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Weekly insights from the Trail

December 6, 2024December 12th, 2024

The rise of the China EV

New Chinese EV models are coming thick, fast and CHEAP! Chinese brands are now dominating China sales and are taking increasing share in the West too. Blake Henricks and Dean Fremder from the Firetrail High Conviction team got out on the ground and were impressed with the SeaLion 6 from BYD. 1,000km range hybrid for $48k retail.

Source: WIND, Jefferies (November 2024)

@Dean Fremder checking out some of the new arrivals
Source: Firetrail

Source: BYD, Firetrail

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Weekly insights from the Trail