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

@morpheus33 nachdem der TSLA short ja ziemlich gut läuft , was denkst du zu Honda short? Dürften ja immer mehr Marktanteile in China verlieren

BYD vs. Wuling im px-sensiblen Markt Dieses Segment vollzieht den Übergang von ICE -> zu NEV schnell Wuling ist hier BYDs Hauptkonkurrent und hatte letzte Woche nur ~8300 Registrierungen Wird BYD angesichts der steigenden Produktion von Qin+, D05 und Yuan Up die Umsätze von Wuling weiter schmälern oder kann Wuling durch neue Modelle wachsen? Auch hier nimmt BYD nicht nur den alten Verbrennungsmotoren Marktanteile ab, sondern auch anderen NEVs Die Standardwahl auf dem Markt zu sein bedeutet, dass jeder den BYD-Store besucht, wenn er eine Autokaufentscheidung trifft, auch wenn seine erste Wahl etwas anderes ist.

https://x.com/thinkercar/status/1779787318309888294

https://twitter.com/thinkercar/status/1779736789399335388?t=BFWP62O1CWBcwMqoPfBEaA&s=19

In Q1 2024, China's PV wholesale volume reached 5,586.5k units, +11% YoY. 🔹Among top 20 brands, #BYD ranked 1st with 585.9k units (+12% YoY), #Volkswagen 2nd with 471.8k units (+7% YoY), and #Chery 3rd (+58% YoY). 🔹#Tesla's Q1 volume was 220.9k units (-4% YoY), ranking 8th. 🔹For Japanese brands, Toyota and Honda fell to 6th and 7th (-22% and -2% YoY), while Nissan grew 9% YoY to 10th. 🔹BMW, Mercedes, and Audi saw Q1 YoY changes of -7%, -7%, and +9% respectively. 🔹Additionally, Huawei AITO achieved 83.3k units, up a substantial 617% YoY.

#JLR to become the first luxury carmaker to adopt Chery's Exeed brand's PHEV and BEV platforms. It is reported that the Jaguar products built on the Exeed platform are expected to be unveiled as early as H2 2024. Previously, Chery CEO Tongyue Yin revealed 2 Euro luxury brands to use Exeed platform.

BYD teases new sedan Qin L cnevpost.com/2024/04/15/byd… $BYDDY $BYDDF

1st wk of Yuan Up delivery shows registration # of 1846, almost 2x that of 2nd place in A0 SUV segment While many wonder why BYD has so many EVs @ that compete with itself. Worth noting that Geely family had 3 models just in this list Yuan Up might be eating into Dolphin sales src 痛快舒畅

https://www.forbes.com/sites/miltonezrati/2024/04/12/yellen-carried-the-ev-tariff-threat-to-beijing/

https://twitter.com/CCL2K30/status/1778906666177622089?t=y800DJyIq2xNhIRya87cow&s=19

https://twitter.com/CCL2K30/status/1778906173753729526?t=3MVkc1UFB8ED2jhnnlg17Q&s=19

March was start of BYD's assault on sub 200k mkt which affects Honda & Nissan more than anyone else Honda sold just 59937 & Nissa 53036 Since 2016, Honda has sold >1.2m/yr in China peaking @ 1.656m in 2020, down to 1.24m last yr BYD driving Honda & Nissan to extinction in China 2 may combine for < 1.5m sales this yr How much longer can Japanese automakers discount ICE cars for sales?

https://twitter.com/CCL2K30/status/1778486421503852710?t=ZamY-zJxISgRAG6uScvnfA&s=19

GAC stellt neues SSB vor, das 2026 fertig sein soll 400 Wh/KG & 910 Wh/L - > 1000 km Reichweite problemlos sehr sicher, 1500mAh/g IM Motor L6 ist das erste Auto, das dieses Jahr SSB verwendet, aber eine breite Einführung ist wahrscheinlich erst im Jahr 2026 geplant. In diesem Jahr liegt der Schwerpunkt auf dem Schnellladen von LIB Quelle https://eet-china.com/mp/a305820.html

From CAAM In Q1 the largest auto exporters are Chery, SAIC, ChangAn, Geely, BYD, GWM, Tesla, JAC... less than 1/3 of the exports were NEVs Largest mkts are Russia, Mexico,Belgium, UK, UAT, Saudi, Brazil, Phillipines, Australia & Thailand

⚡ China's March trade balance at 415.86 billion yuan, Est.508 bln yuan: #Exports -3.8% y/y #Imports +2.0% y/y Trade balance at $58.55 bln in USD term, Est.$70.2 bln #Exports -1.9% y/y, Est. -3.0% #Imports -7.5% y/y, Est. +1.2% 2/n #trade #economy 🇨🇳🇺🇸