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

https://carnewschina.com/2026/06/14/why-byd-is-building-a-0-04-usd-sodium-battery-fortress-where-catl-isnt-looking/

🚗 #BYD Seal 08, the flagship sedan of BYD’s Ocean Series, has arrived at dealerships! Blind orders opened on June 12, with official launch expected from late June to early July. 📏 Dimensions D-segment full-size sedan: 5150×1999×1505mm, wheelbase 3030mm. ⚡ BEV Version CLTC range up to 905km Dual-motor AWD: 510kW total power, 0–100km/h in 3.3s ⚡ DM-i PHEV Version CLTC pure electric range: 400km Combined range over 1,000km (full fuel + full charge) Dual-motor AWD: 400kW total power, 0–100km/h in 3.9s 🔋 Tech Highlights 2nd-gen Blade Battery 800V high-voltage platform Supports BYD Megawatt Flash Charging

NEV Sales in China in May for both Passenger & Commercial vehicles: 1.026m sales of BEVs (up 23%) & 470k of PHEV (-0.5%) So far in 2026, NEV PVs are up 1.8% & Commercial vehicles up 30.6% (to 423k) So far in 2026, BEV up 8.1% & PHEV down -4.6% Mkt is moving to BEV eHDT adoption is going up

#BYD Denza Z is being shipped, likely to flagship stores. The Denza Z recently appeared in MIIT announcement with three versions: convertible, hardtop, and ultimate performance edition. All come with a tri-motor setup: 500kW + 340kW + 340kW, total 1,180kW (≈1,604 hp). 0‑100 km/h in under 2 seconds. Top speed: 300km/h / 350km/h.

Here’s the analysis of the Sales-to-Production Ratio for China’s top 20 automakers Jan–May 2026, showing clear inventory and demand trends: 🟣 >100% (Inventory drawdown): Traditional groups such as SAIC, Geely, Chery and Changan achieved ratios above 100%, as cumulative sales exceeded production. This shows active inventory reduction from previous stock. 🟢 95%–100% (Balanced supply & demand): BYD leads with a near-perfect 99.6%, followed by FAW, GAC and Tesla Shanghai. These automakers maintain a healthy balance with stable inventory levels. 🟡

BYD Dolphin G DM-i: Europe-Exclusive PHEV Hatchback Officially Released 🇪🇺 All-new BYD Dolphin G DM-i officially debuts as a Europe-exclusive B-segment PHEV (not for China). Produced at BYD’s Hungary plant, deliveries start in autumn 2026. ⚡ 5th-gen DM-i Power & Range Equipped with a 1.5L generator engine + 120kW electric motor for pure EV-style driving. ✅ 7.42kWh: 40km WLTP EV / 1,020km total range ✅ 18.3kWh: 105km WLTP EV / 1,040km total range Ultra-low 1.4L/100km fuel consumption, 32g/km CO₂, 0-100km/h in 8.3s. 🚗 Europe-Focused Design & Practicality Compact 4160mm length & wide body adapts to European roads. It offers generous cargo space (425L–1225L) and features BYD’s Ocean Aesthetic design plus a 12.8-inch rotating screen. 📌 Key Difference Unlike China’s pure-electric Dolphin for urban commuting, this PHEV version is built for long-distance highway travel with zero range anxiety. #BYD #DolphinGDMi #BYDEurope #PHEV

Updated Delivery Timeline for the All-New #BYD Denza Z9GT ➡️DM: Estimated delivery 2–4 weeks after order confirmation. ➡️EV Zunrong: Estimated delivery 2–4 weeks after order confirmation. ➡️EV Flagship & Performance: • Orders placed before Apr 1: Mostly delivered; a few units with optional features have been delayed and will be completed this month due to parts shortage. • Orders placed before May 1: Most units to be delivered this month. • Orders placed before Jun 1: Gradual deliveries have commenced for selected trim levels.

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