Comment by bryanlarsen

I don't know why, but I can guess.

1. Competition in China is fierce, there are over 100 car companies. A large fraction of them are losing money. BYD et al are lowering prices to drive their competitors in China bankrupt. They've got higher prices outside of China to enable this behaviour.

2. They're quite sensitive to the dumping charges, so bend over backwards to ensure they aren't.