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Vertical Integration

A collection of 2 issues

The BYD Paradox: Why the World's Most Efficient EV Maker is also its Riskiest Bet

BYD's dominance is a paradox. Its vertical integration creates a terrifying cost advantage (35% cheaper than VW) but also exposes it to huge geopolitical risk. This report deconstructs the empire to reveal why this industrial juggernaut is both a generational opportunity and a dangerous trap.

The Unfair Advantage: How BYD Built an EV Empire on a High-Stakes Gamble

BYD's gamble on vertical integration, controlling 75% of its parts from batteries to chips, gives it a terrifying "unfair advantage" in cost and speed. This report dissects how this high-stakes strategy is conquering the global auto industry and forcing a painful reckoning for its rivals.