BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BYDDF Forum: Aktien User: Morpheus33
4 out of top 10 news on ithome in past mth are byd related w/ only 1 other EV news BYD 4S stores reaching new highs in store traffic, Qin/05 completely sold out 2024 Yuan+ to launch tomorrow Yuan Up unveiling on Tue 2024 Denza D9/N7 later in the wk DM-i 5.0 unveiling this wk? Yuan Up launching, Denza sedans, UTE, Qin L + Song L DM-i unveiling/Launching are likely to happen b4 May Will we get 2024 Seagull & Seal? Product launch cycle will be very rapid over few months So this rash of news will continue a while longer Feels like Sep to Nov when HW sucked all the media coverage & M7 orders really took off
More on BYD building prowess Hefei base produced 500k Qin+, D05, Yuan+ in 2023 Designed capacity of 1.3m when fully ramped Expect new EV type (Qin L?, Yuan up?), new motor (DM 5.0?) to start production here this yr + ADAS test track & race track dedicated rail to reach its industrial park within 2024 That seems like BYD plan, work w/ local govt to get large plot of land w/ expansion room, build every part of supply chain around there, create skyrail & huge dorms to transport workers back & forth, dedicated test centers for R&D & dedicated rail to reach its industrial park BYD's planning is just on another level vs competition
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