BYD's NEV Dominance

STATE OF CHINA'S AUTO INDUSTRY Tesla resumed its pattern of peak domestic mix in the final month of this quarter Top Chinese EV Startups Vs. Tesla Sales Volume (Oct. 2021 Mar. 2023) - (units) Tesla Li Auto 80,000 NIO Xpeng 70,847 60,000 65,754 77,938 77,613 Mar. 2023 Model 3: 21,726 Model Y: 54,937 76,663 62,493 48,330 41,926 38,203 30,877 35,023 34,787 34,502 33,923 30,446 25,212 26,843 39,976 40,576 41,244 40,000 36,433 34,842 31,997 31,732 28,645 24,826 23,200 21,454 20,770 20,000 18,216 13,725 19,346 17,200 9,825 8,461 0 1,512 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Source: CPCA, Desktop research, Automobility analysis Automobility Ltd 23 223

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