Geely Holds 13.8% Market Share as Volkswagen Surpasses BYD
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy TM?
Source: stocktwits
- Market Share Dynamics: According to data from the China Passenger Car Association, Volkswagen's joint ventures achieved a 13.9% market share in China during January-February 2026, closely followed by Geely at 13.8%, while BYD fell to fourth place with a 7.1% share, indicating a resurgence of legacy automakers amid declining EV subsidies.
- Policy Impact Analysis: The expiration of purchase tax exemptions for electric vehicles and the reduction of subsidies in Beijing have led to an increase in market share for traditional automakers, particularly impacting Chinese EV manufacturers reliant on budget electric and plug-in hybrid vehicles, thus altering the competitive landscape.
- BYD's Technological Edge: Despite a sales slump, BYD has been recognized by investor Michael Burry as one of the world's most technologically advanced automakers due to its vertically integrated model and in-house production of batteries and chips, with its Blade battery being noted for its cost-effectiveness and safety compared to competitors' offerings.
- Investor Sentiment Shift: On Stocktwits, retail sentiment around BYD stock shifted from 'bearish' to 'neutral' over the past 24 hours, while message volume remained high, reflecting market interest and expectations regarding BYD's future performance.
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Analyst Views on TM
About TM
Toyota Motor Corp is a Japan-based company mainly engaged in the automotive business, as well as financial services and other businesses. It operates through three business segments. The Automotive segment designs, manufactures, and sells automobiles, including sedans, minivans, compact cars, sport utility vehicles (SUVs), and trucks, as well as related parts and accessories. The Financial Services segment provides financing and vehicle leasing services to complement the sales of automobiles and other products manufactured by itself and its affiliates. The Other segment engages in information and communications services. It also oversees manufacturing and sales companies, conducts public relations and research activities, oversees financial companies, and develops various mobility products, primarily software.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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