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

Recap of German automakers sales performance in China Q2 and H1 2026: Mercedes: Q2: 98,600 ⬇️30% H1: 210,200 ⬇️28% BMW Group: Q2: 117,815 ⬇️30.2% H1: 261,773 ⬇️20.4% Porsche: Q2: 6,982, ⬇️41% H1: 14,501 ⬇️32% Volkswagen Group Q2: 424,300 ⬇️36.6% H1: 973,000 ⬇️25.9% At least 30% down in Q2 and at least 20% down in H1 across all four.

https://x.com/i/status/2075816897048621391

DENZA Deutschland | Elektrische Premium-Mobilität https://share.google/UMngbQSk73OpxGveg

In H1 2026, the total wholesale volume of PV in China reached 12.5M units, -6% YoY. 🇨🇳 • #BYD held a commanding lead at 1,549.4k units, down 21.4% YoY. Chery ranked second with 907.8k, up 14.7%. • Third to fifth (all declined): Toyota 651.6k (-9.3%), Volkswagen 593.0k (-34.5%), #Geely 575.7k (-14.8%); its Galaxy brand reached 519.1k (+7.6%), ranking sixth. • Tesla followed at 467.9k (+28.4%), posting steady BEV growth.

https://cnevpost.com/2026/07/10/byd-11-275-gwh-storage-deal-abu-dhabi-project/

une & YTD #ChinaNEVSales cheatsheet via CAAM: The numbers that stood out for me: Domestic auto sales: June: 1.773 million, down 23.3% June ICEV: 654,000, down 45% YTD: 9.921 million, down 21.1% YTD ICEV: 4.831 million, down 27.8% Domestic PV sales: June: 1.497 million, down 26.4%; June ICEPV: 490,000, down 49.9%, or 489,000 lost YTD: 8.288 million, down 24.3%; YTD ICEPV: 3.694 million, down 31.9%, or 1.732 million lost NEV Sales: June: 1.643 million, up 23.6%; 58.5% penetration YTD: 7.446 million, up 7.3%; 49.6% penetration Domestic NEV sales: June: 1.12 million, down 0.4%; 63.1% penetration June NEV PV: 1.007 million, down 4.5%, 67.2% penetration YTD: 5.09 million, down 13.4%; 51.3% penetration YTD NEV PV: 4.594 million, down 16.8%, 55.4% penetration Auto & NEV export: June: 1.037 million, up 75.1%, topping 1 million for first time YTD: 5.096 million, up 65.3% June NEV: 523,000, up 160%; ICEV: 514,000, up 32.7% YTD NEV: 2.355 million, up 120%; ICEV: 2.741 million, up 35.5% PHEV/BEV Export: June BEV: 309,000 up 140%; PHEV: 214,000, up 190% YTD BEV: 1.433 million, up 11%; PHEV: 922,000, up 140% Chinese vs. Foreign brands PV share: June: 75.5%; YTD: 71.8%

https://carnewschina.com/2026/07/10/new-byd-seagull-hatchback-exposed-with-425-mm-longer-body-and-127-hp-motor/

#BYD Shark pickup has entered the MIIT announcement. L×W×H: 5,457 × 1,971 × 1,925 mm; cargo bed inner dimensions: 1,520 × 1,530 × 515 mm; wheelbase: 3,260 mm; curb weight: 2,710 kg; gross vehicle weight: 3,495 kg; rated payload: 460 kg. 1.5T engine: max net power 135 kW, power 143 kW, top speed 180 km/h. Dual permanent magnet synchronous motors (front/rear): peak power 170/150 kW, rated power 80/70 kW.

BMW Group 🇨🇳sales down 30% in Q2 and a fifth in H1 2026. Q1 sales were down 10%. So pretty brutal Q2 as is the case for all the German/foreign automakers in China.

🇨🇳🚢China Containerized Freight Index rose by 3.4% w/w to 1,873.15. $CCFI #Shipping #China

Automakers' share in China NEV exports in June: BYD leads with 34.2%, Tesla 4th with 7.2% BYD dominated China's NEV export market in June with 170,897 units shipped, while Tesla China exported 36,171 units. http://cnev.co/T67soKD

das sind 5% weniger als 2025

Automakers' share in China's NEV market in June: BYD leads with 22.3%, Tesla 5th for second consecutive month Nio's retail sales jumped 62.6% year-on-year in June, ranking 8th in China's NEV market. http://cnev.co/Gbe6B2O

https://www.autobild.de/artikel/byd-shark-2026-plug-in-hybrid-pick-up-mit-436-ps-28718379.html

https://de.motor1.com/news/801088/denza-bao-5-byd-2026/

#BYD Group Export Volume in Jun 2026 BYD: 161,461 units • Volume leaders: Yuan UP (36,473) and Song PLUS (28,927, +86.4% YoY) took the top two spots. • Monthly exports rose from 94.5k in Jan to 161.5k in Jun, sustaining robust H1 growth. • The BYD Dolphin G, its first model exclusively built for the European market, registered 9,000 units in export volume in Jun. FCB: 7,700 units, 5% share • FCB has scaled up rapidly, with Jun volume reaching 7.7k. Denza: 1,721 units, 1% share • It achieved its best month of 2026 in Jun, with volume hitting 1.7k units.