BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Forum: Aktien User: Morpheus33
11,10
EUR
-2,00 % -0,23
11:59:59 Uhr,
Gettex
Kommentare 4.211
M
Morpheus33,
11.02.2024 15:59 Uhr
0
2023 Hybrid motors in China
Looks to include non-plugin also
Fudi motor captured 44% share
followed by Toyota, SVolt, Honda & Geely
BYD really dominates China's hybrid market
W/ DM-i 5.0 this yr + DM-S & DM-O
It will likely see even higher share
As Toyota/Honda lose out
M
Morpheus33,
11.02.2024 8:10 Uhr
0
This is well shocking
Peugeot 5008 price in Europe starts from €43,550
While now in China it cuts price down to 120,000 RMB (€15,000)
Why?
Bit background info:
French cars market share in China is minimal, you barely see them on streets, but my family does have 2 French cars.
B
BuyA,
10.02.2024 20:39 Uhr
0
https://www.electrive.net/2024/02/10/borgwarner-baut-nfz-batteriesysteme-mit-byd-zellen/
A
Morpheus33,
10.02.2024 17:59 Uhr
0
https://twitter.com/tphuang/status/1756361255030292693?t=q0J5tDFZQb0_eu9tpXQhaA&s=19
❤️❤️❤️
M
Morpheus33,
10.02.2024 15:30 Uhr
0
Hong Kong BEV sales for January
BYD was 2nd w/ 900
I'm surprised BYD isn't doing better here given HK's proximity to BYD HQ
Maybe they need to launch more models
src 源之头
M
Morpheus33,
10.02.2024 15:29 Uhr
0
https://twitter.com/CCL2K30/status/1756301840075899049?t=nPtGWqr_-k4J8AbVDBgstQ&s=19
M
Morpheus33,
10.02.2024 15:29 Uhr
0
BYD was #3 in BEV sales in Ireland in January
Seal was #3 among BEV models
BYD currently has 6 stores open in Ireland
Song+ EV (Seal-U) will be launched soon here for Q2 delivery
Seagull, Song+ DM-i & Yuan Up to be launched later
src 源之头
M
Morpheus33,
10.02.2024 15:28 Uhr
0
China Auto Power chip module installation 2022 vs 2023
Infineon fell from 25 to 14.5%
ST from 8.6 to 7.5%
Onsemi from 5.9 to 3.2%
Bosch, BorgWarner & Hitachi feel out of top 10
BYD grow from 22.9 to 28.9%
New top 10 w/ UAES, Silan & SMEC
Foreign chipmakers fell in absolute # aside from ST
BYD basically supplies itself
Outside of BYD, SMEC & Silan market share really swallowing up foreign chipmakers
SMEC fab for others & also sell its own modules
It's the major heavyweight in China's power chip industry
It will likely be China's largest SiC producer this yr
Significant investment in 2022 due to power chip shortage -> huge capacity increase in past yr
No foreign chipmaker advantage in tech
Chinese power modules are cheaper & sanction proof
Unless Infineon & Onsemi start to fab in China, their share will drop further
Keep in mind that what we see in SiC/IGBT right now will play out in more advanced auto chip market like SoC & MCUs going fwd
For all the talks of Chinese mature chips flooding the market, it really is just abt supply chain security
If we didn't have auto chip shortage in 2021/2022 & this huge NEV demand in China, we wouldn't have seen this huge surge in IGBT/SiC capacity
W
Waiileii,
10.02.2024 14:04 Uhr
0
https://www.elektroauto-news.net/news/sap-flotte-tesla-dienstwagen?fbclid=IwAR20VxXeThJSLbQ_iKWQgSWeB1oiVPIhTz3a1krWu7bv-yoRuoG5otPKnLc
Sotyn,
10.02.2024 12:56 Uhr
0
China’s BYD sets sights on crowning itself as global energy storage leader
https://kr-asia.com/chinas-byd-sets-sights-on-crowning-itself-as-global-energy-storage-leader
M
Morpheus33,
09.02.2024 21:15 Uhr
0
🇳🇱 YANGWANG U7: BYD'S ELECTRIC SUPERSEDAN WITH 1,305 PK
THE NIGHTMARE FOR THE MODEL S PLAID?
autoweek.nl/autonieuws/art…
M
DeliveryHero,
09.02.2024 20:51 Uhr
0
Danke für all die Infos morphosis bin erst seit 3 Tagen hier investiert.gibt es auch ne Dividende und wann.
Mehr zu diesem Wert
Meistdiskutiert
|
|
Thema | ||
|---|---|---|---|
| 1 | RHEINMETALL Hauptdiskussion | -3,01 % | |
| 2 | BAYER Hauptdiskussion | -3,06 % | |
| 3 | Hims & Hers Health Registered (A) Hauptdiskussion | +2,90 % | |
| 4 | Canopy Hauptforum | +0,87 % | |
| 5 | DAX Hauptdiskussion | -0,25 % | |
| 6 | Quantum Emotion, redefrei | +1,36 % | |
| 7 | SAP Hauptdiskussion | +0,24 % | |
| 8 | INTEL Hauptdiskussion | +13,50 % | |
| 9 | Dax Prognose | -0,25 % | |
| 10 | NEL ASA Hauptdiskussion | +3,20 % | Alle Diskussionen |
Aktien
|
|
Thema | ||
|---|---|---|---|
| 1 | RHEINMETALL Hauptdiskussion | -3,03 % | |
| 2 | Hims & Hers Health Registered (A) Hauptdiskussion | +2,90 % | |
| 3 | BAYER Hauptdiskussion | -2,94 % | |
| 4 | Canopy Hauptforum | +0,87 % | |
| 5 | Quantum Emotion, redefrei | +1,36 % | |
| 6 | SAP Hauptdiskussion | +5,49 % | |
| 7 | INTEL Hauptdiskussion | +12,23 % | |
| 8 | TUI Hauptforum | -4,94 % | |
| 9 | NEL ASA Hauptdiskussion | +0,60 % | |
| 10 | Mercedes-Benz Group Hauptdiskussion | -0,83 % | Alle Diskussionen |