The limit to EVs makes it fine (if excl. PHEVs). If BYD/Toyota have more models that is fine for the comparison. That is the point.
E.g. for BYD the 2026 target is over 1.5 million exported EV cars, with more than that produced for the internal Chinese market. During 2025, BYD exported more than 1 million EV cars, besides the production for the Chinese market.
The core truth is that the popularity of buying a new Tesla has slipped significantly relative to competitors.