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

Also Thailand wird ab April 150K pro Jahr produzieren. Brasilien ab 2025 150K pro Jahr. Bleibt nur die Frage ab wann es in Ungarn losgeht. Weitere Werke außerhalb Chinas werden folgen. Großte Investitionen welchen den Gewinn erstmal stark schmälern.

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