power that had so far been thought to recharge electric trucks. With such a charge power, Byd says that 400 kilometers of autonomy can be recharged in five minutes. The recharge time would be matching the time we spent pouring gasoline.
This last announcement has served the company to receive a tremendous push in the stock market. In what we have been, their shares have risen almost 13% and strengthens the sustained growth of the last year until its historical maximum.
It remains to be seen if Tesla manages to recover and get out of the stumbling block in which it seems to be stagnant. Elon Musk’s trust that the enrollments that are yet to come with the renewal of Tesla Model and give a push to their sales numbers again. They also consider launching A cut version of your electric SUV In China this year.
But, what seems unquestionable is that Byd circulates at full speed and without brakes while Tesla is dragging a huge ballast behind her.
Photo | Tesla and Byd
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