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

Auf BYD kann man sich verlassen 👏

https://ch.marketscreener.com/boerse-nachrichten/nachrichten/BYD-kundigt-ungarische-Elektroauto-Fabrik-an-FT-45620041/

Was basically confirmed a few wks ago Now, just need to see announcement for Indonesia & Vietnam plant I do not think this will be BYD's last plant in Europe It will bring its supply chain over and that will require probably couple of more factories

🔸 China’s BYD set to announce Hungarian electric vehicle factory China’s BYD is in final negotiations with the Hungarian government to secure a multibillion-euro investment into a new electric car factory, in a deal that could be announced as early as Friday. ft.com/content/5a5b17…

MSRP vs actual sales px for 120-150k SUVs & 160-200k SUVs Toyota/Honda/VW models all showing 10-15% discount BYD does very little discounting (abt 5%) for Song+, Song Pro & Yuan+ Its 5-10% discounting on other models this month led to huge orders increase, so it doesn't need to discount more ICE models from other Chinese automakers are also seeing minimal discounting They are likely more focused on shifting to EVs vs unloading excessive ICE inventory Very bleak future for Toyota & Honda

😎🚀

I heard this # on Wed morning so assume this is probably BYD domestic dynasty/ocean order total until 18th, basically close to 10k/day If we add export & denza/YW/FCB orders, this will be a huge month for BYD Dec discount definitely jolted sales & putting pressure on competitors in sub 200k market. Li Auto continues to do well, but it's also done this thru lower pricing. Nio may need to discount more to get sales. XPeng is also discounting to keep its monthly sales above 20k I like the pt about HW & Li Auto next yr. This will be a major battle. While, foreign hi-end brand will suffer, i would not be shocked if Li is stuck @ 50k/month for most of next yr. There is too much competition for its lineup. Aside from HW & NIO, Zeekr, Denza, FCB & XPeng all offer very competitive products

Kann natürlich so sein mit der Rechnung. 11% Mom wäre aber ein sehr großer Sprung.

alles klar, genau das wollte ich wissen, ob das Sinn macht. Wohl nur mathematisch. Danke

Es waren 301930. Kann man machen mit den 11%, aber für mich macht die Rechnung nur bedingt Sinn.

November über 307.000? + ca. 11% 😁

Wie kommst du auf 340.000?

kann man dann quasi mit einem Absatz von insgesamt an die 340.000 für Dezember hochrechnen, oder ist das Schwachsinn? Ich übersehe sicher was...

https://cnevpost.com/2023/12/21/cpca-expects-china-nev-retail-940000-in-dec/

Eigene Stores ist kein retail - daher immer die Differenz

https://cnevpost.com/2023/12/21/byd-fang-cheng-bao-to-have-150-stores-year-end/