Opinion | Why Tesla fell behind BYD, and why catching up won’t be easy

  • Posted on February 7, 2026
  • By South China Morning Post
  • 7 Views
Opinion | Why Tesla fell behind BYD, and why catching up won’t be easy

Vast economies of scale, tightly integrated supply chains and China’s control over key materials give Chinese EV makers a systemic edge.
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South China Morning Post

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