BYD overtakes Tesla in quarterly EV sales, reflecting China’s rapid industrial upgrade

Chinese electric vehicle (EV) producer BYD Co overtook US-based Tesla Inc to become the world's biggest EV maker in the fourth quarter of 2023 for the first time, according to latest data from the companies. This had added another milestone to a historical year for China's auto industry as it's poised to propel China to become the world's biggest auto exporter. 

BYD's success, which also include an impressive growth rate throughout 2023 that outpaced Tesla and other EV makers, is a microcosm of the achievement in China's upgrade of its vast manufacturing industry, export sector and the domestic market - all crucial to China's high-quality development, experts said. 

On Tuesday US time, Tesla said that it delivered 484,500 EVs in the final quarter of 2023, which also marked a new record for the company. However, that means BYD, which said on Monday that it had sold about 526,400 EVs during the same period, overtook Tesla to become the world's biggest EV maker in the fourth quarter of the year for the first time.

For the whole year of 2023, Tesla retained its spot as the biggest EV maker, as it delivered a total of 1.8 million EVs, larger than BYD's total sales of about 1.57 million units. Still, BYD's recorded a year-on-year sales growth rate of 73 percent for 2023, far outpacing Tesla's sales growth of 38 percent. Such sales growth rate has also led many to speculate that BYD will surpass Tesla to become the world's biggest EV maker in 2024. 

This is also significant considering that BYD's market capitalization, at 573.17 billion yuan ($80.21 billion) as of Wednesday, represents only a fraction of Tesla's $778.42 billion. Over the past six months, BYD's shares dropped by 28.85 percent, while Tesla's shares fell by 11.22 percent. 

Despite such a huge gap in the financial market, analysts expect that BYD is well positioned to maintain its lead in EV sales in 2024 over Tesla. 

Hu Qimu, a deputy secretary-general of the digital-real economies integration Forum 50, said BYD's success is due to a slew of factors, including its own technological innovation, major policy support for industrial upgrading, a complete and stable domestic supply chain - which all helped BYD to make high-quality but affordable EVs. 

"Given all these factors, it is no wonder that BYD surpasses Tesla," Hu told the Global Times on Wednesday.  

In a statement it sent to the Global Times, BYD noted that it has grown to be the world's biggest EV company, and since its passenger car export strategy in May 2021, it has exported to 58 countries and regions around the world.

"Going forward, BYD will continue to promote the overseas expansion of passenger cars and continue to accelerate the global expansion of new-energy passenger cars," the company said. 

BYD's milestone also came as China's whole EV sector saw a bumper year in 2023. According to the latest data from the China Association of Automobile Manufactures, in the first 11 months of 2023, China's exports of new-energy vehicles jumped 83.5 percent year-on-year to 1.09 million units. Thanks to such rapid growth, China's total auto exports reached 4.41 units, up 58 percent year-on-year and outnumbering Japan's 3.99 million units during the same period. 

This also represents a landmark event for China's auto industry as it becomes the world's biggest auto exporter after surpassing Japan in 2023 and Germany in 2022 - two countries that had been dominating the world's auto market for decades. 

Industrial upgrading

The success of BYD as well as the whole Chinese EV sector directly reflect solid progress China has made in relentlessly pushing for industrial upgrade and high-quality development, experts said.

Cui Dongshu, secretary general of China Passenger Car Association, said BYD and other Chinese EV makers have benefited greatly from China's vast domestic market as well as the country's efforts to boost industrial transformation and upgrade. 

"The biggest factor behind Chinese EV's success is the technological transformation. In addition, the Chinese market also offered a huge advantage for them to grow," Cui told the Global Times on Wednesday, noting that China's auto industry, especially the EV sector, has seen relatively better growth than other countries around the world thanks to China's policy supports. 

For its success, BYD also pointed to various policies, including China's continued reform and opening-up, support for private businesses and the building of a new development model. 

"Looking back, we feel more and more strongly that it was the reform and opening-up that gave birth to BYD, and it was the new development concept that created huge opportunities that strengthened BYD," the company said in the statement.

Policy support for the EV sector is just part of China's broader effort to transform and upgrade its industrial system, which has become a top priority in the pursuit of high-quality development. The Central Economic Work Conference held in December, which set priorities for economic work for 2024, listed the development of a modern industrial system led by innovation as a top priority.

Hu said that China's industrial transformation and upgrade has made great strides. "Through industrial transformation and upgrade, our international competitiveness is also strengthening and in terms of the macroeconomic situation, all three main drivers have been revitalized," he said. 

