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

It's striking to see how much larger the battery packs are getting in these 200-300k RMB models. Sea Lion 08's small battery versions will still have 710 km range & 92 kWh pack. 2 larger battery versions w/ 800 to 900 km range have 115 kWh pack. XPeng G9L also has 91.9 & 110kWh pack for 725 to 805 km range. These are notable # vs 2 yrs ago when high 90s kWh & low 700 km range were the norm for medium-largish SUVs. Now, 110 kWh pack is quite common. All while px has come down further. EVs continue to improve & economics continue to get better.

2 BYD commercial vehicle news from this wk: 100 T75 light truck (Chinese version is T5) arrived in Mexico. They have 200+ km EV range & 4.55t load. BYD will also bring V9 & T35 (T4 in China) to Mexico. 100 T31 dump trucks got delivered to Shenzhen construction companies. Each carries 424 kWh battery & support fast charging. They have 430 kW motor & max climbing of 43%.

https://carnewschina.com/2026/06/13/byd-patents-underbody-vision-system-to-detect-life-beneath-parked-vehicles/

China targets 40% penetration for new-energy heavy trucks by 2030 China has mapped out a plan to promote new-energy heavy-duty trucks, aiming for a fleet exceeding 1.6 million vehicles by 2030. cnev.co/k0v3eES 👇

BYD energy storage powers Hungary's largest battery project online BYD supplies a 288.6-MWh storage system for Hungary's largest battery storage project. cnev.co/FCtrQdM 👇

https://youtube.com/shorts/wHU-q4KKm6c?is=2mAtmsepNO3jviKq

Mal schauen ob auch Firmen wie Byd zu Tesla anders bewertet werden wenn der Hype zu Ende geht.

Ich glaube das spekulative Geld fließt gerade zu großen Teilen von Tesla und Krypto in Space x. Ich hab in den Foren zum Ipo schon einige Bekannte gesehen, wäre zumindest ein Indikator.

CABIA's May report: 69.7% are auto battery & 30.2% are for ESS for ESS, it's basically all LFP chemistry for auto, 75.3% are LFP & 24.5% are NMC chemistry China also export 29.3 GWh of auto/ESS battery in May This is down 7.6% MoM & up 53.7% YoY account for just 16% of sales overall. 68.7% of exported battery are auto. So, ratio is pretty similar for both domestic & export mkt the main difference is that overseas mkt prefer NMC chemistry for EVs more than LFP

BYD is bringing Flash Charging to #Canada. • A job posting for a Flash Charging Business Development Manager has appeared this week, tasked with local deployment: building cost/profit models, finding partners, enabling grid upgrades, and co-managing station operations. • #Europe remains a key target, with ~3,000 Flash Charging stations planned by end of next year. Australia, New Zealand, Latin America, the Middle East, and Africa are also on the roadmap.

https://carnewschina.com/2026/06/12/byd-dolphin-g-dm-i-revealed-prices-for-europe-with-deliveries-set-for-autumn/

https://x.com/thinkercar/status/2065370272094662844?s=20

https://chinaevhome.com/2026/06/12/may-nev-average-prices-hit-169k-rmb-as-chinas-market-shifts-upscale/

In May, the first-ever batch of 107 #BYD Denza Z9GT Flash Charging Edition units was exported to #Europe.

https://www.manager-magazin.de/unternehmen/mobilitaet/volkswagen-chef-oliver-blume-kuendigt-abbau-von-19-000-stellen-bis-jahresende-an-a-71cbedc1-7b78-445d-a116-7034dcf76cbf

China Jan–May trade improves; AI-related goods trade +52.4% YoY to 4.12 tln yuan, Customs China Customs data show combined imports and exports of AI-related products — led by industrial robots and including electronic components, computer parts and fiber-optic cable — reached 4.12 tln yuan in Jan–May, up 52.4% YoY. (https://