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

🔥China’s Auto Exports Surge Over 50% YoY While Imports Plummet According to data compiled by CAAM from customs figures, China exported 939,000 finished vehicles in April 2026 🚗, climbing 20.3% MoM and 51.3% YoY, with export value hitting $16.1 billion, up 16.7% MoM and 44.2% YoY. Finished vehicle imports came in at 27,000 units 📉, down 1.8% MoM and 32.7% YoY, worth $1.31 billion—rising 12.1% MoM but falling 34.4% YoY. For the January–April period, cumulative finished vehicle exports reached 3.251 million units 📈, rising 50.6% YoY to $56.87 billion (up 54.1% YoY). Imports totalled 125,000 units valued at $5.75 billion, dropping 7.8% and 17.2% YoY respectively. Total import and export value of all automotive products stood at $28.09 billion in April (up 21.6% YoY) and $103.46 billion in the first four months (up 26.4% YoY). Auto exports posted roughly 30% annual growth while imports contracted, emerging as the core growth engine for China’s automotive foreign trade 🚢. #ChinaAuto #AutoTrade #GlobalAutoIndustry #AutomotiveTrade

Chinese companies now account for more than half of Japan's autonomous bus demonstration fleet. Of the 143 autonomous buses participating in fiscal 2025 public-road trials, Chinese manufacturers held a 50.3% share, with BYD alone leading the market at 36.4%.

Interessant wäre auch mal zu sehen, über was für ein Markt und Neuzulassungen man ausgeht, in dem Hybrid/ EVs gefragt sind und wie diese über die kommendem Jahre skalieren. Ich gehe auch davon aus, dass die Nachfrage in den nächsten Jahren weiterhin dynamisch sich erhöhen wird.

BYD report out of Australia as Zhengzhou carries another 4809 NEVs to Australia. BYD is now 2nd highest selling brand in Australia w/ 8211 in May. > 120k sold since its entry into Australia.

According to CAAM data via the General Administration of Customs, April 2026 saw China's auto import and export volume hit $28.09B, up 16.2% MoM and 21.6% YoY. Breaking it down, imports brought in $2.98B (+10.9% MoM, -19.5% YoY), while exports drove $25.11B (+16.8% MoM, +29.5% YoY). Looking at the year-to-date performance, total trade for Jan-Apr reached $103.46B, a 26.4% jump YoY. Total imports dipped 7.7% to $12.25B, whereas exports surged 32.9% to $91.21B.

#BYD Posts All-Time High Sales in May in 4 of #Europe's Top 5 Markets (UK Also Sees Strong Growth) • Germany: 6,169 units (all-time high, +326.4% YoY) • Italy: 6,019 units (all-time high, +209.5% YoY) • UK: 5,153 units (+113.1% YoY) • Spain: 4,519 units (all-time high, +85.7% YoY) • France: 2,585 units (all-time high, +175.6% YoY) Separately, the Dolphin G DM-i will make its European debut this month, with deliveries expected to begin in Q3.

Die Investorengruppe der Stadt Meishan traf sich in Shenzhen mit BYD/Fudi. BYD plant offenbar den Bau eines Industrieparks in Meishan (Sichuan). Es wurde auch über den Aufbau eines Schnellladenetzes für eHDT und die Entwicklung von Hartkohlenstoff-Anodenressourcen gesprochen. Möglicherweise handelt es sich dabei um Produkte der Lieferkette, die hier hergestellt werden sollen. Ich denke, dies ist ein gutes Beispiel für die Industriepolitik der lokalen Regierung. Sie verfügt über eine Investorengruppe, die Kapital bereitstellt, um große Unternehmen zur Ansiedlung und zum Bau von Fabriken zu bewegen. Dies reduziert Investitionskosten und Risiken für Unternehmen wie BYD.

#BYD Surpasses 1,000 Sales in South Korea in May According to data from KAIDA, new registrations of imported passenger vehicles in South Korea reached 29,860 units in May, +5.9% YoY. For Jan–May, cumulative registrations totaled 145,973 units, +32.3% YoY. • Tesla led at 10,866 units (~36.4% of monthly imported registrations). • BMW ranked 2nd with 6,555 units. • Mercedes-Benz took 3rd at 3,553 units. Separately, BYD recorded 1,032 registrations in May, surpassing 1,000 units for the first time, ranking 7th among imported brands.

https://carnewschina.com/2026/06/04/byd-asked-netizens-to-choose-the-name-of-its-flagship-sedan/

https://chinaevhome.com/2026/06/04/byds-german-registrations-grew-232-in-may-exceeding-tesla-for-the-second-month/

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BYD remained the standout performer. The Chinese automaker registered 6,168 vehicles in Germany during May, up 232.1% year-on-year. Market share reached 2.6%, surpassing Tesla’s 2.1% during the same period.

BYD surged 232% in May to 6,168 German registrations, overtaking Tesla with a 2.6% market share. Battery-electric registrations jumped 39.3% in May to 59,969 units, pushing EV market share to 25%. Chinese brands (Leapmotor, XPeng, MG) posted strong double- and triple-digit gains while Toyota and Hyundai declined.

Chinese EV brands expanded in Germany as BYD’s May registrations rose 232%, exceeding Tesla for a second month. Germany’s BEV market grew 39.3%, allowing Leapmotor and Xpeng to post triple-digit gains. #ChinaEV #NEV

BYD hat ja jetzt schon deutlich niedrige Produktionskosten auf Grund eigener Batterien, Chips usw..... jetzt noch Roboter... da kann der Westen einfach einpacken. Da fährt BYD bald mit Natrium da haben die bei VW immer noch keine LFP.

Durch die Fabrik in Ungarn und der Türkei könnte BYD relativ schnell auch Roboter auf den EU Markt bringen ohne Zoll zu befürchten, es wird ja sicherlich zeitnah weitere Strafzölle geben, also auf die Roboter aus China. Bin mal gespannt was da passieren wird. Europa bekommt ja täglich mal aus China mal aus den USA den Hammer auf den Kopf. Ich glaube in Europa wird nicht viel Industrie übrig bleiben.