One example of industrial upgrade revitalizing China's main economic drivers is the exports of EVs. Lithium batteries and solar panels became a highlight of China's exports in 2023, and they have been described as "the new three items" of China's exports sector, a drastic shift from the previous "three items" of China's exports - clothes, furniture and electronics. 

In the first three quarters of 2023, total exports of "the three new items" jumped by 41.7 percent year-on-year, compared to a mere 0.6 percent in China's total exports during the period due to weak external demand. 

Ice & snow world

A 512.6-meter-long ice slide makes its debut in the Changchun Ice and Snow New World in Changchun, Northeast China's Jilin Province, on December 12, 2023. The Changchun Ice and Snow New World opened its doors to visitors on December 12. Photo: VCG

Toxic explosion in Nebraska shows US unable to take issues affecting public security seriously: experts

Barely two months after an explosion in Louisiana, a train carrying toxic perchloric acid has exploded in a Nebraska rail yard on Thursday, prompting evacuation orders to be issued, as huge plumes are seen engulfing the city. Experts said the incident shows the US has been unable to take seriously and overcome major issues affecting public safety and the environment and ecology in the country.

The incident happened on Union Pacific Railroad tracks in the city of North Platte. North Platte Volunteer Fire Department announced that they would order those living in the area to evacuate due to the toxic smoke from the railroad, according to media reports.

In a post on social media platforms, it said that "Emergency evacuation for the area between splinter and front North of railroad track due fire at the railroad involving heavy toxic smoke."

In a statement to DailyMail.com, Union Pacific Railroad said that an explosion occurred inside a container which resulted in several railcars catching fire. The railcar did not derail, the company said, and had been in the yard for several hours.

Union Pacific said that one of the containers contained a hazardous chemical called perchloric acid, according to Daily Mail.

Perchloric is a hazardous material used in food, drugs and biocidal products, as well as explosives, according to the report.

Two months ago, a fire at a Louisiana chemical plant triggered explosions that shook homes several miles away and sent flames and smoke billowing into the air in mid-July, prompting emergency officials to urge a few hundred nearby residents to shelter indoors for several hours and to turn off their air conditioners, the Associated Press reported.

Antiquated infrastructure and the outdated transportation were one factor. Another was a flawed system of governance in the US transport industry, experts noted. There is no doubt that the US has serious loopholes in the transportation management of hazardous substances, and the relevant error correction mechanism is in fact not effective, which means that this kind of thing will occur in the future, Li Haidong, a professor at the China Foreign Affairs University, told the Global Times on Friday.

This shows that the US has been unable to take seriously and overcome serious and major issues affecting public safety and the environment and ecology in the country, Li said. "It must be said that this is a great irony to the self-proclaimed internal governance of the most advanced country in the world."

Analysts said that the frequent occurrence of similar incidents shows that the error correction mechanism in the US has failed. Apart from this, racism and the proliferation of guns are also clear examples of the failure of error correction mechanisms, experts noted.

GM moth trial gets a green light from USDA

Cabbage-chomping moths genetically modified to be real lady-killers may soon take flight in upstate New York. On July 6, the U.S. Department of Agriculture OK’d a small open-air trial of GM diamondback moths (Plutella xylostella), which the agency says do not pose a threat to human or environmental health.

These male moths carry a gene that kills female offspring before they mature. Having fewer females available for mating cuts overall moth numbers, so releasing modified male moths in crop fields would theoretically nip an outbreak and reduce insecticide use.
Originally from Europe, diamondback moths have quite the rap sheet: They’re invasive, insecticide-resistant crop pests. The caterpillar form munches through cauliflower, cabbage, broccoli and other Brassica plant species across the Americas, Southeast Asia, Australia and New Zealand.

After completing successful lab and cage trials, Cornell University entomologist Tony Shelton and colleagues now plan to loose the moths on 10 acres of Brassica fields at the New York State Agricultural Experiment Station in Geneva. The team has clearance to release 10,000 moths at a time, and up to 30,000 weekly.

This GM strain comes from Oxitec, the same firm behind controversial GM mosquitoes proposed for release in Florida (SN Online: 8/5/16). Several agricultural and environmental groups oppose the moth trial, too. While these will be the first GM moths released with a so-called female lethality gene, this won’t be the first genetically modified moth released in the United States. In 2009, researchers in Arizona tested transgenic pink bollworm moths, which threaten cotton fields.

The trial’s exact timeline remains up in the air. The scientists need approval from the New York State Department of Environmental Conservation before going forward.

Star that exploded in 1437 tracked to its current position

Some stars erupt like clockwork. Astronomers have tracked down a star that Korean astronomers saw explode nearly 600 years ago and confirmed that it has had more outbursts since. The finding suggests that what were thought to be three different stellar objects actually came from the same object at different times, offering new clues to the life cycles of stars.

