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

very interesting 孙少军 podcast on Apr sales bilibili.com/video/BV1mm4y1… LiAuto has the most healthy backlog Even BYD down to 1 month domestically Everyone else weaker Nio in tough position, vowed to not cut px due to high end brand, but cost really high & still investing more in customer experience -> bad for cash position XPeng in weak position Aion will have weaker sales in May Tesla need to export a lot to sell its Shanghai production. It doesn't want to cut px before its Sep Model 3 refresh -> weak backlog HW w/ strong branding & product but dragged down by Seres Imo, if BYD is seeing dwindling backlog, it needs to work harder on adjusting models to demand. Yuan+ & Dolphin clearly the 2 most in demand items. BYD needs to get export logistics worked out because export backlog >> domestic backlog Also imo, Seal sales quite weak -> need to make it available for export sooner @ competitive pricing BYD always talks about fast fish eats slow fish. Well, it needs to be fast in this fast changing environment -> cutting prices for selected models + adjusting production based on demand

https://eastwestconn.com/index.php/2023/05/03/byd-shenzhen-cloudbus-internet-cloud-connected-electric-light-rail-opened-fully-automatic-operation-facial-recognition-entry-auto-sensing-payment/

FM of China & Central Asian countries on hand for special train delivering 260 #BYD cars from Xian to Tashkent fmprc.gov.cn/mfa_eng/zxxx_6… Once Xian Phase 4 completes, China-Europe Railway Express from Xian enables fast & cheap transportation of BYD cars to Central Asia & Europe. Takes only 12 days from Xian to Tashkent. BYD can enjoy fruits of BRI In another yr, everything should be in place for BYD to export large number of cars from its largest factory base in Xian & Shenzhen

https://twitter.com/bydcompany/status/1653802403819560960?s=46&t=H3hYkOnAxnwNcx5akZqEkA

Zinsentscheidung: Jüngster Bankenkollaps beirrt Fed nicht: US-Notenbank hebt Leitzins erneut an https://www.finanzen.net/nachricht/zinsen-zinsentscheidung-juengster-bankenkollaps-beirrt-fed-nicht-us-notenbank-hebt-leitzins-erneut-an-12420765 https://www.finanzen.net/nachricht/zinsen-zinsentscheidung-juengster-bankenkollaps-beirrt-fed-nicht-us-notenbank-hebt-leitzins-erneut-an-12420765

https://insideevs.com/news/665369/ford-model-e-ev-unit-posts-722-million-loss-q1-2023/

https://www.it-times.de/news/infineon-schliesst-liefervetraege-fuer-wafer-und-boules-mit-tankeblue-und-sicc-aus-china-147332/

https://carnewschina.com/2023/05/03/global-power-battery-installation-ranking-in-q1-2023-catl-first/

Preissenkung: US-Elektroautoverkäufe im ersten Quartal auf Rekordniveau - Anteil von Tesla noch immer über 60 Prozent https://www.finanzen.net/nachricht/aktien-preissenkung-us-elektroautoverkaeufe-im-ersten-quartal-auf-rekordniveau-anteil-von-tesla-noch-immer-ueber-60-prozent-12394030 https://www.finanzen.net/nachricht/aktien-preissenkung-us-elektroautoverkaeufe-im-ersten-quartal-auf-rekordniveau-anteil-von-tesla-noch-immer-ueber-60-prozent-12394030

Harsh new realities for global 車 brands in China: Jeep has retreated from its JV. Game over. Ford treading water, losing money Korean brands off 40% since 2018 GM off 50% from peak Japanese brands down 33% in Q1 BYD new sales leader, 1st time in 40 yrs VW not No. 1

Heftig mal wieder das Wachstum von Byd.

https://twitter.com/tphuang/status/1653706355444793344?s=46&t=H3hYkOnAxnwNcx5akZqEkA

Q1 Installation der EV-Batterie # ithome.com/0/690/360.htm BYD ist im Jahresvergleich aufgrund seines eigenen Autowachstums wirklich stark gestiegen. 3-6 sind Japanisch und Koreanisch. Der Rest der Top 10 sind Chinesen Eve, Gotion & Svolt machen alle sehr große Expansionspläne, daher könnte diese Liste in 3 Jahren ganz anders aussehen

@unseriousluke

https://www.it-times.de/news/byd-australische-investmentbank-macquarie-rechnet-mit-einem-groesseren-gewinn-durch-hoehere-asps-bei-elektroautos-147327/

https://www.it-times.de/news/porsche-legendaerer-sportwagenhersteller-meldet-dank-us-geschaeft-neuen-absatzrekord-china-groesster-markt-147326/