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

Mercedes-Benz just dropped its Q2 numbers... Car sales: 417,765 (-7.9%) Revenue: €32.1bn (-3.3%) Net profit: €1.09bn (+13.5%) China sales: 128,800 (-30.0%) Bright spot? BEV sales: 52,852 (+50.9% YoY)

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BYD sagte, dass Megawatt Charging-Modelle in seinen Marken mehr als 255K-Rückstandsaufträge gesammelt haben, was eine schnelle Erfüllung erschwert.

https://x.com/i/status/2081962806908490022

Reportedly, #BYD's self-developed PHUD will first be equipped on the Denza N8. It features an ultra-wide panoramic display strip in a compact package, covering navigation, ADAS warnings, and turn-signal-activated blind-spot feeds. Deeply integrated with God's Eye, it shows speed, lane-level navigation, and obstacle warnings, and automatically pops up side blind-spot images when signaling. Adaptive dimming handles day and night conditions.

Reportedly, #BYD Denza Z9S pre‑sales begin on August 3, while official interior images have already been released.

#BYD RACCO Officially Launched in #Japan • Priced from JPY 2,145,000, the BYD RACCO is eligible for a JPY 150,000 government subsidy. • The entry-grade variant features a 22.4 kWh battery pack, delivering a WLTC range of 210 km. The high-spec variant upgrades to a 35.84 kWh battery, extending range to 320 km under the same cycle. • DC fast-charging peaks at 50 kW — a figure that sits slightly below current market expectations. • With the rear seats folded fully flat, it creates a maximum storage space of 1,372 litres.

https://chinaevhome.com/2026/07/28/is-the-worst-really-over-for-byd/

🇨🇳📉China A-shares: ChiNext fell more than 5%, Shenzhen Composite Index down 3.28% and Shanghai Composite down 1.27%; CPO, memory chips and high-speed copper-cable connector sectors led declines. (mktnews.com/flashDetail.ht…)

Profit margins across China's auto sector hit a record low of 3.8% in H1 2026. The CPCA’s Secretary General pointed out that OEMs lost profit leverage by outsourcing batteries. He expects the push toward in-house battery production to accelerate, noting that restoring automaker dominance is key to reversing the trend.

🇭🇰📈At the Hong Kong open, the Hang Seng Index rose 0.26% and the Hang Seng Tech Index rose 0.64%; CSPC Pharma and Li Auto advanced over 3%, while Laopu Gold tumbled nearly 13%. (mktnews.com/flashDetail.ht…)

Both BYD & NIO are investors in CXMT. This Day 1 trading surge only proves how absurdly undervalued CXMT was in IPO process. Chinese investors have to be some of the dumbest around. You have a company that will probably generate $25B/quarter @ 80% gross margin & you valued it @ < $100B in IPO? Who the fuck was doing the IPO valuation? Did CXMT execs have their head filled w/ water or something. The entire CXMT IPO process & the massive hyperventilation & celebration in Chinese media is just nauseating. Yes, CXMT is far & away the most profitable (& therefore valuable) Chinese tech company at the moment. From an investment POV, it should be worth more than ByteDance, HW, Tencent & Alibaba. The only company in China that would rival it is YMTC. Shut the fuck up about how impressive it is to be more valuable than Tencent. Tencent has lower margin & will have lower quarter revenue than CXMT by later this yr. I really do question intelligence level of ppl in China sometimes. There are so many Tsinghua grad around but they can't figure out the value in a monopolistic company producing a valuable commodity where the demand continues to increase every yr? This is what happens when you spent yrs just worshipping BD, HW & BAT company. You don't realize the companies that are actually valuable are the ones w/o competition. CXMT has essentially a monopoly in the world's largest memory chip mkt. None of China's AI SuperNodes or 3D stacked DRAM projects are going to be possible w/o CXMT. CXMT is far & away the most valuable company in China's AI build out. Every other major part of the supply chain are not monopolies.

Ok

Wird aber trotzdem so oder so ähnlich kommen.

ist nicht böse gemeint, aber besprich das bitte im Hauptforum. Da sind die Leute die Ahnung haben.

CXMT debuted on the STAR Market, becoming China's most valuable A‑share company. It closed at RMB 49.00 on its debut day, with a daily gain of 465.82%, and a market cap of RMB 3.31T. Notably, #NIO recently appeared on CXMT's IPO strategic placement list, committing RMB 158M with an 18‑month lock‑up. At the IPO price of RMB 8.66/share, NIO subscribed for approximately 18.24M shares. Based on today's closing price of RMB 49, NIO's paper gain is about RMB 740M, a return of over 465%.