How BYD's Biggest Success Turned Into Its Biggest Problem

BYD spent twenty years becoming the only carmaker on Earth that could build an electric car cheaper than everyone else. In May of 2025 it used that power the way it always had. Twenty two models cut on the same day. Some by thirty four percent. Some by ten thousand dollars overnight. It should have been the moment BYD buried its competition for good. Instead, investors dumped the stock eight percent before the day was over. They had seen something inside that price list the headlines missed completely, and by the end of this you are going to see it too.

Added 6 Sept 2026