AJ Investment Research
@alojoh · Mar 2, 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%!
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Elon Musk
@elonmusk
That’s tough sledding. Factories do great above 80% capacity, marginal at 60% and mega pain below 50%.
02:54 PM · March 2, 2026 · 422.1K views
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