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

https://x.com/i/status/2062906171074167165

BYD's Top 3 Export Destinations (Jan–Apr 2026) • Indonesia: 69,995 units, +664.1% YoY • Brazil: 39,080 units, +31.8% YoY • UK: 26,211 units, +122.3% YoY #BYD #Export

BYD showcases wide scope of its flash charging network with establishing one near Mount Everest @ 4250m altitude. It now has 6419 stations as of yesterday covering 319 cities in China. Production of Blade 2.0 battery is said to be reaching demand by Aug/Sep, so expect BEV sales to continue to climb.

Wieder 300 mehr als letzte Woche

#BYD has deployed over 6,400 flash charging stations.

https://x.com/thinkercar/status/2062844957405196696?s=20

Nio partners with Chinese chipmaker GigaDevice to co-develop automotive chips GigaDevice and Nio will jointly advance the research and development of automotive-grade chips and next-generation electrical/electronic architectures. http://cnev.co/EWbxQPz

Ich bin nicht in Nio investiert, daher ist es mir egal was die machen, aber was mir nicht egal ist, ist deren Marktanteil im Premiumsegment.

Aber der Rest, läuft eher suboptimal und das Europageschäft, hat auch noch ziemlich viel Luft nach oben 🫣

https://x.com/thinkercar/status/2062803637827473649?s=20

Honda sold 28,279 vehicles in China, down 48.7% y/y.

NIO ist schon sehr stark aufgestellt im oberen Preissegement.

NIO ES9 will hit 10,000 deliveries in June. Deliveries started May 28 — first 10,000 units in under a month. I guess June 17th.

🔥China’s Auto Exports Surge Over 50% YoY While Imports Plummet According to data compiled by CAAM from customs figures, China exported 939,000 finished vehicles in April 2026 🚗, climbing 20.3% MoM and 51.3% YoY, with export value hitting $16.1 billion, up 16.7% MoM and 44.2% YoY. Finished vehicle imports came in at 27,000 units 📉, down 1.8% MoM and 32.7% YoY, worth $1.31 billion—rising 12.1% MoM but falling 34.4% YoY. For the January–April period, cumulative finished vehicle exports reached 3.251 million units 📈, rising 50.6% YoY to $56.87 billion (up 54.1% YoY). Imports totalled 125,000 units valued at $5.75 billion, dropping 7.8% and 17.2% YoY respectively. Total import and export value of all automotive products stood at $28.09 billion in April (up 21.6% YoY) and $103.46 billion in the first four months (up 26.4% YoY). Auto exports posted roughly 30% annual growth while imports contracted, emerging as the core growth engine for China’s automotive foreign trade 🚢. #ChinaAuto #AutoTrade #GlobalAutoIndustry #AutomotiveTrade

Chinese companies now account for more than half of Japan's autonomous bus demonstration fleet. Of the 143 autonomous buses participating in fiscal 2025 public-road trials, Chinese manufacturers held a 50.3% share, with BYD alone leading the market at 36.4%.

Interessant wäre auch mal zu sehen, über was für ein Markt und Neuzulassungen man ausgeht, in dem Hybrid/ EVs gefragt sind und wie diese über die kommendem Jahre skalieren. Ich gehe auch davon aus, dass die Nachfrage in den nächsten Jahren weiterhin dynamisch sich erhöhen wird.