BYD desafía públicamente a Carlos Tavares de Stellantis: ¿Cómo superan a todos en ventas de vehículos eléctricos?

El gigante chino BYD pone en la mira a Stellantis—exige respuestas sobre su dominio en el mercado de vehículos eléctricos.

¿Estrategia o suerte?

Mientras los tradicionales fabricantes de automóviles siguen luchando por alcanzar sus metas de electrificación, Stellantis parece haber encontrado el acelerador invisible. Carlos Tavares, su CEO, ha sido desafiado directamente por BYD, que cuestiona abiertamente cómo la empresa europea está logrando cifras que dejan atrás a rivales establecidos.

Un movimiento atrevido en una industria donde el humo y los espejos a menudo superan a la innovación real.

Y aquí está el detalle que duele: en un mercado donde todos prometen disrupción, Stellantis está entregando números—no solo diapositivas bonitas en presentaciones para inversores.

¿El resultado? Mientras algunos fabricantes todavía dependen de subsidios y declaraciones grandilocuentes, Stellantis avanza con execution pura—sin pedir permiso.

Al final, en el mundo de las finanzas, lo que importa no es el discurso, sino quién llega primero a la meta con el menor costo… y sin quebrar.

BYD refutes Stellantis’ claim 

On Friday, BYD issued a statement that revealed its objection to the remarks, claiming it registered 8,610 vehicles in Germany during the first eight months of the year, compared to Leapmotor’s 3,536 units.

That’s not all, BYD also claims to have overtaken Stellantis’ Alfa Romeo marque during the same period, and almost outsold the Jeep sport utility vehicle brand.

According to a spokesperson for Stellantis, Filosa’s comments only account for the month of August “when Leapmotor was indeed the first Chinese brand in the country, with the highest number of battery-electric vehicle registrations and market share.”

Despite their public sparring, BYD continues to assimilate former Stellantis executives to lead its expansion in Europe. So far, it has hired several of these former executives, including Maria Grazia Davino, who oversaw Stellantis’ UK business, and Alessandro Grosso, who’d been vice president of Italy sales. 

BYD has also tapped Alfredo Altavilla, a candidate to succeed the late Sergio Marchionne as CEO of Fiat Chrysler in 2018, as special adviser for the European market in August of last year.

Staffers are buying stocks in a show of faith

More than three dozen BYD executives increased their stakes in the world’s largest electric-vehicle (EV) maker, a move expected to boost investor confidence after its shares plunged more than 20% from an all-time high in May.

According to the reports, thirty-seven executives, among whom were five vice presidents, spent a combined 52.3 million yuan ($7.3 million) to purchase 488,200 Shenzhen-listed shares.

According to BYD filings to the Hong Kong and Shenzhen stock exchanges on Wednesday evening, the purchases were made to “display their continued optimism about the investment value of the company.” 

The shares accounted for 0.027% of the company, the statement added. The five vice presidents – Luo Hongbin, Zhou Yalin, Yang Dongsheng, Luo Zhongliang, and Li Wei – reportedly bought 221,800 shares between September 1 and 9 for a total of 23.6 million yuan. 

The other 32 executives, who were not identified, spent 28.7 million yuan to buy 266,400 shares in the same period, according to the statement.

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