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

Wieder 300 mehr als letzte Woche

#BYD has deployed over 6,400 flash charging stations.

https://x.com/thinkercar/status/2062844957405196696?s=20

Nio partners with Chinese chipmaker GigaDevice to co-develop automotive chips GigaDevice and Nio will jointly advance the research and development of automotive-grade chips and next-generation electrical/electronic architectures. http://cnev.co/EWbxQPz

Ich bin nicht in Nio investiert, daher ist es mir egal was die machen, aber was mir nicht egal ist, ist deren Marktanteil im Premiumsegment.

Aber der Rest, läuft eher suboptimal und das Europageschäft, hat auch noch ziemlich viel Luft nach oben 🫣

https://x.com/thinkercar/status/2062803637827473649?s=20

Honda sold 28,279 vehicles in China, down 48.7% y/y.

NIO ist schon sehr stark aufgestellt im oberen Preissegement.

NIO ES9 will hit 10,000 deliveries in June. Deliveries started May 28 — first 10,000 units in under a month. I guess June 17th.

🔥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.