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

BYD turned in 77,037 sales across five European markets for the first four months of 2026, up 163.2% YoY. UK: 26,396 units (+124% YoY) Italy: 17,428 units (+208.6% YoY) Germany: 13,825 units (+395.3% YoY) Spain: 13,467 units (+151.5% YoY) France: 5,921 units (+60.4% YoY)

Denza Z9GT was top selling luxury GT in China for May @ 5949 unit while the entire Stelato family (S9 sedans) had 3418 sales. S9 had a better sales start than Z9 variants, but Denza has turned things around this yr w/ flash charging variant. Very interesting to watch this continued battle bw BYD, Xiaomi & HW in the luxury EV mkt.

#BYD's Ro-Ro vessel "Zhengzhou" has arrived in Melbourne, #Australia, with 4,809 NEVs, marking the successful maiden voyage of its self-operated fleet to Australia.

China's May passenger NEV wholesale volume estimated at 1.36 million units, up 12% year-on-year China's passenger NEV market showed a significant recovery in May, driven by elevated global oil prices and robust export demand. cnev.co/9nYdxS4

Tesla China May wholesale volume reaches 85,982 units, highest this year Tesla China's wholesale volume in May grew 39.44% year-on-year, achieving an 8.18% sequential rebound from April.

Abseits des negativen Regionaltrends präsentierte sich der Hang-Seng-Index in Hongkong fest. Hier sorgte der anhaltende Boom um Künstliche Intelligenz für Kauflaune. Vor allem die in Taiwan stattfindende Computex-Konferenz und die dort präsentierten technologischen Innovationen gaben den Kursen spürbaren Auftrieb.

The global EV battery market grew 13.8% YoY, reaching 352.7 GWh as of Apr 2026. #CATL: 141.4 GWh, +19.8% YoY, M/S from 38.1% to 40.1% (+2.0 ppts), ranked 1st, M/S continues to expand. #BYD: 50.0 GWh, -2.4% YoY, M/S from 16.5% to 14.2% (-2.3 ppts), still 2nd but under short-term pressure.

WeRide, Uber to launch Spain's first commercial robotaxi service Commercial robotaxi service will launch in Madrid later this year, marking WeRide and Uber's first joint entry into the European market. http://cnev.co/AHCkzWs

Against this backdrop, Chinese automakers further expanded their presence. Data show that Chinese brands accounted for 13.4% of the Italian market in May. Among them, BYD delivered the strongest performance. The company registered 6,019 vehicles during the month, up 209.5% year-on-year, lifting its market share to 4%. The result allowed BYD to enter Italy’s top-10 automotive brands ranking for the first time, placing ninth overall. The primary growth driver was the Atto 2 DM-i, which recorded monthly sales of 3,719 units, accounting for roughly 62% of BYD’s total volume. The model also ranked sixth among all passenger vehicles sold in Italy during the month.

Italy new-vehicle registrations rose 7.6% in May to 150,096 units, driving year-to-date growth of 9.4%. Chinese brands captured 13.4% market share in May, led by BYD reaching 4% and entering Italy’s top-10. Leapmotor’s T03 and BYD Atto 2 propelled Chinese models into Italy’s top-three and top-six model rankings.

Italy’s auto registration grew 7.6% YoY in May to 150.1K units, with Chinese brands reaching a combined market share of 13.4%. The volume increase was led by BYD, MG, and Leapmotor, supported by growing EV adoption and the local Ecobonus incentives.

Hong Kong close: Hang Seng Tech Index up 4.72%; Tencent rises over 10% Hong Kong equities closed higher: Hang Seng Index +2.52%, Hang Seng Tech Index +4.72%; turnover HK$373.8 bln. Tencent closed up 10.46% after reports it is close to launching a WeChat AI assistant. Meituan rose 9.27% following its results; Alibaba and JDgained more than 6%. Autos were strong: NIO closed nearly 9% higher, while BY, XPeng and Li Auto all rose over 5%.

Average Transaction Price of New Car-making Brands in Q1 2026 #NIO: RMB 390k, +50.0% YoY #Huawei HIMA Aito: RMB 328k, +3.8% YoY #Zeekr: RMB 300k, +24.5% YoY

Eine bemerkenswerte Verschiebung zeichnete sich im Produktmix ab. Der Absatz von batterieelektrischen Fahrzeugen erreichte in diesem Jahr erstmals 198.674 Einheiten und überholte den Plug-in-Hybrid-Verkauf von 178.316 Einheiten. Der Trend markiert eine Umkehrung gegenüber Februar, als die Plug-in-Hybrid-Verkäufe die batterieelektrischen Auslieferungen um fast 20K-Einheiten übertrafen. Der Abstand verringerte sich im März und April auf weniger als 1.000 Einheiten. Denza General Manager Li Hui sagte, dass die Verkäufe im Juni ein weiteres Rekordhoch erreichen könnten. Yangwang lieferte 286 Fahrzeuge. Die U8 machte 233 Einheiten aus; die U9 und U7 lieferten 7 bzw. 46 Einheiten

BYD Semiconductor wird auch noch ein richtig großes Standbein werden.

2. Technologische Expansion (SiC & High-End-Computing)BYD expandiert nicht nur in der Menge, sondern vor allem in der Wertschöpfungskette nach oben:Der SiC-Shift: Die Fertigung wird massiv von traditionellem Silizium auf Siliziumkarbid (SiC) umgestellt. Dies ist notwendig, um BYDs neue High-End-Modelle mit 800V- und 1000V-Architekturen („Super E Platform“) und ultraschnellen Ladezeiten zu versorgen.Einstieg in den KI-Markt: Im Mai stellte BYD den „Xuanji A3“ vor – Chinas ersten selbstentwickelten 4-Nanometer-Autopilot-Chip. Damit dehnt BYD sein Portfolio von reiner Leistungselektronik direkt auf das hochkompetitive Feld des autonomen Fahrens aus, wo man bisher von Nvidia abhängig war.