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

https://cnevpost.com/2024/03/06/byd-starts-construction-production-complex-brazil/

MORGAN STANLEY LAYS OFF 9% OF ITS STAFF AT CHINA ASSET MANAGEMENT UNIT MORGAN STANLEY CUTS CHINA FUND STAFF AMID SHRINKING ASSETS AND OPERATING LOSSES

Mercedes-Benz and BMW joint venture set to expand EV charging network in China

#China's February passenger car retail sales declined by 21% y/y or 47% m/m. NEV retail sales dropped by 9% y/y or 41% m/m, CPCA preliminary data shows. *New Year effects

Morgan Stanley: A shift away from Chinese equities by global long-term investors has taken a pause, with some funds getting less bearish. Outflows from Chinese equities slowed into the end of February and regional active managers started adding growth and tech stocks. #China 🥳

BYD bringing their success from China to Brazil. Brazilian auto mkt was 2.2m in 2023, but suffers from persistent high px W/ its own supply chain in Brasil + imports of parts from China, can BYD lower px to increase local auto mkt? Imagine something like $20k Destroyer 05

BYD began construction of its Brazilian plant in Camacari, expecting to start production by start of 2025 w/ goal of 150k EVs/yr in phase 1 Dolphin, Seagulls, Song+, Yuan+ will all be produced here in phase 1 BYD got 7600+ Seagull orders in just few days since launching In Feb, BYD sold 2523 BEVs in Brazil, 70% mkt share + 1900 PHEVs Camacari plant will include 26 facilities including production warehouses, test tracks & other structures occupying 1million sqm! BYD really brings the full supply chain everywhere it goes It has purchased 4.6m sqm of land, so I would expect phase 2 to further increase # of models & cars being built here every yr src insideevs.uol.com.br/news/711266/by… terrabrasilnoticias.com/2024/03/byd-co…

BYD hat eine aktualisierte Version der Seagull auf den Markt gebracht und den Startpreis auf 69.800 RMB oder etwa 9.700 US-Dollar gesenkt.

https://cnevpost.com/2024/03/06/byd-refreshes-cheapest-model-seagull/

https://twitter.com/thinkercar/status/1765199348768653621?t=6beBBzDWkMAQ1e-5btZ98w&s=19

https://cnevpost.com/2024/03/06/global-ev-battery-market-share-jan-2024/

BYD's factory in Thailand is apparently 80% complete w/ goal of producing 1st EV by end of April Factory is likely to serve not only Thailand but other LHD mkts in APAC region like Australia & New Zealand src 源之头

BYD sollte aber in England die Batterien Herstellen.

Ja

BYD has launched Seal in India priced bw Rs 41 to 53 lakh business-standard.com/companies/news… It's currently constrained by import restriction of 2500 units, but is close to obtaining homologation certification for Atto 3 soon Plans to haver dealership in 90% of mkt where EVs are popular Seal is its 3rd model in India after Atto 3 & E6 It sold 351 in 2022 & 2044 in 2023 in India

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