AJ Investment Research
@alojoh · 2 mars 2026
I've never seen a more rapid sales collapse outside a severe ecnomic recession. BYD is currently running at below 50% capacity and sales dropped 36% on a apples-to-apples basis.
The trailing 2-months sales rate, which removes the effects of Lunar New Year, is down 36%!
Chart
Elon Musk
@elonmusk
That’s tough sledding. Factories do great above 80% capacity, marginal at 60% and mega pain below 50%.
14:54 · 2 mars 2026 · 422,1 k vues
121
169
3,4 k