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

https://twitter.com/CCL2K30/status/1746489781045895178?t=tl6qnSNN33Bomzj9XUs2wA&s=19

https://carnewschina.com/2024/01/14/china-exported-5-22-million-cars-worth-101-6-billion-usd-in-2023-ranking-first-in-the-world/

https://de.marketscreener.com/kurs/aktie/BERKSHIRE-HATHAWAY-INC-11915/news/Chinas-BYD-fuhrt-Gesprache-mit-Brasiliens-Sigma-Lithium-uber-ein-Lieferabkommen-FT-45737162/

China Auto Battery innovation Alliance published full yr # 778 GWh produced in 2023 up 42% YoY CATL led domestic auto battery installation at 167GWh (43%) BYD 105GWh (27%) CALB 33GWh (8%) By Dec, 80% battery sold were for auto 35% for NCM, 45% LFP 20% for ESS & others FY, auto battery were 84.5% so ESS sales are rising 261GWh LFP battery auto installation for Full Year, 67.3% of total Auto battery export increased 87% YoY NCM account for 68% So while Chinese automakers have migrated to LFP for the most part, foreign EVs are still mostly using NCM LFP is overwhelming chemistry of choice for ESS This is likely to change over next few yrs w/ SIB Also, I think they probably produced more batteries than they were able to sell Dec production was noticeably lower than Nov & lower than sales So, battery makers like have reduced production to de-stock

https://amp.zdf.de/nachrichten/wirtschaft/unternehmen/elektroautos-china-produktion-brasilien-automobilindustrie-100.html

https://twitter.com/CCL2K30/status/1746222134253203795?t=MKhnldHQ0GG8SbpmhqFaUg&s=19

Manchmal beneide ich die Fanboys. Einfach in der Bubble ohne mitzubekommen was auf dem Automarkt passiert.

https://twitter.com/CCL2K30/status/1746185806845301217?t=fSzU2YshouEEnYXbZyt_xg&s=19

https://twitter.com/CCL2K30/status/1746167577657688164?t=wWUnozXorzkocdpBUIdlPg&s=19

Insured registrations ranking for NEV brands by price range in China🇨🇳 in 2023: 1⃣ In the sub-100k RMB range, Wuling, #BYD, and #Changan take the top three spots with cumulative registrations of 410.4k units, 224.9k units, and 157.1k units, respectively. 2⃣ In the 100k to 200k RMB range, #BYD leads with 1,700k units, GAC Aion secures the 2nd position, and #Volkswagen ranks 3rd with 122.5k units. 3⃣ In the 200k to 300k RMB range, #Tesla and #BYD claim the top 2 spots with registration volumes of 425.5k units and 417.2k units, respectively, with a gap of 8.5k units. #Xpeng follows in the 3rd position with 83.8k units. 4⃣ In the 300k to 400k RMB range, #LiAuto and #Tesla secure the top positions, with BYD +Denza combined exceeding NIO to rank 3rd. 5⃣ In the 400k to 500k RMB range,LiAuto, #NIO, and Denza lead with cumulative registrations of 114.3k units, 79.9k units, and 74.8k units, respectively. 6⃣ In the over 500k RMB range, #MercedesBenz and #NIO secure the first two positions with cumulative registration volumes of 21.2k units and 17.3k units, respectively.

Ich liebe BYD 🤣

https://twitter.com/Eureka_Bing/status/1746160025561940020?t=qyms0ToHWOP1dKZrDSae2g&s=19

https://twitter.com/thinkercar/status/1746104967780565276?t=-I40w3knEBUb9YtR_60YIQ&s=19

Bin nächstes WOE in Budapest 👍 gute Idee. Wenn das ausborgen so leicht ist wie in Wien, können wir ja eine Stadtrunde drehen

https://m.faz.net/aktuell/wirtschaft/byd-co-was-chinas-autoindustrie-besser-macht-19441008.html

As Explorer 1 set off for EU soon, how does this affect BYD's cost? PCTC charter rate has swung wildly since 2020. I used various PCTC rate combined w/ estimated fuel cost Calculated cost/car bw $400 to $1200 For PCTC it ordered, I calculated cost/car around $430 Using $90m/ship, 3% interest rate, 10 year period + $12m/year operational cost ofc, shipping cost will be around $250/car after 1st yrs We can conclude: Large PCTC is cheapest form of transportation Better than rail freight & RoRo ships due to # of cars per shipment Owning PCTC better than leasing due to wild swings in charter rate Total transportation cost likely < $1000/car w/ PCTC during normal times Significantly reduces BYD's overhead in exports to EU -> allows more price cuts