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

BYD confirms plan to unveil humanoid robot in August BYD told China Securities Journal it plans to unveil a humanoid robot in August. http://cnev.co/EzHhr7W 👇

https://www.carexpert.com.au/car-news/byds-australian-dealers-keeping-pace-with-rapid-growth

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.

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Wird aber trotzdem so oder so ähnlich kommen.