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

Die asiatischen Aktienmärkte geraten zum Wochenstart gehörig unter Druck. In Tokio steckt der Nikkei 225 am ersten Handelstag der Woche zeitweise Verluste von 4,53 Prozent auf 63.574,27 Punkte ein. Auf dem chinesischen Festland geht es ebenfalls abwärts: Der Shanghai Composite verliert stellenweise 2,16 Prozent auf 3.940,94 Indexpunkte. In Hongkong rutscht daneben der Hang Seng zwischenzeitlich um 1,73 Prozent auf 24.530,00 Zähler ins Minus. Der südkoreanische KOSPI fällt derweil um 8,04 Prozent auf 921,88 Einheiten.

Li Auto schedules software and AI event for June 15 to explore embodied intelligence Li Auto will detail what embodied intelligence is and its roadmap in the software and AI fields. cnev.co/zJieOu2 👇

Hong Kong open: Hang Seng Index (HSI) down 1.52% and Hang Seng Tech Index (HSTECH) down 2.43% at the open. Chip and optical-communications sectors opened broadly weaker; headline internet and tech names underperformed. Montage Technology fell more than 4%, Shenghong Technology fell over 7%, Baidu fell more than 4%.

https://carnewschina.com/2026/06/08/byd-unveils-official-images-of-its-new-flagship-d-class-sedan-the-great-han/

Top 3 Brands Exported to the #UK (Jan–Apr 2026) • #BYD: 26,211 units, +122.3% YoY • #MG: 19,990 units, -29.5% YoY • #Chery: 8,449 units

https://x.com/i/status/2063586007497207935

China's auto export destination thru Apr: Brazil followed by Russia, UK, Belgium, UAE, Australia, Italy, Mexico, Spain & Malaysia Brazil is juiced by front loading of export b4 new tariffs get levied on BYD later this yr.

https://carnewschina.com/2026/06/07/denza-z-spotted-in-china-1000-hp-ev-convertible-global-launch-in-july/

Brutale Kiste. Beschleunigung, wie ein startender Kampfjet 😉

https://x.com/i/status/2063290421422223487

An undisguised real-car photo of the #BYD Denza Z sports car in black, with an imposing front fascia. It is reported that its specs include: e³, DiSus-M, God's Eye 5.0, 1000+ hp, 0–100 km/h under 2 seconds, convertible.

https://youtube.com/shorts/v_mwRyi44Aw?is=Ly0FYqu2dLoK5keY

China cannot spend on AI like America can & it shows up in this chart. Aside from public infrastructure, it has to invest in many sectors: clean energy, embodied AI, EVs, hydrogen, industrial supply chain & aerospace In order to build a tech sovereign economy, it has to achieve leading position on every advanced industry, so its progress cannot be stopped by Western sanctions. All this investment takes money. I often see comments online complaining that US is too dependent on China. Well, if you do not want that to happen, then you need to take money from AI build out & military industrial complex & put that in sectors where China now dominates. All this requires not just money, but talent, govt policy, energy, water, land & other resource. Since Chinese planners can't put itself in a position of being overly dependent in any sector, then it has to invest in everything & that means AI sector needs to be a lot more efficient in resource utilization than its US counterparts. Even if China had unlimited access to Nvidia GPUs, DeepSeek could never spend as much on them as Anthropic, bc it would never have the funding to do so. And if it did, then it would deprive other sectors of investment.

2 Western mkt showing growth in Chinese import & brand (Graph form Bloomberg) In Europe, Chinese groups have hit 10% (altho part of that is Volvo, part of Geely group), huge growth from BYD, Chery & Leapmotor in past yr. Chinese auto exports to Australia now surpasses Japan.

HK new auto registration for May: Huge growth for Denza brand where D9 sales reached 649, 2nd highest in HK. Combined BYD + Denza was highest

BYD is getting into Metals 3D Printing. It's electronic division factory in Guizhou is building No 12 factory building to make all the 3D printed components. 73.8m RMB for 30 to 40 printers & print 600k set of components for high end communication equipment every yr. BYDE is following direction of consumer electronics where more & more production is shifting to 3d printing for lighter parts. It has already started doing this on its U9X EV, will we see more 3D printed parts in other models?