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

BYD Dynasty head giving update: Da Tang had 10k+ delivery in July & expects to reach 15k in Aug & 18-23k in Oct. Expect production to reach demand by 2027. Some version has 4 months delivery delays rn. Song Ultra had 22k delivery in July & Yuan+ had 20k. Qin Max coming in Aug & Da Han to be unveiled on 8/21 in Chengdu auto show. Expecting increased blade 2.0 production in Aug to result in higher deliveries, but delivery is still clearly constrained for flash charging versions.

https://x.com/i/status/2083787045307318525

https://x.com/i/status/2083775894154293343

According to the latest Bernstein auto research, BYD has officially launched the Racco in Japan, becoming the first Chinese EV to enter the country’s exclusive electric Kei-car segment. Priced at JPY 2,145,000 before subsidies, the Racco qualifies for only JPY 150,000 national CEV incentives, bringing its net purchase price to JPY 1,995,000. In contrast, domestic rivals like the Nissan Sakura and Honda N-ONE e: receive the full JPY 580,000 Kei-EV subsidy. After deductions, Japanese models achieve lower effective pricing. Even with this significant policy disadvantage, the BYD Racco delivers stronger overall value. Key specifications: 🔋 22.4 kWh battery | 210 km WLTP range ⚡ 30-minute fast charging 🚗 Class-leading energy efficiency of 9.4 km/kWh 📦 9.0 m³ cabin volume, the largest among passenger Kei EVs For years, Japan’s electric Kei-car market has been fully dominated by Nissan, Honda and Mitsubishi. Despite facing subsidy gaps, stronger local brand loyalty, and a developing after-sales network, the BYD Racco’s superior space, efficiency and well-balanced specs introduce genuine competition to Japan’s long-conservative mini EV segment. #BYD #Racco #Keicar #EV #JapanAuto

Das ist ja wholesale. Easy also. Einfach in die Autohäuser und fertig. 200 Händler in Deutschland.

Ich denke 5 werden geknackt. Einfach weil end of year die Werke im Ausland mehr produzieren.

Also ich hab mal mit Chat gpt bischen rumgespielt. Wenn man Anstieg der Verkaufszahlen in der zweiten Jahreshälfte 2024 und 2025 von 18/20% einberechnet, dann können wir tatsächlich bei 5mio + rauskommen. Dafür muss der Export aber weiter den schlechten Binnenmarkt kompensieren. Vielleicht spielt auch die Blade 2.0 uns in die Karten, vielleicht haben die Chinesen einfach darauf gewartet. Das Vertriebsnetz in Europa und Süd Amerika läuft ja jetzt auch erst an. Dazu noch die Werke, welche in Betrieb gehen oder die Autos mit der neuen Batterie produzieren. Ich halte es nicht für selbstverständlich, aber Byd kann es schaffen. Für mich nicht nur eine Aktie und invest, mittlerweile auch echte Unterhaltung dieses Unternehmen zu verfolgen.

Top 20 models by usage on OpenRouter this week: - American models: 17% of token consumption - Chinese models: 60% #AI Data source: openrouter.ai/rankings#top-m…

BYD’s premium sub-brands Fang Cheng Bao and Denza both delivered impressive sales results in July. Fang Cheng Bao recorded monthly sales of 41,213 units, surging 190.6% YoY and rising 15.7% MoM, hitting a new all-time monthly sales high for the brand in 2026. Its cumulative sales are close to hitting the 500,000-unit milestone. Meanwhile, Denza sold 19,196 vehicles last month, representing a 68.8% YoY increase. With several new models set to launch and expanded production capacity for the second-generation Blade Battery, sales of Fang Cheng Bao and Denza are expected to climb further.

FCB hat mehr verkauft als nio, xpeng und zeekr. https://x.com/i/status/2083515433689256020

#BYD sold 419,211 vehicles in July, with overseas sales near 180,000 units, hitting a new monthly high. ➡️ By brand: • FCB: 41,213 units • Denza: 19,196 units • Yangwang: 485 units Jan–Jul 2026 cumulative sales reached 2,227,722 units, while cumulative NEV sales exceeded 17.3 million units.

https://x.com/i/status/2083498732100669921

FCB läuft läuft, Denza könnte mehr sein. YW spielt leider kaum eine Rolle. Aber immerhin 485, das drückt die Marge.

BYD sold 419,211 vehicles in July! Overseas sales reached 179,841 units, accounting for 42.9% of total sales. By brand: - BYD: 350,178 units, accounting for 83.53% - Fang Cheng Bao: 41,213 units, accounting for 9.83% - Denza: 19,196 units, accounting for 4.57% - Yangwang: 485 units From January to July, BYD Group’s cumulative sales reached 2,227,722 vehicles.

BYD hit a new high this yr w/ 419211 deliveries & 411072 passenger vehicle sales. Oversea sales reached 179841 up 124% YoY FangChengBao sold 41213 & Denza 19196 Both are highs for this yr BYD is finally selling a lot in a month than they did last yr

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