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Technology Stocks : "NIO, XPEV, LI, BYD.. China's Quads -- Ignore unavailable to you. Want to Upgrade?

To: roto who wrote (2771)	10/22/2025 2:00:16 AM
From: roto	Read Replies (1) \| Respond to of 2777

I'm thinking in a year or two, the above header title will reflect a couple different Chinese production survivors. Looks as if BYD is loosing profit (Warren Buffett sold all his BYD stock by Mar'25 ending 17yrs of his investment there)with it's excess production but what companies are left to compete on such a deep discount & survive. Currently I do not own any auto stock.. I've parked my monies elsewhere. Maybe end- of- year '26 we'll have some clarity on survivors & successes. To me, I am thinking there will always be Toyota, Volkswagen & Hyundai.. the top 3 largest automakers in the world. BYD will be interesting.. in 2024, nearly 90 percent of BYD's sales came from the Chinese market, but recent posts reflect the problems of over- production/ excess capacity that may influence accountability. The Chinese auto industry shakeout (as of December 2023, there were approximately 150 active automobile brands in the market.. 97 Chinese domestic brands and 43 joint venture) will continue (BYD the Chinese auto- maker's assassin) with just a few to survive.