I Own Two Roads Out of China: Geely, BYD, and…

Jul 11

I own Geely and BYD on the same unproven thesis. H1 2026 moved the volume abroad, but neither company will say whether the margin followed.

2 Comments

Jens-Peter Zink

Great article and I agree with the thesis that BYD or Geely will rival Toyota as largest car producer globally

Glad you liked it.

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