BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien User: Morpheus33

Post See new posts Conversation tphuang @tphuang BYD EPS doesn't look as good bc it invested extraordinarily on R&D+expansion China was 36% NEV in 2023 BYD believes that will reach 70% in 2 yrs It does not want other EV makers to take it -> started px war to push out legacy ICE & take mkt share b4 others can scale up Bad for short term margins, but great for long term BYD wants to dominate Chinese auto mkt like Toyota dominates Japanese one It is on the verge of fully controlling < 150k RMB mkt Anyone seriously looking at Chinese auto mkt can see that, but apparently most investors can't see this or don't understand the implications Take a look at Fixed Assets & depreciation for 2023 Fixed Assets increased from 194B to 325B RMB w/ 207B in machineries. Depreciation alone was 94B Value of Factory projects are under construction declined from 44B to 37B -> BYD is past hi pt in its expansion. It does 3 yr amortization on machine tools -> depreciation as % of revenue will decline dramatically over next few yrs It was able to generate profit despite this heavy depreciation & R&D investment due to 23% auto division margin What happens when it kills competition & get out of px war? I wish we can fast fwd 3 yrs, but that's not possible. Everyone will just have to watch this play out

Ein ziemlich guter Start für Xiaomi. https://www.investors.com/news/xiaomi-su7-ev-88898-orders-tesla-model-3-upgrade/

https://youtu.be/rf3Q12n9EDU?si=G_-0RoKK4u1HB64S

Ich bin absoluter BYD Fan, aber als die Frau nach 30 Sekunden gesagt hat, dass das Auto vorne mit einem modernen Design glänzt bin ich flach gelegen vor lachen 🤣

Byd in Shenzhen 4,4 % im Plus

BOAO, China，March 29 (Reuters) - China will make it easier to move capital in and out of the country and promote financial market deregulation, a senior forex regulator said on Friday, as Beijing seeks to woo foreign investors amid heightened geopolitical tensions. &quot;We will steadily push forward two-way capital market opening, and strengthen the connectivity between domestic and overseas financial markets,&quot; Xu Zhibin, deputy head of the State Administration of Foreign Exchange (SAFE), said at the annual Boao forum for Asia. &quot;We will expand the variety and scope of investments to attract more investors to invest in China's financial markets.&quot; Xu also vowed to support high-quality Chinese companies to sell shares and bonds in overseas markets, and encourage sovereign wealth funds and other institutional investors to invest offshore &quot;in an orderly manner.&quot; Many global investors have left, or diversified away from China over the past few years, amid concerns over China's economic health, policy orientations, and Sino-U.S. tensions. https://www.reuters.com/business/finance/china-will-further-enhance-capital-account-opening-fx-official-says-2024-03-29/?taid=66067180f963d30001513d18&amp;utm_campaign=trueAnthem:+Trending+Content&amp;utm_medium=trueAnthem&amp;utm_source=twitter

BYD announced its BYD Yuan UP garnered over 20k orders in 3 days since launch. The Yuan UP launched on Mar 26th, offered in 3 versions priced 96.8-119.8k RMB.

China's commerce minister will travel to Europe in April for discussions about the European Commission's investigation into whether China's electric vehicle industry has benefited from unfair subsidies, four people briefed on the plan told Reuters.

Jaa

Und wenn es stimmt, wurden in den ersten 27 Minuten 50000 Einheiten bestellt.

XiaomiSU7 pricing announced: 🔹Standard: 215,900 RMB, 73.6 kWh (BYD Blade), 700 km range, 0-100 km/h 5.28s

Denza to unveil two flagship sedans at Beijing Auto Show this year, flagship SUV to be released in Q4

https://twitter.com/CarNewsChina/status/1773089986683834634

Die wirtschaftliche Gesamtsituation in China die Spannungen in Taiwan der ost West Konflikt. Egal wie gut chinesischevunternehmen sind es ist im Moment schwer Geld damit zu verdienen.

Ach Morpheus, Kritiker gibt’s immer, die Zahlen heute haben dir doch recht gegeben 😜