BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien User: Morpheus33

Here’s the analysis of the Sales-to-Production Ratio for China’s top 20 automakers Jan–May 2026, showing clear inventory and demand trends: 🟣 >100% (Inventory drawdown): Traditional groups such as SAIC, Geely, Chery and Changan achieved ratios above 100%, as cumulative sales exceeded production. This shows active inventory reduction from previous stock. 🟢 95%–100% (Balanced supply & demand): BYD leads with a near-perfect 99.6%, followed by FAW, GAC and Tesla Shanghai. These automakers maintain a healthy balance with stable inventory levels. 🟡 <95% (Inventory build): BAIC, Great Wall and BMW Brilliance show ratios below 95%, with higher inventories and softer sales. Among new car makers: Leapmotor (97.1%) is well-balanced. Li Auto (102.6%) and XPeng (102.7%) are reducing inventory of older models. NIO (89.3%) and Xiaomi Auto (93.1%) are pre-stocking for new products. Overall, traditional and established EV makers are seeing strong sales and inventory drawdown, while some new players are building inventory for future growth. #ChinaAuto #AutoIndustry #BYD #NIO #XPeng #LiAuto #Geely #SAIC #AutomotiveData