On March 11, 1437, Korean royal astronomers saw a new “guest star” in the tail of the constellation Scorpius. The star glowed for 14 days, then faded. The event was what’s known as a classical nova explosion, which occurs when a dense stellar corpse called a white dwarf steals enough material from an ordinary companion star for its gas to spontaneously ignite. The resulting explosion can be up to a million times as bright as the sun, but unlike supernovas, classical novas don’t destroy the star.
Astronomer Michael Shara of the American Museum of Natural History in New York City and colleagues used digitized photographic plates dating from as early as 1923 to trace a modern star back to the nova. The team tracked a single star as it moved away from the center of a shell of hot gas, the remnants of an old explosion, thus showing that the star was responsible for the nova. The researchers also saw the star, which they named Nova Scorpii AD 1437, give smaller outbursts called dwarf novas in the 1930s and 1940s. The findings were reported in the Aug. 31 Nature.

The discovery fits with a proposal Shara and colleagues made in the 1980s. They suggested that three different stellar observations — bright classical nova explosions, dwarf nova outbursts and an intermediate stage where a white dwarf is not stealing enough material to erupt — are all different views of the same system.

“In biology, we might say that an egg, a larva, a pupa and a butterfly are all the same system seen at different stages of development,” Shara says.

Nanoscale glitches let flowers make a blue blur that bees can see

A bit of imperfection could be perfect for flowers creating a “blue halo” effect that bees can see.

At least a dozen families of flowering plants, from hibiscuses to daisy relatives, have a species or more that can create a bluish-ultraviolet tinge using arrays of nanoscale ridges on petals, an international research team reports online October 18 in Nature. These arrays could be the first shown to benefit from the sloppiness of natural fabrication, says coauthor Silvia Vignolini, a physicist specializing in nanoscale optics at the University of Cambridge.
Flowers, of course, can’t reach industrial standards for uniform nanoscale fabrication. Yet the halo may be a case where natural imperfections may be important to a flower’s display. Tests with artificial flowers showed that the nanoglitches made it easier for bees to learn that a showy petal meant a sugary reward, Vignolini and colleagues found.
Blues are rare in actual pigments in living things( SN: 12/10/16, p. 4 ). Color in the wings of Morpho butterflies or blue jay feathers, for instance, comes from nanoscale structures that contain no pigments but create colorful illusions by muting some wavelengths of light while intensely reflecting others ( SN: 6/11/16, p. 32 ).
Flower petals make their blue halo illusion with somewhat irregular versions of what are called diffraction gratings, rows of ridges like the recording surface on a CD. A perfectly regular array of ridges would create true iridescence, changing color depending on the angle a viewer takes. The flowers’ imperfections, variations in ridge height and spacing, weaken or destroy the iridescence. A viewer swooping by would see less color shifting and more of a bluish-ultraviolet tinge reflected at a wider range of angles.

To see whether bees respond more to iridescence or a blue halo, researchers created sets of artificial flowers, pieces of epoxy resin with some kind of nanoscale-ridged array. A petal-scale project was huge compared with the usual nanoscale experiments, requiring marathon fabrication sessions. “We were a pain to everybody,” Vignolini says.

In two tests, researchers offered bumblebees a pair of “flowers,” one that held sugar water and one with a nasty-tasting solution, to see how quickly bees would learn to distinguish sweet from foul. When the flower’s nanoridges had imperfections creating a blue halo, bees learned the task faster than when the flower had perfect iridescence. Imperfect arrays were actually an advantage for the flowers in creating displays pollinating bees find memorable, the researchers conclude.
Such disorder in nature’s structural color (versus pigments) has shown up before, as in obviously jumbled color-trick structures in bird feathers. Before the tests, though, it was unclear whether flowers would benefit from perfect iridescence and were just falling short in growing perfect arrays. The blue halo might have been merely a side effect of challenging botanical fabrication. The bee experiments, however, showed the opposite, the researchers say. These are the first tests to show that some disorder is not just a downside of natural fabrication but in itself “has a function,” Vignolini says.

That result makes sense to visual ecologist Nathan Morehouse of the University of Cincinnati. Nanostructures that iridesce may often just be a way birds or butterflies can create an unusual color rather than a way to produce iridescence for its own sake. The shifting colors might even have a downside. By definition, true iridescence changes color as an insect or bird changes its angle of approach, and so may not be the best form for an easy-to-remember signal. “Iridescence itself is something they just have to manage,” he suggests.