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Tesla vs. BYD: The New EV War Has Begun.

  • Writer: Avory Team
    Avory Team
  • Mar 27
  • 2 min read




Data #1

BYD introduces a game-changing charging system



What’s Happening?

The Megawatt Flash Charger is more than a spec sheet stunt. It’s a 1,000V platform with 1MW capacity, capable of adding nearly 470km (292 miles) of range in just 5 minutes—a faster charge than Tesla or anyone can offer. BYD plans to deploy 4,000+ chargers across China, making EVs feel more like gas refueling.


Investor Takeaway

This kind of hardware leap, paired with scale infrastructure rollouts, is rare. If BYD succeeds, it redefines EV expectations—and makes range anxiety irrelevant in key markets. It also positions BYD as an infrastructure player, not just a carmaker.

Now there’s so many implications from this. I will likely have a larger piece on this, but if we can charge our cars under five minutes, we can begin to assume just how pervasive autonomous ride hailing will be both for a short and long trip trips.

 


Data #2

BYD’s BEV sales topped 595K in Q4—beating Tesla by 100K



What’s Happening?

After a weak Q1 in 2024, BYD rebounded hard, outpacing Tesla by a wide margin in Q4. Importantly, this was not just a blip—BYD closed the gap in Q2 and Q3 as well. This has continued into 2025 with BYD surpassing Tesla in overall revenue. Just remember that China is one of Tesla’s biggest market not only for car sales, but also manufacturing


Investor Takeaway

Tesla’s lead in margins and software is real—but its lead in volume is gone. And as BYD pushes globally (Germany may be its next plant location), the scale and unit economics could shift even further. Valuation may not yet reflect this shift.

 


Data #3

Weekly insurance data shows demand acceleration in China



What’s Happening?

In China, BYD now consistently registers over 100K insurance units per week, up from 50–60K last year. That means volume strength is not just backloaded—it’s showing up in real-time. Again, we can track this stuff in real time instead of waiting for the delivery numbers.


Investor Takeaway

This is a structural growth signal—not seasonal. While U.S. and European EV demand cools, BYD is scaling domestically at a pace unmatched by rivals. That bodes well for future quarters and global pricing power.

 

About Avory & Co.

Investing where the world is headed. 


Avory specializes in high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories driven by exceptional teams. Data guides decisions. We cater to high net worth investors, family offices, and institutional investors. Note: This information doesn't constitute a recommendation to buy or sell any mentioned securities. Avory is based in Miami, Florida with clients all across the globe.


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Disclaimer: Not a recommendation to purchase or sell any securities mentioned. This is for educational purposes only.


 
 
 

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