Judging by single model is going to make Tesla look better than it is when compared to badge engineering and/or whole platform sales. The MEB platform/ID.4 cross brand cousins outsell the Model Y.
BYD is likely moving a few hundred thousand more pure BEVs than Tesla each year, although it’s hard to gauge the exact mix given that they have hybrids and ICE vehicles.
I am not saying Tesla is in doomed in China or anything like that, they’re a top brand. But they should be definitively the #1 brand and their product lineup is short 2-3 models.
They are doomed in China. It’s over for Tesla in China and it’s not just China. It’s the rest of the world outside the US doomed.