The winner is BYD

The community has spoken: The German auto industry isn't on its last legs, but China is setting the tone.

They place the highest trust in the Chinese market leader BYD with its consistent electric vehicle strategy and expansion ambitions.

The pack of contenders is led by BMW, though with only a slight edge over the competition. Overall, the poll results show significant uncertainty about which stocks will perform well in China’s shadow. A result that reflects the current global situation.

Honorable mention $RACE (+2,06 %)

Thank you very much for the many responses and comments. It really got me thinking, and I hope some of you here feel the same way.

Wishing you all continued good luck and much success!

German Automakers in a Bind

The German auto industry is faltering, and the first suppliers are buckling.

The heavy reliance on China—both in terms of sales and supply chains—has led German automakers into a strategic dead end. A workforce that has been pampered for decades is resisting structural changes that would come at their expense. Meanwhile, China is pushing its brands into the European market.

Does this spell the end of German engineering? Are the once “best cars in the world” coming to an end?

Amid all this turmoil, the P/E ratios of $MBG (-0,25 %) and $BMW (+0,67 %) at least still below 6 (by comparison $TSLA (+2,99 %) at >300), and the Chinese automakers are themselves suffering under the conditions of their own market (profit decline $BYD 24/25 ~19%).

What do you think?

Can the prestigious German brands turn things around again, or is money better invested abroad? Or are you perhaps staying away from the industry altogether?